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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ES EVERSOURCE ENERGY Utilities 6,044.0 $437K 0.25% +2K +46.4% $72.27 -2.0%
42 GPC GENUINE PARTS CO Consumer Cyclical 3,602.0 $425K 0.24% +1K +65.6% $117.99 +16.5%
43 EME EMCOR GROUP INC Industrials 509.0 $422K 0.24% +166.0 +48.4% $829.93 -10.8%
44 AMGN AMGEN INC Healthcare 1,121.0 $406K 0.23% +71.0 +6.8% $361.98 +19.5%
45 CRS CARPENTER TECHNOLOGY CORP Industrials 649.0 $400K 0.23% +26.0 +4.2% $616.45 -22.7%
46 AOS SMITH A O CORP Industrials 5,980.0 $375K 0.21% +2K +67.5% $62.72 -3.7%
47 MCD MCDONALDS CORP Consumer Cyclical 1,375.0 $372K 0.21% +347.0 +33.8% $270.28 -2.0%
48 XLRE SELECT SECTOR SPDR TR 7,590.0 $334K 0.19% +64.0 +0.8% $44.03 +1.0%
49 TIP ISHARES TR 3,049.0 $334K 0.19% +279.0 +10.1% $109.42 -2.3%
50 ALB ALBEMARLE CORP Basic Materials 2,349.0 $317K 0.18% +845.0 +56.2% $135.00 +1.7%
51 BLACKROCK ETF TRUST 3,914.0 $314K 0.18% +230.0 +6.2% $80.15
52 EUSB ISHARES TR 7,209.0 $313K 0.18% +1K +18.4% $43.45 -1.4%
53 CME CME GROUP INC Financial Services 1,396.0 $308K 0.17% +520.0 +59.4% $220.78 +29.4%
54 STIP ISHARES TR 2,972.0 $304K 0.17% +55.0 +1.9% $102.16 -1.5%
55 WMB WILLIAMS COS INC Energy 2,839.0 $211K 0.12% +20.0 +0.7% $74.34 -0.8%
56 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 10,904.0 $86K 0.05% +255.0 +2.4% $7.88 -6.3%
Page 3 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%