Cornerstone Select Advisors, LLC
•CIK: 2055366•Filing: Q4 2025
**Cornerstone Select Advisors, LLC** manages $144M across a diversified portfolio of 117 positions. The fund exhibits significant concentration in technology and semiconductor names, with top holdings including AVGO at $9.9M and NVDA at $8.3M. Further notable allocations include AAPL ($4.6M), LRCX ($3.9M), and MU ($3.6M). This positioning suggests a focused, high-conviction approach targeting growth leaders within the technology sector.
Total AUM
$144.1M
QoQ Performance
+6.0%
Positions
113
Top 10 Concentration
32.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
NVDA
AVGO6.9%
NVDA5.7%
AAPL3.2%
LRCX2.7%
MU2.5%
MSFT2.4%
BAC2.4%
PLTR2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other46.2%
Technology29.8%
Healthcare6.7%
Financial6.1%
Consumer3.6%
Communication2.3%
Energy2.1%
Industrial1.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW14 new positions
↑59 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024