1y return+40.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $155 against $127 in the S&P 500.2
Cornerstone Select Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MUMicron Technology Inc | $16.4M | 6.9% | +8.7% |
| LRCXLam Research Corp | $12.9M | 5.4% | +27.1% |
| AVGOBroadcom Inc | $11.9M | 5.0% | +9.7% |
| NVDANvidia Corporation | $8.6M | 3.6% | +3.0% |
| KLACKla Corp | $7.7M | 3.3% | +984.2% |
| AAPLApple Inc | $5.7M | 2.4% | +12.7% |
| VRTVertiv Holdings Co | $5.1M | 2.1% | +11.5% |
| DELLDell Technologies Inc | $4.9M | 2.0% | +30.0% |
| PANWPalo Alto Networks Inc | $4.5M | 1.9% | +12.2% |
| CRWDCrowdstrike Hldgs Inc | $4.4M | 1.8% | +11.9% |
| CAHCardinal Health Inc | $4.4M | 1.8% | +9.0% |
| CSCOCisco Sys Inc | $4.1M | 1.7% | +8.9% |
| CVXChevron Corporation | $4.0M | 1.7% | +22.0% |
| BACBank Of Amer Corp | $3.9M | 1.7% | +8.1% |
| SMHVaneck Etf Trust | $3.6M | 1.5% | −2.4% |
| VLOValero Energy Corp | $3.5M | 1.5% | +26.2% |
| PLTRPalantir Technologies Inc | $3.4M | 1.4% | +37.6% |
| GLWCorning Inc | $3.4M | 1.4% | |
| ABBVAbbvie Inc | $3.3M | 1.4% | +17.5% |
| MRKMerck & Co Inc | $3.3M | 1.4% | +12.1% |
| ARCCAres Capital Corp | $3.2M | 1.3% | +4.9% |
| ANETArista Networks Inc | $3.1M | 1.3% | +14.8% |
| AMZNAmazon Com Inc | $3.1M | 1.3% | +13.0% |
| TAt&t Inc | $3.0M | 1.3% | +10.0% |
| MSFTMicrosoft Corp | $3.0M | 1.3% | +11.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $12.9M |
| GLWCorning Inc | December 31, 2024 | +437.5% | $3.4M |
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $2.4M |
| DELLDell Technologies Inc | March 31, 2025 | +373.4% | $4.9M |
| VRTVertiv Holdings Co | March 31, 2025 | +363.7% | $5.1M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $2.2M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $2.0M |
| CRWDCrowdstrike Hldgs Inc | December 31, 2024 | +123.0% | $4.4M |
| VLOValero Energy Corp | December 31, 2024 | +112.4% | $3.5M |
| HPEHewlett Packard Enterprise C | December 31, 2024 | +111.3% | $2.2M |
Sold off last quarter
- ISRGIntuitive Surgical Inc was $263K
- ADBEAdobe Inc was $252K
- Elbit Sys LtdCUSIP M3760D101 was $220K
- DVNDevon Energy Corp New was $216K
- CGCarlyle Group Inc was $214K
- FDXFedex Corp was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.3% | +14.8% |
| March 31, 2026 | +2.3% | −4.6% |
| December 31, 2025 | +3.4% | +2.4% |
| September 30, 2025 | +10.6% | +7.8% |
| June 30, 2025 | +12.2% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cornerstone Select Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2055366&type=13F-HR&dateb=&owner=include&count=40CIK 2055366
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2055366/000110465926091031/Filed August 5, 2026 · accession 0001104659-26-091031