The Analysis of Cornerstone Advisors, LLC's Holdings & P&L


Currently, Cornerstone Advisors, LLC holds 99 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in KBWB (+304.6K shares, valued at $24.1M), WELL (+120.1K shares, valued at $23.7M), CME (+78.4K shares, valued at $23.2M); decreased their positions in N/A (-71.8K shares, valued at $20.6M), TMO (-29.1K shares, valued at $14.3M), V (-25.8K shares, valued at $7.8M); initiated new positions in WELL (+120.1K shares, valued at $23.7M), CME (+78.4K shares, valued at $23.2M), APH (+145.9K shares, valued at $18.4M).


1M P&L
+75.9M+2.74%
3M P&L
+168.1M+6.27%
HY P&L
+236.2M+9.04%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A315.8M
13.3%
2Semiconductors250.5M
10.6%
3Consumer Electronics197.6M
8.4%

Top Industries by Stock Count

1Software - Application8 stocks
9.0%
2Semiconductors5 stocks
5.6%
3N/A5 stocks
5.6%
Stock Holdings
AAPL
APPLE INC
0.00%
Shares778.7K
Event2026-03-31
Filed2026-05-08
NVDA
NVIDIA CORPORATION
0.00%
Shares1.1M
Event2026-03-31
Filed2026-05-08
ALPHABET INC
ALPHABET INC
-11.57%
Shares548.4K
Event2026-03-31
Filed2026-05-08
MSFT
MICROSOFT CORP
7.16%
Shares355.7K
Event2026-03-31
Filed2026-05-08
XLE
SELECT SECTOR SPDR TR
24.24%
Shares1.8M
Event2026-03-31
Filed2026-05-08
AMZN
AMAZON COM INC
-4.34%
Shares512.6K
Event2026-03-31
Filed2026-05-08
BROADCOM INC
BROADCOM INC
0.00%
Shares230.9K
Event2026-03-31
Filed2026-05-08
SMH
VANECK ETF TRUST
27.76%
Shares177.5K
Event2026-03-31
Filed2026-05-08
META
META PLATFORMS INC
21.72%
Shares110.6K
Event2026-03-31
Filed2026-05-08
XLU
SELECT SECTOR SPDR TR
20.90%
Shares1.3M
Event2026-03-31
Filed2026-05-08
LLY
ELI LILLY & CO
10.37%
Shares59.0K
Event2026-03-31
Filed2026-05-08
KBWB
INVESCO EXCH TRADED FD TR II
84.45%
Shares665.3K
Event2026-03-31
Filed2026-05-08
JPM
JPMORGAN CHASE & CO
3.37%
Shares178.0K
Event2026-03-31
Filed2026-05-08
JNJ
JOHNSON & JOHNSON
74.99%
Shares181.8K
Event2026-03-31
Filed2026-05-08
WMT
WALMART INC
1.46%
Shares351.5K
Event2026-03-31
Filed2026-05-08
COST
COSTCO WHOLESALE CORPORATION
19.89%
Shares39.2K
Event2026-03-31
Filed2026-05-08
NFLX
NETFLIX INC.
29.14%
Shares334.5K
Event2026-03-31
Filed2026-05-08
PG
PROCTER & GAMBLE CO
37.26%
Shares210.3K
Event2026-03-31
Filed2026-05-08
PM
PHILIP MORRIS INTL INC
54.45%
Shares176.8K
Event2026-03-31
Filed2026-05-08
MA
MASTERCARD INCORPORATED
0.04%
Shares58.4K
Event2026-03-31
Filed2026-05-08
TSLA
TESLA INC
0.00%
Shares76.3K
Event2026-03-31
Filed2026-05-08
GEV
GE VERNOVA INC
100.02%
Shares31.5K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE
GE AEROSPACE
78.18%
Shares93.4K
Event2026-03-31
Filed2026-05-08
IBB
ISHARES TR
66.29%
Shares148.0K
Event2026-03-31
Filed2026-05-08
HD
HOME DEPOT INC
-0.73%
Shares75.5K
Event2026-03-31
Filed2026-05-08
LINDE PLC
LINDE PLC
25.68%
Shares49.8K
Event2026-03-31
Filed2026-05-08
WELL
WELLTOWER INC
New
Shares120.1K
Event2026-03-31
Filed2026-05-08
CME
CME GROUP INC
New
Shares78.4K
Event2026-03-31
Filed2026-05-08
V
VISA INC
-26.21%
Shares72.5K
Event2026-03-31
Filed2026-05-08
PGR
PROGRESSIVE CORP
49.04%
Shares106.1K
Event2026-03-31
Filed2026-05-08
MU
MICRON TECHNOLOGY INC
13.65%
Shares62.0K
Event2026-03-31
Filed2026-05-08
UNP
UNION PAC CORP
20.06%
Shares86.1K
Event2026-03-31
Filed2026-05-08
AXP
AMERICAN EXPRESS CO
85.34%
Shares67.1K
Event2026-03-31
Filed2026-05-08
TMUS
T-MOBILE US INC
211.67%
Shares91.9K
Event2026-03-31
Filed2026-05-08
DE
DEERE & CO
-8.66%
Shares33.9K
Event2026-03-31
Filed2026-05-08
MCK
MCKESSON CORP
-5.74%
Shares21.8K
Event2026-03-31
Filed2026-05-08
DLR
DIGITAL RLTY TR INC
25.17%
Shares104.2K
Event2026-03-31
Filed2026-05-08
ISRG
INTUITIVE SURGICAL INC
51.54%
Shares40.6K
Event2026-03-31
Filed2026-05-08
MNST
MONSTER BEVERAGE CORP NEW
36.62%
Shares257.6K
Event2026-03-31
Filed2026-05-08
SPGI
S&P GLOBAL INC
15.65%
Shares43.8K
Event2026-03-31
Filed2026-05-08
ORLY
OREILLY AUTOMOTIVE INC
147.38%
Shares201.9K
Event2026-03-31
Filed2026-05-08
APH
AMPHENOL CORP
New
Shares145.9K
Event2026-03-31
Filed2026-05-08
HLT
HILTON WORLDWIDE HLDGS INC
17.34%
Shares59.9K
Event2026-03-31
Filed2026-05-08
KLAC
KLA CORP
0.00%
Shares12.3K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC
EATON CORP PLC
21.71%
Shares49.7K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-9.41%
Shares141.7K
Event2026-03-31
Filed2026-05-08
PLD
PROLOGIS INC.
-6.99%
Shares130.8K
Event2026-03-31
Filed2026-05-08
WCN
WASTE CONNECTIONS INC
569.47%
Shares106.0K
Event2026-03-31
Filed2026-05-08
LH
LABCORP HOLDINGS INC
123.24%
Shares64.1K
Event2026-03-31
Filed2026-05-08
ECL
ECOLAB INC
223.77%
Shares59.9K
Event2026-03-31
Filed2026-05-08
BKNG
BOOKING HOLDINGS INC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-08
BSX
BOSTON SCIENTIFIC CORP
132.14%
Shares239.7K
Event2026-03-31
Filed2026-05-08
AJG
GALLAGHER ARTHUR J & CO
210.07%
Shares69.0K
Event2026-03-31
Filed2026-05-08
DASH
DOORDASH INC
11.45%
Shares99.0K
Event2026-03-31
Filed2026-05-08
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-11.37%
Shares43.8K
Event2026-03-31
Filed2026-05-08
JKHY
HENRY JACK & ASSOC INC
44.67%
Shares91.1K
Event2026-03-31
Filed2026-05-08
INTU
INTUIT
40.86%
Shares32.8K
Event2026-03-31
Filed2026-05-08
ORCL
ORACLE CORP
-29.45%
Shares93.9K
Event2026-03-31
Filed2026-05-08
TMO
THERMO FISHER SCIENTIFIC INC
-50.99%
Shares28.0K
Event2026-03-31
Filed2026-05-08
IBKR
INTERACTIVE BROKERS GROUP IN
0.00%
Shares202.0K
Event2026-03-31
Filed2026-05-08
NOW
SERVICENOW INC
6.50%
Shares128.7K
Event2026-03-31
Filed2026-05-08
AMD
ADVANCED MICRO DEVICES INC
418.23%
Shares65.7K
Event2026-03-31
Filed2026-05-08
SHW
SHERWIN WILLIAMS CO
366.04%
Shares41.5K
Event2026-03-31
Filed2026-05-08
MPWR
MONOLITHIC PWR SYS INC
-18.96%
Shares11.9K
Event2026-03-31
Filed2026-05-08
CRWD
CROWDSTRIKE HLDGS INC
-6.64%
Shares33.2K
Event2026-03-31
Filed2026-05-08
RACE
FERRARI N V
423.29%
Shares38.2K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-35.37%
Shares26.9K
Event2026-03-31
Filed2026-05-08
IDXX
IDEXX LABS INC
60.81%
Shares22.8K
Event2026-03-31
Filed2026-05-08
DG
DOLLAR GEN CORP
New
Shares102.3K
Event2026-03-31
Filed2026-05-08
VMC
VULCAN MATLS CO
50.30%
Shares44.6K
Event2026-03-31
Filed2026-05-08
ROL
ROLLINS INC
0.00%
Shares226.6K
Event2026-03-31
Filed2026-05-08
MELI
MERCADOLIBRE INC
446.09%
Shares7.0K
Event2026-03-31
Filed2026-05-08
ELV
ELEVANCE HEALTH INC FORMERLY
54.48%
Shares41.1K
Event2026-03-31
Filed2026-05-08
TKO
TKO GROUP HOLDINGS INC
24.85%
Shares59.6K
Event2026-03-31
Filed2026-05-08
CDNS
CADENCE DESIGN SYSTEM INC
7.93%
Shares43.1K
Event2026-03-31
Filed2026-05-08
HOOD
ROBINHOOD MKTS INC
117.03%
Shares169.1K
Event2026-03-31
Filed2026-05-08
TDG
TRANSDIGM GROUP INC
-30.13%
Shares9.7K
Event2026-03-31
Filed2026-05-08
EMR
EMERSON ELEC CO
0.00%
Shares84.6K
Event2026-03-31
Filed2026-05-08
LYV
LIVE NATION ENTERTAINMENT IN
24.02%
Shares72.6K
Event2026-03-31
Filed2026-05-08
KKR & CO INC
KKR & CO INC
0.00%
Shares118.5K
Event2026-03-31
Filed2026-05-08
TW
TRADEWEB MKTS INC
144.98%
Shares92.4K
Event2026-03-31
Filed2026-05-08
FICO
FAIR ISAAC CORP
-32.80%
Shares9.8K
Event2026-03-31
Filed2026-05-08
ODFL
OLD DOMINION FREIGHT LINE IN
0.00%
Shares53.1K
Event2026-03-31
Filed2026-05-08
AME
AMETEK INC
New
Shares47.1K
Event2026-03-31
Filed2026-05-08
SPOT
SPOTIFY TECHNOLOGY S A
121.39%
Shares19.3K
Event2026-03-31
Filed2026-05-08
WAB
WABTEC
New
Shares36.5K
Event2026-03-31
Filed2026-05-08
TYL
TYLER TECHNOLOGIES INC
54.79%
Shares25.6K
Event2026-03-31
Filed2026-05-08
CTAS
CINTAS CORP
New
Shares50.0K
Event2026-03-31
Filed2026-05-08
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
New
Shares20.6K
Event2026-03-31
Filed2026-05-08
SHOP
SHOPIFY INC
113.81%
Shares67.5K
Event2026-03-31
Filed2026-05-08
AXON
AXON ENTERPRISE INC
0.00%
Shares18.7K
Event2026-03-31
Filed2026-05-08
VEEV
VEEVA SYS INC
3.83%
Shares44.4K
Event2026-03-31
Filed2026-05-08
APP
APPLOVIN CORP
59.21%
Shares18.6K
Event2026-03-31
Filed2026-05-08
RGEN
REPLIGEN CORP
0.00%
Shares56.7K
Event2026-03-31
Filed2026-05-08
HQY
HEALTHEQUITY INC
New
Shares72.0K
Event2026-03-31
Filed2026-05-08
GWRE
GUIDEWIRE SOFTWARE INC
New
Shares38.0K
Event2026-03-31
Filed2026-05-08
RB GLOBAL INC
RB GLOBAL INC
New
Shares56.6K
Event2026-03-31
Filed2026-05-08
URI
UNITED RENTALS INC
-34.29%
Shares6.3K
Event2026-03-31
Filed2026-05-08
CVNA
CARVANA CO
New
Shares13.0K
Event2026-03-31
Filed2026-05-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available