Cornerstone Select Advisors, LLC Portfolio Holdings

Cornerstone Select Advisors, LLC

  • $114 Billion
  • Q2 2025

Cornerstone Select Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $7.46B, Nvidia Corp with a value of $5.64B, At&T Inc. with a value of $3.65B, Apple Inc. with a value of $3.35B, and Microsoft Corp with a value of $3.35B.

Examining the 13F form we can see an increase of $7.98B in the current position value, from $106B to 114B.

Cornerstone Select Advisors, LLC is based out at St. Louis, MO

Below you can find more details about Cornerstone Select Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
Technology: $43.8 Billion
Healthcare: $12.6 Billion
Financial Services: $12 Billion
Energy: $9.55 Billion
Communication Services: $8.63 Billion
Industrials: $8.07 Billion
Consumer Cyclical: $5.03 Billion
Consumer Defensive: $3.68 Billion
Other: $5.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$7.46 Billion 6.57% of portfolio
27,057
Q2 2025 Reduced 5.6%
$424B
$5.64 Billion 4.96% of portfolio
35,677
Q2 2025 Reduced 18.49%
$211B
$3.65 Billion 3.21% of portfolio
126,128
Q2 2025 Reduced 1.66%
$3.84T
$3.35 Billion 2.95% of portfolio
16,314
Q2 2025 Reduced 5.07%
$3.8T
$3.35 Billion 2.95% of portfolio
6,739
Q2 2025 Reduced 3.63%
$0
$3.03 Billion 2.67% of portfolio
138,104
Q2 2025 Reduced 2.26%
$412B
$2.8 Billion 2.46% of portfolio
59,155
Q2 2025 Reduced 4.02%
$313B
$2.79 Billion 2.45% of portfolio
19,456
Q2 2025 Reduced 2.89%
$331B
$2.39 Billion 2.11% of portfolio
17,561
Q2 2025 Reduced 9.15%
Lam Research Corp
-
$2.3 Billion 2.02% of portfolio
-
Q2 2025 Reduced 2.23%
$2.36T
$2.16 Billion 1.9% of portfolio
9,846
Q2 2025 Reduced 0.9%
$1.75T
$2.15 Billion 1.89% of portfolio
2,916
Q2 2025 Reduced 6.54%
$278B
$2.09 Billion 1.84% of portfolio
30,186
Q2 2025 Reduced 3.33%
$258B
$2.02 Billion 1.78% of portfolio
28,734
Q2 2025 Reduced 4.91%
$39B
$2.01 Billion 1.77% of portfolio
11,957
Q2 2025 Reduced 6.61%
$140B
$1.99 Billion 1.75% of portfolio
2,225
Q2 2025 Reduced 1.11%
$4.61B
$1.91 Billion 1.68% of portfolio
53,004
Q2 2025 Reduced 5.86%
$60.8B
$1.89 Billion 1.66% of portfolio
9,221
Q2 2025 Reduced 3.76%
$69.8B
$1.85 Billion 1.63% of portfolio
59,530
Q2 2025 Reduced 2.54%
$390B
$1.84 Billion 1.62% of portfolio
9,925
Q2 2025 Reduced 6.17%
$232B
$1.82 Billion 1.61% of portfolio
6,191
Q2 2025 Reduced 1.92%
$283B
$1.69 Billion 1.49% of portfolio
17,324
Q2 2025 Reduced 7.19%
$95.7B
$1.59 Billion 1.4% of portfolio
3,122
Q2 2025 Added 5.37%
$813B
$1.58 Billion 1.39% of portfolio
7,230
Q2 2025 Reduced 0.93%
Arista Networks Inc
-
$1.48 Billion 1.3% of portfolio
-
Q2 2025 Reduced 4.34%
$174B
$1.47 Billion 1.29% of portfolio
11,923
Q2 2025 Reduced 7.52%
$53.9B
$1.44 Billion 1.27% of portfolio
5,740
Q2 2025 Reduced 4.01%
$206B
$1.41 Billion 1.24% of portfolio
17,813
Q2 2025 Added 4.44%
$7.39B
$1.39 Billion 1.23% of portfolio
22,696
Q2 2025 Reduced 6.18%
$10.9B
$1.36 Billion 1.2% of portfolio
7,343
Q2 2025 Reduced 4.31%
$63.1B
$1.31 Billion 1.16% of portfolio
9,765
Q2 2025 Reduced 5.54%
$98.1B
$1.32 Billion 1.16% of portfolio
28,492
Q2 2025 Reduced 2.35%
$141B
$1.31 Billion 1.15% of portfolio
11,788
Q2 2025 Reduced 1.53%
$566B
$1.25 Billion 1.1% of portfolio
3,515
Q2 2025 Reduced 0.11%
$95.3B
$1.16 Billion 1.02% of portfolio
3,778
Q2 2025 Reduced 6.85%
$117B
$1.16 Billion 1.02% of portfolio
19,857
Q2 2025 Reduced 4.35%
$1.36T
$1.06 Billion 0.93% of portfolio
4,668
Q2 2025 Reduced 2.81%
$60.2B
$1.01 Billion 0.89% of portfolio
23,425
Q2 2025 Reduced 2.07%
$147B
$1.01 Billion 0.89% of portfolio
3,606
Q2 2025 Added 0.36%
$53.3B
$974 Million 0.86% of portfolio
4,837
Q2 2025 Reduced 0.6%
$32.7B
$948 Million 0.83% of portfolio
7,384
Q2 2025 Added 89.48%
$1.5T
$848 Million 0.75% of portfolio
4,811
Q2 2025 Reduced 3.02%
$25.1B
$794 Million 0.7% of portfolio
5,031
Q2 2025 Reduced 5.04%
$134B
$778 Million 0.69% of portfolio
3,383
Q2 2025 Reduced 6.8%
$31.8B
$753 Million 0.66% of portfolio
36,833
Q2 2025 Reduced 1.75%
$9.75B
$717 Million 0.63% of portfolio
19,566
Q2 2025 Added 1.12%
$63.3B
$665 Million 0.59% of portfolio
6,290
Q2 2025 Reduced 9.13%
$33.8B
$656 Million 0.58% of portfolio
5,351
Q2 2025 Added 45.8%
$278B
$653 Million 0.57% of portfolio
10,734
Q2 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 110
  • Current Value $114 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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