Cornerstone Select Advisors, LLC
151 holdingsFiling period: 2026-06-30Current AUM: $235.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 14.2K | $16.4M | $13.2M | 5.61% | +1.1K | 2026-06-30 |
| 2 | LRCX | LAM RESEARCH CORP | 29.8K | $12.9M | $8.1M | 3.43% | +6.3K | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 31.4K | $11.9M | $10.6M | 4.53% | +2.8K | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 43.2K | $8.6M | $9.2M | 3.90% | +1.2K | 2026-06-30 |
| 5 | KLAC | KLA CORP | 25.6K | $7.7M | $4.3M | 1.83% | +23.2K | 2026-06-30 |
| 6 | AAPL | APPLE INC | 19.8K | $5.7M | $6.5M | 2.78% | +2.2K | 2026-06-30 |
| 7 | VRT | VERTIV HOLDINGS CO | 15.2K | $5.1M | $3.6M | 1.52% | +1.6K | 2026-06-30 |
| 8 | DELL | DELL TECHNOLOGIES INC | 11.3K | $4.9M | $6.1M | 2.61% | +2.6K | 2026-06-30 |
| 9 | PANW | PALO ALTO NETWORKS INC | 13.1K | $4.5M | $4.9M | 2.09% | +1.4K | 2026-06-30 |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 5.8K | $4.4M | $5.6M | 2.37% | +612 | 2026-06-30 |
| 11 | CAH | CARDINAL HEALTH INC | 18.5K | $4.4M | $4.3M | 1.83% | +1.5K | 2026-06-30 |
| 12 | CSCO | CISCO SYS INC | 34.9K | $4.1M | $3.8M | 1.63% | +2.8K | 2026-06-30 |
| 13 | CVX | CHEVRON CORPORATION | 24.3K | $4.0M | $5.3M | 2.25% | +4.4K | 2026-06-30 |
| 14 | BAC | BANK OF AMER CORP | 68.9K | $3.9M | $4.1M | 1.74% | +5.1K | 2026-06-30 |
| 15 | SMH | VANECK ETF TRUST | 5.4K | $3.6M | $3.0M | 1.25% | -133 | 2026-06-30 |
| 16 | VLO | VALERO ENERGY CORP | 13.3K | $3.5M | $5.3M | 2.24% | +2.8K | 2026-06-30 |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | 29.3K | $3.4M | $5.1M | 2.15% | +8.0K | 2026-06-30 |
| 18 | GLW | CORNING INC | 13.2K | $3.4M | $1.9M | 0.81% | +67 | 2026-06-30 |
| 19 | ABBV | ABBVIE INC | 13.2K | $3.3M | $3.5M | 1.48% | +2.0K | 2026-06-30 |
| 20 | MRK | MERCK & CO INC | 25.5K | $3.3M | $3.7M | 1.56% | +2.8K | 2026-06-30 |
| 21 | ARCC | ARES CAPITAL CORP | 171.6K | $3.2M | $3.3M | 1.41% | +8.1K | 2026-06-30 |
| 22 | ANET | ARISTA NETWORKS INC | 18.5K | $3.1M | $3.6M | 1.52% | +2.4K | 2026-06-30 |
| 23 | AMZN | AMAZON COM INC | 13.0K | $3.1M | $3.2M | 1.37% | +1.5K | 2026-06-30 |
| 24 | T | AT&T INC | 145.7K | $3.0M | $3.9M | 1.66% | +13.3K | 2026-06-30 |
| 25 | MSFT | MICROSOFT CORP | 8.0K | $3.0M | $4.0M | 1.69% | +846 | 2026-06-30 |
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