Cornerstone Select Advisors, LLC holds a diversified book of 149 stocks worth $237.6M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Sprott Physical Silver Trust and trimmed Vaneck Semiconductor ETF. Their largest long position is Micron Technology Inc at 7% of the equity book.
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.
93% 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
Other tracked managers holding the same core names as Cornerstone Select Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| MORGAN STANLEY | 80 / 80 | $503.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $459.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $331.1B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $235.7B |
| Bank of New York Mellon Corp | 80 / 80 | $195.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $138.5B |
| UBS Group AG | 80 / 80 | $133.9B |
Ranked by how many of Cornerstone Select Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Micron Technology Inc COM | $16.4M | 14.2K | 6.9% | ▲+8.7% Added · +1K sh | |
| 2 | Lam Research Corp COM NEW | $12.9M | 29.8K | 5.4% | ▲+27% Added · +6K sh | |
| 3 | Broadcom Inc COM | $11.9M | 31.4K | 5.0% | ▲+9.7% Added · +3K sh | |
| 4 | Nvidia Corporation COM | $8.6M | 43.2K | 3.6% | ▲+3.0% Added · +1K sh | |
| 5 | Kla Corp COM NEW | $7.7M | 25.6K | 3.3% | ▲11× Added · +23K sh | |
| 6 | Apple Inc COM | $5.7M | 19.8K | 2.4% | ▲+13% Added · +2K sh | |
| 7 | Vertiv Holdings Co COM CL A | $5.1M | 15.2K | 2.1% | ▲+12% Added · +2K sh | |
| 8 | Dell Technologies Inc CL C | $4.9M | 11.3K | 2.0% | ▲+30% Added · +3K sh | |
| 9 | Palo Alto Networks Inc COM | $4.5M | 13.1K | 1.9% | ▲+12% Added · +1K sh | |
| 10 | Crowdstrike Hldgs Inc CL A | $4.4M | 5.8K | 1.8% | ▲+12% Added · +612 sh | |
| 11 | Cardinal Health Inc COM | $4.4M | 18.5K | 1.8% | ▲+9.0% Added · +2K sh | |
| 12 | Cisco Sys Inc COM | $4.1M | 34.9K | 1.7% | ▲+8.9% Added · +3K sh | |
| 13 | Chevron Corporation COM | $4.0M | 24.3K | 1.7% | ▲+22% Added · +4K sh | |
| 14 | Bank Of Amer Corp COM | $3.9M | 68.9K | 1.7% | ▲+8.1% Added · +5K sh | |
| 15 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.6M | 5.4K | 1.5% | ▼−2.4% Reduced · −133 sh | |
| 16 | Valero Energy Corp COM | $3.5M | 13.3K | 1.5% | ▲+26% Added · +3K sh | |
| 17 | Palantir Technologies Inc CL A | $3.4M | 29.3K | 1.4% | ▲+38% Added · +8K sh | |
| 18 | Corning Inc COM | $3.4M | 13.2K | 1.4% | ▲+0.5% Added · +67 sh | |
| 19 | Abbvie Inc COM | $3.3M | 13.2K | 1.4% | ▲+18% Added · +2K sh | |
| 20 | Merck & Co Inc COM | $3.3M | 25.5K | 1.4% | ▲+12% Added · +3K sh | |
| 21 | Ares Capital Corp COM | $3.2M | 171.6K | 1.3% | ▲+4.9% Added · +8K sh | |
| 22 | Arista Networks Inc COM SHS | $3.1M | 18.5K | 1.3% | ▲+15% Added · +2K sh | |
| 23 | Amazon Com Inc COM | $3.1M | 13.0K | 1.3% | ▲+13% Added · +1K sh | |
| 24 | AT&T Inc COM | $3.0M | 145.7K | 1.3% | ▲+10% Added · +13K sh | |
| 25 | Microsoft Corp COM | $3.0M | 8.0K | 1.3% | ▲+12% Added · +846 sh | |
| 26 | Enterprise Prods Partners L COM | $2.9M | 80.1K | 1.2% | ▲+20% Added · +13K sh | |
| 27 | Wesco Intl Inc COM | $2.6M | 7.5K | 1.1% | ▲+3.4% Added · +249 sh | |
| 28 | Alphabet Inc CAP STK CL A | $2.5M | 7.1K | 1.1% | ▲+9.9% Added · +643 sh | |
| 29 | Credo Technology Group Holdi ORDINARY SHARES | $2.5M | 9.2K | 1.1% | ▲+18% Added · +1K sh | |
| 30 | Walmart Inc COM | $2.4M | 21.4K | 1.0% | ▲+14% Added · +3K sh | |
| 31 | Advanced Micro Devices Inc COM | $2.4M | 4.1K | 1.0% | ▲+11% Added · +413 sh | |
| 32 | Gilead Sciences Inc COM | $2.4M | 18.7K | 1.0% | ▲+20% Added · +3K sh | |
| 33 | Meta Platforms Inc CL A | $2.3M | 4.1K | 1.0% | ▲+14% Added · +512 sh | |
| 34 | International Business Machs COM | $2.3M | 8.3K | 1.0% | ▲+15% Added · +1K sh | |
| 35 | Shell PLC SPON ADS | $2.2M | 29.0K | 0.9% | ▲+4.1% Added · +1K sh | |
| 36 | TG Therapeutics Inc COM | $2.2M | 40.2K | 0.9% | ▼−14% Reduced · −7K sh | |
| 37 | Hewlett Packard Enterprise C COM | $2.2M | 48.7K | 0.9% | ▲+14% Added · +6K sh | |
| 38 | Caterpillar Inc COM | $2.2M | 2.0K | 0.9% | ▲+9.4% Added · +175 sh | |
| 39 | Verizon Communications Inc COM | $2.1M | 50.2K | 0.9% | ▲+4.6% Added · +2K sh | |
| 40 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.0M | 4.3K | 0.9% | ▼−1.7% Reduced · −74 sh | |
| 41 | Altria Group Inc COM | $2.0M | 28.2K | 0.9% | ▲+28% Added · +6K sh | |
| 42 | Oracle Corp COM | $2.0M | 13.5K | 0.8% | ▲+13% Added · +2K sh | |
| 43 | L3harris Technologies Inc COM | $1.9M | 6.4K | 0.8% | ▲+1.4% Added · +87 sh | |
| 44 | ASML Hldg NV N Y REGISTRY SHS | $1.8M | 928 | 0.8% | ▲+39% Added · +258 sh | |
| 45 | Taylor Morrison Home Corp COM | $1.7M | 24.0K | 0.7% | ▲+7.0% Added · +2K sh | |
| 46 | Amgen Inc COM | $1.7M | 4.7K | 0.7% | ▲+8.2% Added · +359 sh | |
| 47 | Emcor Group Inc COM | $1.7M | 2.0K | 0.7% | ▲+76% Added · +882 sh | |
| 48 | Cadence Design System Inc COM | $1.7M | 4.5K | 0.7% | ▲+13% Added · +527 sh | |
| 49 | Coherent Corp COM | $1.7M | 4.2K | 0.7% | ▲+94% Added · +2K sh | |
| 50 | Ugi Corp New COM | $1.5M | 42.2K | 0.6% | ▲+5.2% Added · +2K sh |
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/2055366/holdings"
Use Arkolith to show Cornerstone Select Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.