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Portfolio (Quarterly) Guide ↗

W.H. Cornerstone Investments Inc.

· CIK 0001940823
13F Portfolio $160M AUM 129 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 31 Added 46 Reduced 5 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDT MEDTRONIC PLC Healthcare 11,837.0 $1.0M 0.64% -4K -23.3% $86.65 -9.3%
22 ETN EATON CORP PLC Industrials 2,499.0 $894K 0.56% -552.0 -18.1% $357.67 +9.4%
23 GS GOLDMAN SACHS GROUP INC Financial Services 975.0 $825K 0.52% -829.0 -46.0% $846.26 +17.8%
24 AEP AMERICAN ELEC PWR CO INC Utilities 5,738.0 $752K 0.47% -5K -48.1% $131.07 +0.4%
25 ATO ATMOS ENERGY CORP Utilities 3,961.0 $732K 0.46% -4K -48.2% $184.73 -3.7%
26 PPG PPG INDS INC Basic Materials 5,330.0 $570K 0.36% -3K -35.9% $106.88 +0.8%
27 ALLE ALLEGION PLC Industrials 3,650.0 $530K 0.33% -1K -26.9% $145.29 -10.2%
28 EOG EOG RES INC Energy 3,618.0 $523K 0.33% -5K -56.2% $144.58 -2.3%
29 BDX BECTON DICKINSON & CO Healthcare 3,132.0 $492K 0.31% -358.0 -10.3% $157.21 -6.1%
30 ITOT ISHARES TR 3,409.0 $486K 0.30% -64.0 -1.8% $142.45 +14.4%
31 EQIX EQUINIX INC Real Estate 447.0 $438K 0.27% -717.0 -61.6% $979.97 +10.2%
32 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,500.0 $436K 0.27% -2K -55.5% $290.57 -0.4%
33 DSI ISHARES TR 3,402.0 $412K 0.26% -182.0 -5.1% $121.18 +16.6%
34 AZO AUTOZONE INC Consumer Cyclical 120.0 $405K 0.25% -137.0 -53.3% $3377.78 +0.9%
35 TSLA TESLA INC Consumer Cyclical 1,090.0 $405K 0.25% -159.0 -12.7% $371.75 +14.6%
36 ESGU ISHARES TR 2,793.0 $395K 0.25% -33.0 -1.2% $141.44 +15.0%
37 KO COCA COLA CO Consumer Defensive 4,674.0 $355K 0.22% -1K -19.2% $76.05 +7.1%
38 PSA PUBLIC STORAGE OPER CO Real Estate 1,173.0 $318K 0.20% -2K -62.8% $270.93 +12.7%
39 XLRE SELECT SECTOR SPDR TR 7,526.0 $307K 0.19% -288.0 -3.7% $40.83 +9.1%
40 HD HOME DEPOT INC Consumer Cyclical 934.0 $307K 0.19% -170.0 -15.4% $328.87 -4.8%
Page 2 of 3  ·  46 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 21.8%
Consumer Defensive 14.9%
Financial Services 13.4%
Consumer Cyclical 10.8%
Healthcare 9.6%
Communication Services 8.6%
Industrials 5.6%
Basic Materials 5.5%
Utilities 4.4%
Energy 4.3%