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Disclosed positions
Cornerstone Select Advisors, LLC: source evidence dated 2026-08-06T03:59:59.999Z.
- Issuer
- MICRON TECHNOLOGY INC
- Ticker
- MU
- Class
- COM
- Reported value
- $16,421,907
- Reported amount
- 14,227
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001104659-26-091031Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| MICRON TECHNOLOGY INC | MU | COM | $16,421,907 | 14,227 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $12,898,671 | 29,766 | SH | None |
| BROADCOM INC | AVGO | COM | $11,852,089 | 31,375 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $8,645,582 | 43,208 | SH | None |
| KLA CORP | KLAC | COM NEW | $7,723,178 | 25,598 | SH | None |
| APPLE INC | AAPL | COM | $5,715,365 | 19,752 | SH | None |
| VERTIV HOLDINGS CO | VRT | COM CL A | $5,100,535 | 15,234 | SH | None |
| DELL TECHNOLOGIES INC | DELL | CL C | $4,868,318 | 11,283 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $4,469,067 | 13,105 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $4,391,108 | 5,754 | SH | None |
| CARDINAL HEALTH INC | CAH | COM | $4,384,391 | 18,456 | SH | None |
| CISCO SYS INC | CSCO | COM | $4,099,726 | 34,903 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $4,025,580 | 24,286 | SH | None |
| BANK OF AMER CORP | BAC | COM | $3,927,804 | 68,933 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $3,570,009 | 5,443 | SH | None |
| VALERO ENERGY CORP | VLO | COM | $3,459,865 | 13,285 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $3,415,164 | 29,272 | SH | None |
| CORNING INC | GLW | COM | $3,383,443 | 13,246 | SH | None |
| ABBVIE INC | ABBV | COM | $3,327,153 | 13,222 | SH | None |
| MERCK & CO INC | MRK | COM | $3,279,727 | 25,523 | SH | None |
| ARES CAPITAL CORP | ARCC | COM | $3,179,997 | 171,613 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,146,688 | 18,523 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,097,489 | 12,996 | SH | None |
| AT&T INC | T | COM | $3,016,933 | 145,746 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,991,402 | 8,019 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $2,944,561 | 80,102 | SH | None |
| WESCO INTL INC | WCC | COM | $2,580,016 | 7,469 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,545,331 | 7,122 | SH | None |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | ORDINARY SHARES | $2,512,546 | 9,239 | SH | None |
| WALMART INC | WMT | COM | $2,429,132 | 21,447 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $2,376,503 | 4,091 | SH | None |
| GILEAD SCIENCES INC | GILD | COM | $2,368,100 | 18,744 | SH | None |
| META PLATFORMS INC | META | CL A | $2,332,177 | 4,140 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $2,332,117 | 8,293 | SH | None |
| SHELL PLC | SHEL | SPON ADS | $2,245,136 | 28,955 | SH | None |
| TG THERAPEUTICS INC | TGTX | COM | $2,209,522 | 40,217 | SH | None |
| HEWLETT PACKARD ENTERPRISE C | HPE | COM | $2,194,765 | 48,654 | SH | None |
| CATERPILLAR INC | CAT | COM | $2,159,617 | 2,028 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $2,127,154 | 50,240 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $2,044,955 | 4,282 | SH | None |
| ALTRIA GROUP INC | MO | COM | $2,028,660 | 28,195 | SH | None |
| ORACLE CORP | ORCL | COM | $1,974,835 | 13,476 | SH | None |
| L3HARRIS TECHNOLOGIES INC | LHX | COM | $1,859,983 | 6,401 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $1,846,200 | 928 | SH | None |
| TAYLOR MORRISON HOME CORP | Unresolved | COM | $1,718,963 | 23,961 | SH | None |
| AMGEN INC | AMGN | COM | $1,717,547 | 4,743 | SH | None |
| EMCOR GROUP INC | EME | COM | $1,697,531 | 2,046 | SH | None |
| CADENCE DESIGN SYSTEM INC | CDNS | COM | $1,691,192 | 4,506 | SH | None |
| COHERENT CORP | COHR | COM | $1,666,636 | 4,225 | SH | None |
| UGI CORP NEW | UGI | COM | $1,458,220 | 42,218 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 2 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.