StockDriftsStockDriftsTop 50 Cornerstone Select Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 5.54% | 28.6K | $8.8M | +0.02%(+5) | $208.06(+73.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.58% | 42.0K | $7.3M | -5.52%(-2.45K) | $136.39(+42.84%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 3.13% | 23.4K | $5.0M | +2.27%(+520) | $79.39(+342.65%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.78% | 17.5K | $4.4M | +2.97%(+505) | $233.32(+32.28%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 2.77% | 13.1K | $4.4M | +5.25%(+653) | $106.84(+813.09%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2.58% | 19.9K | $4.1M | -2.67%(-545) | $146.48(+15.51%) | 2026-03-31 | |
| T | AT&T INC | 2.4% | 132.4K | $3.8M | +1.46%(+1.91K) | $22.79(-9.69%) | 2026-03-31 | |
| CAH | CARDINAL HEALTH INC | 2.24% | 16.9K | $3.6M | +4.69%(+759) | $132.65(+80.13%) | 2026-03-31 | |
| KLAC | KLA CORP | 2.18% | 2.4K | $3.5M | -0.51%(-12) | $717.45(-67.17%) | 2026-03-31 | |
| VRT | VERTIV HOLDINGS CO | 2.14% | 13.7K | $3.4M | +7.89%(+999) | $122.29(+145.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.44% |
| Top 20 Holdings Unweighted | +15.53% | +54.22% |
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