account_balance
Investment manager · 13F filer · SEC CIK 2055366
Cornerstone Select Advisors, LLC
Reported value$246Mas of Sep 30, 2026
Positions147 3 new, 5 sold out
Top 10 weight33.4%MU alone is 6%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
6.5%Added +5%
AVGOBroadcom Inc.
4.5%
NVDANVIDIA Corp
4.0%
LRCXLam Research Corp
4.0%
AAPLApple Inc.
2.8%Added +4%
DELLDell Technologies Inc.
2.6%Added +6%
CRWDCrowdStrike Holdings, Inc.
2.5%
PLTRPalantir Technologies Inc.
2.2%
VLOValero Energy Corp
2.1%Added +2%
PANWPalo Alto Networks Inc
2.1%
KLACKLA Corp
2.1%Added +3%
CVXChevron Corp
2.1%Added +3%
MUMicron Technology Inc
6.5%Added +5%
AVGOBroadcom Inc.
4.5%
NVDANVIDIA Corp
4.0%
LRCXLam Research Corp
4.0%
AAPLApple Inc.
2.8%+4%
DELLDell Technologies Inc.
2.6%
CRWDCrowdStrike Holdings, Inc.
2.5%
PLTRPalantir Technologies Inc.
2.2%
VLO2.1%PANW2.1%KLAC2.1%CVX2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 6.5% Added +5%AVGO Broadcom Inc. 4.5% HeldNVDA NVIDIA Corp 4.0% HeldLRCX Lam Research Corp 4.0% HeldAAPL Apple Inc. 2.8% Added +4%DELL Dell Technologies Inc. 2.6% Added +6%CRWD CrowdStrike Holdings, Inc. 2.5% HeldPLTR Palantir Technologies Inc. 2.2% HeldVLO Valero Energy Corp 2.1% Added +2%PANW Palo Alto Networks Inc 2.1% HeldKLAC KLA Corp 2.1% Added +3%CVX Chevron Corp 2.1% Added +3%
What changed
Biggest moves since Jun 30, 2026
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