StockDriftsStockDriftsTop 50 Cornerstone Select Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 6.91% | 14.2K | $16.4M | +8.65%(+1.13K) | $157.11(+448.68%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 5.43% | 29.8K | $12.9M | +27.06%(+6.34K) | $129.91(+142.02%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.99% | 31.4K | $11.9M | +9.73%(+2.78K) | $219.37(+91.62%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.64% | 43.2K | $8.6M | +2.98%(+1.25K) | $137.73(+60.07%) | 2026-06-30 | |
| KLAC | KLA CORP | 3.25% | 25.6K | $7.7M | +8.42%(+1.99K) | $83.26(+144.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.41% | 19.8K | $5.7M | +12.74%(+2.23K) | $237.24(+29.27%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 2.15% | 15.2K | $5.1M | +11.55%(+1.58K) | $139.08(+101.23%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.05% | 11.3K | $4.9M | +29.97%(+2.60K) | $158.07(+177.77%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 1.88% | 13.1K | $4.5M | +12.24%(+1.43K) | $187.37(+102.26%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 1.85% | 5.8K | $4.4M | +11.90%(+612) | $374.18(-41.16%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +55.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +50.24% |
Cornerstone Select Advisors, LLC reports $237.61M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are MU (6.9%), LRCX (5.4%) and AVGO (5.0%). The top 20 holdings account for 50.08% of reported assets. Its disclosed equity book has returned +55.56% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cornerstone Select Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055366). View Cornerstone Select Advisors, LLC’s 13F filings on SEC