Cornerstone Select Advisors, LLC

Q2 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$237,605
Net value change ($000)
+77,890 (48.8%)
New positions
31
Sold out positions
6
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 11,998 271.2%
LRCX 7,894 157.7%
KLAC 4,247 122.2%
DELL 3,443 241.6%
AVGO 3,003 33.9%
PANW 2,597 138.7%
CRWD 2,384 118.8%
CRDO 1,777 241.4%
VRT 1,679 49.1%
AMD 1,629 217.8%
Top Reduces (Value $000, Stocks/ETFs)
T -823 -21.4%
LDOS -392 -42.3%
SHEL -341 -13.2%
LHX -319 -14.6%
VZ -285 -11.8%
ISRG -263 -100.0%
ADBE -252 -100.0%
ESLT -220 -100.0%
DVN -216 -100.0%
CG -214 -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