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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 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSSL GLOBAL X FDS 4,571.0 $444K 0.28% -54.0 -1.2% $97.14 +14.9%
82 IVV ISHARES TR 679.0 $444K 0.28% -11.0 -1.6% $653.21 +14.7%
83 GM GENERAL MTRS CO Consumer Cyclical 5,502.0 $410K 0.26% +155.0 +2.9% $74.50 +5.8%
84 AEP AMERICAN ELEC PWR CO INC Utilities 3,089.0 $405K 0.25% +86.0 +2.9% $131.07 +0.4%
85 URI UNITED RENTALS INC Industrials 554.0 $404K 0.25% $728.56 +28.8%
86 VNQ VANGUARD INDEX FDS 4,170.0 $370K 0.23% NEW $88.70 +9.1%
87 MET METLIFE INC Financial Services 4,987.0 $353K 0.22% $70.72 +18.9%
88 MCK MCKESSON CORP Healthcare 396.0 $343K 0.21% +121.0 +44.0% $865.36 -11.5%
89 VVX V2X INC Industrials 4,825.0 $331K 0.21% $68.50 +8.0%
90 ET ENERGY TRANSFER L P Energy 17,054.0 $329K 0.21% +2K +16.2% $19.30 +4.0%
91 FNF FIDELITY NATL FINL INC Financial Services 7,065.0 $328K 0.20% -272.0 -3.7% $46.38 +4.8%
92 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 3,541.0 $327K 0.20% NEW $92.31 -0.6%
93 PRU PRUDENTIAL FINL INC Financial Services 3,135.0 $306K 0.19% +457.0 +17.1% $97.68 +6.6%
94 MELI MERCADOLIBRE INC Consumer Cyclical 177.0 $306K 0.19% +1.0 +0.6% $1729.02 -3.7%
95 FCX FREEPORT MCMORAN INC Basic Materials 4,908.0 $288K 0.18% +250.0 +5.4% $58.78 +5.4%
96 CBRE CBRE GROUP INC Real Estate 2,068.0 $280K 0.17% $135.46 -3.2%
97 BUNGE GLOBAL SA 2,185.0 $278K 0.17% NEW $127.20
98 AIQ GLOBAL X FDS 5,795.0 $270K 0.17% +2K +35.8% $46.67 +34.6%
99 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,630.0 $268K 0.17% +369.0 +11.3% $73.90 +2.0%
100 TGT TARGET CORP Consumer Defensive 2,192.0 $266K 0.17% +55.0 +2.6% $121.20 +3.6%
Page 5 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%