Holdings of Cornerstone Advisors, LLC
91 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 44.2 % of the equity sleeve
Sector breakdown
- Technology 30.5 %
- Communication 10.8 %
- Consumer discretionary 9.8 %
- Financials 9.6 %
- Health care 7.3 %
- Consumer staples 6.2 %
- Industrials 5.6 %
- Real estate 2.3 %
- Materials 1.6 %
- Unattributed 16.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 90 | 2.6B $ | 99.43 % |
| 2 | TW | 1 | 14.8M $ | 0.57 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Apple Inc | 778,700 | 197.6M $ | |
| 2 | NVIDIA Corp | 1,080,300 | 188.4M $ | |
| 3 | Alphabet Inc | 548,422 | 157.3M $ | |
| 4 | Microsoft Corp | 355,668 | 131.7M $ | |
| 5 | Select Sector Spdr Trust | 1,776,143 | 108.8M $ | |
| 6 | Amazon.com Inc | 512,629 | 106.8M $ | |
| 7 | Broadcom Inc | 230,854 | 71.5M $ | |
| 8 | VanEck Semiconductor ETF | 177,495 | 68.1M $ | |
| 9 | Meta Platforms Inc | 110,643 | 63.3M $ | |
| 10 | State Street Utilities Select Sector SPDR ETF | 1,335,910 | 61.3M $ | |
| 11 | Eli Lilly & Co | 59,050 | 54.3M $ | |
| 12 | Invesco KBW Bank ETF | 665,269 | 52.6M $ | |
| 13 | JPMorgan Chase & Co | 177,996 | 52.4M $ | |
| 14 | Johnson & Johnson | 181,797 | 44.4M $ | |
| 15 | Walmart Inc | 351,466 | 43.7M $ | |
| 16 | Costco Wholesale Corp | 39,204 | 39.1M $ | |
| 17 | Netflix Inc | 334,475 | 32.2M $ | |
| 18 | Procter & Gamble Co/The | 210,278 | 30.4M $ | |
| 19 | Philip Morris International Inc. | 176,843 | 29.2M $ | |
| 20 | Mastercard Inc | 58,373 | 29.2M $ | |
| 21 | Tesla Inc | 76,300 | 28.4M $ | |
| 22 | GE Vernova Inc | 31,533 | 27.5M $ | |
| 23 | General Electric Co | 93,368 | 26.5M $ | |
| 24 | iShares Biotechnology ETF | 148,027 | 25M $ | |
| 25 | Home Depot Inc/The | 75,548 | 24.8M $ | |
| 26 | Welltower Inc | 120,083 | 23.7M $ | |
| 27 | CME Group Inc | 78,438 | 23.2M $ | |
| 28 | Visa Inc | 72,534 | 21.9M $ | |
| 29 | Progressive Corp/The | 106,066 | 21M $ | |
| 30 | Micron Technology Inc | 62,034 | 21M $ | |
| 31 | Union Pacific Corp | 86,115 | 20.9M $ | |
| 32 | American Express Co | 67,094 | 20.3M $ | |
| 33 | T-Mobile US Inc | 91,942 | 19.3M $ | |
| 34 | Deere & Co | 33,886 | 19.1M $ | |
| 35 | McKesson Corp | 21,751 | 18.8M $ | |
| 36 | Digital Realty Trust Inc | 104,203 | 18.8M $ | |
| 37 | Intuitive Surgical Inc | 40,613 | 18.7M $ | |
| 38 | Monster Beverage Corp | 257,615 | 18.7M $ | |
| 39 | S&P Global Inc | 43,830 | 18.6M $ | |
| 40 | O'Reilly Automotive Inc | 201,861 | 18.6M $ | |
| 41 | Amphenol Corp | 145,885 | 18.4M $ | |
| 42 | Hilton Worldwide Holdings Inc | 59,924 | 18.2M $ | |
| 43 | KLA Corp | 12,314 | 18.1M $ | |
| 44 | Arista Networks Inc | 141,739 | 17.4M $ | |
| 45 | Prologis Inc | 130,777 | 17.3M $ | |
| 46 | Labcorp Holdings Inc | 64,071 | 17.1M $ | |
| 47 | Ecolab Inc | 59,933 | 15.9M $ | |
| 48 | Booking Holdings Inc | 3,600 | 15.2M $ | |
| 49 | Boston Scientific Corp | 239,655 | 15M $ | |
| 50 | Arthur J Gallagher & Co | 69,034 | 15M $ | |
| 51 | DoorDash Inc | 98,970 | 14.9M $ | |
| 52 | Taiwan Semiconductor Manufacturing Co Ltd | 43,760 | 14.8M $ | |
| 53 | Jack Henry & Associates Inc | 91,081 | 14.4M $ | |
| 54 | Intuit Inc | 32,780 | 14.2M $ | |
| 55 | Oracle Corp | 93,903 | 13.8M $ | |
| 56 | Thermo Fisher Scientific Inc | 27,984 | 13.8M $ | |
| 57 | Interactive Brokers Group Inc | 202,024 | 13.5M $ | |
| 58 | ServiceNow Inc | 128,679 | 13.5M $ | |
| 59 | Advanced Micro Devices Inc | 65,712 | 13.4M $ | |
| 60 | Sherwin-Williams Co/The | 41,478 | 13.3M $ | |
| 61 | Monolithic Power Systems Inc | 11,907 | 13M $ | |
| 62 | Crowdstrike Holdings Inc | 33,222 | 13M $ | |
| 63 | Berkshire Hathaway Inc | 26,950 | 12.9M $ | |
| 64 | IDEXX Laboratories Inc | 22,787 | 12.8M $ | |
| 65 | Dollar General Corp | 102,309 | 12.1M $ | |
| 66 | Vulcan Materials Co | 44,566 | 12.1M $ | |
| 67 | Rollins Inc | 226,610 | 12.1M $ | |
| 68 | MercadoLibre Inc | 6,990 | 12.1M $ | |
| 69 | Elevance Health Inc | 41,093 | 12M $ | |
| 70 | TKO Group Holdings Inc | 59,607 | 12M $ | |
| 71 | Cadence Design Systems Inc | 43,146 | 12M $ | |
| 72 | Robinhood Markets Inc | 169,139 | 11.7M $ | |
| 73 | TransDigm Group Inc | 9,657 | 11.2M $ | |
| 74 | Emerson Electric Co. | 84,600 | 11.1M $ | |
| 75 | Live Nation Entertainment Inc | 72,626 | 11.1M $ | |
| 76 | KKR & Co Inc | 118,535 | 11M $ | |
| 77 | Tradeweb Markets Inc | 92,395 | 10.9M $ | |
| 78 | Fair Isaac Corp | 9,811 | 10.5M $ | |
| 79 | Old Dominion Freight Line Inc | 53,062 | 10.4M $ | |
| 80 | AMETEK Inc | 47,116 | 10.1M $ | |
| 81 | Westinghouse Air Brake Technologies Corp | 36,535 | 9.1M $ | |
| 82 | Tyler Technologies Inc | 25,604 | 8.8M $ | |
| 83 | Cintas Corp | 49,975 | 8.5M $ | |
| 84 | Axon Enterprise Inc | 18,682 | 7.9M $ | |
| 85 | Veeva Systems Inc | 44,355 | 7.8M $ | |
| 86 | AppLovin Corp | 18,618 | 7.4M $ | |
| 87 | Repligen Corp | 56,690 | 6.7M $ | |
| 88 | HealthEquity Inc | 72,024 | 6M $ | |
| 89 | Guidewire Software Inc | 38,028 | 5.7M $ | |
| 90 | United Rentals Inc | 6,262 | 4.6M $ | |
| 91 | Carvana Co | 12,955 | 4.1M $ | |