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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 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ETN EATON CORP PLC Industrials 2,352.0 $1.0M 0.57% -147.0 -5.9% $426.12 -5.5%
42 CSCO CISCO SYS INC Technology 8,159.0 $958K 0.54% +149.0 +1.9% $117.47 -6.4%
43 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,846.0 $926K 0.52% -605.0 -24.7% $501.45 +24.1%
44 ABBV ABBVIE INC Healthcare 3,505.0 $882K 0.50% +2K +104.1% $251.64 +1.5%
45 SHW SHERWIN WILLIAMS CO Basic Materials 2,560.0 $881K 0.50% -46.0 -1.8% $344.30 +0.2%
46 BLK BLACKROCK INC Financial Services 906.0 $871K 0.49% +142.0 +18.6% $961.10 +21.2%
47 LIN LINDE PLC Basic Materials 1,644.0 $853K 0.48% +294.0 +21.8% $519.02 -5.7%
48 KLAC KLA CORP Technology 2,822.0 $851K 0.48% +3K +863.1% $301.73 -41.8%
49 VTEB VANGUARD MUN BD FDS 16,698.0 $845K 0.48% -112.0 -0.7% $50.58 -2.3%
50 AVDV AMERICAN CENTY ETF TR 7,956.0 $820K 0.46% +3K +57.0% $103.05 +9.1%
51 LLY ELI LILLY & CO Healthcare 659.0 $790K 0.45% +33.0 +5.3% $1199.22 -2.2%
52 TJX TJX COS INC NEW Consumer Cyclical 5,184.0 $785K 0.44% +2K +63.4% $151.51 -10.8%
53 LOW LOWES COS INC Consumer Cyclical 3,466.0 $764K 0.43% +681.0 +24.4% $220.47 -5.6%
54 VGIT VANGUARD SCOTTSDALE FDS 12,233.0 $721K 0.41% +114.0 +0.9% $58.98 -1.3%
55 CVX CHEVRON CORPORATION Energy 4,305.0 $714K 0.40% +1K +45.0% $165.74 +21.8%
56 RSG REPUBLIC SVCS INC Industrials 3,265.0 $696K 0.39% -40.0 -1.2% $213.05 +4.3%
57 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,989.0 $669K 0.38% +511.0 +20.6% $223.95 +28.4%
58 UNH UNITEDHEALTH GROUP INC Healthcare 1,575.0 $655K 0.37% +361.0 +29.7% $415.76 -5.5%
59 META META PLATFORMS INC Communication Services 1,100.0 $620K 0.35% +72.0 +7.0% $563.40 +2.6%
60 AWK AMERICAN WTR WKS CO INC NEW Utilities 4,562.0 $600K 0.34% +1K +28.1% $131.58 +5.1%
Page 3 of 8  ·  141 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%