Filed: 8/12/2025ACC: 0001104659-25-076738
📋 What this filing means
CORNERSTONE SELECT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $113.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$113.58M
Total AUM (reported)
1.39M
Total Shares
Allocation by class
COM$87.78M77.3%
CL A$6.90M6.1%
COM NEW$4.51M4.0%
COM SHS$2.33M2.1%
COM CL A$2.20M1.9%
SPON ADS$2.02M1.8%
SPONSORED ADS$1.23M1.1%
Portfolio Concentration
Top 3$16.75M14.7%
4–10$20.01M17.6%
11–25$28.58M25.2%
Rest$48.25M42.5%
Top 3 weight
14.7%
Top 10 weight
32.4%
Voting Authority Distribution
Total shares with voting rights: 1.39M
Sole
Full voting authority
1.39M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:
BROADCOM INC
SOLEShares27.06K
TypeSH
Market value$7.46M
6.57%
Sole
27.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares35.68K
TypeSH
Market value$5.64M
4.96%
Sole
35.68K
Shared
0.00
None
0.00
AT&T INC
SOLEShares126.13K
TypeSH
Market value$3.65M
3.21%
Sole
126.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.74K
TypeSH
Market value$3.35M
2.95%
Sole
6.74K
Shared
0.00
None
0.00
APPLE INC
SOLEShares16.31K
TypeSH
Market value$3.35M
2.95%
Sole
16.31K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares138.10K
TypeSH
Market value$3.03M
2.67%
Sole
138.10K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares59.16K
TypeSH
Market value$2.80M
2.46%
Sole
59.16K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares19.46K
TypeSH
Market value$2.79M
2.45%
Sole
19.46K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares17.56K
TypeSH
Market value$2.39M
2.11%
Sole
17.56K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares23.60K
TypeSH
Market value$2.30M
2.02%
Sole
23.60K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.85K
TypeSH
Market value$2.16M
1.90%
Sole
9.85K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares2.92K
TypeSH
Market value$2.15M
1.89%
Sole
2.92K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares30.19K
TypeSH
Market value$2.09M
1.84%
Sole
30.19K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares28.73K
TypeSH
Market value$2.02M
1.78%
Sole
28.73K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares11.96K
TypeSH
Market value$2.01M
1.77%
Sole
11.96K
Shared
0.00
None
0.00
KLA CORP
SOLEShares2.23K
TypeSH
Market value$1.99M
1.75%
Sole
2.23K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares45.73K
TypeSH
Market value$1.98M
1.74%
Sole
45.73K
Shared
0.00
None
0.00
TG THERAPEUTICS INC
SOLEShares53K
TypeSH
Market value$1.91M
1.68%
Sole
53K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares9.22K
TypeSH
Market value$1.89M
1.66%
Sole
9.22K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares59.53K
TypeSH
Market value$1.85M
1.63%
Sole
59.53K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares9.93K
TypeSH
Market value$1.84M
1.62%
Sole
9.93K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares6.19K
TypeSH
Market value$1.82M
1.61%
Sole
6.19K
Shared
0.00
None
0.00
WALMART INC
SOLEShares17.32K
TypeSH
Market value$1.69M
1.49%
Sole
17.32K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares3.12K
TypeSH
Market value$1.59M
1.40%
Sole
3.12K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares7.23K
TypeSH
Market value$1.58M
1.39%
Sole
7.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 27.06K | SH | $7.46M 6.57% | 27.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 35.68K | SH | $5.64M 4.96% | 35.68K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 126.13K | SH | $3.65M 3.21% | 126.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.74K | SH | $3.35M 2.95% | 6.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.31K | SH | $3.35M 2.95% | 16.31K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 138.10K | SH | $3.03M 2.67% | 138.10K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 59.16K | SH | $2.80M 2.46% | 59.16K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 19.46K | SH | $2.79M 2.45% | 19.46K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 17.56K | SH | $2.39M 2.11% | 17.56K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 23.60K | SH | $2.30M 2.02% | 23.60K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.85K | SH | $2.16M 1.90% | 9.85K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 2.92K | SH | $2.15M 1.89% | 2.92K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 30.19K | SH | $2.09M 1.84% | 30.19K | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 28.73K | SH | $2.02M 1.78% | 28.73K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 11.96K | SH | $2.01M 1.77% | 11.96K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.23K | SH | $1.99M 1.75% | 2.23K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 45.73K | SH | $1.98M 1.74% | 45.73K | 0.00 | 0.00 |
TG THERAPEUTICS INCSOLE | COM | 53K | SH | $1.91M 1.68% | 53K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 9.22K | SH | $1.89M 1.66% | 9.22K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 59.53K | SH | $1.85M 1.63% | 59.53K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 9.93K | SH | $1.84M 1.62% | 9.93K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 6.19K | SH | $1.82M 1.61% | 6.19K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 17.32K | SH | $1.69M 1.49% | 17.32K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.12K | SH | $1.59M 1.40% | 3.12K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 7.23K | SH | $1.58M 1.39% | 7.23K | 0.00 | 0.00 |
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