Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cornerstone Select Advisors, LLC (CIK 2055366) reported $159.7M across 124 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVGO ($8.8M, 5.54%), NVDA ($7.3M, 4.58%), LRCX ($5.0M, 3.13%), AAPL ($4.4M, 2.78%), MU ($4.4M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVGO | BROADCOM INC | $8.8M | 5.54% | 28,592 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $7.3M | 4.58% | 41,959 | Trimmed |
| 3 | LRCX | LAM RESEARCH CORP | $5.0M | 3.13% | 23,427 | Added |
| 4 | AAPL | APPLE INC | $4.4M | 2.78% | 17,520 | Added |
| 5 | MU | MICRON TECHNOLOGY INC | $4.4M | 2.77% | 13,094 | Added |
| 6 | CVX | CHEVRON CORPORATION | $4.1M | 2.58% | 19,900 | Trimmed |
| 7 | T | AT&T INC | $3.8M | 2.40% | 132,446 | Added |
| 8 | CAH | CARDINAL HEALTH INC | $3.6M | 2.24% | 16,927 | Added |
| 9 | KLAC | KLA CORP | $3.5M | 2.18% | 2,361 | Trimmed |
| 10 | VRT | VERTIV HOLDINGS CO | $3.4M | 2.14% | 13,657 | Added |
| 11 | BAC | BANK AMERICA CORP | $3.1M | 1.95% | 63,785 | Added |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $3.1M | 1.95% | 21,269 | Added |
| 13 | ARCC | ARES CAPITAL CORP | $2.9M | 1.85% | 163,540 | Added |
| 14 | MRK | MERCK & CO INC | $2.7M | 1.71% | 22,761 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.7M | 1.66% | 7,173 | Trimmed |
| 16 | VLO | VALERO ENERGY CORP | $2.6M | 1.63% | 10,531 | Added |
| 17 | SHEL | SHELL PLC | $2.6M | 1.62% | 27,809 | Trimmed |
| 18 | EPD | ENTERPRISE PRODS PARTNERS L | $2.5M | 1.58% | 66,681 | Added |
| 19 | CSCO | CISCO SYS INC | $2.5M | 1.56% | 32,054 | Trimmed |
| 20 | ABBV | ABBVIE INC | $2.4M | 1.53% | 11,249 | Added |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $2.4M | 1.51% | 48,046 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $2.4M | 1.50% | 11,502 | Added |
| 23 | WMT | WALMART INC | $2.3M | 1.46% | 18,762 | Added |
| 24 | GILD | GILEAD SCIENCES INC | $2.2M | 1.36% | 15,604 | Added |
| 25 | LHX | L3HARRIS TECHNOLOGIES INC | $2.2M | 1.36% | 6,314 | Added |
Source: SEC Form 13F filings · as of 2026-03-31