Instuitional Investor - Cornerstone Select Advisors, Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Micron Technology Inc	MU	14,227	$16,421,907	6.91%
2.	Lam Research Corp	LRCX	29,766	$12,898,671	5.43%
3.	Broadcom Inc.	AVGO	31,375	$11,852,089	4.99%
4.	Nvidia Corp	NVDA	43,208	$8,645,582	3.64%
5.	Kla Corp	KLAC	25,598	$7,723,178	3.25%