Cornerstone Advisors, LLC — 13F holdings

Cornerstone Advisors, LLC reported 112 holdings worth $3.04B in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $236M (7.8%)
2. AAPL APPLE INC — $209M (6.9%)
3. GOOG ALPHABET INC — $194M (6.4%)
4. MSFT MICROSOFT CORP — $133M (4.4%)
5. AMZN AMAZON COM INC — $122M (4.0%)
6. AVGO BROADCOM INC — $92.5M (3.0%)
7. XLE SELECT SECTOR SPDR TR — $90.4M (3.0%)
8. MU MICRON TECHNOLOGY INC — $70.5M (2.3%)
9. META META PLATFORMS INC — $62.3M (2.1%)
10. LLY ELI LILLY & CO — $60.7M (2.0%)