Cornerstone Select Advisors, LLC

ST. LOUIS, MO · CIK 2055366 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$237.6m reported value +48.8% vs Q1 2026

149positions

34.5%in top 10

31 new 92 added 19 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICRON TECHNOLOGY INC COM MU	MU	14,227	$16.4m6.91%	6.91%	Added +1.1k	+1,133 8.7%
2	LAM RESEARCH CORP COM NEW LRCX	LRCX	29,766	$12.9m5.43%	5.43%	Added +6.3k	+6,339 27.1%
3	BROADCOM INC COM AVGO	AVGO	31,375	$11.9m4.99%	4.99%	Added +2.8k	+2,783 9.7%
4	NVIDIA CORPORATION COM NVDA	NVDA	43,208	$8.6m3.64%	3.64%	Added +1.2k	+1,249 3.0%
5	KLA CORP COM NEW KLAC	KLAC	25,598	$7.7m3.25%	3.25%	Added +2.0k	+1,988 8.4%
6	APPLE INC COM AAPL	AAPL	19,752	$5.7m2.41%	2.41%	Added +2.2k	+2,232 12.7%
7	VERTIV HOLDINGS CO COM CL A VRT	VRT	15,234	$5.1m2.15%	2.15%	Added +1.6k	+1,577 11.6%
8	DELL TECHNOLOGIES INC CL C DELL	DELL	11,283	$4.9m2.05%	2.05%	Added +2.6k	+2,602 30.0%
9	PALO ALTO NETWORKS INC COM PANW	PANW	13,105	$4.5m1.88%	1.88%	Added +1.4k	+1,429 12.2%
10	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	5,754	$4.4m1.85%	1.85%	Added +612	+612 11.9%
11	CARDINAL HEALTH INC COM CAH	CAH	18,456	$4.4m1.85%	1.85%	Added +1.5k	+1,529 9.0%
12	CISCO SYS INC COM CSCO	CSCO	34,903	$4.1m1.73%	1.73%	Added +2.8k	+2,849 8.9%
13	CHEVRON CORP NEW COM CVX	CVX	24,286	$4.0m1.69%	1.69%	Added +4.4k	+4,386 22.0%
14	BANK AMERICA CORP COM BAC	BAC	68,933	$3.9m1.65%	1.65%	Added +5.1k	+5,148 8.1%
15	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	5,443	$3.6m1.50%	1.50%	Reduced -133	-133 -2.4%
16	VALERO ENERGY CORP COM VLO	VLO	13,285	$3.5m1.46%	1.46%	Added +2.8k	+2,754 26.1%
17	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	29,272	$3.4m1.44%	1.44%	Added +8.0k	+8,003 37.6%
18	CORNING INC COM GLW	GLW	13,246	$3.4m1.42%	1.42%	Added +67	+67 0.5%
19	ABBVIE INC COM ABBV	ABBV	13,222	$3.3m1.40%	1.40%	Added +2.0k	+1,973 17.5%
20	MERCK & CO INC COM MRK	MRK	25,523	$3.3m1.38%	1.38%	Added +2.8k	+2,762 12.1%
21	ARES CAPITAL CORP COM ARCC	ARCC	171,613	$3.2m1.34%	1.34%	Added +8.1k	+8,073 4.9%
22	ARISTA NETWORKS INC COM SHS ANET	ANET	18,523	$3.1m1.32%	1.32%	Added +2.4k	+2,392 14.8%
23	AMAZON COM INC COM AMZN	AMZN	12,996	$3.1m1.30%	1.30%	Added +1.5k	+1,494 13.0%
24	AT&T INC COM T	T	145,746	$3.0m1.27%	1.27%	Added +13.3k	+13,300 10.0%
25	MICROSOFT CORP COM MSFT	MSFT	8,019	$3.0m1.26%	1.26%	Added +846	+846 11.8%
26	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	80,102	$2.9m1.24%	1.24%	Added +13.4k	+13,421 20.1%
27	WESCO INTL INC COM WCC	WCC	7,469	$2.6m1.09%	1.09%	Added +249	+249 3.5%
28	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,122	$2.5m1.07%	1.07%	Added +643	+643 9.9%
29	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	9,239	$2.5m1.06%	1.06%	Added +1.4k	+1,402 17.9%
30	WALMART INC COM WMT	WMT	21,447	$2.4m1.02%	1.02%	Added +2.7k	+2,685 14.3%
31	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,091	$2.4m1.00%	1.00%	Added +413	+413 11.2%
32	GILEAD SCIENCES INC COM GILD	GILD	18,744	$2.4m1.00%	1.00%	Added +3.1k	+3,140 20.1%
33	META PLATFORMS INC CL A META	META	4,140	$2.3m0.98%	0.98%	Added +512	+512 14.1%
34	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,293	$2.3m0.98%	0.98%	Added +1.1k	+1,068 14.8%
35	SHELL PLC SPON ADS SHEL	SHEL	28,955	$2.2m0.94%	0.94%	Added +1.1k	+1,146 4.1%
36	TG THERAPEUTICS INC COM TGTX	TGTX	40,217	$2.2m0.93%	0.93%	Reduced -6.7k	-6,691 -14.3%
37	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	48,654	$2.2m0.92%	0.92%	Added +6.2k	+6,155 14.5%
38	CATERPILLAR INC COM CAT	CAT	2,028	$2.2m0.91%	0.91%	Added +175	+175 9.4%
39	VERIZON COMMUNICATIONS INC COM VZ	VZ	50,240	$2.1m0.90%	0.90%	Added +2.2k	+2,194 4.6%
40	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,282	$2.0m0.86%	0.86%	Reduced -74	-74 -1.7%
41	ALTRIA GROUP INC COM MO	MO	28,195	$2.0m0.85%	0.85%	Added +6.1k	+6,098 27.6%
42	ORACLE CORP COM ORCL	ORCL	13,476	$2.0m0.83%	0.83%	Added +1.6k	+1,590 13.4%
43	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	6,401	$1.9m0.78%	0.78%	Added +87	+87 1.4%
44	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	928	$1.8m0.78%	0.78%	Added +258	+258 38.5%
45	TAYLOR MORRISON HOME CORP COM TMHC	TMHC	23,961	$1.7m0.72%	0.72%	Added +1.6k	+1,565 7.0%
46	AMGEN INC COM AMGN	AMGN	4,743	$1.7m0.72%	0.72%	Added +359	+359 8.2%
47	EMCOR GROUP INC COM EME	EME	2,046	$1.7m0.71%	0.71%	Added +882	+882 75.8%
48	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	4,506	$1.7m0.71%	0.71%	Added +527	+527 13.2%
49	COHERENT CORP COM COHR	COHR	4,225	$1.7m0.70%	0.70%	Added +2.0k	+2,045 93.8%
50	UGI CORP NEW COM UGI	UGI	42,218	$1.5m0.61%	0.61%	Added +2.1k	+2,094 5.2%
51	HSBC HLDGS PLC SPON ADR NEW HSBC	HSBC	14,039	$1.3m0.56%	0.56%	Added +1.6k	+1,551 12.4%
52	TRUIST FINL CORP COM TFC	TFC	26,299	$1.3m0.55%	0.55%	Added +4.1k	+4,068 18.3%
53	OMEGA HEALTHCARE INVS INC COM OHI	OHI	27,442	$1.3m0.55%	0.55%	Added +4.6k	+4,569 20.0%
54	VISA INC COM CL A V	V	3,783	$1.3m0.55%	0.55%	Reduced -16	-16 -0.4%
55	SELECT SECTOR SPDR TR INDL XLI	XLI	6,907	$1.3m0.54%	0.54%	Added +830	+830 13.7%
56	VANGUARD WORLD FD FINANCIALS ETF VFH	VFH	9,526	$1.3m0.53%	0.53%	Added +33	+33 0.3%
57	CUMMINS INC COM CMI	CMI	1,695	$1.2m0.51%	0.51%	Added +635	+635 59.9%
58	STEEL DYNAMICS INC COM STLD	STLD	5,231	$1.2m0.51%	0.51%	Added +1.5k	+1,488 39.8%
59	ALLSTATE CORP COM ALL	ALL	4,992	$1.2m0.50%	0.50%	Unchanged
60	EXXON MOBIL CORP COM XOM	XOM	8,648	$1.2m0.50%	0.50%	Added +1.2k	+1,206 16.2%
61	AGNC INVT CORP COM AGNC	AGNC	101,142	$1.1m0.46%	0.46%	Added +10.3k	+10,283 11.3%
62	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	19,000	$1.1m0.46%	0.46%	Added +393	+393 2.1%
63	JPMORGAN CHASE & CO COM JPM	JPM	3,301	$1.1m0.45%	0.45%	Added +644	+644 24.2%
64	JOHNSON & JOHNSON COM JNJ	JNJ	4,100	$1.0m0.44%	0.44%	Added +743	+743 22.1%
65	FORTINET INC COM FTNT	FTNT	6,760	$1.0m0.44%	0.44%	Added +1.3k	+1,297 23.7%
66	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,346	$1.0m0.42%	0.42%	Added +17	+17 0.5%
67	TAPESTRY INC COM TPR	TPR	6,591	$964.8k0.41%	0.41%	Added +951	+951 16.9%
68	GALAXY DIGITAL INC. CL A GLXY	GLXY	35,050	$958.3k0.40%	0.40%	Added +8.3k	+8,311 31.1%
69	UNITED RENTALS INC COM URI	URI	814	$922.2k0.39%	0.39%	Added +260	+260 46.9%
70	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	7,239	$849.0k0.36%	0.36%	Reduced -49	-49 -0.7%
71	MPLX LP COM UNIT REP LTD MPLX	MPLX	14,457	$814.4k0.34%	0.34%	Added +1.2k	+1,198 9.0%
72	UNION PAC CORP COM UNP	UNP	2,712	$737.6k0.31%	0.31%	Reduced -39	-39 -1.4%
73	SELECT SECTOR SPDR TR ENERGY XLE	XLE	13,827	$734.4k0.31%	0.31%	Reduced -74	-74 -0.5%
74	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,368	$711.5k0.30%	0.30%	Added +444	+444 23.1%
75	CAPITAL ONE FINL CORP COM COF	COF	3,531	$708.4k0.30%	0.30%	Added +787	+787 28.7%
76	SCHLUMBERGER LTD COM STK SLB	SLB	14,610	$679.2k0.29%	0.29%	Added +674	+674 4.8%
77	HA SUSTAINABLE INFRA CAP INC COM HASI	HASI	16,877	$659.0k0.28%	0.28%	Unchanged
78	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	2,617	$590.1k0.25%	0.25%	Added +13	+13 0.5%
79	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	31,200	$588.7k0.25%	0.25%	New
80	GENERAL MTRS CO COM GM	GM	7,329	$564.9k0.24%	0.24%	Added +1.8k	+1,827 33.2%
81	GLOBAL X FDS X RUSSELL 2000 E RSSL	RSSL	4,643	$547.4k0.23%	0.23%	Added +72	+72 1.6%
82	RTX CORPORATION COM RTX	RTX	2,819	$534.8k0.23%	0.23%	Added +230	+230 8.9%
83	LEIDOS HOLDINGS INC COM LDOS	LDOS	5,194	$534.8k0.23%	0.23%	Reduced -765	-765 -12.8%
84	ISHARES TR CORE S&P500 ETF IVV	IVV	679	$508.5k0.21%	0.21%	Unchanged
85	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	7,089	$465.1k0.20%	0.20%	Added +1.3k	+1,294 22.3%
86	COMFORT SYS USA INC COM FIX	FIX	235	$464.9k0.20%	0.20%	New
87	METLIFE INC COM MET	MET	5,490	$464.5k0.20%	0.20%	Added +503	+503 10.1%
88	QUANTA SVCS INC COM PWR	PWR	643	$463.0k0.19%	0.19%	New
89	ALPHABET INC CAP STK CL C GOOG	GOOG	1,309	$462.5k0.19%	0.19%	New
90	V2X INC COM VVX	VVX	5,696	$424.7k0.18%	0.18%	Added +871	+871 18.1%
91	AMERICAN ELEC PWR CO INC COM AEP	AEP	3,047	$416.9k0.18%	0.18%	Reduced -42	-42 -1.4%
92	T1 ENERGY INC COM NEW TE	TE	42,447	$402.4k0.17%	0.17%	New
93	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,166	$401.7k0.17%	0.17%	Reduced -4	-4 -0.1%
94	ELI LILLY & CO COM LLY	LLY	327	$392.2k0.17%	0.17%	New
95	APPLIED MATLS INC COM AMAT	AMAT	530	$383.2k0.16%	0.16%	New
96	FREEPORT-MCMORAN INC CL B FCX	FCX	5,947	$374.0k0.16%	0.16%	Added +1.0k	+1,039 21.2%
97	OGE ENERGY CORP COM OGE	OGE	7,660	$372.7k0.16%	0.16%	Added +2.2k	+2,174 39.6%
98	SNOWFLAKE INC CL A SNOW	SNOW	1,445	$367.8k0.15%	0.15%	New
99	CSX CORP COM CSX	CSX	7,660	$364.1k0.15%	0.15%	Added +1.8k	+1,795 30.6%
100	BAKER HUGHES COMPANY CL A BKR	BKR	6,391	$354.7k0.15%	0.15%	Added +2.6k	+2,614 69.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INTUITIVE SURGICAL INC ISRG	ISRG	570	$262.8k570 shares
ADOBE INC ADBE	ADBE	1,035	$251.6k1.0k shares
ELBIT SYS LTD ESLT	ESLT	259	$219.9k259 shares
DEVON ENERGY CORP NEW DVN	DVN	4,285	$215.6k4.3k shares
CARLYLE GROUP INC CG	CG	4,415	$213.6k4.4k shares
FEDEX CORP FDX	FDX	597	$212.6k597 shares