Cornerstone Select Advisors, LLC: 13F holdings
CIK 20553662026Q2
| Positions | 149 |
|---|
| Reported value | $237.6m |
|---|
| Filed | 2026-08-05 |
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Change since last quarter
| Positions | 149 (+25 vs prior quarter) |
|---|
| Reported value | $237.6m (+48.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MU MICRON TECHNOLOGY INC | 14,227 | $16.4m | 6.9% |
| LRCX LAM RESEARCH CORP | 29,766 | $12.9m | 5.4% |
| AVGO BROADCOM INC | 31,375 | $11.9m | 5.0% |
| NVDA NVIDIA CORPORATION | 43,208 | $8.6m | 3.6% |
| KLAC KLA CORP | 25,598 | $7.7m | 3.3% |
| AAPL APPLE INC | 19,752 | $5.7m | 2.4% |
| VRT VERTIV HOLDINGS CO | 15,234 | $5.1m | 2.1% |
| DELL DELL TECHNOLOGIES INC | 11,283 | $4.9m | 2.0% |
| PANW PALO ALTO NETWORKS INC | 13,105 | $4.5m | 1.9% |
| CRWD CROWDSTRIKE HLDGS INC | 5,754 | $4.4m | 1.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055366")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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