Cornerstone Select Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Cornerstone Select Advisors, LLC reported 149 stock positions worth $237.6 million. Its top holding was Micron Technology (MU) at 6.9% of the portfolio, followed by Lam Research (LRCX, 5.4%) and Broadcom (AVGO, 5.0%). Compared with Q1 2026, it opened 31 new positions, sold out of 6, added to 92 and reduced 19. The biggest buy was Micron Technology (MU, shares +9%) and the biggest sale Leidos (LDOS, shares −13%).

Most Recent 13F
Q2 2026
Location
ST. LOUIS, MO
CIK
0002055366
Portfolio Value
$237.6M (Q2 2026)
SEC Filing
0001104659-26-091031 ↗ filed Aug 5, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $103.7M Q4 2024 Q1 2025: $105.6M Q1 2025 Q2 2025: $113.6M Q2 2025 Q3 2025: $136.0M Q3 2025 Q4 2025: $144.1M Q4 2025 Q1 2026: $159.7M Q1 2026 Q2 2026: $237.6M $237.6M Q2 2026

Holdings 149 stocks · $237.6M
MU Micron Technology Inc. 6.91% 14,227 $16.4M Add +8.7%
LRCX Lam Research Corp. 5.43% 29,766 $12.9M Add +27.1%
AVGO Broadcom Inc. 4.99% 31,375 $11.9M Add +9.7%
NVDA Nvidia Corp. 3.64% 43,208 $8.6M Add +3.0%
KLAC KLA Corp. 3.25% 25,598 $7.7M Add +8.4%
AAPL Apple Inc. 2.41% 19,752 $5.7M Add +12.7%
VRT Vertiv Holdings Co. Class A 2.15% 15,234 $5.1M Add +11.6%
DELL Dell Technologies -C 2.05% 11,283 $4.9M Add +30.0%
PANW Palo Alto Networks Inc. 1.88% 13,105 $4.5M Add +12.2%
CRWD CrowdStrike Holdings Inc. Class A 1.85% 5,754 $4.4M Add +11.9%
CAH Cardinal Health Inc. 1.85% 18,456 $4.4M Add +9.0%
CSCO Cisco Systems Inc. 1.73% 34,903 $4.1M Add +8.9%
CVX Chevron Corp. 1.69% 24,286 $4.0M Add +22.0%
BAC Bank of America Corp. 1.65% 68,933 $3.9M Add +8.1%
SMH Vaneck Semiconductor ETF 1.50% 5,443 $3.6M Reduce -2.4%
VLO Valero Energy Corp. 1.46% 13,285 $3.5M Add +26.1%
PLTR Palantir Technologies Inc. Class A 1.44% 29,272 $3.4M Add +37.6%
GLW Corning Inc. 1.42% 13,246 $3.4M Add +0.5%
ABBV Abbvie Inc. 1.40% 13,222 $3.3M Add +17.5%
MRK Merck & Co. Inc. 1.38% 25,523 $3.3M Add +12.1%
ARCC Ares Capital Corp. 1.34% 171,613 $3.2M Add +4.9%
ANET Arista Networks Inc. 1.32% 18,523 $3.1M Add +14.8%
AMZN Amazon.com Inc. 1.30% 12,996 $3.1M Add +13.0%
T AT&T Inc. 1.27% 145,746 $3.0M Add +10.0%
MSFT Microsoft Corp. 1.26% 8,019 $3.0M Add +11.8%
EPD Enterprise Products Partners 1.24% 80,102 $2.9M Add +20.1%
WCC Wesco International Inc. 1.09% 7,469 $2.6M Add +3.5%
GOOGL Alphabet Inc. Class A 1.07% 7,122 $2.5M Add +9.9%
CRDO Credo Technology Group Holdi 1.06% 9,239 $2.5M Add +17.9%
WMT Walmart Inc. 1.02% 21,447 $2.4M Add +14.3%
AMD Advanced Micro Devices 1.00% 4,091 $2.4M Add +11.2%
GILD Gilead Sciences Inc. 1.00% 18,744 $2.4M Add +20.1%
META Meta Platforms Inc. Class A 0.98% 4,140 $2.3M Add +14.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.98% 8,293 $2.3M Add +14.8%
SHEL Shell PLC-ADR 0.94% 28,955 $2.2M Add +4.1%
TGTX TG Therapeutics Inc. 0.93% 40,217 $2.2M Reduce -14.3%
HPE Hewlett Packard Enterprise 0.92% 48,654 $2.2M Add +14.5%
CAT Caterpillar Inc. 0.91% 2,028 $2.2M Add +9.4%
VZ Verizon Communications Inc. 0.90% 50,240 $2.1M Add +4.6%
TSM Taiwan Semiconductor-SP ADR 0.86% 4,282 $2.0M Reduce -1.7%
MO Altria Group Inc. 0.85% 28,195 $2.0M Add +27.6%
ORCL Oracle Corp. 0.83% 13,476 $2.0M Add +13.4%
LHX L3HARRIS Technologies Inc. 0.78% 6,401 $1.9M Add +1.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.78% 928 $1.8M Add +38.5%
TMHC Taylor Morrison Home Corp. 0.72% 23,961 $1.7M Add +7.0%
AMGN Amgen Inc. 0.72% 4,743 $1.7M Add +8.2%
EME Emcor Group Inc. 0.71% 2,046 $1.7M Add +75.8%
CDNS Cadence Design SYS Inc. 0.71% 4,506 $1.7M Add +13.2%
COHR Coherent Corp. 0.70% 4,225 $1.7M Add +93.8%
UGI Ugi Corp. 0.61% 42,218 $1.5M Add +5.2%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.56% 14,039 $1.3M Add +12.4%
TFC Truist Financial Corp. 0.55% 26,299 $1.3M Add +18.3%
OHI Omega Healthcare Investors 0.55% 27,442 $1.3M Add +20.0%
V Visa Inc. Class A 0.55% 3,783 $1.3M Reduce -0.4%
XLI SS Industrial Select Sector 0.54% 6,907 $1.3M Add +13.7%
VFH Vanguard Financials ETF 0.53% 9,526 $1.3M Add +0.3%
CMI Cummins Inc. 0.51% 1,695 $1.2M Add +59.9%
STLD Steel Dynamics Inc. 0.51% 5,231 $1.2M Add +39.8%
ALL Allstate Corp. 0.50% 4,992 $1.2M No change
XOM Exxon Mobil Corp. 0.50% 8,648 $1.2M Add +16.2%
AGNC AGNC Investment Corp. 0.46% 101,142 $1.1M Add +11.3%
BMY Bristol-Myers Squibb Co. 0.46% 19,000 $1.1M Add +2.1%
JPM JPMorgan Chase & Co. 0.45% 3,301 $1.1M Add +24.2%
JNJ Johnson & Johnson 0.44% 4,100 $1.0M Add +22.1%
FTNT Fortinet Inc. 0.44% 6,760 $1.0M Add +23.7%
VHT Vanguard Health Care ETF 0.42% 3,346 $1.0M Add +0.5%
TPR Tapestry Inc. 0.41% 6,591 $965K Add +16.9%
GLXY Galaxy Digital Inc. Class A 0.40% 35,050 $958K Add +31.1%
URI United Rentals Inc. 0.39% 814 $922K Add +46.9%
XLY SS Consumer Disc Select Sect 0.36% 7,239 $849K Reduce -0.7%
MPLX MPLX LP 0.34% 14,457 $814K Add +9.0%
UNP Union Pacific Corp. 0.31% 2,712 $738K Reduce -1.4%
XLE SS Energy Select Sector 0.31% 13,827 $734K Reduce -0.5%
IWM iShares Russell 2000 ETF 0.30% 2,368 $712K Add +23.1%
COF Capital One Financial Corp. 0.30% 3,531 $708K Add +28.7%
SLB SLB Ltd. filed as SLB LIMITED 0.29% 14,610 $679K Add +4.8%
HASI Ha Sustainable Infrastructur 0.28% 16,877 $659K No change
VDC Vanguard Consumer Staple ETF 0.25% 2,617 $590K Add +0.5%
PSLV Sprott Physical Silver Trust 0.25% 31,200 $589K New
GM General Motors Co. 0.24% 7,329 $565K Add +33.2%
RSSL Global X Russell 2000 ETF 0.23% 4,643 $547K Add +1.6%
RTX RTX Corp. 0.23% 2,819 $535K Add +8.9%
LDOS Leidos Holdings Inc. 0.23% 5,194 $535K Reduce -12.8%
IVV iShares Core S&P 500 ETF 0.21% 679 $508K No change
AIQ Global X Art Intel & Tech 0.20% 7,089 $465K Add +22.3%
FIX Comfort Systems USA Inc. 0.20% 235 $465K New
MET Metlife Inc. 0.20% 5,490 $465K Add +10.1%
PWR Quanta Services Inc. 0.19% 643 $463K New
GOOG Alphabet Inc. Class C 0.19% 1,309 $463K New
VVX V2X Inc. 0.18% 5,696 $425K Add +18.1%
AEP American Electric Power 0.18% 3,047 $417K Reduce -1.4%
TE T1 Energy Inc. 0.17% 42,447 $402K New
VNQ Vanguard Real Estate ETF 0.17% 4,166 $402K Reduce -0.1%
LLY Eli Lilly & Co. 0.17% 327 $392K New
AMAT Applied Materials Inc. 0.16% 530 $383K New
FCX Freeport-McMoran Inc. 0.16% 5,947 $374K Add +21.2%
OGE Oge Energy Corp. 0.16% 7,660 $373K Add +39.6%
SNOW Snowflake Inc. 0.15% 1,445 $368K New
CSX CSX Corp. 0.15% 7,660 $364K Add +30.6%
BKR Baker Hughes Co. 0.15% 6,391 $355K Add +69.2%
WFC Wells Fargo & Co. 0.15% 4,211 $348K New
FNF Fidelity National Financial 0.15% 7,325 $345K Add +3.7%
MDB Mongodb Inc. 0.14% 1,009 $339K Reduce -3.8%
APLD Applied Digital Corp. 0.14% 8,967 $334K Add +2.8%
ET Energy Transfer LP 0.14% 17,338 $332K Add +1.7%
PRU Prudential Financial Inc. 0.14% 3,058 $330K Reduce -2.5%
WULF Terawulf Inc. 0.14% 13,324 $329K New
CRM Salesforce Inc. 0.14% 2,062 $323K Reduce -25.8%
XLK SS Technology Select Sector 0.13% 1,674 $319K New
ORLY O'reilly Automotive Inc. 0.13% 3,345 $308K Reduce -5.5%
MCK McKesson Corp. 0.13% 401 $303K Add +1.3%
MELI MercadoLibre Inc. 0.13% 177 $300K No change
CEF Sprott Physical Gold and Sil 0.13% 7,380 $297K New
HD Home Depot Inc. 0.12% 840 $296K Add +5.8%
GRNY Fundstr Gran SH US LRG Cap 0.12% 10,406 $288K Add +7.5%
TGT Target Corp. 0.12% 2,192 $286K No change
NSC Norfolk Southern Corp. 0.12% 891 $280K No change
QSR Restaurant Brands Intern 0.12% 3,803 $276K Add +4.8%
MA Mastercard Inc. Class A 0.11% 529 $272K New
CBRE CBRE Group Inc. Class A 0.11% 2,017 $272K Reduce -2.5%
TX Ternium SA-Sponsored ADR 0.11% 6,012 $257K Add +2.1%
GDX Vaneck Gold Miners ETF 0.11% 3,397 $256K New
COP Conocophillips 0.11% 2,455 $255K New
QQQ Invesco QQQ Trust Series 1 0.10% 330 $243K New
BG Bunge Global SA 0.10% 2,260 $241K Add +3.4%
VGT Vanguard Info Tech ETF 0.10% 2,008 $240K New
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 316 $236K No change
NWG Natwest Group PLC -Spon ADR 0.10% 13,395 $236K Add +4.2%
TXN Texas Instruments Inc. 0.10% 781 $233K New
IREN Iren Ltd. filed as IREN LIMITED 0.10% 5,064 $232K New
BBT Beacon Financial Corp. 0.10% 7,574 $231K Add +3.2%
TAK Takeda Pharmaceutic-SP ADR 0.10% 14,194 $228K Add +23.5%
GEV GE Vernova Inc. 0.09% 189 $222K New
TMO Thermo Fisher Scientific Inc. 0.09% 441 $221K New
MPC Marathon Petroleum Corp. 0.09% 860 $220K New
UBER Uber Technologies Inc. 0.09% 2,978 $215K New
VAW Vanguard Materials ETF 0.09% 934 $214K Reduce -0.1%
SILJ Amplify Junior Silver Miners 0.09% 8,161 $212K New
IVZ Invesco Ltd. 0.09% 7,923 $209K Reduce -6.4%
NTRA Natera Inc. 0.09% 770 $209K New
EXC Exelon Corp. 0.09% 4,475 $209K New
PFFD Global X US Preferred ETF 0.09% 10,890 $204K Reduce -3.9%
FSK FS KKR Capital Corp. 0.08% 19,091 $200K New
RDZN Roadzen Inc. 0.07% 114,500 $167K New
GSBD Goldman Sachs BDC Inc. 0.07% 17,050 $162K New
BTQ BTQ Technologies Corp. 0.07% 28,760 $155K Add +39.7%
PRTA Prothena Corp. PLC 0.04% 10,000 $98K New
SPAI Safe Pro Group Inc. 0.02% 11,700 $51K New
HRTX Heron Therapeutics Inc. 0.01% 39,964 $17K Reduce -32.7%

Portfolio Sells Q1 2026 → Q2 2026
LDOS Leidos Holdings Inc. Reduce -12.8% 0.23% −0.36
XLE SS Energy Select Sector Reduce -0.5% 0.31% −0.22
CRM Salesforce Inc. Reduce -25.8% 0.14% −0.19
V Visa Inc. Class A Reduce -0.4% 0.55% −0.17
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.16
ADBE Adobe Inc. Sold out 0.00% −0.16
XLY SS Consumer Disc Select Sect Reduce -0.7% 0.36% −0.14
ESLT Elbit Systems Ltd. Sold out 0.00% −0.14
DVN Devon Energy Corp. Sold out 0.00% −0.14
CG The Carlyle Group Inc. Sold out 0.00% −0.13
FDX FedEx Corp. Sold out 0.00% −0.13
UNP Union Pacific Corp. Reduce -1.4% 0.31% −0.11
AEP American Electric Power Reduce -1.4% 0.18% −0.08
ORLY O'reilly Automotive Inc. Reduce -5.5% 0.13% −0.07
VNQ Vanguard Real Estate ETF Reduce -0.1% 0.17% −0.06
CBRE CBRE Group Inc. Class A Reduce -2.5% 0.11% −0.06
TSM Taiwan Semiconductor-SP ADR Reduce -1.7% 0.86% −0.06
PRU Prudential Financial Inc. Reduce -2.5% 0.14% −0.05
TGTX TG Therapeutics Inc. Reduce -14.3% 0.93% −0.05
PFFD Global X US Preferred ETF Reduce -3.9% 0.09% −0.04
VAW Vanguard Materials ETF Reduce -0.1% 0.09% −0.04
IVZ Invesco Ltd. Reduce -6.4% 0.09% −0.04
HRTX Heron Therapeutics Inc. Reduce -32.7% 0.01% −0.02
MDB Mongodb Inc. Reduce -3.8% 0.14% −0.02
SMH Vaneck Semiconductor ETF Reduce -2.4% 1.50% +0.16

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +8.7% 6.91% +4.14
LRCX Lam Research Corp. Add +27.1% 5.43% +2.29
DELL Dell Technologies -C Add +30.0% 2.05% +1.16
KLAC KLA Corp. Add +8.4% 3.25% +1.07
PANW Palo Alto Networks Inc. Add +12.2% 1.88% +0.71
CRDO Credo Technology Group Holdi Add +17.9% 1.06% +0.60
CRWD CrowdStrike Holdings Inc. Class A Add +11.9% 1.85% +0.59
AMD Advanced Micro Devices Add +11.2% 1.00% +0.53
COHR Coherent Corp. Add +93.8% 0.70% +0.38
GLW Corning Inc. Add +0.5% 1.42% +0.30
HPE Hewlett Packard Enterprise Add +14.5% 0.92% +0.29
PSLV Sprott Physical Silver Trust New 0.25% +0.25
ASML ASML Holding NV-NY Reg SHS Add +38.5% 0.78% +0.22
FIX Comfort Systems USA Inc. New 0.20% +0.20
PWR Quanta Services Inc. New 0.19% +0.19
GOOG Alphabet Inc. Class C New 0.19% +0.19
EME Emcor Group Inc. Add +75.8% 0.71% +0.18
TE T1 Energy Inc. New 0.17% +0.17
CSCO Cisco Systems Inc. Add +8.9% 1.73% +0.17
LLY Eli Lilly & Co. New 0.17% +0.17
AMAT Applied Materials Inc. New 0.16% +0.16
FTNT Fortinet Inc. Add +23.7% 0.44% +0.16
SNOW Snowflake Inc. New 0.15% +0.15
CMI Cummins Inc. Add +59.9% 0.51% +0.15
WFC Wells Fargo & Co. New 0.15% +0.15
WULF Terawulf Inc. New 0.14% +0.14
URI United Rentals Inc. Add +46.9% 0.39% +0.14
XLK SS Technology Select Sector New 0.13% +0.13
CEF Sprott Physical Gold and Sil New 0.13% +0.13
MA Mastercard Inc. Class A New 0.11% +0.11
GDX Vaneck Gold Miners ETF New 0.11% +0.11
COP Conocophillips New 0.11% +0.11
QQQ Invesco QQQ Trust Series 1 New 0.10% +0.10
VGT Vanguard Info Tech ETF New 0.10% +0.10
TXN Texas Instruments Inc. New 0.10% +0.10
IREN Iren Ltd. New 0.10% +0.10
GLXY Galaxy Digital Inc. Class A Add +31.1% 0.40% +0.09
GEV GE Vernova Inc. New 0.09% +0.09
TMO Thermo Fisher Scientific Inc. New 0.09% +0.09
MPC Marathon Petroleum Corp. New 0.09% +0.09
UBER Uber Technologies Inc. New 0.09% +0.09
SILJ Amplify Junior Silver Miners New 0.09% +0.09
NTRA Natera Inc. New 0.09% +0.09
EXC Exelon Corp. New 0.09% +0.09
CAT Caterpillar Inc. Add +9.4% 0.91% +0.09
FSK FS KKR Capital Corp. New 0.08% +0.08
ANET Arista Networks Inc. Add +14.8% 1.32% +0.08
STLD Steel Dynamics Inc. Add +39.8% 0.51% +0.08
RDZN Roadzen Inc. New 0.07% +0.07
GSBD Goldman Sachs BDC Inc. New 0.07% +0.07

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 149$237.6MMU, LRCX, AVGO, NVDA, KLAC
Q1 2026 124$159.7MAVGO, NVDA, LRCX, AAPL, MU
Q4 2025 117$144.1MAVGO, NVDA, AAPL, LRCX, MU
Q3 2025 110$136.0MAVGO, NVDA, AAPL, MSFT, T
Q2 2025 110$113.6MAVGO, NVDA, T, MSFT, AAPL
Q1 2025 112$105.6MAVGO, NVDA, AAPL, T, CVX
Q4 2024 112$103.7MAVGO, NVDA, AAPL, MSFT, CVX