Cornerstone Select Advisors, LLC

Q1 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$159,715
Net value change ($000)
+15,601 (10.8%)
New positions
18
Sold out positions
11
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SMH 2,138 NEW
VRT 1,371 66.8%
VFH 1,147 NEW
LRCX 1,084 27.6%
CVX 1,001 32.1%
XLI 983 NEW
VHT 907 NEW
VLO 894 52.3%
MU 873 24.6%
XLE 852 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVGO -1,045 -10.6%
NVDA -964 -11.6%
MSFT -853 -24.3%
MDB -362 -58.5%
MRV FINANCIAL CORP COMMON STOCK -361 -100.0%
IBM -359 -17.0%
BAC -319 -9.3%
PLTR -289 -8.5%
GD -288 -100.0%
KHC -272 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type