Cornerstone Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$15.8M |
| 2 |
Coca-Cola
KO
|
+$15.3M |
| 3 |
UnitedHealth
UNH
|
+$14M |
| 4 |
Lam Research
LRCX
|
+$10.7M |
| 5 |
Palantir
PLTR
|
+$10.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
VanEck Semiconductor ETF
SMH
|
+$52.6M |
| 2 |
Elevance Health
ELV
|
+$13.4M |
| 3 |
Waste Connections
WCN
|
+$12.8M |
| 4 |
Rollins
ROL
|
+$12.3M |
| 5 |
Emerson Electric
EMR
|
+$12.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 41.01% |
| 2 | Financials | 11.61% |
| 3 | Communication Services | 10.38% |
| 4 | Healthcare | 9% |
| 5 | Consumer Discretionary | 8% |
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Cornerstone Advisors's Q3 2026 Portfolio in Review
As of Q3 2026, Cornerstone Advisors held 124 positions worth $3B, down 1.2% from $3.04B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Cornerstone Advisors withdrew a net $116M in Q3 2026, closing 9 positions and reducing 44 holdings. Its most notable exit was VanEck Semiconductor ETF, an estimated $52.6M position sold in full.
By sector, the portfolio is most concentrated in Technology at 41% of assets, up from 36% a quarter earlier, followed by Financials and Communication Services.
Against the trend, Cornerstone Advisors opened a new position in Coca-Cola worth $15.1M.
- Cornerstone Advisors's largest Q3 2026 buy was Coca-Cola: 175,944 shares worth $15.1M.
- Cornerstone Advisors added most to Berkshire Hathaway Class B in Q3 2026, an estimated $15.8M increase.
- Cornerstone Advisors's biggest Q3 2026 reduction was Alphabet (Google) Class C, cutting an estimated $10.8M.
- Cornerstone Advisors fully exited VanEck Semiconductor ETF in Q3 2026, selling an estimated $52.6M.
- Cornerstone Advisors's ten largest holdings make up 46% of its $3B portfolio in Q3 2026.
- Cornerstone Advisors opened 12 new positions and closed 9 in Q3 2026.
- Cornerstone Advisors's portfolio value fell 1.2% quarter-over-quarter to $3B.
Based on Cornerstone Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.