Portfolio (Quarterly)
Guide ↗
W.H. Cornerstone Investments Inc.
· CIK 0001940823| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EOG | EOG RES INC | Energy | 3,618 | $523K | 0.33% | SOLD |
| 2 | EQIX | EQUINIX INC | Real Estate | 447 | $438K | 0.27% | SOLD |
| 3 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 1,500 | $436K | 0.27% | SOLD |
| 4 | AZO | AUTOZONE INC | Consumer Cyclical | 120 | $405K | 0.25% | SOLD |
| 5 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 1,173 | $318K | 0.20% | SOLD |
| 6 | INGR | INGREDION INC | Consumer Defensive | 2,701 | $304K | 0.19% | SOLD |
| 7 | INTU | INTUIT | Technology | 571 | $247K | 0.15% | SOLD |
| 8 | ACN | ACCENTURE PLC IRELAND | Technology | 1,225 | $243K | 0.15% | SOLD |
| 9 | SPGI | S&P GLOBAL INC | Financial Services | 554 | $236K | 0.15% | SOLD |
| 10 | BRO | BROWN & BROWN INC | Financial Services | 3,578 | $233K | 0.15% | SOLD |
| 11 | LMT | LOCKHEED MARTIN CORP | Industrials | 374 | $226K | 0.14% | SOLD |
| 12 | WTRG | ESSENTIAL UTILS INC | Utilities | 5,571 | $224K | 0.14% | SOLD |
| 13 | FDX | FEDEX CORP | Industrials | 566 | $202K | 0.13% | SOLD |
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%