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Portfolio (Quarterly) Guide ↗

W.H. Cornerstone Investments Inc.

· CIK 0001940823
13F Portfolio $177M AUM 141 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 56 Added 38 Reduced 13 Exited
Page 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD INDEX FDS 70,334.0 $26.0M 14.72% +4K +6.1% $370.04 +2.5%
2 VEA VANGUARD TAX-MANAGED FDS 136,299.0 $9.7M 5.49% +11K +8.6% $71.25 +2.5%
3 MSFT MICROSOFT CORP Technology 13,693.0 $5.1M 2.89% +1K +9.6% $373.02 +37.7%
4 MUNI PIMCO ETF TR 28,288.0 $1.5M 0.84% +2K +5.6% $52.60 -1.8%
5 SYY SYSCO CORP Consumer Defensive 17,092.0 $1.4M 0.81% +2K +15.4% $83.58 -2.0%
6 SCHB SCHWAB STRATEGIC TR 48,987.0 $1.4M 0.80% +639.0 +1.3% $28.96 +2.6%
7 ECL ECOLAB INC Basic Materials 5,004.0 $1.4M 0.79% +280.0 +5.9% $278.60 +2.9%
8 AVUV AMERICAN CENTY ETF TR 10,647.0 $1.3M 0.75% +3K +31.4% $124.76 +0.6%
9 MUB ISHARES TR 11,405.0 $1.2M 0.69% +704.0 +6.6% $107.62 -2.2%
10 AFL AFLAC INC Financial Services 10,296.0 $1.2M 0.68% +55.0 +0.5% $117.25 -0.6%
11 JPM JPMORGAN CHASE & CO Financial Services 3,474.0 $1.1M 0.64% +2K +86.4% $327.31 +9.3%
12 IWM ISHARES TR 3,531.0 $1.1M 0.60% +1K +56.5% $300.43 -1.6%
13 XLE SELECT SECTOR SPDR TR 19,280.0 $1.0M 0.58% +135.0 +0.7% $53.11 +18.0%
14 CSCO CISCO SYS INC Technology 8,159.0 $958K 0.54% +149.0 +1.9% $117.47 -6.4%
15 ABBV ABBVIE INC Healthcare 3,505.0 $882K 0.50% +2K +104.1% $251.64 +1.5%
16 BLK BLACKROCK INC Financial Services 906.0 $871K 0.49% +142.0 +18.6% $961.10 +21.2%
17 LIN LINDE PLC Basic Materials 1,644.0 $853K 0.48% +294.0 +21.8% $519.02 -5.7%
18 KLAC KLA CORP Technology 2,822.0 $851K 0.48% +3K +863.1% $301.73 -41.8%
19 AVDV AMERICAN CENTY ETF TR 7,956.0 $820K 0.46% +3K +57.0% $103.05 +9.1%
20 LLY ELI LILLY & CO Healthcare 659.0 $790K 0.45% +33.0 +5.3% $1199.22 -2.2%
Page 1 of 3  ·  56 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.3%
Financial Services 13.9%
Consumer Defensive 13.3%
Consumer Cyclical 11.1%
Healthcare 10.0%
Communication Services 9.4%
Industrials 5.8%
Basic Materials 5.1%
Energy 4.5%
Utilities 3.7%