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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 6 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLRE SELECT SECTOR SPDR TR 7,590.0 $334K 0.19% +64.0 +0.8% $44.03 +1.0%
102 TIP ISHARES TR 3,049.0 $334K 0.19% +279.0 +10.1% $109.42 -2.3%
103 MA MASTERCARD INCORPORATED Financial Services 628.0 $323K 0.18% $513.66 +15.9%
104 ORCL ORACLE CORP Technology 2,192.0 $321K 0.18% -57.0 -2.5% $146.53 +2.9%
105 IAGG ISHARES TR 6,318.0 $320K 0.18% $50.60 -1.7%
106 HD HOME DEPOT INC Consumer Cyclical 904.0 $319K 0.18% -30.0 -3.2% $352.55 -6.3%
107 ALB ALBEMARLE CORP Basic Materials 2,349.0 $317K 0.18% +845.0 +56.2% $135.00 +1.7%
108 XLK SELECT SECTOR SPDR TR 1,660.0 $316K 0.18% -20.0 -1.2% $190.48 -2.5%
109 BLACKROCK ETF TRUST 3,914.0 $314K 0.18% +230.0 +6.2% $80.15
110 EUSB ISHARES TR 7,209.0 $313K 0.18% +1K +18.4% $43.45 -1.4%
111 CME CME GROUP INC Financial Services 1,396.0 $308K 0.17% +520.0 +59.4% $220.78 +29.4%
112 STIP ISHARES TR 2,972.0 $304K 0.17% +55.0 +1.9% $102.16 -1.5%
113 VTIP VANGUARD MALVERN FDS 6,043.0 $304K 0.17% $50.23 -1.2%
114 CTAS CINTAS CORP Industrials 1,739.0 $296K 0.17% $170.07 +20.1%
115 EBAY EBAY INC. Consumer Cyclical 2,541.0 $284K 0.16% $111.75 -5.5%
116 INTC INTEL CORP Technology 2,005.0 $280K 0.16% NEW $139.64 -35.9%
117 TGT TARGET CORP Consumer Defensive 2,118.0 $277K 0.16% -158.0 -6.9% $130.58 +24.9%
118 QHY WISDOMTREE TR 5,861.0 $268K 0.15% NEW $45.81 -0.3%
119 PAGP PLAINS GP HLDGS L P Energy 10,583.0 $257K 0.14% NEW $24.27 +15.2%
120 VIG VANGUARD SPECIALIZED FUNDS 1,077.0 $255K 0.14% NEW $236.52 +2.8%
Page 6 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%