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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 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN EATON CORP PLC Industrials 2,352.0 $1.0M 0.57% -147.0 -5.9% $426.12 -5.5%
22 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,846.0 $926K 0.52% -605.0 -24.7% $501.45 +24.1%
23 SHW SHERWIN WILLIAMS CO Basic Materials 2,560.0 $881K 0.50% -46.0 -1.8% $344.30 +0.2%
24 VTEB VANGUARD MUN BD FDS 16,698.0 $845K 0.48% -112.0 -0.7% $50.58 -2.3%
25 RSG REPUBLIC SVCS INC Industrials 3,265.0 $696K 0.39% -40.0 -1.2% $213.05 +4.3%
26 MDT MEDTRONIC PLC Healthcare 7,072.0 $553K 0.31% -5K -40.3% $78.23 +16.6%
27 GS GOLDMAN SACHS GROUP INC Financial Services 518.0 $524K 0.30% -457.0 -46.9% $1010.81 +2.3%
28 PPG PPG INDS INC Basic Materials 4,059.0 $492K 0.28% -1K -23.9% $121.29 -5.8%
29 ALLE ALLEGION PLC Industrials 3,194.0 $449K 0.25% -456.0 -12.5% $140.49 +12.1%
30 AEP AMERICAN ELEC PWR CO INC Utilities 3,271.0 $448K 0.25% -2K -43.0% $136.83 -10.6%
31 ABT ABBOTT LABORATORIES Healthcare 4,754.0 $431K 0.24% -168.0 -3.4% $90.74 +23.9%
32 BDX BECTON DICKINSON & CO Healthcare 2,789.0 $422K 0.24% -343.0 -10.9% $151.35 +25.2%
33 ATO ATMOS ENERGY CORP Utilities 2,255.0 $388K 0.22% -2K -43.1% $172.25 -3.3%
34 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,891.0 $377K 0.21% -150.0 -3.7% $96.88 +4.5%
35 ORCL ORACLE CORP Technology 2,192.0 $321K 0.18% -57.0 -2.5% $146.53 +2.9%
36 HD HOME DEPOT INC Consumer Cyclical 904.0 $319K 0.18% -30.0 -3.2% $352.55 -6.3%
37 XLK SELECT SECTOR SPDR TR 1,660.0 $316K 0.18% -20.0 -1.2% $190.48 -2.5%
38 TGT TARGET CORP Consumer Defensive 2,118.0 $277K 0.16% -158.0 -6.9% $130.58 +24.9%
Page 2 of 2  ·  38 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%