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13F-HR filed by Cornerstone Select Advisors, LLC

Cornerstone Select Advisors, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-10, with 117 holding rows worth $144,114,314.

Accession
0001104659-26-012390
Filed
2026-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 117 entries on the cover page, a total value of $144,114,314 stated on the cover page (in dollars after the unit check, H1), rows summing to $144,114,314 with VALUE read as dollars as filed, 13F file number 028-25213. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Broadcom Inc.11135F101COM28,587$9,893,851dollars as filed
NVIDIA Corp67066G104COM44,410$8,282,495dollars as filed
Apple Inc037833100COM17,015$4,625,667dollars as filed
Lam Research Corporation512807306COM22,907$3,921,262dollars as filed
Micron Technology,Inc.595112103COM12,441$3,550,674dollars as filed
Microsoft Corp594918104COM7,254$3,508,231dollars as filed
Bank of America Corp060505104COM62,341$3,428,730dollars as filed
Palantir Technologies Inc. Class A69608A108COM19,130$3,400,357dollars as filed
CARDINAL HEALTH INC14149Y108COM16,168$3,322,591dollars as filed
AT&T Inc00206R102COM130,539$3,242,600dollars as filed
ARES CAPITAL CORP04010L103COM154,525$3,126,033dollars as filed
Chevron Corporation166764100COM20,445$3,115,988dollars as filed
KLA CORP482480100COM2,373$2,883,018dollars as filed
AbbVie,Inc.00287Y109COM10,921$2,495,396dollars as filed
Cisco Systems,Inc.17275R102COM32,118$2,474,059dollars as filed
Amazon.com, Inc023135106COM10,488$2,420,863dollars as filed
META PLATFORMS INC CL A30303M102COM3,475$2,293,916dollars as filed
Merck & Co.,Inc.58933Y105COM21,773$2,291,842dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM4,566$2,140,358dollars as filed
International Business Machines Corporation459200101COM7,124$2,110,182dollars as filed
SHELL PLC SPON ADS780259305ADR28,113$2,065,760dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock12,658$2,050,792dollars as filed
Walmart Inc.931142103COM18,340$2,043,259dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM63,730$2,043,192dollars as filed
PALO ALTO NETWORKS INC697435105COM10,964$2,019,568dollars as filed
Verizon Communications Inc92343V104COM48,830$1,988,859dollars as filed
ARISTA NETWORKS INC040413205COM15,165$1,987,070dollars as filed
Oracle Corporation68389X105COM10,155$1,979,317dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock6,256$1,836,613dollars as filed
WESCO INTL INC COM95082P105Stock7,358$1,800,061dollars as filed
Gilead Sciences,Inc.375558103COM14,334$1,759,371dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,611$1,756,353dollars as filed
VALERO ENERGY CORP COM91913Y100Stock10,491$1,707,887dollars as filed
TG THERAPEUTICS INC COM88322Q108Stock54,085$1,612,274dollars as filed
TAYLOR MORRISON HOME CORP COM87724P106Stock23,539$1,385,741dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS4,455$1,353,830dollars as filed
Amgen Inc.031162100COM4,067$1,331,042dollars as filed
Visa Inc92826C839COM3,774$1,323,580dollars as filed
UGI CORP NEW COM902681105Stock34,609$1,295,422dollars as filed
Altria Group Inc02209S103COM21,945$1,265,331dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock4,008$1,252,821dollars as filed
TRUIST FINL CORP COM89832Q109Stock24,893$1,224,966dollars as filed
CORNING INC219350105COM13,303$1,164,836dollars as filed
Bristol-Myers Squibb Company110122108COM20,570$1,109,546dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock5,861$1,057,324dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock8,097$1,019,261dollars as filed
ALLSTATE CORP COM020002101Stock4,892$1,018,270dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock41,638$1,000,137dollars as filed
HSBC HLDGS PLC SPON ADR NEW404280406ADR12,608$991,871dollars as filed
Caterpillar Inc.149123101COM1,720$985,337dollars as filed
OMEGA HEALTHCARE INVS INC COM681936100REIT21,515$953,958dollars as filed
TAPESTRY INC COM876030107Stock7,175$916,749dollars as filed
EXXON MOBIL CORP30231G102COM6,639$798,937dollars as filed
Advanced Micro Devices,Inc.007903107COM3,630$777,401dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK671$717,876dollars as filed
Salesforce.com, Inc79466L302COM2,608$690,886dollars as filed
JPMorgan Chase & Co46625H100COM2,116$681,818dollars as filed
EMCOR GROUP INC COM29084Q100Stock1,103$674,804dollars as filed
Johnson & Johnson478160104COM3,229$668,154dollars as filed
STEEL DYNAMICS INC COM858119100Stock3,845$651,535dollars as filed
iShares Russell 2000 ETF464287655SHS2,617$644,175dollars as filed
Union Pacific Corporation907818108COM2,758$637,926dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock4,364$627,936dollars as filed
MONGODB INC CL A60937P106Stock1,476$619,462dollars as filed
CAPITAL ONE FINL CORP14040H105COM2,316$561,306dollars as filed
CUMMINS INC COM231021106Stock1,088$555,370dollars as filed
AGNC INVT CORP COM00123Q104REIT50,745$543,981dollars as filed
HA SUSTAINABLE INFRA CAP INC41068X100COM16,877$530,444dollars as filed
Schlumberger Limited806857108COM13,480$517,354dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS690$472,609dollars as filed
UNITED RENTALS INC COM911363109Stock556$449,982dollars as filed
FORTINET INC COM34959E109Stock5,663$449,699dollars as filed
GLOBAL X FDS37960A453RUSSELL 2000 ETF4,625$446,767dollars as filed
Adobe Inc00724F101COM1,243$435,038dollars as filed
GENERAL MTRS CO COM37045V100Stock5,347$434,818dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM7,337$400,552dollars as filed
METLIFE INC COM59156R108Stock4,980$393,086dollars as filed
GALAXY DIGITAL INC. CL A36317J209Stock17,174$384,011dollars as filed
Raytheon Technologies Corporation75513E101COM2,072$380,005dollars as filed
MRV FINANCIAL CORP COMMON STOCK553993023Common Stock13,950$361,026dollars as filed
MERCADOLIBREINC58733R102STOK176$354,510dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock3,003$346,249dollars as filed
CBRE GROUP INC CL A12504L109Stock2,072$333,157dollars as filed
COHERENT CORP COM19247G107Stock1,756$324,105dollars as filed
Intuitive Surgical,Inc.46120E602COM564$319,427dollars as filed
PRUDENTIAL FINL INC COM744320102Stock2,678$302,281dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock854$287,508dollars as filed
KRAFT HEINZ CO COM500754106Stock11,232$272,377dollars as filed
Home Depot, Inc437076102COM778$267,710dollars as filed
V2X INC92242T101COM4,812$262,495dollars as filed
CARLYLE GROUP INC COM14316J108Stock4,415$260,971dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock891$257,250dollars as filed
Uber Technologies90353T100COM3,006$245,621dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET7,138$243,049dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN14,675$241,985dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock4,658$236,580dollars as filed
OGE ENERGY CORP670837103COM5,486$234,253dollars as filed
ARK 21SHARES BITCOIN ETF040919102SHS BEN INT7,869$228,516dollars as filed
MasterCard, Inc57636Q104COM397$226,639dollars as filed
MCKESSON CORP COM58155Q103Stock275$225,580dollars as filed
RESTAURANT BRANDS INTL INC COM76131D103Stock3,261$222,498dollars as filed
GLOBAL X FDS37954Y657US PFD ETF11,549$218,392dollars as filed
NATWEST GROUP PLC SPONS ADR639057207ADR12,411$217,193dollars as filed
GLOBAL X FDS37954Y632ARTIFICIAL ETF4,268$217,060dollars as filed
INVESCO LTD SHSG491BT108Stock8,246$216,610dollars as filed
Wells Fargo & Company949746101COM2,296$213,987dollars as filed
CSX Corporation126408103COM5,865$212,607dollars as filed
S&P Global,Inc.78409V104COM406$212,172dollars as filed
SPY78462F103SHS310$211,655dollars as filed
TARGET CORP COM87612E106Stock2,137$208,892dollars as filed
TERNIUM SA880890108SPONSORED ADS5,466$208,747dollars as filed
Prologis,Inc.74340W103COM1,628$207,792dollars as filed
TIDAL TRUST I886364231FUND GRAN US ETF8,315$205,879dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM645$202,401dollars as filed
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS874060205ADR11,590$180,688dollars as filed
BTQ TECHNOLOGIES CORP COM055869101Stock14,945$76,518dollars as filed
HERON THERAPEUTICS INC427746102COM58,070$75,491dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001104659-26-012390this filing2026-02-10acceptance time not in the bulk data set