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CORNERSTONE SELECT ADVISORS, LLC 13F portfolio summary

CORNERSTONE SELECT ADVISORS, LLC of CORNERSTONE SELECT ADVISORS, LLC has 149 current stock holdings with a reported portfolio value of $237.6M. The portfolio 1 year return is +50.50%. Top holdings include MU (6.91%), LRCX (5.43%), AVGO (4.99%), NVDA (3.64%), KLAC (3.25%).

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CORNERSTONE SELECT ADVISORS, LLC

CORNERSTONE SELECT ADVISORS, LLC
Latest filing: 2026-06-30

CORNERSTONE SELECT ADVISORS, LLC runs CORNERSTONE SELECT ADVISORS, LLC and currently holds 149 stock positions, which is fewer than the average of 230 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 #469 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%.

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Top 5 Holdings
MU6.9%
LRCX5.4%
AVGO5.0%
NVDA3.6%
KLAC3.3%
Top 5: 24.2%
Portfolio Returns
1 Year
+50.50%
#174/1000
3 Year
+65.97%
#556/1000
5 Year
+65.97%
#598/1000

Portfolio Value

$237.61M

Alpha Score

59.1

#469 of 1000

Holdings

149

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149 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MU
MICRON TECHNOLOGY INC
6.91%$184.79$966.78+423.18%
Added
+8.65%
LRCX
LAM RESEARCH CORP
5.43%$151.61$314.00+107.11%
Added
+27.06%
AVGO
BROADCOM INC
4.99%$249.65$368.45+47.59%
Added
+9.73%
NVDA
NVIDIA CORPORATION
3.64%$145.11$214.76+48.00%
Added
+2.98%
KLAC
KLA CORP
3.25%$84.66$183.99+117.33%
Added
+984.20%
AAPL
APPLE INC
2.41%$255.07$309.35+21.28%
Added
+12.74%
VRT
VERTIV HOLDINGS CO
2.15%$151.71$262.00+72.70%
Added
+11.55%
DELL
DELL TECHNOLOGIES INC
2.05%$189.64$441.74+132.94%
Added
+29.97%
PANW
PALO ALTO NETWORKS INC
1.88%$197.70$358.04+81.10%
Added
+12.24%
CRWD
CROWDSTRIKE HLDGS INC
1.85%$108.34$191.95+77.17%
Added
+11.90%

Showing 1-10 of 149