§ 13F · FUND PROFILE
Cornerstone Select Advisors, LLC.
AUM · $238M (13F)Positions · 149Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MU | MICRON TECHNOLOGY INC | 14K | $16M | 6.9% | +9% |
| 2 | LRCX | LAM RESEARCH CORP | 30K | $13M | 5.4% | +27% |
| 3 | AVGO | BROADCOM INC | 31K | $12M | 5.0% | +10% |
| 4 | NVDA | NVIDIA CORPORATION | 43K | $9M | 3.6% | +3% |
| 5 | KLAC | KLA CORP | 26K | $8M | 3.3% | +984% |
| 6 | AAPL | APPLE INC | 20K | $6M | 2.4% | +13% |
| 7 | VRT | VERTIV HOLDINGS CO | 15K | $5M | 2.1% | +12% |
| 8 | DELL | DELL TECHNOLOGIES INC | 11K | $5M | 2.0% | +30% |
| 9 | PANW | PALO ALTO NETWORKS INC | 13K | $4M | 1.9% | +12% |
| 10 | CRWD | CROWDSTRIKE HLDGS INC | 6K | $4M | 1.8% | +12% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CORNERSTONE SIGNAL
AC read
Cornerstone Select Advisors, LLC is a Other fund managing $238 million in assets. The fund runs a portfolio of 149 positions.
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