W.H. Cornerstone Investments Inc.

CIK

1940823

Location

KINGSTON, MA

Portfolio Value

Micro $72,565,974

Diversification

Diversified

Filing Date

Global Rank

#6,302 / 8,607 ▲ 12 · as of Mar 2026

Top Industry

Consumer Electronics 9.8%

3Y Alpha vs SPY

-7.6%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

15 quarters · since Sep 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.7%

SPY

+75.5%

Annualised alpha

-7.5%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

87 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.4%

−0.1 pts

Top 5

34.8%

−1.4 pts

Top 10

47.4%

−1.2 pts

HHI

333

Diversified−32

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	22.0%	$15,993,151	12
Consumer Defensive	14.9%	$10,818,085	9
Consumer Cyclical	10.8%	$7,842,722	10
Healthcare	9.6%	$6,996,864	10
Financial Services	9.2%	$6,672,426	13
Communication Services	8.6%	$6,221,445	3
Basic Materials	5.6%	$4,036,725	6
Industrials	4.9%	$3,564,028	9
Unclassified	4.6%	$3,324,105	2
Utilities	4.4%	$3,179,084	7
Energy	4.4%	$3,161,430	4
Real Estate	1.0%	$755,909	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SYY	Sysco Corp	+3,097	14,812	$1,056,539
AWK	American Water Works Company, Inc.	+1,981	3,562	$484,752
PEP	Pepsico Inc	+1,635	3,214	$499,102
ADP	Automatic Data Processing Inc	+846	2,478	$503,480
LOW	Lowes Companies Inc	+692	2,785	$658,039
LIN	Linde PLC	+522	1,350	$669,276
TMUS	T-Mobile US, Inc.	+329	2,945	$618,538
SPY	Spdr S&P 500 ETF Trust	+253	2,459	$1,599,186
COST	Costco Wholesale Corp /New	+217	4,251	$4,235,823
BLK	BlackRock, Inc.	+202	764	$734,746
ECL	Ecolab Inc.	+187	4,724	$1,256,678
JPC	Nuveen Preferred & Income Opportunities Fund	+160	10,649	$80,293
META	Meta Platforms, Inc.	+130	1,028	$588,149
IBM	International Business Machines Corp	+54	1,657	$401,640
AFL	Aflac Inc	+54	10,241	$1,123,540
WTRG	Essential Utilities, Inc.	+39	5,571	$224,344
JNJ	Johnson & Johnson	+36	7,721	$1,887,321
AMGN	Amgen Inc	+36	1,050	$369,442
ABT	Abbott Laboratories	+31	4,922	$505,341
ORCL	Oracle Corp	+25	2,249	$330,850
TGT	Target Corp	+17	2,276	$275,851
DIA	Spdr Dow Jones Industrial Average ETF Trust	+14	3,724	$1,724,919
CHD	Church & Dwight Co Inc /De/	+11	4,041	$377,106
RSG	Republic Services, Inc.	+9	3,305	$723,861
SCHW	Schwab Charles Corp	+9	2,723	$255,907
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AEP	American Electric Power Co Inc	−5,316	5,738	$752,137
EOG	Eog Resources Inc	−4,649	3,618	$523,054
INGR	Ingredion Inc	−4,501	2,701	$304,294
ATO	Atmos Energy Corp	−3,689	3,961	$731,675
MDT	Medtronic plc	−3,598	11,837	$1,025,676
PPG	Ppg Industries Inc	−2,984	5,330	$569,670
PSA	Public Storage	−1,979	1,173	$317,742
XOM	ExxonMobil Holdings Corp	−1,900	10,721	$1,818,924
APD	Air Products & Chemicals, Inc.	−1,871	1,500	$435,735
PG	PROCTER & GAMBLE Co	−1,725	12,104	$1,748,301
TMO	Thermo Fisher Scientific Inc.	−1,466	2,451	$1,204,740
ALLE	Allegion plc	−1,340	3,650	$530,308
GOOGL	Alphabet Inc.	−1,268	17,439	$5,014,758
AMZN	Amazon Com Inc	−1,184	21,927	$4,566,736
KO	Coca Cola Co	−1,108	4,674	$355,457
NVDA	Nvidia Corp	−950	7,938	$1,384,387
ACN	Accenture plc	−923	1,225	$242,905
AAPL	Apple Inc.	−846	26,858	$6,816,291
V	Visa Inc.	−836	4,787	$1,446,822
GS	Goldman Sachs Group Inc	−829	975	$824,840
MSFT	Microsoft Corp	−821	12,492	$4,624,163
EQIX	Equinix Inc	−717	447	$438,167
ETN	Eaton Corp plc	−552	2,499	$893,817
BDX	Becton Dickinson & Co	−358	3,132	$492,444
EBAY	Ebay Inc	−250	2,534	$230,644
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
CVX	Chevron Corp	2,969	$614,286
DUK	Duke Energy CORP	3,024	$395,962
CB	Chubb Ltd	1,188	$387,204
ABBV	AbbVie Inc.	1,717	$373,430
UNH	Unitedhealth Group Inc	1,214	$328,496
MCD	Mcdonalds Corp	1,028	$319,492
ED	Consolidated Edison Inc	2,688	$304,227
ES	Eversource Energy	4,128	$285,987
ALB	Albemarle Corp	1,504	$270,013
CME	Cme Group Inc.	876	$258,726
EME	EMCOR Group, Inc.	343	$253,240
CRS	Carpenter Technology Corp	623	$245,555
AOS	Smith A O Corp	3,571	$235,471
CHE	Chemed Corp	620	$234,198
GPC	Genuine Parts Co	2,175	$230,006
WMB	Williams Companies, Inc.	2,819	$205,166
FDX	Fedex Corp	566	$162,447
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	1,855	$491,408
CMCSA	Comcast Corp	15,720	$440,365
NOW	ServiceNow, Inc.	2,000	$306,380
MRVL	Marvell Technology, Inc.	2,764	$234,884
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 positions · $72,565,974 total · as of Mar 31, 2026

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

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	26,858	-846	$6,816,291	−9.5%	9.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	17,439	-1,268	$5,014,758	−14.4%	6.91%
MSFT	Microsoft Corp Technology	Reduced	12,492	-821	$4,624,163	−28.2%	6.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	21,927	-1,184	$4,566,736	−14.4%	6.29%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	4,251	+217	$4,235,823	+21.8%	5.84%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,816	-5	$1,965,612	+11.5%	2.71%
JNJ	Johnson & Johnson Healthcare	Added	7,721	+36	$1,887,321	+18.7%	2.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,721	-1,900	$1,818,924	+19.8%	2.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	12,104	-1,725	$1,748,301	−11.8%	2.41%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	3,724	+14	$1,724,919	−3.3%	2.38%
SPY	Spdr S&P 500 ETF Trust	Added	2,459	+253	$1,599,186	+6.3%	2.20%
V	Visa Inc. Financial Services	Reduced	4,787	-836	$1,446,822	−26.6%	1.99%
NVDA	Nvidia Corp Technology	Reduced	7,938	-950	$1,384,387	−16.5%	1.91%
ECL	Ecolab Inc. Basic Materials	Added	4,724	+187	$1,256,678	+5.5%	1.73%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	2,451	-1,466	$1,204,740	−46.9%	1.66%
AFL	Aflac Inc Financial Services	Added	10,241	+54	$1,123,540	+0.0%	1.55%
SYY	Sysco Corp Consumer Defensive	Added	14,812	+3,097	$1,056,539	+22.4%	1.46%
MDT	Medtronic plc Healthcare	Reduced	11,837	-3,598	$1,025,676	−30.8%	1.41%
ETN	Eaton Corp plc Industrials	Reduced	2,499	-552	$893,817	−8.0%	1.23%
SHW	Sherwin Williams Co Basic Materials	Added	2,606	+6	$835,353	−0.8%	1.15%
GS	Goldman Sachs Group Inc Financial Services	Reduced	975	-829	$824,840	−48.0%	1.14%
AEP	American Electric Power Co Inc Utilities	Reduced	5,738	-5,316	$752,137	−41.0%	1.04%
BLK	BlackRock, Inc. Financial Services	Added	764	+202	$734,746	+22.1%	1.01%
ATO	Atmos Energy Corp Utilities	Reduced	3,961	-3,689	$731,675	−42.9%	1.01%
RSG	Republic Services, Inc. Industrials	Added	3,305	+9	$723,861	+3.6%	1.00%
LIN	Linde PLC Basic Materials	Added	1,350	+522	$669,276	+89.6%	0.92%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,785	+692	$658,039	+30.4%	0.91%
CSCO	Cisco Systems, Inc. Technology	Reduced	8,010	-9	$621,495	+0.6%	0.86%
TMUS	T-Mobile US, Inc. Communication Services	Added	2,945	+329	$618,538	+16.5%	0.85%
CVX	Chevron Corp Energy	NEW	2,969	NEW	$614,286	NEW	0.85%
META	Meta Platforms, Inc. Communication Services	Added	1,028	+130	$588,149	−0.8%	0.81%
LLY	ELI LILLY & Co Healthcare	Added	626	+1	$575,776	−14.3%	0.79%
PPG	Ppg Industries Inc Basic Materials	Reduced	5,330	-2,984	$569,670	−33.1%	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,864	+3	$548,314	−8.6%	0.76%
ALLE	Allegion plc Industrials	Reduced	3,650	-1,340	$530,308	−33.3%	0.73%
EOG	Eog Resources Inc Energy	Reduced	3,618	-4,649	$523,054	−39.7%	0.72%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	3,172	+6	$506,568	+4.2%	0.70%
ABT	Abbott Laboratories Healthcare	Added	4,922	+31	$505,341	−17.5%	0.70%
ADP	Automatic Data Processing Inc Technology	Added	2,478	+846	$503,480	+19.9%	0.69%
PEP	Pepsico Inc Consumer Defensive	Added	3,214	+1,635	$499,102	+120.2%	0.69%
BDX	Becton Dickinson & Co Healthcare	Reduced	3,132	-358	$492,444	−7.5%	0.68%
AWK	American Water Works Company, Inc. Utilities	Added	3,562	+1,981	$484,752	+135.0%	0.67%
EQIX	Equinix Inc Real Estate	Reduced	447	-717	$438,167	−50.9%	0.60%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	1,500	-1,871	$435,735	−47.7%	0.60%
AZO	Autozone Inc Consumer Cyclical	Reduced	120	-137	$405,333	−53.5%	0.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,090	-159	$405,207	−27.9%	0.56%
IBM	International Business Machines Corp Technology	Added	1,657	+54	$401,640	−15.4%	0.55%
DUK	Duke Energy CORP Utilities	NEW	3,024	NEW	$395,962	NEW	0.55%
AVGO	Broadcom Inc. Technology	Added	1,262	+2	$390,601	−10.4%	0.54%
CLS	Celestica Inc Technology	Held	1,375	0	$387,310	−4.7%	0.53%