DOSSIER · 13F-HR · Q2 2026

Cornerstone Select Advisors, LLC

$238M in tracked AUM across 149 positions as of Q2 2026.

CS
CIK 0002055366 · last filed Jun 30, 2026
Total AUM
$238M
as of Q2 2026
Holdings
149
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Cornerstone Select Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MU
MICRON TECHNOLOGY INC
$16M14K6.9%
02
LRCX
LAM RESEARCH CORP
$13M30K5.4%
03
AVGO
BROADCOM INC
$12M31K5.0%
04
NVDA
NVIDIA CORPORATION
$9M43K3.6%
05
KLAC
KLA CORP
$8M26K3.3%
06
AAPL
APPLE INC
$6M20K2.4%
07
VRT
VERTIV HOLDINGS CO
$5M15K2.1%
08
DELL
DELL TECHNOLOGIES INC
$5M11K2.0%
09
PANW
PALO ALTO NETWORKS INC
$4M13K1.9%
10
CRWD
CROWDSTRIKE HLDGS INC
$4M6K1.8%

Filing history

2026Q2Jun 30
$238M 48.8%
149 positionsView →
2026Q1Mar 31
$160M 10.8%
124 positionsView →
2025Q4Dec 31
$144M 97.3%
117 positionsView →
2025Q3Sep 30
$73M 21.5%
52 positionsView →
2025Q2Jun 30
$60M 12.2%
54 positionsLocked
2025Q1Mar 31
$54M 48.3%
56 positionsLocked
2024Q4Dec 31
$104M
112 positionsLocked