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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 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VZ VERIZON COMMUNICATIONS INC Communication Services 48,046.0 $2.4M 1.51% -784.0 -1.6% $50.20 -3.7%
22 AMZN AMAZON COM INC Consumer Cyclical 11,502.0 $2.4M 1.50% +1K +9.7% $208.27 +27.9%
23 WMT WALMART INC Consumer Defensive 18,762.0 $2.3M 1.46% +422.0 +2.3% $124.28 -3.2%
24 LHX L3HARRIS TECHNOLOGIES INC Industrials 6,314.0 $2.2M 1.36% +58.0 +0.9% $345.17 -9.6%
25 GILD GILEAD SCIENCES INC Healthcare 15,604.0 $2.2M 1.36% +1K +8.9% $139.37 -3.6%
26 SMH VANECK ETF TRUST 5,576.0 $2.1M 1.34% NEW $383.40 +50.3%
27 META META PLATFORMS INC Communication Services 3,628.0 $2.1M 1.30% +153.0 +4.4% $572.16 +6.7%
28 CRWD CROWDSTRIKE HLDGS INC Technology 5,142.0 $2.0M 1.26% +576.0 +12.6% $390.41 +69.9%
29 ANET ARISTA NETWORKS INC Technology 16,131.0 $2.0M 1.24% +966.0 +6.4% $122.78 +25.5%
30 WCC WESCO INTL INC Industrials 7,220.0 $2.0M 1.24% -138.0 -1.9% $273.62 +32.9%
31 PANW PALO ALTO NETWORKS INC Technology 11,676.0 $1.9M 1.17% +712.0 +6.5% $160.32 +62.5%
32 GOOGL ALPHABET INC Communication Services 6,479.0 $1.9M 1.17% +868.0 +15.5% $287.58 +33.2%
33 GLW CORNING INC Technology 13,179.0 $1.8M 1.12% -124.0 -0.9% $135.97 +42.7%
34 IBM INTERNATIONAL BUSINESS MACHS Technology 7,225.0 $1.8M 1.10% +101.0 +1.4% $242.39 +4.7%
35 ORCL ORACLE CORP Technology 11,886.0 $1.7M 1.09% +2K +17.1% $147.11 +30.6%
36 TGTX TG THERAPEUTICS INC Healthcare 46,908.0 $1.6M 0.98% -7K -13.3% $33.22 +17.0%
37 AMGN AMGEN INC Healthcare 4,384.0 $1.5M 0.97% +317.0 +7.8% $351.87 -3.6%
38 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,356.0 $1.5M 0.92% -99.0 -2.2% $337.95 +19.7%
39 UGI UGI CORP NEW Utilities 40,124.0 $1.5M 0.92% +6K +15.9% $36.42 -2.1%
40 MO ALTRIA GROUP INC Consumer Defensive 22,097.0 $1.5M 0.91% +152.0 +0.7% $65.99 +12.0%
Page 2 of 7  ·  124 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%