Institutional Fund
Cornerstone Select Advisors, LLC
St. Louis, MOCIK 20553665 filings on record
Portfolio Value
$159.72M
Q1 2026
Holdings
124
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+10.8%
from $144.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Broadcom Inc5.5%
- Nvidia Corporation4.6%
- Lam Research Corp3.1%
- Apple Inc2.8%
- Micron Technology Inc2.8%
- Chevron Corp New2.6%
- Other78.6%
Portfolio Holdings
124 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Broadcom Inc | 28.6K | $8.85M | 5.5% | +5 | Added |
| 2 | Nvidia Corporation | 42.0K | $7.32M | 4.6% | −2.5K | Reduced |
| 3 | Lam Research Corp | 23.4K | $5.01M | 3.1% | +520 | Added |
| 4 | Apple Inc | 17.5K | $4.45M | 2.8% | +505 | Added |
| 5 | Micron Technology Inc | 13.1K | $4.42M | 2.8% | +653 | Added |
| 6 | Chevron Corp New | 19.9K | $4.12M | 2.6% | −545 | Reduced |
| 7 | At&T Inc | 132.4K | $3.84M | 2.4% | +1.9K | Added |
| 8 | Cardinal Health Inc | 16.9K | $3.58M | 2.2% | +759 | Added |
| 9 | Kla Corp | 2.4K | $3.48M | 2.2% | −12 | Reduced |
| 10 | Vertiv Holdings Co | 13.7K | $3.42M | 2.1% | +999 | Added |
114 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio