Cornerstone Select Advisors, LLC
SEC Form 13F institutional filer · CIK 0002055366
13F-HR · 84 reported holdings · 2026-03-31
Reported long-US-equity value
$0.13B
Top-10 concentration
37.8%
Cornerstone Select Advisors, LLC — $128M AUM allocation strategy
Cornerstone Select Advisors, LLC files SEC Form 13F and reports $128M of long US equity value across 84 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 32.6%, followed by Health Care 6.8% and Energy 5.2%.
The top 10 holdings account for 38% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Cornerstone Select Advisors, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$128M
total across 84 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
38% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PLTR +2.14K sh · −$289K+$T +1.91K sh · +$597K+$ORCL +1.73K sh · −$231K
Biggest trims (shares)
−$TFC −2.66K sh · −$203K−$NVDA −2.45K sh · −$965K−$BMY −1.96K sh · +$19K
Exited to nil (held last quarter, gone now)
$GD ($288K last qtr)$KHC ($272K last qtr)$UBER ($246K last qtr)$MA ($227K last qtr)$WFC ($214K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors16.0%—
- Semiconductor Materials & Equipment6.6%—
- Integrated Telecommunication Services4.9%—
- Technology Hardware, Storage & Peripherals3.4%—
- Integrated Oil & Gas3.2%—
- Health Care Distributors2.8%—
- Electrical Components & Equipment2.7%—
- Application Software2.4%—
- Other holdings57.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AVGO | Broadcom Inc | 28.6K | $8.85M | +5 | 6.9% |
| $NVDA | NVIDIA Corporation | 42K | $7.32M | -2.45K | 5.7% |
| $LRCX | Lam Research Corporation | 23.4K | $5.01M | +520 | 3.9% |
| $AAPL | Apple Inc | 17.5K | $4.45M | +505 | 3.5% |
| $MU | Micron Technology Inc | 13.1K | $4.42M | +653 | 3.4% |
| $CVX | Chevron Corporation | 19.9K | $4.12M | -545 | 3.2% |
| $T | AT&T Inc | 132K | $3.84M | +1.91K | 3.0% |
| $CAH | Cardinal Health Inc | 16.9K | $3.58M | +759 | 2.8% |
| $KLAC | KLA Corporation | 2.36K | $3.48M | -12 | 2.7% |
| $VRT | Vertiv Holdings LLC | 13.7K | $3.42M | +999 | 2.7% |
…and 74 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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