W.H. Cornerstone Investments Inc.

CIK

1940823

Location

KINGSTON, MA

Portfolio Value

Micro $78,184,340

Diversification

Diversified

Filing Date

Global Rank

#6,339 / 8,517 —

Top Industry

Consumer Electronics 10.2%

3Y Alpha vs SPY

-3.0%

Period ended 46 days ago

Filed Aug 7, 2026 · 8d

16 quarters · since Sep 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+61.9%

SPY

+75.3%

Annualised alpha

-3.2%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

85 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.7%

+0.5 pts

Top 5

35.7%

+0.7 pts

Top 10

47.0%

−4.6 pts

HHI

345

Diversified−19

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.9%	$18,707,040	11
Consumer Defensive	13.2%	$10,324,095	8
Consumer Cyclical	11.0%	$8,570,471	9
Healthcare	9.9%	$7,749,867	11
Communication Services	9.6%	$7,470,514	3
Financial Services	9.5%	$7,434,426	13
Basic Materials	5.0%	$3,938,261	5
Industrials	4.9%	$3,841,308	8
Energy	4.8%	$3,716,107	9
Unclassified	4.6%	$3,588,792	2
Utilities	3.6%	$2,843,459	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+2,529	2,822	$851,425
AOS	Smith A O Corp	+2,409	5,980	$375,065
SYY	Sysco Corp	+2,280	17,092	$1,428,549
TJX	Tjx Companies Inc /De/	+2,012	5,184	$785,376
ES	Eversource Energy	+1,916	6,044	$436,799
ABBV	AbbVie Inc.	+1,788	3,505	$881,998
JPM	Jpmorgan Chase & Co	+1,610	3,474	$1,137,144
GPC	Genuine Parts Co	+1,427	3,602	$424,963
CVX	Chevron Corp	+1,336	4,305	$713,596
ED	Consolidated Edison Inc	+1,316	4,004	$442,962
MSFT	Microsoft Corp	+1,201	13,693	$5,107,762
DUK	Duke Energy CORP	+1,143	4,167	$527,458
AWK	American Water Works Company, Inc.	+1,000	4,562	$600,267
PEP	Pepsico Inc	+936	4,150	$561,910
ALB	Albemarle Corp	+845	2,349	$317,185
LOW	Lowes Companies Inc	+681	3,466	$764,218
CME	Cme Group Inc.	+520	1,396	$308,278
ADP	Automatic Data Processing Inc	+511	2,989	$669,386
CB	Chubb Ltd	+431	1,619	$551,658
UNH	Unitedhealth Group Inc	+361	1,575	$654,617
MCD	Mcdonalds Corp	+347	1,375	$371,676
CHE	Chemed Corp	+345	965	$449,439
LIN	Linde PLC	+294	1,644	$853,137
ECL	Ecolab Inc.	+280	5,004	$1,394,164
JPC	Nuveen Preferred & Income Opportunities Fund	+255	10,904	$85,923
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDT	Medtronic plc	−4,765	7,072	$553,242
AEP	American Electric Power Co Inc	−2,467	3,271	$447,505
ATO	Atmos Energy Corp	−1,706	2,255	$388,468
PG	PROCTER & GAMBLE Co	−1,474	10,630	$1,558,783
AMZN	Amazon Com Inc	−1,328	20,599	$4,909,565
PPG	Ppg Industries Inc	−1,271	4,059	$492,316
NVDA	Nvidia Corp	−718	7,220	$1,444,649
TMO	Thermo Fisher Scientific Inc.	−605	1,846	$925,510
XOM	ExxonMobil Holdings Corp	−599	10,122	$1,383,879
AAPL	Apple Inc.	−540	26,318	$7,615,376
GS	Goldman Sachs Group Inc	−457	518	$523,889
ALLE	Allegion plc	−456	3,194	$448,725
V	Visa Inc.	−370	4,417	$1,515,428
BDX	Becton Dickinson & Co	−343	2,789	$422,059
JNJ	Johnson & Johnson	−302	7,419	$1,884,203
WMT	Walmart Inc.	−279	15,537	$1,759,720
SPY	Spdr S&P 500 ETF Trust	−266	2,193	$1,637,666
ABT	Abbott Laboratories	−168	4,754	$431,377
TGT	Target Corp	−158	2,118	$276,631
CHD	Church & Dwight Co Inc /De/	−150	3,891	$376,960
ETN	Eaton Corp plc	−147	2,352	$1,002,234
ORCL	Oracle Corp	−57	2,192	$321,237
SHW	Sherwin Williams Co	−46	2,560	$881,459
RSG	Republic Services, Inc.	−40	3,265	$695,706
HD	Home Depot, Inc.	−30	904	$318,822
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MRK	Merck & Co., Inc.	2,732	$351,062
INTC	Intel Corp	2,005	$279,958
PAGP	Plains Gp Holdings LP	10,583	$256,849
PAA	Plains All American Pipeline LP	11,199	$249,289
BX	Blackstone Inc.	2,110	$248,283
WES	Western Midstream Partners, LP	5,453	$238,623
EPD	Enterprise Products Partners L.P.	6,416	$235,852
ET	Energy Transfer LP	11,392	$217,815
MPLX	Mplx LP	3,713	$209,153
MATX	Matson, Inc.	1,046	$201,072
NMT	Nuveen Massachusetts Quality Municipal Income Fund	12,173	$158,127
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	125,499	$8,041,975
BNDX	Vanguard Total International Bond ETF	123,415	$5,930,090
EOG	Eog Resources Inc	3,618	$523,054
EQIX	Equinix Inc	447	$438,167
APD	Air Products & Chemicals, Inc.	1,500	$435,735
AZO	Autozone Inc	120	$405,333
PSA	Public Storage	1,173	$317,742
INGR	Ingredion Inc	2,701	$304,294
INTU	Intuit Inc.	571	$246,888
ACN	Accenture plc	1,225	$242,905
SPGI	S&P Global Inc.	554	$235,638
BRO	Brown & Brown, Inc.	3,578	$233,321
LMT	Lockheed Martin Corp	374	$226,041
WTRG	Essential Utilities, Inc.	5,571	$224,344
FDX	Fedex Corp	566	$201,597
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $78,184,340 total · filing declares 141 positions · $176,824,917 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	26,318	-540	$7,615,376	+11.7%	9.74%
GOOGL	Alphabet Inc. Communication Services	Added	17,692	+253	$6,320,198	+26.0%	8.08%
MSFT	Microsoft Corp Technology	Added	13,693	+1,201	$5,107,762	+10.5%	6.53%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,599	-1,328	$4,909,565	+7.5%	6.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,258	+7	$3,983,231	−6.0%	5.09%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	3,735	+11	$1,951,126	+13.1%	2.50%
JNJ	Johnson & Johnson Healthcare	Reduced	7,419	-302	$1,884,203	−0.2%	2.41%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,537	-279	$1,759,720	−10.5%	2.25%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,193	-266	$1,637,666	+2.4%	2.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,630	-1,474	$1,558,783	−10.8%	1.99%
V	Visa Inc. Financial Services	Reduced	4,417	-370	$1,515,428	+4.7%	1.94%
NVDA	Nvidia Corp Technology	Reduced	7,220	-718	$1,444,649	+4.4%	1.85%
SYY	Sysco Corp Consumer Defensive	Added	17,092	+2,280	$1,428,549	+35.2%	1.83%
ECL	Ecolab Inc. Basic Materials	Added	5,004	+280	$1,394,164	+10.9%	1.78%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,122	-599	$1,383,879	−23.9%	1.77%
AFL	Aflac Inc Financial Services	Added	10,296	+55	$1,207,206	+7.4%	1.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,474	+1,610	$1,137,144	+107.4%	1.45%
ETN	Eaton Corp plc Industrials	Reduced	2,352	-147	$1,002,234	+12.1%	1.28%
CSCO	Cisco Systems, Inc. Technology	Added	8,159	+149	$958,356	+54.2%	1.23%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,846	-605	$925,510	−23.2%	1.18%
ABBV	AbbVie Inc. Healthcare	Added	3,505	+1,788	$881,998	+136.2%	1.13%
SHW	Sherwin Williams Co Basic Materials	Reduced	2,560	-46	$881,459	+5.5%	1.13%
BLK	BlackRock, Inc. Financial Services	Added	906	+142	$871,173	+18.6%	1.11%
LIN	Linde PLC Basic Materials	Added	1,644	+294	$853,137	+27.5%	1.09%
KLAC	Kla Corp Technology	Added	2,822	+2,529	$851,425	+97.4%	1.09%
LLY	ELI LILLY & Co Healthcare	Added	659	+33	$790,424	+37.3%	1.01%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	5,184	+2,012	$785,376	+55.0%	1.00%
LOW	Lowes Companies Inc Consumer Cyclical	Added	3,466	+681	$764,218	+16.1%	0.98%
CVX	Chevron Corp Energy	Added	4,305	+1,336	$713,596	+16.2%	0.91%
RSG	Republic Services, Inc. Industrials	Reduced	3,265	-40	$695,706	−3.9%	0.89%
ADP	Automatic Data Processing Inc Technology	Added	2,989	+511	$669,386	+33.0%	0.86%
UNH	Unitedhealth Group Inc Healthcare	Added	1,575	+361	$654,617	+99.3%	0.84%
META	Meta Platforms, Inc. Communication Services	Added	1,100	+72	$619,619	+5.4%	0.79%
AWK	American Water Works Company, Inc. Utilities	Added	4,562	+1,000	$600,267	+23.8%	0.77%
PEP	Pepsico Inc Consumer Defensive	Added	4,150	+936	$561,910	+12.6%	0.72%
MDT	Medtronic plc Healthcare	Reduced	7,072	-4,765	$553,242	−46.1%	0.71%
CB	Chubb Ltd Financial Services	Added	1,619	+431	$551,658	+42.5%	0.71%
TMUS	T-Mobile US, Inc. Communication Services	Added	3,164	+219	$530,697	−14.2%	0.68%
DUK	Duke Energy CORP Utilities	Added	4,167	+1,143	$527,458	+33.2%	0.67%
GS	Goldman Sachs Group Inc Financial Services	Reduced	518	-457	$523,889	−36.5%	0.67%
CLS	Celestica Inc Technology	Held	1,375	0	$501,600	+29.5%	0.64%
PPG	Ppg Industries Inc Basic Materials	Reduced	4,059	-1,271	$492,316	−13.6%	0.63%
IBM	International Business Machines Corp Technology	Added	1,717	+60	$482,837	+20.2%	0.62%
AVGO	Broadcom Inc. Technology	Reduced	1,256	-6	$474,454	+21.5%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Held	1,090	0	$458,454	+13.1%	0.59%
CHE	Chemed Corp Healthcare	Added	965	+345	$449,439	+91.9%	0.57%
ALLE	Allegion plc Industrials	Reduced	3,194	-456	$448,725	−15.4%	0.57%
AEP	American Electric Power Co Inc Utilities	Reduced	3,271	-2,467	$447,505	−40.5%	0.57%
ED	Consolidated Edison Inc Utilities	Added	4,004	+1,316	$442,962	+45.6%	0.57%
ES	Eversource Energy Utilities	Added	6,044	+1,916	$436,799	+52.7%	0.56%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.