BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Cornerstone Select Advisors, LLC

· CIK 0002055366
13F Portfolio $160M AUM 124 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 65 Added 27 Reduced 11 Exited
Page 6 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 OGE OGE ENERGY CORP Utilities 5,486.0 $263K 0.17% $47.96 +0.3%
102 ISRG INTUITIVE SURGICAL INC Healthcare 570.0 $263K 0.17% +6.0 +1.1% $460.99 -4.6%
103 HD HOME DEPOT INC Consumer Cyclical 794.0 $261K 0.16% +16.0 +2.1% $328.89 -4.6%
104 MDB MONGODB INC Technology 1,049.0 $257K 0.16% -427.0 -28.9% $244.77 +29.7%
105 NSC NORFOLK SOUTHN CORP Industrials 891.0 $256K 0.16% $287.00 +8.5%
106 ADBE ADOBE INC Technology 1,035.0 $252K 0.16% -208.0 -16.7% $243.08 +0.4%
107 CSX CSX CORP Industrials 5,865.0 $241K 0.15% $41.05 +11.8%
108 TX TERNIUM SA Basic Materials 5,888.0 $236K 0.15% +422.0 +7.7% $40.15 +11.0%
109 GRNY TIDAL TRUST I 9,677.0 $231K 0.14% +1K +16.4% $23.87 +12.6%
110 BKR BAKER HUGHES COMPANY Energy 3,777.0 $231K 0.14% NEW $61.05 +7.8%
111 BEACON FINANCIAL CORP. 7,340.0 $220K 0.14% NEW $30.00
112 ESLT ELBIT SYS LTD Industrials 259.0 $220K 0.14% NEW $849.09 -10.1%
113 DVN DEVON ENERGY CORP NEW Energy 4,285.0 $216K 0.14% NEW $50.32 -6.4%
114 CG CARLYLE GROUP INC Financial Services 4,415.0 $214K 0.13% $48.39 -6.7%
115 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,492.0 $213K 0.13% -98.0 -0.8% $18.52 -9.9%
116 FDX FEDEX CORP Industrials 597.0 $213K 0.13% NEW $356.18 +9.2%
117 VAW VANGUARD WORLD FD 935.0 $211K 0.13% NEW $225.34 +0.6%
118 PFFD GLOBAL X FDS 11,327.0 $208K 0.13% -222.0 -1.9% $18.40 +2.2%
119 APLD APPLIED DIGITAL CORP Technology 8,727.0 $207K 0.13% NEW $23.74 +102.3%
120 SPY STATE STR SPDR S&P 500 ETF T Financial Services 316.0 $206K 0.13% +6.0 +1.9% $651.16 +14.1%
Page 6 of 7  ·  124 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.2%
Healthcare 11.5%
Energy 10.4%
Financial Services 9.4%
Industrials 8.9%
Communication Services 6.9%
Consumer Cyclical 4.1%
Consumer Defensive 2.8%
Real Estate 1.5%
Utilities 1.4%