Cornerstone Select Advisors
Cornerstone Select Advisors reported 149 stocks worth $238M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are MU (6.9%), LRCX (5.4%) and AVGO (5.0%). Compared with Q1 2026, the fund opened new positions in PSLV, FIX and PWR, added to MU, LRCX and AVGO, trimmed SMH, TGTX and TSM and sold out of ISRG, ADBE and ESLT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MU Micron Technology Inc | $16.4M | 6.9% | 14K | +1,133 (+9%) | 7 of 7 | |
| 2 |  LRCX Lam Research Corp | $12.9M | 5.4% | 30K | +6,339 (+27%) | 7 of 7 | |
| 3 |  AVGO Broadcom Inc | $11.9M | 5.0% | 31K | +2,783 (+10%) | 7 of 7 | |
| 4 |  NVDA Nvidia Corporation | $8.6M | 3.6% | 43K | +1,249 (+3%) | 7 of 7 | |
| 5 |  KLAC Kla Corp | $7.7M | 3.3% | 26K | +23K (+984%) | 7 of 7 | |
| 6 |  AAPL Apple Inc | $5.7M | 2.4% | 20K | +2,232 (+13%) | 7 of 7 | |
| 7 |  VRT Vertiv Holdings Co | $5.1M | 2.1% | 15K | +1,577 (+12%) | 6 of 7 | |
| 8 |  DELL Dell Technologies Inc | $4.9M | 2.0% | 11K | +2,602 (+30%) | 6 of 7 | |
| 9 |  PANW Palo Alto Networks Inc | $4.5M | 1.9% | 13K | +1,429 (+12%) | 7 of 7 | |
| 10 |  CRWD Crowdstrike Hldgs Inc | $4.4M | 1.9% | 5,754 | +612 (+12%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ISRG Intuitive Surgical Inc | $263K | 570 |
 ADBE Adobe Inc | $252K | 1,035 |
 ESLT Elbit Sys Ltd | $220K | 259 |
 DVN Devon Energy Corp New | $216K | 4,285 |
 CG Carlyle Group Inc | $214K | 4,415 |
🔒 Free account: see all 6.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cornerstone Select Advisors 13F FAQ
What does Cornerstone Select Advisors own?
Cornerstone Select Advisors reported 149 stocks worth $238M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are MU (6.9%), LRCX (5.4%) and AVGO (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Cornerstone Select Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 31 new positions, 92 added to, 18 trimmed and 6 sold out. New positions include PSLV, FIX and PWR. It sold all of ISRG, ADBE and ESLT.
When will Cornerstone Select Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Cornerstone Select Advisors's portfolio worth?
The Q2 2026 filing reports $238M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.