W.H. Cornerstone Investments Inc.
Sector Allocation
- Other55.3%$97.8M
- Technology14.7%$26.0M
- Financials6.7%$11.9M
- Consumer Discretionary5.7%$10.0M
- Consumer Staples5.0%$8.9M
- Healthcare4.4%$7.8M
- Materials2.5%$4.3M
- Energy2.3%$4.1M
- Utilities1.8%$3.2M
- Industrials1.3%$2.3M
AUM History
13fpro.ai/research/fund/w-h-cornerstone-investments-inc-1940823
Conviction and streaks
Stable · top 10 = 46.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$26.0M
- VANGUARD$9.7M
AAPL
$7.6MGOOGL
$6.1M- VANGUARD$6.1M
- VANGUARD$6.0M
- VANGUARD$5.4M
MSFT
$5.1MAMZN
$4.9M- SCHWAB$4.3M
COST
$4.0M- DIMENSIONAL$3.0M
- ISHARES$2.9M
- DIMENSIONAL$2.8M
- SCHWAB$2.7M
- STATE$2.0M
JNJ
$1.9MWMT
$1.8MSPY
$1.6M- DIMENSIONAL$1.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/w-h-cornerstone-investments-inc-1940823
W.H. Cornerstone Investments Inc. 13F holdings — Q2 2026
$176.8M portfolio (+10.5% QoQ) · 141 holdings · Q2 2026 13F · top 10 are 46% of the stock portfolio
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$26.0M
14.7% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$9.7M
5.5% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $7.6M
4.3% of stocks
-2%This quarter+9.8%Since filed10+ qtrsHeld$6.1M
3.5% of stocks
-2%This quarter-11.1%Since filed10+ qtrsHeld- 5
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$6.1M
3.4% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$6.0M
3.4% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$5.4M
3.1% of stocks
-9%This quarter—Since filed—HeldAIQuality—Est. buy— $5.1M
2.9% of stocks
+10%This quarter+6.5%Since filed10+ qtrsHeld$4.9M
2.8% of stocks
-6%This quarter-9.3%Since filed10+ qtrsHeldAIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row- 10
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$4.3M
2.4% of stocks
-15%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $26.0M | 14.7% | +6% | — | — | — | — | |
| 2 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.7M | 5.5% | +9% | — | — | — | — | |
| 3 | $7.6M | 4.3% | -2% | +9.8% | 10+ qtrsTrimmed 4 qtrs in a row | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $6.1M | 3.5% | -2% | -11.1% | 10+ qtrsTrimmed 6 qtrs in a row | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $6.1M | 3.4% | -10% | — | — | — | — | |
| 6 | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $6.0M | 3.4% | -0.1% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $5.4M | 3.1% | -9% | — | — | — | — | |
| 8 | $5.1M | 2.9% | +10% | +6.5% | 10+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $4.9M | 2.8% | -6% | -9.3% | 10+ qtrsTrimmed 3 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $4.3M | 2.4% | -15% | — | — | — | — |
All holdings — W.H. Cornerstone Investments Inc. (Q2 2026)
141 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $4.0M | 2.3% | 4,258 | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund | — | $3.0M | 1.7% | 77K | -13% | — | — | 13F |
| 13 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $2.9M | 1.7% | 3,930 | +0.2% | — | — | 13F |
| 14 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $2.8M | 1.6% | 69K | -13% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $2.7M | 1.5% | 112K | -16% | — | — | 13F |
| 16 | — | STATE STR SPDR DOW JONES IND - UT SER 1etf/fund | — | $2.0M | 1.1% | 3,735 | +0.3% | — | — | 13F |
| 17 | JOHNSON & JOHNSON | Healthcare | $1.9M | 1.1% | 7,419 | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Walmart Inc. | Consumer Staples | $1.8M | 1.0% | 16K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.6M | 0.9% | 2,193 | -11% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | DIMENSIONAL ETF TRUST - INTL COR FIX ETFetf/fund | — | $1.6M | 0.9% | 29K | -37% | — | — | 13F |
| 21 | PROCTER & GAMBLE Co | Consumer Staples | $1.6M | 0.9% | 11K | -12% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | VISA INC. | Financials | $1.5M | 0.9% | 4,417 | -8% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | PIMCO ETF TR - INTER MUN BD ACTetf/fund | — | $1.5M | 0.8% | 28K | +6% | — | — | 13F |
| 24 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $1.5M | 0.8% | 17K | +0.2% | — | — | 13F |
| 25 | NVIDIA CORP | Technology | $1.4M | 0.8% | 7,220 | -9% | 9 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - RUS 1000 ETF | — | $1.4M | 0.8% | 3,527 | -1.0% | |||
| 27 | — | DIMENSIONAL ETF TRUST - GLOBAL REAL EST | — | $1.4M | 0.8% | 50K | -4% | |||
| 28 | $SYY | SYSCO CORP | Consumer Discretionary | $1.4M | 0.8% | 17K | +15% | |||
| 29 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.4M | 0.8% | 49K | +1% | |||
| 30 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP V | — | $1.4M | 0.8% | 35K | -11% | |||
| 31 | $ECL | ECOLAB INC. | Materials | $1.4M | 0.8% | 5,004 | +6% | |||
| 32 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.4M | 0.8% | 10K | -6% | |||
| 33 | $WT | WisdomTree, Inc. | Financials | $1.3M | 0.8% | 31K | New | |||
| 34 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.3M | 0.8% | 11K | +31% | |||
| 35 | — | ISHARES TR - NATIONAL MUN ETF | — | $1.2M | 0.7% | 11K | +7% | |||
| 36 | $AFL | AFLAC INC | Financials | $1.2M | 0.7% | 10K | +0.5% | |||
| 37 | $JPM | JPMORGAN CHASE & CO | Financials | $1.1M | 0.6% | 3,474 | +86% | |||
| 38 | $WT | WisdomTree, Inc. | Financials | $1.1M | 0.6% | 25K | New | |||
| 39 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.1M | 0.6% | 3,531 | +56% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.0M | 0.6% | 19K | +0.7% | |||
| 41 | $ETN | Eaton Corp plc | Industrials | $1.0M | 0.6% | 2,352 | -6% | |||
| 42 | $CSCO | CISCO SYSTEMS, INC. | Technology | $958K | 0.5% | 8,159 | +2% | |||
| 43 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $926K | 0.5% | 1,846 | -25% | |||
| 44 | $ABBV | AbbVie Inc. | Healthcare | $882K | 0.5% | 3,505 | +104% | |||
| 45 | $SHW | SHERWIN WILLIAMS CO | Materials | $881K | 0.5% | 2,560 | -2% | |||
| 46 | $BLK | BlackRock, Inc. | Financials | $871K | 0.5% | 906 | +19% | |||
| 47 | $LIN | LINDE PLC | Materials | $853K | 0.5% | 1,644 | +22% | |||
| 48 | $KLAC | KLA CORP | Technology | $851K | 0.5% | 2,822 | +863% | |||
| 49 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $845K | 0.5% | 17K | -0.7% | |||
| 50 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $820K | 0.5% | 7,956 | +57% | |||
| 51 | $LLY | ELI LILLY & Co | Healthcare | $790K | 0.5% | 659 | +5% | |||
| 52 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $785K | 0.4% | 5,184 | +63% | |||
| 53 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $764K | 0.4% | 3,466 | +24% | |||
| 54 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $721K | 0.4% | 12K | +0.9% | |||
| 55 | $CVX | CHEVRON CORP | Energy | $714K | 0.4% | 4,305 | +45% | |||
| 56 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $696K | 0.4% | 3,265 | -1% | |||
| 57 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $669K | 0.4% | 2,989 | +21% | |||
| 58 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $655K | 0.4% | 1,575 | +30% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $620K | 0.3% | 1,100 | +7% | |||
| 60 | $AWK | American Water Works Company, Inc. | Utilities | $600K | 0.3% | 4,562 | +28% | |||
| 61 | — | ISHARES TR - SHRT NAT MUN ETF | — | $571K | 0.3% | 5,363 | +0.6% | |||
| 62 | $PEP | PEPSICO INC | Consumer Staples | $562K | 0.3% | 4,150 | +29% | |||
| 63 | — | ISHARES TR - CORE S&P TTL STK | — | $562K | 0.3% | 3,418 | +0.3% | |||
| 64 | $MDT | Medtronic plc | Healthcare | $553K | 0.3% | 7,072 | -40% | |||
| 65 | $CB | Chubb Ltd | Financials | $552K | 0.3% | 1,619 | +36% | |||
| 66 | $TMUS | T-Mobile US, Inc. | Communication Services | $531K | 0.3% | 3,164 | +7% | |||
| 67 | $DUK | Duke Energy CORP | Utilities | $527K | 0.3% | 4,167 | +38% | |||
| 68 | $GS | GOLDMAN SACHS GROUP INC | Financials | $524K | 0.3% | 518 | -47% | |||
| 69 | $CLS | CELESTICA INC | Technology | $502K | 0.3% | 1,375 | — | |||
| 70 | $PPG | PPG INDUSTRIES INC | Materials | $492K | 0.3% | 4,059 | -24% | |||
| 71 | — | ISHARES TR - ESG MSCI KLD ETF | — | $489K | 0.3% | 3,437 | +1% | |||
| 72 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $483K | 0.3% | 1,717 | +4% | |||
| 73 | $AVGO | Broadcom Inc. | Technology | $475K | 0.3% | 1,256 | -0.5% | |||
| 74 | — | ISHARES INC - CORE MSCI EMKT | — | $467K | 0.3% | 5,633 | +50% | |||
| 75 | — | ISHARES TR - 10-20 YR TRS ETF | — | $463K | 0.3% | 4,616 | New | |||
| 76 | — | ISHARES TR - ESG AWR MSCI USA | — | $461K | 0.3% | 2,814 | +0.8% | |||
| 77 | $TSLA | Tesla, Inc. | Consumer Discretionary | $458K | 0.3% | 1,090 | — | |||
| 78 | — | ISHARES INC - MSCI EMRG CHN | — | $450K | 0.3% | 4,400 | +55% | |||
| 79 | $CHE | CHEMED CORP | Healthcare | $450K | 0.3% | 965 | +56% | |||
| 80 | $ALLE | Allegion plc | Industrials | $449K | 0.3% | 3,194 | -12% | |||
| 81 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $448K | 0.3% | 3,271 | -43% | |||
| 82 | $ED | CONSOLIDATED EDISON INC | Utilities | $443K | 0.3% | 4,004 | +49% | |||
| 83 | $ES | EVERSOURCE ENERGY | Utilities | $437K | 0.3% | 6,044 | +46% | |||
| 84 | $ABT | ABBOTT LABORATORIES | Healthcare | $431K | 0.2% | 4,754 | -3% | |||
| 85 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $425K | 0.2% | 3,602 | +66% | |||
| 86 | $EME | EMCOR Group, Inc. | Industrials | $422K | 0.2% | 509 | +48% | |||
| 87 | $BDX | BECTON DICKINSON & CO | Healthcare | $422K | 0.2% | 2,789 | -11% | |||
| 88 | $WT | WisdomTree, Inc. | Financials | $412K | 0.2% | 8,183 | New | |||
| 89 | $AMGN | AMGEN INC | Healthcare | $406K | 0.2% | 1,121 | +7% | |||
| 90 | $WT | WisdomTree, Inc. | Financials | $403K | 0.2% | 8,340 | New | |||
| 91 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $400K | 0.2% | 649 | +4% | |||
| 92 | $WT | WisdomTree, Inc. | Financials | $398K | 0.2% | 8,381 | — | |||
| 93 | $ATO | ATMOS ENERGY CORP | Energy | $388K | 0.2% | 2,255 | -43% | |||
| 94 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $388K | 0.2% | 7,655 | +0.4% | |||
| 95 | $KO | COCA COLA CO | Consumer Staples | $378K | 0.2% | 4,655 | -0.4% | |||
| 96 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $377K | 0.2% | 3,891 | -4% | |||
| 97 | $AOS | SMITH A O CORP | Technology | $375K | 0.2% | 5,980 | +67% | |||
| 98 | $MCD | MCDONALDS CORP | Consumer Discretionary | $372K | 0.2% | 1,375 | +34% | |||
| 99 | $MRK | Merck & Co., Inc. | Healthcare | $351K | 0.2% | 2,732 | New | |||
| 100 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $346K | 0.2% | 1,425 | +0.3% | |||
| 101 | $STT | STATE STREET CORP | Financials | $334K | 0.2% | 7,590 | +0.9% | |||
| 102 | — | ISHARES TR - TIPS BD ETF | — | $334K | 0.2% | 3,049 | +10% | |||
| 103 | $MA | Mastercard Inc | Financials | $323K | 0.2% | 628 | — | |||
| 104 | $ORCL | ORACLE CORP | Technology | $321K | 0.2% | 2,192 | -3% | |||
| 105 | — | ISHARES TR - CORE INTL AGGR | — | $320K | 0.2% | 6,318 | — | |||
| 106 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $319K | 0.2% | 904 | -3% | |||
| 107 | $ALB | ALBEMARLE CORP | Materials | $317K | 0.2% | 2,349 | +56% | |||
| 108 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $316K | 0.2% | 1,660 | -1% | |||
| 109 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $314K | 0.2% | 3,914 | +6% | |||
| 110 | — | ISHARES TR - ESG ADVAN ETF | — | $313K | 0.2% | 7,209 | +18% | |||
| 111 | $CME | CME GROUP INC. | Financials | $308K | 0.2% | 1,396 | +59% | |||
| 112 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $304K | 0.2% | 2,972 | +2% | |||
| 113 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $304K | 0.2% | 6,043 | +0.0% | |||
| 114 | $CTAS | CINTAS CORP | Consumer Discretionary | $296K | 0.2% | 1,739 | +0.3% | |||
| 115 | $EBAY | EBAY INC | Consumer Discretionary | $284K | 0.2% | 2,541 | +0.3% | |||
| 116 | $INTC | INTEL CORP | Technology | $280K | 0.2% | 2,005 | New | |||
| 117 | $TGT | TARGET CORP | Consumer Staples | $277K | 0.2% | 2,118 | -7% | |||
| 118 | $WT | WisdomTree, Inc. | Financials | $268K | 0.1% | 5,861 | New | |||
| 119 | $PAGP | PLAINS GP HOLDINGS LP | Energy | $257K | 0.1% | 11K | New | |||
| 120 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $255K | 0.1% | 1,077 | New | |||
| 121 | $DHI | HORTON D R INC /DE/ | Industrials | $253K | 0.1% | 1,556 | — | |||
| 122 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $253K | 0.1% | 505 | — | |||
| 123 | $SCHW | SCHWAB CHARLES CORP | Financials | $252K | 0.1% | 2,732 | +0.3% | |||
| 124 | $PAA | PLAINS ALL AMERICAN PIPELINE LP | Energy | $249K | 0.1% | 11K | New | |||
| 125 | $BX | Blackstone Inc. | Financials | $248K | 0.1% | 2,110 | New | |||
| 126 | $WES | Western Midstream Partners, LP | Energy | $239K | 0.1% | 5,453 | New | |||
| 127 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $236K | 0.1% | 6,416 | New | |||
| 128 | $SPGI | S&P Global Inc. | Financials | $226K | 0.1% | 554 | — | |||
| 129 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $224K | 0.1% | 2,919 | New | |||
| 130 | $WT | WisdomTree, Inc. | Financials | $224K | 0.1% | 7,793 | New | |||
| 131 | $ET | Energy Transfer LP | Energy | $218K | 0.1% | 11K | New | |||
| 132 | — | ISHARES TR - RUS 1000 VAL ETF | — | $216K | 0.1% | 891 | New | |||
| 133 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $214K | 0.1% | 2,001 | +0.3% | |||
| 134 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $211K | 0.1% | 2,839 | +0.7% | |||
| 135 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $211K | 0.1% | 2,186 | New | |||
| 136 | — | ISHARES TR - ESG MSCI USA ETF | — | $211K | 0.1% | 3,033 | New | |||
| 137 | $MPLX | MPLX LP | Energy | $209K | 0.1% | 3,713 | New | |||
| 138 | $GOOG | Alphabet Inc. | Technology | $209K | 0.1% | 592 | New | |||
| 139 | $MATX | Matson, Inc. | Industrials | $201K | 0.1% | 1,046 | New | |||
| 140 | $NMT | NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND | Other | $158K | 0.1% | 12K | New | |||
| 141 | $JPC | Nuveen Preferred & Income Opportunities Fund | Other | $86K | 0.1% | 11K | +2% |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 68 added to, 41 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
- ISHARES TR - 10-20 YR TRS ETF$463K
first bought this quarter
$MRKMerck & Co., Inc.$351K
first bought this quarter
$INTCINTEL CORP$280K
first bought this quarter
$PAGPPLAINS GP HOLDINGS LP$257K
first bought this quarter
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF$255K
first bought this quarter
$PAAPLAINS ALL AMERICAN PIPELINE LP$249K
first bought this quarter
+11 more in the Excel export
Added to (68)
- VANGUARD INDEX FDS - TOTAL STK MKT+6%
now $26.0M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+9%
now $9.7M
$KLACKLA CORP+863%
now $851K · held 5 qtrs
$JPMJPMORGAN CHASE & CO+86%
now $1.1M · held 10+ qtrs
$ABBVAbbVie Inc.+104%
now $882K · held 2 qtrs, 2 adds in a row
now $5.1M · held 10+ qtrs
+62 more in the Excel export
Trimmed (41)
- DIMENSIONAL ETF TRUST - INTL COR FIX ETF-37%
now $1.6M
- SCHWAB STRATEGIC TR - INT-TRM U.S TRES-15%
now $4.3M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD-10%
now $6.1M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP-9%
now $5.4M
- SCHWAB STRATEGIC TR - SHT TM US TRES-16%
now $2.7M
$GSGOLDMAN SACHS GROUP INC-47%
now $524K · held 9 qtrs, 4 trims in a row
+35 more in the Excel export
Holdings by quarter
Every 13F W.H. Cornerstone Investments Inc. has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow W.H. Cornerstone Investments?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of W.H. Cornerstone Investments's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+1.2%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 24% over the last 4
Top 10 weight
46%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
87%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
W.H. Cornerstone Investments Inc. disclosed 141 positions worth $176.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 17 new positions and exited 12 and a full exit from $EOG. The portfolio is most concentrated in Other (55.3% of disclosed assets). All figures are sourced directly from W.H. Cornerstone Investments Inc.’s Form 13F-HR filing with the SEC under CIK 1940823.
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