Cornerstone Select Advisors, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$319.4M
Holdings
123
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVGO
BROADCOM INC
Q1 2026: Increased +45.4% (1.9k → 2.8k shares)
5.6%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 6.1% (15.3k → 14.4k shares)
4.6%
03
$BAC
BANK AMERICA CORP
Q4 2025: Exited (was 110.9k shares)
3.5%
04
$LRCX
LAM RESEARCH CORP
Q4 2025: Exited (was 23.6k shares)
3.2%
05
$AAPL
APPLE INC
Q1 2026: Sold 6.4% (16.7k → 15.6k shares)
2.8%
06
$MU
MICRON TECHNOLOGY INC
Q4 2025: Exited (was 12.6k shares)
2.8%
07
$CHV
CHEVRON CORPORATION
Q1 2026: Increased +6.7% (2.1k → 2.2k shares)
2.6%
08
$T
AT&T INC
Q4 2025: Exited (was 129.1k shares)
2.4%
09
$CAH
CARDINAL HEALTH INC
Q4 2025: Exited (was 14.8k shares)
2.3%
10
$KLAC
KLA CORP
Q4 2025: Exited (was 2.3k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:24 UTC.