Filed: 2/10/2026ACC: 0001104659-26-012390
📋 What this filing means
CORNERSTONE SELECT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 117 equity positions with a total reported market value of $144.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
117
Positions
$144.11M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$108.03M75.0%
CL A$9.40M6.5%
COM NEW$7.12M4.9%
COM CL A$3.37M2.3%
COM SHS$2.39M1.7%
SPON ADS$2.07M1.4%
CAP STK CL A$1.76M1.2%
Portfolio Concentration
Top 3$22.80M15.8%
4–10$24.37M16.9%
11–25$35.57M24.7%
Rest$61.36M42.6%
Top 3 weight
15.8%
Top 10 weight
32.7%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
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)
Sole117
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings117
Rows:
BROADCOM INC
SOLEShares28.59K
TypeSH
Market value$9.89M
6.87%
Sole
28.59K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares44.41K
TypeSH
Market value$8.28M
5.75%
Sole
44.41K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.02K
TypeSH
Market value$4.63M
3.21%
Sole
17.02K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares22.91K
TypeSH
Market value$3.92M
2.72%
Sole
22.91K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares12.44K
TypeSH
Market value$3.55M
2.46%
Sole
12.44K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.25K
TypeSH
Market value$3.51M
2.43%
Sole
7.25K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares62.34K
TypeSH
Market value$3.43M
2.38%
Sole
62.34K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares19.13K
TypeSH
Market value$3.40M
2.36%
Sole
19.13K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares16.17K
TypeSH
Market value$3.32M
2.31%
Sole
16.17K
Shared
0.00
None
0.00
AT&T INC
SOLEShares130.54K
TypeSH
Market value$3.24M
2.25%
Sole
130.54K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares154.53K
TypeSH
Market value$3.13M
2.17%
Sole
154.53K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares20.45K
TypeSH
Market value$3.12M
2.16%
Sole
20.45K
Shared
0.00
None
0.00
KLA CORP
SOLEShares2.37K
TypeSH
Market value$2.88M
2.00%
Sole
2.37K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares10.92K
TypeSH
Market value$2.50M
1.73%
Sole
10.92K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares32.12K
TypeSH
Market value$2.47M
1.72%
Sole
32.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10.49K
TypeSH
Market value$2.42M
1.68%
Sole
10.49K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares3.48K
TypeSH
Market value$2.29M
1.59%
Sole
3.48K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares21.77K
TypeSH
Market value$2.29M
1.59%
Sole
21.77K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares4.57K
TypeSH
Market value$2.14M
1.49%
Sole
4.57K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares7.12K
TypeSH
Market value$2.11M
1.46%
Sole
7.12K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares28.11K
TypeSH
Market value$2.07M
1.43%
Sole
28.11K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares12.66K
TypeSH
Market value$2.05M
1.42%
Sole
12.66K
Shared
0.00
None
0.00
WALMART INC
SOLEShares18.34K
TypeSH
Market value$2.04M
1.42%
Sole
18.34K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares63.73K
TypeSH
Market value$2.04M
1.42%
Sole
63.73K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares10.96K
TypeSH
Market value$2.02M
1.40%
Sole
10.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 28.59K | SH | $9.89M 6.87% | 28.59K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.41K | SH | $8.28M 5.75% | 44.41K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.02K | SH | $4.63M 3.21% | 17.02K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 22.91K | SH | $3.92M 2.72% | 22.91K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 12.44K | SH | $3.55M 2.46% | 12.44K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.25K | SH | $3.51M 2.43% | 7.25K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 62.34K | SH | $3.43M 2.38% | 62.34K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 19.13K | SH | $3.40M 2.36% | 19.13K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 16.17K | SH | $3.32M 2.31% | 16.17K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 130.54K | SH | $3.24M 2.25% | 130.54K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 154.53K | SH | $3.13M 2.17% | 154.53K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 20.45K | SH | $3.12M 2.16% | 20.45K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.37K | SH | $2.88M 2.00% | 2.37K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 10.92K | SH | $2.50M 1.73% | 10.92K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 32.12K | SH | $2.47M 1.72% | 32.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.49K | SH | $2.42M 1.68% | 10.49K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 3.48K | SH | $2.29M 1.59% | 3.48K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 21.77K | SH | $2.29M 1.59% | 21.77K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 4.57K | SH | $2.14M 1.49% | 4.57K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 7.12K | SH | $2.11M 1.46% | 7.12K | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 28.11K | SH | $2.07M 1.43% | 28.11K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 12.66K | SH | $2.05M 1.42% | 12.66K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 18.34K | SH | $2.04M 1.42% | 18.34K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 63.73K | SH | $2.04M 1.42% | 63.73K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 10.96K | SH | $2.02M 1.40% | 10.96K | 0.00 | 0.00 |
Page 1 of 5
…