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Portfolio (Quarterly) Guide ↗

Cornerstone Select Advisors, LLC

· CIK 0002055366
13F Portfolio $160M AUM 124 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 65 Added 27 Reduced 11 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSSL GLOBAL X FDS 4,571.0 $444K 0.28% -54.0 -1.2% $97.14 +14.9%
22 IVV ISHARES TR 679.0 $444K 0.28% -11.0 -1.6% $653.21 +14.7%
23 FNF FIDELITY NATL FINL INC Financial Services 7,065.0 $328K 0.20% -272.0 -3.7% $46.38 +4.8%
24 MDB MONGODB INC Technology 1,049.0 $257K 0.16% -427.0 -28.9% $244.77 +33.2%
25 ADBE ADOBE INC Technology 1,035.0 $252K 0.16% -208.0 -16.7% $243.08 +0.7%
26 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,492.0 $213K 0.13% -98.0 -0.8% $18.52 -12.3%
27 PFFD GLOBAL X FDS 11,327.0 $208K 0.13% -222.0 -1.9% $18.40 +2.3%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Healthcare 11.5%
Energy 10.4%
Financial Services 9.4%
Industrials 8.9%
Communication Services 6.9%
Consumer Cyclical 4.1%
Consumer Defensive 2.8%
Real Estate 1.5%
Utilities 1.4%