Cornerstone Select Advisors, LLC

Q3 2026 13F-HR Holdings

Location
St. Louis, MO
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
147
Total value ($000)
$246,263
Net value change ($000)
+8,658 (3.6%)
New positions
4
Sold out positions
6
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PLTR 2,100 61.5%
VLO 1,815 52.5%
CRWD 1,713 39.0%
DELL 1,555 31.9%
XOM 1,448 NEW
MSFT 1,349 45.1%
NVDA 1,216 14.1%
HPE 1,190 54.2%
AAPL 1,150 20.1%
CVX 1,067 26.5%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -3,085 -23.9%
KLAC -2,594 -33.6%
TMHC -1,719 -100.0%
XOM -1,182 -100.0%
VRT -953 -18.7%
AVGO -724 -6.1%
CAT -546 -25.3%
CRDO -545 -21.7%
MU -507 -3.1%
IBM -440 -18.9%
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