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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHW SHERWIN WILLIAMS CO Basic Materials 2,606.0 $835K 0.52% $320.54 -3.6%
42 GS GOLDMAN SACHS GROUP INC Financial Services 975.0 $825K 0.52% -829.0 -46.0% $846.26 +17.8%
43 AEP AMERICAN ELEC PWR CO INC Utilities 5,738.0 $752K 0.47% -5K -48.1% $131.07 +0.4%
44 BLK BLACKROCK INC Financial Services 764.0 $734K 0.46% +202.0 +35.9% $961.18 +11.6%
45 ATO ATMOS ENERGY CORP Utilities 3,961.0 $732K 0.46% -4K -48.2% $184.73 -3.7%
46 RSG REPUBLIC SVCS INC Industrials 3,305.0 $724K 0.45% $219.04 -4.6%
47 VGIT VANGUARD SCOTTSDALE FDS 12,119.0 $722K 0.45% +70.0 +0.6% $59.55 -1.4%
48 LIN LINDE PLC Basic Materials 1,350.0 $669K 0.42% +522.0 +63.0% $495.88 +4.4%
49 LOW LOWES COS INC Consumer Cyclical 2,785.0 $658K 0.41% +692.0 +33.1% $236.29 -9.0%
50 CSCO CISCO SYS INC Technology 8,010.0 $622K 0.39% $77.59 +55.2%
51 TMUS T-MOBILE US INC Communication Services 2,945.0 $619K 0.39% +329.0 +12.6% $210.02 -8.8%
52 CVX CHEVRON CORPORATION Energy 2,969.0 $614K 0.38% NEW $206.93 -7.5%
53 META META PLATFORMS INC Communication Services 1,028.0 $588K 0.37% +130.0 +14.5% $572.23 +6.6%
54 LLY ELI LILLY & CO Healthcare 626.0 $576K 0.36% $919.76 +15.8%
55 PPG PPG INDS INC Basic Materials 5,330.0 $570K 0.36% -3K -35.9% $106.88 +0.8%
56 SUB ISHARES TR 5,332.0 $568K 0.35% $106.50 -0.3%
57 IWM ISHARES TR 2,257.0 $560K 0.35% NEW $247.96 +15.0%
58 JPM JPMORGAN CHASE & CO Financial Services 1,864.0 $548K 0.34% $294.19 +4.1%
59 ALLE ALLEGION PLC Industrials 3,650.0 $530K 0.33% -1K -26.9% $145.29 -10.2%
60 EOG EOG RES INC Energy 3,618.0 $523K 0.33% -5K -56.2% $144.58 -2.3%
Page 3 of 7  ·  129 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%