Cornerstone Select Advisors, LLC
Long book
$159.7M
Q1 2026
Positions
124
Top-10 weight
30%
concentration
Last quarter
+23.5%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsCornerstone Select Advisors, LLC is an institutional manager, running a $159.7M US long book across 124 positions.
The portfolio is moderately concentrated (top 10 ≈ 30% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: BROADCOM INC, NVIDIA CORP, LAM RESEARCH CORP, APPLE INC, MICRON TECHNOLOGY INC.
Over the last 6 quarters its long book ran on average 4.2pp per quarter ahead of the S&P 500, beating the index in 6 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-1.5%
Q1 2025
+12.8%
Q2 2025
+11.2%
Q3 2025
+3.9%
Q4 2025
+2.8%
Q1 2026
+23.5%
Sector allocation
Technology 42%
Industrials 11%
Healthcare 9%
Consumer discretionary 8%
Energy 7%
Financials 6%
Other 5%
Communications 4%
Long book by quarter
What does Cornerstone Select own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AVGO BROADCOM INC | Technology | 28.6K | $8.8M | 5.5% | 0.0% |
| NVDA NVIDIA CORP | Technology | 42.0K | $7.3M | 4.6% | -5.5% |
| LRCX LAM RESEARCH CORP | Industrials | 23.4K | $5.0M | 3.1% | +2.3% |
| AAPL APPLE INC | Technology | 17.5K | $4.4M | 2.8% | +3.0% |
| MU MICRON TECHNOLOGY INC | Technology | 13.1K | $4.4M | 2.8% | +5.2% |
| CVX CHEVRON CORP | Energy | 19.9K | $4.1M | 2.6% | -2.7% |
| T AT&T INC | Communications | 132.4K | $3.8M | 2.4% | +1.5% |
| CAH CARDINAL HEALTH INC | Consumer discretionary | 16.9K | $3.6M | 2.2% | +4.7% |
| KLAC KLA CORP | Other | 2.4K | $3.5M | 2.2% | -0.5% |
| VRT VERTIV HOLDINGS CO-A | Technology | 13.7K | $3.4M | 2.1% | +7.9% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 21.3K | $3.1M | 1.9% | +11.2% |
| BAC BANK OF AMERICA CORP | Financials | 63.8K | $3.1M | 1.9% | +2.3% |
| ARCC ARES CAPITAL CORP | — | 163.5K | $2.9M | 1.8% | +5.8% |
| MRK MERCK & CO. INC. | Healthcare | 22.8K | $2.7M | 1.7% | +4.5% |
| MSFT MICROSOFT CORP | Technology | 7.2K | $2.7M | 1.7% | -1.1% |
| VLO VALERO ENERGY CORP | Energy | 10.5K | $2.6M | 1.6% | +0.4% |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 66.7K | $2.5M | 1.6% | +4.6% |
| CSCO CISCO SYSTEMS INC | Technology | 32.1K | $2.5M | 1.6% | -0.2% |
| ABBV ABBVIE INC | Healthcare | 11.2K | $2.4M | 1.5% | +3.0% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 48.0K | $2.4M | 1.5% | -1.6% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.5K | $2.4M | 1.5% | +9.7% |
| WMT WALMART INC | Consumer discretionary | 18.8K | $2.3M | 1.5% | +2.3% |
| LHX L3HARRIS TECHNOLOGIES INC | Technology | 6.3K | $2.2M | 1.4% | +0.9% |
| GILD GILEAD SCIENCES INC | Healthcare | 15.6K | $2.2M | 1.4% | +8.9% |
| META META PLATFORMS INC-CLASS A | Technology | 3.6K | $2.1M | 1.3% | +4.4% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 5.1K | $2.0M | 1.3% | +12.6% |
| ANET ARISTA NETWORKS INC | Technology | 16.1K | $2.0M | 1.2% | +6.4% |
| WCC WESCO INTERNATIONAL INC | Consumer discretionary | 7.2K | $2.0M | 1.2% | -1.9% |
| PANW PALO ALTO NETWORKS INC | Technology | 11.7K | $1.9M | 1.2% | +6.5% |
| GOOGL ALPHABET INC-CL A | Technology | 6.5K | $1.9M | 1.2% | +15.5% |
| GLW CORNING INC | Industrials | 13.2K | $1.8M | 1.1% | -0.9% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 7.2K | $1.8M | 1.1% | +1.4% |
| ORCL ORACLE CORP | Technology | 11.9K | $1.7M | 1.1% | +17.0% |
| TGTX TG THERAPEUTICS INC | Healthcare | 46.9K | $1.6M | 1.0% | -13.3% |
| AMGN AMGEN INC | Healthcare | 4.4K | $1.5M | 1.0% | +7.8% |
| UGI UGI CORP | Utilities | 40.1K | $1.5M | 0.9% | +15.9% |
| MO ALTRIA GROUP INC | Consumer staples | 22.1K | $1.5M | 0.9% | +0.7% |
| DELL DELL TECHNOLOGIES -C | Technology | 8.7K | $1.4M | 0.9% | +7.2% |
| CAT CATERPILLAR INC | Industrials | 1.9K | $1.3M | 0.8% | +7.7% |
| TMHC TAYLOR MORRISON HOME CORP | Industrials | 22.4K | $1.3M | 0.8% | -4.9% |
| XOM EXXON MOBIL CORP | Energy | 7.4K | $1.3M | 0.8% | +12.1% |
| V VISA INC-CLASS A SHARES | Services media | 3.8K | $1.1M | 0.7% | +0.7% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 18.6K | $1.1M | 0.7% | -9.5% |
| CDNS CADENCE DESIGN SYS INC | Technology | 4.0K | $1.1M | 0.7% | -0.7% |
| ALL ALLSTATE CORP | Financials | 5.0K | $1.0M | 0.6% | +2.0% |
| TFC TRUIST FINANCIAL CORP | Financials | 22.2K | $1.0M | 0.6% | -10.7% |
| HPE HEWLETT PACKARD ENTERPRISE | Technology | 42.5K | $1.0M | 0.6% | +2.1% |
| LDOS LEIDOS HOLDINGS INC | Technology | 6.0K | $927K | 0.6% | +1.7% |
| ASML ASML HOLDING NV-NY REG SHS | Industrials | 670 | $885K | 0.6% | -0.1% |
| EME EMCOR GROUP INC | Industrials | 1.2K | $860K | 0.5% | +5.5% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 124 | $159.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 117 | $144.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 110 | $136.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 12, 2025 | 110 | $113.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 112 | $105.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 112 | $103.7M | canonical | SEC ↗ |
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