Filed: 11/14/2025ACC: 0001104659-25-112068
📋 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 $136.00M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$136.00M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COM$102.92M75.7%
CL A$8.89M6.5%
COM NEW$5.94M4.4%
COM CL A$3.07M2.3%
COM SHS$2.88M2.1%
SPON ADS$2.06M1.5%
SPONSORED ADS$1.69M1.2%
Portfolio Concentration
Top 3$22.04M16.2%
4–10$23.25M17.1%
11–25$33.54M24.7%
Rest$57.17M42.0%
Top 3 weight
16.2%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Sole
Full voting authority
1.51M
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
SOLEShares28.61K
TypeSH
Market value$9.44M
6.94%
Sole
28.61K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares44.18K
TypeSH
Market value$8.24M
6.06%
Sole
44.18K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.10K
TypeSH
Market value$4.35M
3.20%
Sole
17.10K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.24K
TypeSH
Market value$3.75M
2.76%
Sole
7.24K
Shared
0.00
None
0.00
AT&T INC
SOLEShares129.11K
TypeSH
Market value$3.65M
2.68%
Sole
129.11K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares18.58K
TypeSH
Market value$3.39M
2.49%
Sole
18.58K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares61.92K
TypeSH
Market value$3.19M
2.35%
Sole
61.92K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares23.57K
TypeSH
Market value$3.16M
2.32%
Sole
23.57K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares20.17K
TypeSH
Market value$3.13M
2.30%
Sole
20.17K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares146.10K
TypeSH
Market value$2.98M
2.19%
Sole
146.10K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares9.10K
TypeSH
Market value$2.56M
1.88%
Sole
9.10K
Shared
0.00
None
0.00
KLA CORP
SOLEShares2.35K
TypeSH
Market value$2.53M
1.86%
Sole
2.35K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.89K
TypeSH
Market value$2.52M
1.85%
Sole
10.89K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares3.31K
TypeSH
Market value$2.43M
1.79%
Sole
3.31K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares14.80K
TypeSH
Market value$2.32M
1.71%
Sole
14.80K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10.43K
TypeSH
Market value$2.29M
1.68%
Sole
10.43K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares15.10K
TypeSH
Market value$2.20M
1.62%
Sole
15.10K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares31.85K
TypeSH
Market value$2.18M
1.60%
Sole
31.85K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10.64K
TypeSH
Market value$2.17M
1.59%
Sole
10.64K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares48.97K
TypeSH
Market value$2.15M
1.58%
Sole
48.97K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares12.55K
TypeSH
Market value$2.10M
1.54%
Sole
12.55K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares28.85K
TypeSH
Market value$2.06M
1.52%
Sole
28.85K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares4.15K
TypeSH
Market value$2.04M
1.50%
Sole
4.15K
Shared
0.00
None
0.00
TG THERAPEUTICS INC
SOLEShares55.28K
TypeSH
Market value$2.00M
1.47%
Sole
55.28K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares7.04K
TypeSH
Market value$1.99M
1.46%
Sole
7.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 28.61K | SH | $9.44M 6.94% | 28.61K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.18K | SH | $8.24M 6.06% | 44.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.10K | SH | $4.35M 3.20% | 17.10K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.24K | SH | $3.75M 2.76% | 7.24K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 129.11K | SH | $3.65M 2.68% | 129.11K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 18.58K | SH | $3.39M 2.49% | 18.58K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 61.92K | SH | $3.19M 2.35% | 61.92K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 23.57K | SH | $3.16M 2.32% | 23.57K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 20.17K | SH | $3.13M 2.30% | 20.17K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 146.10K | SH | $2.98M 2.19% | 146.10K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 9.10K | SH | $2.56M 1.88% | 9.10K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.35K | SH | $2.53M 1.86% | 2.35K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.89K | SH | $2.52M 1.85% | 10.89K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.31K | SH | $2.43M 1.79% | 3.31K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 14.80K | SH | $2.32M 1.71% | 14.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.43K | SH | $2.29M 1.68% | 10.43K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 15.10K | SH | $2.20M 1.62% | 15.10K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 31.85K | SH | $2.18M 1.60% | 31.85K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 10.64K | SH | $2.17M 1.59% | 10.64K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 48.97K | SH | $2.15M 1.58% | 48.97K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 12.55K | SH | $2.10M 1.54% | 12.55K | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 28.85K | SH | $2.06M 1.52% | 28.85K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 4.15K | SH | $2.04M 1.50% | 4.15K | 0.00 | 0.00 |
TG THERAPEUTICS INCSOLE | COM | 55.28K | SH | $2.00M 1.47% | 55.28K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.04K | SH | $1.99M 1.46% | 7.04K | 0.00 | 0.00 |
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