What does W.H. Cornerstone Investments Inc. hold?

W.H. Cornerstone Investments Inc.'s largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1940823.

What is W.H. Cornerstone Investments Inc.'s AUM?

W.H. Cornerstone Investments Inc. reported approximately $176.8M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source W.H. Cornerstone Investments Inc.'s holdings?

All W.H. Cornerstone Investments Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1940823. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is W.H. Cornerstone Investments Inc.'s 13F data updated on 13F Pro?

W.H. Cornerstone Investments Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

W.H. Cornerstone Investments Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1940823

Institutional-grade research for retail investors

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.

$Conviction hold14.7% weight · held 10 quarters

$Conviction hold5.5% weight · held 10 quarters

$AAPLConviction hold4.3% weight · held 10 quarters

$GOOGConviction hold3.5% weight · held 10 quarters

$Conviction hold3.4% weight · held 10 quarters

$CTASAccumulating+306% shares · 9 quarters running

$Accumulating+17% shares · 7 quarters running

$Accumulating+51% shares · 6 quarters running

$Accumulating+27% shares · 5 quarters running

$Accumulating+2% shares · 5 quarters running

$GOOGTrimming-35% shares · 6 quarters running

$Trimming-34% shares · 5 quarters running

$BDXTrimming-27% shares · 5 quarters running

$AAPLTrimming-8% shares · 4 quarters running

$VTrimming-29% shares · 4 quarters running

Largest positions — Q2 2026

VANGUARD
$26.0M
VANGUARD
$9.7M
AAPL
$7.6M
GOOGL
$6.1M
VANGUARD
$6.1M
VANGUARD
$6.0M
VANGUARD
$5.4M
MSFT
$5.1M
AMZN
$4.9M
SCHWAB
$4.3M
COST
$4.0M
DIMENSIONAL
$3.0M
ISHARES
$2.9M
DIMENSIONAL
$2.8M
SCHWAB
$2.7M
STATE
$2.0M
JNJ
$1.9M
WMT
$1.8M
SPY
$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 Q-end—Held
AIQuality—Est. buy—
2
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$9.7M
5.5% of stocks
+9%This quarter—Since Q-end—Held
AIQuality—Est. buy—
3
Apple Inc.
$AAPL
$7.6M
4.3% of stocks
-2%This quarter—Since Q-end—Held
AIQuality75.7#88Est. buy—
4
Alphabet Inc.
$GOOGL
$6.1M
3.5% of stocks
-2%This quarter—Since Q-end—Held
AIQuality77.7#60Est. buy—
5
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$6.1M
3.4% of stocks
-10%This quarter—Since Q-end—Held
AIQuality—Est. buy—
6
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$6.0M
3.4% of stocks
-0.1%This quarter—Since Q-end—Held
AIQuality—Est. buy—
7
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$5.4M
3.1% of stocks
-9%This quarter—Since Q-end—Held
AIQuality—Est. buy—
8
MICROSOFT CORP
$MSFT
$5.1M
2.9% of stocks
+10%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
9
AMAZON COM INC
$AMZN
$4.9M
2.8% of stocks
-6%This quarter—Since Q-end—Held
AIQualityAI quality score is Pro: unlock with a free trialEst. buy—
10
SCHWAB STRATEGIC TR - INT-TRM U.S TRES
$4.3M
2.4% of stocks
-15%This quarter—Since Q-end—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since Q-end	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	$9.7M	5.5%	+9%	—	—	—	—
3	Apple Inc.$AAPL	$7.6M	4.3%	-2%	—	—	75.7#88	—
4	Alphabet Inc.$GOOGL	$6.1M	3.5%	-2%	—	—	77.7#60	—
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	$5.4M	3.1%	-9%	—	—	—	—
8	MICROSOFT CORP$MSFT	$5.1M	2.9%	+10%	—	—	AI quality score is Pro: unlock with a free trial	—
9	AMAZON COM INC$AMZN	$4.9M	2.8%	-6%	—	—	AI quality score 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)

Sort

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	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$4.0M	2.3%	4,258	+0.2%	—	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	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.9M	1.1%	7,419	-4%	—	AI quality score is Pro: unlock with a free trial	13F
18	$WMT	Walmart Inc.	Consumer Staples	$1.8M	1.0%	16K	-2%	—	AI quality score is Pro: unlock with a free trial	13F
19	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$1.6M	0.9%	2,193	-11%	—	—	13F
20	—	DIMENSIONAL ETF TRUST - INTL COR FIX ETFetf/fund	—	$1.6M	0.9%	29K	-37%	—	—	13F
21	$PG	PROCTER & GAMBLE Co	Consumer Staples	$1.6M	0.9%	11K	-12%	—	AI quality score is Pro: unlock with a free trial	13F
22	$V	VISA INC.	Financials	$1.5M	0.9%	4,417	-8%	—	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	$NVDA	NVIDIA CORP	Technology	$1.4M	0.8%	7,220	-9%	—	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
$JPMJPMORGAN CHASE & CO+86%
now $1.1M
$ABBVAbbVie Inc.+104%
now $882K
$MSFTMICROSOFT CORP+10%
now $5.1M

+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

+35 more in the Excel export

Sold out (12)

$EOGEOG RESOURCES INCwas $523K
held 9+ qtrs
$EQIXEQUINIX INCwas $438K
held 4 qtrs
$APDAir Products & Chemicals, Inc.was $436K
held 9+ qtrs
$AZOAUTOZONE INCwas $405K
held 9+ qtrs
$PSAPublic Storagewas $318K
held 9+ qtrs
$INGRIngredion Incwas $304K

+6 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.

Email me the moment this fund files its next 13FPro

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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AI-Powered Hedge Fund Analysis: W.H. Cornerstone Investments Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For W.H. Cornerstone Investments Inc. (SEC CIK: 1940823), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in W.H. Cornerstone Investments Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.