Filed: 5/13/2026ACC: 0001104659-26-060022
📋 What this filing means
CORNERSTONE SELECT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $159.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$159.72M
Total AUM (reported)
1.74M
Total Shares
Allocation by class
COM$111.73M70.0%
COM NEW$8.95M5.6%
CL A$8.46M5.3%
COM CL A$4.57M2.9%
SPON ADS$2.59M1.6%
COM SHS$2.59M1.6%
SEMICONDUCTR ETF$2.14M1.3%
Portfolio Concentration
Top 3$21.17M13.3%
4–10$27.30M17.1%
11–25$38.70M24.2%
Rest$72.54M45.4%
Top 3 weight
13.3%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 1.74M
Sole
Full voting authority
1.74M
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)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
BROADCOM INC
SOLEShares28.59K
TypeSH
Market value$8.85M
5.54%
Sole
28.59K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.96K
TypeSH
Market value$7.32M
4.58%
Sole
41.96K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares23.43K
TypeSH
Market value$5.01M
3.13%
Sole
23.43K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.52K
TypeSH
Market value$4.45M
2.78%
Sole
17.52K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares13.09K
TypeSH
Market value$4.42M
2.77%
Sole
13.09K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares19.90K
TypeSH
Market value$4.12M
2.58%
Sole
19.90K
Shared
0.00
None
0.00
AT&T INC
SOLEShares132.45K
TypeSH
Market value$3.84M
2.40%
Sole
132.45K
Shared
0.00
None
0.00
CARDINAL HEALTH INC
SOLEShares16.93K
TypeSH
Market value$3.58M
2.24%
Sole
16.93K
Shared
0.00
None
0.00
KLA CORP
SOLEShares2.36K
TypeSH
Market value$3.48M
2.18%
Sole
2.36K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares13.66K
TypeSH
Market value$3.42M
2.14%
Sole
13.66K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares21.27K
TypeSH
Market value$3.11M
1.95%
Sole
21.27K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares63.78K
TypeSH
Market value$3.11M
1.95%
Sole
63.78K
Shared
0.00
None
0.00
ARES CAPITAL CORP
SOLEShares163.54K
TypeSH
Market value$2.95M
1.85%
Sole
163.54K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares22.76K
TypeSH
Market value$2.74M
1.71%
Sole
22.76K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares7.17K
TypeSH
Market value$2.66M
1.66%
Sole
7.17K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares10.53K
TypeSH
Market value$2.60M
1.63%
Sole
10.53K
Shared
0.00
None
0.00
SHELL PLC
SOLEShares27.81K
TypeSH
Market value$2.59M
1.62%
Sole
27.81K
Shared
0.00
None
0.00
ENTERPRISE PRODS PARTNERS L
SOLEShares66.68K
TypeSH
Market value$2.52M
1.58%
Sole
66.68K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares32.05K
TypeSH
Market value$2.49M
1.56%
Sole
32.05K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares11.25K
TypeSH
Market value$2.45M
1.53%
Sole
11.25K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares48.05K
TypeSH
Market value$2.41M
1.51%
Sole
48.05K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares11.50K
TypeSH
Market value$2.40M
1.50%
Sole
11.50K
Shared
0.00
None
0.00
WALMART INC
SOLEShares18.76K
TypeSH
Market value$2.33M
1.46%
Sole
18.76K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares6.31K
TypeSH
Market value$2.18M
1.36%
Sole
6.31K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares15.60K
TypeSH
Market value$2.17M
1.36%
Sole
15.60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 28.59K | SH | $8.85M 5.54% | 28.59K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.96K | SH | $7.32M 4.58% | 41.96K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 23.43K | SH | $5.01M 3.13% | 23.43K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.52K | SH | $4.45M 2.78% | 17.52K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 13.09K | SH | $4.42M 2.77% | 13.09K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 19.90K | SH | $4.12M 2.58% | 19.90K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 132.45K | SH | $3.84M 2.40% | 132.45K | 0.00 | 0.00 |
CARDINAL HEALTH INCSOLE | COM | 16.93K | SH | $3.58M 2.24% | 16.93K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.36K | SH | $3.48M 2.18% | 2.36K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 13.66K | SH | $3.42M 2.14% | 13.66K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 21.27K | SH | $3.11M 1.95% | 21.27K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 63.78K | SH | $3.11M 1.95% | 63.78K | 0.00 | 0.00 |
ARES CAPITAL CORPSOLE | COM | 163.54K | SH | $2.95M 1.85% | 163.54K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 22.76K | SH | $2.74M 1.71% | 22.76K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.17K | SH | $2.66M 1.66% | 7.17K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 10.53K | SH | $2.60M 1.63% | 10.53K | 0.00 | 0.00 |
SHELL PLCSOLE | SPON ADS | 27.81K | SH | $2.59M 1.62% | 27.81K | 0.00 | 0.00 |
ENTERPRISE PRODS PARTNERS LSOLE | COM | 66.68K | SH | $2.52M 1.58% | 66.68K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 32.05K | SH | $2.49M 1.56% | 32.05K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 11.25K | SH | $2.45M 1.53% | 11.25K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 48.05K | SH | $2.41M 1.51% | 48.05K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 11.50K | SH | $2.40M 1.50% | 11.50K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 18.76K | SH | $2.33M 1.46% | 18.76K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 6.31K | SH | $2.18M 1.36% | 6.31K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 15.60K | SH | $2.17M 1.36% | 15.60K | 0.00 | 0.00 |
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