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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 4 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SUB ISHARES TR 5,363.0 $571K 0.32% +31.0 +0.6% $106.47 -0.2%
62 PEP PEPSICO INC Consumer Defensive 4,150.0 $562K 0.32% +936.0 +29.1% $135.41 +4.2%
63 ITOT ISHARES TR 3,418.0 $562K 0.32% $164.28 +2.6%
64 MDT MEDTRONIC PLC Healthcare 7,072.0 $553K 0.31% -5K -40.3% $78.23 +16.6%
65 CB CHUBB LIMITED Financial Services 1,619.0 $552K 0.31% +431.0 +36.3% $340.84 -0.3%
66 TMUS T-MOBILE US INC Communication Services 3,164.0 $531K 0.30% +219.0 +7.4% $167.73 +8.1%
67 DUK DUKE ENERGY CORP NEW Utilities 4,167.0 $527K 0.30% +1K +37.8% $126.57 -5.0%
68 GS GOLDMAN SACHS GROUP INC Financial Services 518.0 $524K 0.30% -457.0 -46.9% $1010.81 +2.3%
69 CLS CELESTICA INC Technology 1,375.0 $502K 0.28% $364.80 -18.1%
70 PPG PPG INDS INC Basic Materials 4,059.0 $492K 0.28% -1K -23.9% $121.29 -5.8%
71 DSI ISHARES TR 3,437.0 $489K 0.28% +35.0 +1.0% $142.37 +3.5%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 1,717.0 $483K 0.27% +60.0 +3.6% $281.17 -16.2%
73 AVGO BROADCOM INC Technology 1,256.0 $475K 0.27% $377.80 -2.4%
74 IEMG ISHARES INC 5,633.0 $467K 0.26% +2K +49.6% $82.84 -1.2%
75 TLH ISHARES TR 4,616.0 $463K 0.26% NEW $100.35 -3.0%
76 ESGU ISHARES TR 2,814.0 $461K 0.26% +21.0 +0.8% $163.69 +3.1%
77 TSLA TESLA INC Consumer Cyclical 1,090.0 $458K 0.26% $420.60 -17.1%
78 EMXC ISHARES INC 4,400.0 $450K 0.26% +2K +55.2% $102.30 -4.1%
79 CHE CHEMED CORP NEW Healthcare 965.0 $450K 0.25% +345.0 +55.6% $465.86 +12.3%
80 ALLE ALLEGION PLC Industrials 3,194.0 $449K 0.25% -456.0 -12.5% $140.49 +12.1%
Page 4 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%