CORNERSTONE SELECT ADVISORS, LLC 13F Portfolio
CORNERSTONE SELECT ADVISORS, LLC runs CORNERSTONE SELECT ADVISORS, LLC and currently holds 149 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $237.61M. Their top holdings are MU, LRCX, AVGO, NVDA, KLAC. The top five represent 24.2% of reported portfolio weight. CORNERSTONE SELECT ADVISORS, LLC ranks #478 out of 1000 investors tracked by Alpha Score. In the most recent quarter, CORNERSTONE SELECT ADVISORS, LLC initiated 6 new positions. They added to 81 existing positions. They trimmed 10 positions. Their current best-performing preview position is MU with returns of +241.67%.
Portfolio Value
$237.61M
Alpha Score
59.1
#478 of 1000
Holdings
149
CORNERSTONE SELECT ADVISORS, LLC Current 13F Holdings
Reported holdings from CORNERSTONE SELECT ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
149 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MU MICRON TECHNOLOGY INC | 6.91% | $184.79 | $1,029.00 | +456.85% | Added +8.65% |
 LRCX LAM RESEARCH CORP | 5.43% | $151.61 | $318.84 | +110.30% | Added +27.06% |
 AVGO BROADCOM INC | 4.99% | $249.65 | $361.54 | +44.82% | Added +9.73% |
 NVDA NVIDIA CORPORATION | 3.64% | $145.11 | $229.28 | +58.00% | Added +2.98% |
 KLAC KLA CORP | 3.25% | $84.66 | $195.57 | +131.01% | Added +984.20% |
 AAPL APPLE INC | 2.41% | $255.07 | $336.68 | +32.00% | Added +12.74% |
 VRT VERTIV HOLDINGS CO | 2.15% | $151.71 | $242.73 | +60.00% | Added +11.55% |
 DELL DELL TECHNOLOGIES INC | 2.05% | $189.64 | $586.28 | +209.15% | Added +29.97% |
 PANW PALO ALTO NETWORKS INC | 1.88% | $197.70 | $418.78 | +111.83% | Added +12.24% |
 CRWD CROWDSTRIKE HLDGS INC | 1.85% | $108.34 | $275.04 | +153.87% | Added +11.90% |
Showing 1-10 of 149