Cornerstone Advisors, LLC

CIK: 0001775446Latest portfolio: $3.0B · Q4 2025

Holdings

158

Total Value

$3.0B

New Positions

40

Closed Positions

116

#StockSharesValue% PortfolioChangeType
1
AAPLAPPLE INC
778,700$211.0M7.03%
2
NVDANVIDIA CORPORATION
1,080,300$201.0M6.69%
3
GOOGALPHABET INC
620,200$194.0M6.46%
4
MSFTMICROSOFT CORP
331,900$160.0M5.33%
5
AMZNAMAZON COM INC
535,900$123.0M4.10%
6
AVGOBROADCOM INC
230,854$79.0M2.63%+61K
7
XLESELECT SECTOR SPDR TR
1,429,652$63.0M2.10%+1.4M
8
METAMETA PLATFORMS INC
90,900$60.0M2.00%+600
9
LLYELI LILLY & CO
53,500$57.0M1.90%+100
10
JPMJPMORGAN CHASE & CO.
172,200$55.0M1.83%
11
SMHVANECK ETF TRUST
138,925$50.0M1.67%NEW
12
XLUSELECT SECTOR SPDR TR
1,104,962$47.0M1.57%NEW
13
WMTWALMART INC
346,397$38.0M1.27%+23K
14
TSLATESLA INC
76,300$34.0M1.13%-67,300
15
VVISA INC
98,300$34.0M1.13%+5K
16
TMOTHERMO FISHER SCIENTIFIC INC
57,100$33.0M1.10%
17
MAMASTERCARD INCORPORATED
58,352$33.0M1.10%+9K
18
CSQCALAMOS STRATEGIC TOTAL RETU
1,712,871$32.0M1.07%-498,142
19
KBWBINVESCO EXCH TRADED FD TR II
360,669$30.0M1.00%NEW
20
COSTCOSTCO WHSL CORP NEW
32,700$28.0M0.93%+3K
21
HDHOME DEPOT INC
76,100$26.0M0.87%
22
ORCLORACLE CORP
133,100$25.0M0.83%
23
FICOFAIR ISAAC CORP
14,600$24.0M0.80%NEW
24
NFLXNETFLIX INC
259,000$24.0M0.80%+233K
25
TRVCCITIGROUP INC
200,400$23.0M0.77%-12,600

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
NFLX259K+233K
PLD141K+128K
MNST189K+82K
AVGO231K+61K
PGR71K+47K
HLT51K+39K
UNP72K+33K
MU55K+33K
WMT346K+23K
XLB217K+20K

Decreased Positions

NameSharesChange
GGN138K-565425
CSQ1.7M-498142
UTG294K-473759
RVT247K-438944
THW321K-344201
ASG576K-209681
ETJ762K-207084
XSCDX101K-198513
DIAX185K-188467
XNIEX109K-115013

Sector Breakdown

Financial Services0.0% ($6.300055000500005e+157T)
Technology0.0% ($2.1100020100016002e+155T)
Healthcare0.0% ($5.700033000210002e+84T)
Industrials0.0% ($1.7000170001600018e+76T)
Consumer Cyclical0.0% ($1.230003400026e+43T)
Unknown0.0% ($2.3000200001800017e+37T)
Communication Services0.0% ($1.9400060000240002e+27T)
Consumer Defensive0.0% ($380002800021000159232.0T)
Basic Materials0.0% ($16000800.0T)
Real Estate0.0% ($17.0M)
Utilities0.0% ($10.0M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$3.0B158
Q3 2025Nov 7, 2025$3.0T235
Q2 2025Aug 8, 2025$2.9T275
Q1 2025May 9, 2025$2.3T267
Q4 2024Feb 7, 2025$2.5T270
Q3 2024Nov 8, 2024$2529.3T284
Q2 2024Aug 9, 2024$2462.2T304
Q1 2024May 10, 2024$2415.4T314
Q4 2023Feb 9, 2024$2272.9T297
Q3 2023Nov 9, 2023$2145.9T307
Q2 2023Aug 11, 2023$2095.8T259
Q1 2023May 15, 2023$2155.6T173
Q4 2022Feb 14, 2023$2025.6T184
Q3 2022Nov 10, 2022$2.0T196
Q2 2022Aug 12, 2022$1.9T189
Q1 2022May 12, 2022$1.7T164
Q1 2022May 11, 2022$1.8T173
Q3 2021Nov 12, 2021$1.7T170
Q2 2021Aug 13, 2021$1.7T189
Q1 2021May 13, 2021$1.1T177
Q4 2020Feb 11, 2021$1.1T166
Q3 2020Nov 13, 2020$1.1T176
Q2 2020Aug 11, 2020$1.1T189
Q1 2020May 13, 2020$905.5B176
Q4 2019Feb 12, 2020$1.2T192

Fund Information

CIK0001775446
Most Recent FilingFeb 13, 2026
Number of Filings25

Cornerstone Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $3.0B across 158 holdings. The largest position is APPLE INC (AAPL), representing 7.0% of the portfolio. Compared to the previous quarter, the fund opened 40 new positions and closed 117 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.