Cornerstone Advisors, LLC holds a diversified book of 99 stocks worth $2.7B as of Q1 2026 (disclosed May 8, 2026, a ~45-day 13F lag). This quarter they opened Welltower Inc and trimmed Alphabet Inc-CL C. Their largest long position is Apple Inc at 7% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1775446/holdings"
Use Arkolith to show Cornerstone Advisors, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $197.6M | 778.7K | 7.3% | —Held | |
| 2 | Nvidia Corporation COM | $188.4M | 1.08M | 6.9% | —Held | |
| 3 | Alphabet Inc CAP STK CL C | $157.3M | 548.4K | 5.8% | ▼−12% Reduced · −72K sh | |
| 4 | Microsoft Corp COM | $131.7M | 355.7K | 4.8% | ▲+7.2% Added · +24K sh | |
| 5 | Select Sector SPDR TR STATE STREET ENE | $108.8M | 1.78M | 4.0% | ▲+24% Added · +346K sh | |
| 6 | Amazon Com Inc COM | $106.8M | 512.6K | 3.9% | ▼−4.3% Reduced · −23K sh | |
| 7 | Broadcom Inc COM | $71.5M | 230.9K | 2.6% | —Held | |
| 8 | Vaneck ETF Trust SEMICONDUCTR ETF | $68.1M | 177.5K | 2.5% | ▲+28% Added · +39K sh | |
| 9 | Meta Platforms Inc CL A | $63.3M | 110.6K | 2.3% | ▲+22% Added · +20K sh | |
| 10 | Select Sector SPDR TR STATE STREET UTI | $61.3M | 1.34M | 2.3% | ▲+21% Added · +231K sh | |
| 11 | Eli Lilly & Co COM | $54.3M | 59.0K | 2.0% | ▲+10% Added · +6K sh | |
| 12 | Invesco Exch Traded FD TR II KBW BK ETF | $52.6M | 665.3K | 1.9% | ▲+84% Added · +305K sh | |
| 13 | JPMorgan Chase & Co COM | $52.4M | 178.0K | 1.9% | ▲+3.4% Added · +6K sh | |
| 14 | Johnson & Johnson COM | $44.4M | 181.8K | 1.6% | ▲+75% Added · +78K sh | |
| 15 | Walmart Inc COM | $43.7M | 351.5K | 1.6% | ▲+1.5% Added · +5K sh | |
| 16 | Costco Wholesale Corporation COM | $39.1M | 39.2K | 1.4% | ▲+20% Added · +7K sh | |
| 17 | Netflix Inc. COM | $32.2M | 334.5K | 1.2% | ▲+29% Added · +75K sh | |
| 18 | Procter & Gamble Co COM | $30.4M | 210.3K | 1.1% | ▲+37% Added · +57K sh | |
| 19 | Philip Morris Intl Inc COM | $29.2M | 176.8K | 1.1% | ▲+54% Added · +62K sh | |
| 20 | Mastercard Incorporated CL A | $29.2M | 58.4K | 1.1% | ▲~0% Added · +21 sh | |
| 21 | Tesla Inc COM | $28.4M | 76.3K | 1.0% | —Held | |
| 22 | Ge Vernova Inc COM | $27.5M | 31.5K | 1.0% | ▲+100% Added · +16K sh | |
| 23 | Ge Aerospace COM NEW | $26.5M | 93.4K | 1.0% | ▲+78% Added · +41K sh | |
| 24 | Ishares TR ISHARES BIOTECH | $25.0M | 148.0K | 0.9% | ▲+66% Added · +59K sh | |
| 25 | Home Depot Inc COM | $24.8M | 75.5K | 0.9% | ▼−0.7% Reduced · −552 sh | |
| 26 | Linde PLC SHS | $24.7M | 49.8K | 0.9% | ▲+26% Added · +10K sh | |
| 27 | Welltower Inc COM | $23.7M | 120.1K | 0.9% | ▲New New position | |
| 28 | Cme Group Inc COM | $23.2M | 78.4K | 0.9% | ▲New New position | |
| 29 | Visa Inc COM CL A | $21.9M | 72.5K | 0.8% | ▼−26% Reduced · −26K sh | |
| 30 | Progressive Corp COM | $21.0M | 106.1K | 0.8% | ▲+49% Added · +35K sh | |
| 31 | Micron Technology Inc COM | $21.0M | 62.0K | 0.8% | ▲+14% Added · +7K sh | |
| 32 | Union Pac Corp COM | $20.9M | 86.1K | 0.8% | ▲+20% Added · +14K sh | |
| 33 | American Express Co COM | $20.3M | 67.1K | 0.7% | ▲+85% Added · +31K sh | |
| 34 | T-Mobile US Inc COM | $19.3M | 91.9K | 0.7% | ▲+212% Added · +62K sh | |
| 35 | Deere & Co COM | $19.1M | 33.9K | 0.7% | ▼−8.7% Reduced · −3K sh | |
| 36 | McKesson Corp COM | $18.8M | 21.8K | 0.7% | ▼−5.7% Reduced · −1K sh | |
| 37 | Digital Rlty TR Inc COM | $18.8M | 104.2K | 0.7% | ▲+25% Added · +21K sh | |
| 38 | Intuitive Surgical Inc COM NEW | $18.7M | 40.6K | 0.7% | ▲+52% Added · +14K sh | |
| 39 | Monster Beverage Corp New COM | $18.7M | 257.6K | 0.7% | ▲+37% Added · +69K sh | |
| 40 | S&P Global Inc COM | $18.6M | 43.8K | 0.7% | ▲+16% Added · +6K sh | |
| 41 | Oreilly Automotive Inc COM | $18.6M | 201.9K | 0.7% | ▲+147% Added · +120K sh | |
| 42 | Amphenol Corp CL A | $18.4M | 145.9K | 0.7% | ▲New New position | |
| 43 | Hilton Worldwide Hldgs Inc COM | $18.2M | 59.9K | 0.7% | ▲+17% Added · +9K sh | |
| 44 | Kla Corp COM NEW | $18.1M | 12.3K | 0.7% | —Held | |
| 45 | Eaton Corp PLC SHS | $17.8M | 49.7K | 0.7% | ▲+22% Added · +9K sh | |
| 46 | Arista Networks Inc COM SHS | $17.4M | 141.7K | 0.6% | ▼−9.4% Reduced · −15K sh | |
| 47 | Prologis Inc. COM | $17.3M | 130.8K | 0.6% | ▼−7.0% Reduced · −10K sh | |
| 48 | Waste Connections Inc COM | $17.2M | 106.0K | 0.6% | ▲+569% Added · +90K sh | |
| 49 | Labcorp Holdings Inc COM SHS | $17.1M | 64.1K | 0.6% | ▲+123% Added · +35K sh | |
| 50 | Ecolab Inc COM | $15.9M | 59.9K | 0.6% | ▲+224% Added · +41K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 99 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 158 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 235 | $3.0B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 275 | $2.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 267 | $2.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 270 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 284 | $2.5B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 304 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 10, 2024 | 314 | $2.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 9, 2024 | 297 | $2.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 9, 2023 | 307 | $2.1B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 11, 2023 | 259 | $2.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 173 | $2.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 184 | $2.0B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 10, 2022 | 196 | $2.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 12, 2022 | 189 | $1.9B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 12, 2022 | 164 | $1.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | May 11, 2022 | 173 | $1.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 170 | $1.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 189 | $1.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 13, 2021 | 177 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 11, 2021 | 166 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 176 | $1.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 11, 2020 | 189 | $1.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.