W.H. Cornerstone Investments Inc.

13F filer · CIK 0001940823

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$177MU.S. long equity reported on 13F

Positions8812 new · 13 closed

Net flow last quarter+$503KBuys minus sells

Top 10 positions weight20.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 202688 positions
AAPLApple Inc.	$7.62M	4.31%	0.00%	-2.0%	Q4 2022
GOOGLAlphabet Inc.	$6.11M	3.46%	0.00%	-1.9%	Q4 2022
MSFTMicrosoft Corp	$5.11M	2.89%	0.00%	+9.6%	Q4 2022
AMZNAmazon Com Inc	$4.91M	2.78%	0.00%	-6.1%	Q4 2022
COSTCostco Wholesale Corp	$3.98M	2.25%	0.00%	+0.2%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.95M	1.10%	Not reported	+0.3%	Q4 2022
JNJJohnson & Johnson	$1.88M	1.07%	0.00%	-3.9%	Q4 2022
WMTWalmart Inc.	$1.76M	1.00%	0.00%	-1.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.64M	0.93%	Not reported	-10.8%	Q4 2022
PGPROCTER & GAMBLE Co	$1.56M	0.88%	0.00%	-12.2%	Q4 2022
VVisa Inc.	$1.52M	0.86%	0.00%	-7.7%	Q4 2022
NVDANvidia Corp	$1.44M	0.82%	0.00%	-9.1%	Q2 2024
SYYSysco Corp	$1.43M	0.81%	0.00%	+15.4%	Q4 2022
ECLEcolab Inc.	$1.39M	0.79%	0.00%	+5.9%	Q4 2022
XOMExxonMobil Holdings Corp	$1.38M	0.78%	0.00%	-5.6%	Q4 2022
AFLAflac Inc	$1.21M	0.68%	0.00%	+0.5%	Q4 2022
JPMJPMorgan Chase & Co	$1.14M	0.64%	0.00%	+86.4%	Q3 2023
ETNEaton Corp plc	$1M	0.57%	0.00%	-5.9%	Q1 2024
CSCOCisco Systems, Inc.	$958K	0.54%	0.00%	+1.9%	Q4 2022
TMOThermo Fisher Scientific Inc.	$926K	0.52%	0.00%	-24.7%	Q4 2022
ABBVAbbVie Inc.	$882K	0.50%	0.00%	+104.1%	Q1 2026
SHWSherwin Williams Co	$881K	0.50%	0.00%	-1.8%	Q4 2022
BLKBlackRock, Inc.	$871K	0.49%	0.00%	+18.6%	Q4 2022
LINLinde PLC	$853K	0.48%	0.00%	+21.8%	Q1 2023
KLACKla Corp	$851K	0.48%	0.00%	-3.7%	Q1 2024
LLYELI LILLY & Co	$790K	0.45%	0.00%	+5.3%	Q4 2022
TJXTJX Companies Inc	$785K	0.44%	0.00%	+63.4%	Q4 2022
LOWLowes Companies Inc	$764K	0.43%	0.00%	+24.5%	Q4 2022
CVXChevron Corp	$714K	0.40%	0.00%	+45.0%	Q2 2023
RSGRepublic Services, Inc.	$696K	0.39%	0.00%	-1.2%	Q4 2022
ADPAutomatic Data Processing Inc	$669K	0.38%	0.00%	+20.6%	Q4 2022
UNHUnitedhealth Group Inc	$655K	0.37%	0.00%	+29.7%	Q4 2022
METAMeta Platforms, Inc.	$620K	0.35%	Not reported	+7.0%	Q3 2024
AWKAmerican Water Works Company, Inc.	$600K	0.34%	0.00%	+28.1%	Q4 2022
PEPPepsico Inc	$562K	0.32%	0.00%	+29.1%	Q4 2022
MDTMedtronic plc	$553K	0.31%	0.00%	-40.3%	Q3 2024
CBChubb Ltd	$552K	0.31%	0.00%	+36.3%	Q2 2023
TMUST-Mobile US, Inc.	$531K	0.30%	0.00%	+7.4%	Q4 2024
DUKDuke Energy CORP	$527K	0.30%	0.00%	+37.8%	Q4 2022
GSGoldman Sachs Group Inc	$524K	0.30%	0.00%	-46.9%	Q2 2024
CLSCelestica Inc	$502K	0.28%	0.00%	Not reported	Q2 2025
PPGPPG Industries Inc	$492K	0.28%	0.00%	-23.9%	Q1 2025
IBMInternational Business Machines Corp	$483K	0.27%	0.00%	+3.6%	Q3 2025
AVGOBroadcom Inc.	$475K	0.27%	0.00%	-0.5%	Q3 2024
TSLATesla, Inc.	$458K	0.26%	0.00%	Not reported	Q2 2023
EMXCEmax Holdings Corp	$450K	0.25%	Not reported	+55.2%	Q1 2026
CHEChemed Corp	$450K	0.25%	0.01%	+55.7%	Q2 2025
ALLEAllegion plc	$449K	0.25%	0.00%	-12.5%	Q3 2025
AEPAmerican Electric Power Co Inc	$448K	0.25%	0.00%	-43.0%	Q3 2023
EDConsolidated Edison Inc	$443K	0.25%	0.00%	+49.0%	Q1 2026

Q1 2026Reported Apr 28, 202689 positions
AAPLApple Inc.	$6.82M	4.26%	0.00%	-3.1%	Q4 2022
GOOGLAlphabet Inc.	$5.01M	3.13%	0.00%	-6.8%	Q4 2022
MSFTMicrosoft Corp	$4.62M	2.89%	0.00%	-6.2%	Q4 2022
AMZNAmazon Com Inc	$4.57M	2.85%	0.00%	-5.1%	Q4 2022
COSTCostco Wholesale Corp	$4.24M	2.65%	0.00%	+5.4%	Q4 2022
WMTWalmart Inc.	$1.97M	1.23%	0.00%	0.0%	Q4 2022
JNJJohnson & Johnson	$1.89M	1.18%	0.00%	+0.5%	Q4 2022
XOMExxonMobil Holdings Corp	$1.82M	1.14%	0.00%	-15.1%	Q4 2022
PGPROCTER & GAMBLE Co	$1.75M	1.09%	0.00%	-12.5%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.72M	1.08%	Not reported	+0.4%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.6M	1.00%	Not reported	+11.5%	Q4 2022
VVisa Inc.	$1.45M	0.90%	0.00%	-14.9%	Q4 2022
NVDANvidia Corp	$1.38M	0.87%	0.00%	-10.7%	Q2 2024
ECLEcolab Inc.	$1.26M	0.79%	0.00%	+4.1%	Q4 2022
TMOThermo Fisher Scientific Inc.	$1.2M	0.75%	0.00%	-37.4%	Q4 2022
AFLAflac Inc	$1.12M	0.70%	0.00%	+0.5%	Q4 2022
SYYSysco Corp	$1.06M	0.66%	0.00%	+26.4%	Q4 2022
MDTMedtronic plc	$1.03M	0.64%	0.00%	-23.3%	Q3 2024
ETNEaton Corp plc	$894K	0.56%	0.00%	-18.1%	Q1 2024
SHWSherwin Williams Co	$835K	0.52%	0.00%	+0.2%	Q4 2022
GSGoldman Sachs Group Inc	$825K	0.52%	0.00%	-46.0%	Q2 2024
AEPAmerican Electric Power Co Inc	$752K	0.47%	0.00%	-48.1%	Q3 2023
BLKBlackRock, Inc.	$734K	0.46%	0.00%	+35.9%	Q4 2022
ATOAtmos Energy Corp	$732K	0.46%	0.00%	-48.2%	Q1 2025
RSGRepublic Services, Inc.	$724K	0.45%	0.00%	+0.3%	Q4 2022
LINLinde PLC	$669K	0.42%	0.00%	+63.0%	Q1 2023
LOWLowes Companies Inc	$658K	0.41%	0.00%	+33.1%	Q4 2022
CSCOCisco Systems, Inc.	$622K	0.39%	0.00%	-0.1%	Q4 2022
TMUST-Mobile US, Inc.	$619K	0.39%	0.00%	+12.6%	Q4 2024
CVXChevron Corp	$614K	0.38%	0.00%	Not reported	Q2 2023
METAMeta Platforms, Inc.	$588K	0.37%	Not reported	+14.5%	Q3 2024
LLYELI LILLY & Co	$576K	0.36%	0.00%	+0.2%	Q4 2022
PPGPPG Industries Inc	$570K	0.36%	0.00%	-35.9%	Q1 2025
JPMJPMorgan Chase & Co	$548K	0.34%	0.00%	+0.2%	Q3 2023
ALLEAllegion plc	$530K	0.33%	0.00%	-26.9%	Q3 2025
EOGEog Resources Inc	$523K	0.33%	0.00%	-56.2%	Q4 2022
TJXTJX Companies Inc	$507K	0.32%	0.00%	+0.2%	Q4 2022
ABTAbbott Laboratories	$505K	0.32%	0.00%	+0.6%	Q4 2022
ADPAutomatic Data Processing Inc	$503K	0.31%	0.00%	+51.8%	Q4 2022
PEPPepsico Inc	$499K	0.31%	0.00%	+103.6%	Q4 2022
BDXBecton Dickinson & Co	$492K	0.31%	0.00%	-10.3%	Q4 2022
AWKAmerican Water Works Company, Inc.	$485K	0.30%	0.00%	+125.3%	Q4 2022
EQIXEquinix Inc	$438K	0.27%	0.00%	-61.6%	Q3 2023
APDAir Products & Chemicals, Inc.	$436K	0.27%	0.00%	-55.5%	Q4 2022
KLACKla Corp	$431K	0.27%	0.00%	Not reported	Q1 2024
AZOAutozone Inc	$405K	0.25%	0.00%	-53.3%	Q1 2024
TSLATesla, Inc.	$405K	0.25%	0.00%	-12.7%	Q2 2023
IBMInternational Business Machines Corp	$402K	0.25%	0.00%	+3.4%	Q3 2025
DUKDuke Energy CORP	$396K	0.25%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$391K	0.24%	0.00%	+0.2%	Q3 2024

Q4 2025Reported Feb 10, 202675 positions
AAPLApple Inc.	$7.53M	4.54%	0.00%	-1.8%	Q4 2022
MSFTMicrosoft Corp	$6.44M	3.88%	0.00%	-0.2%	Q4 2022
GOOGLAlphabet Inc.	$5.86M	3.53%	0.00%	-3.5%	Q4 2022
AMZNAmazon Com Inc	$5.33M	3.22%	0.00%	-1.2%	Q4 2022
COSTCostco Wholesale Corp	$3.48M	2.10%	0.00%	-0.1%	Q4 2022
TMOThermo Fisher Scientific Inc.	$2.27M	1.37%	0.00%	-2.2%	Q4 2022
PGPROCTER & GAMBLE Co	$1.98M	1.19%	0.00%	-5.7%	Q4 2022
VVisa Inc.	$1.97M	1.19%	0.00%	-3.2%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.78M	1.07%	Not reported	-0.3%	Q4 2022
WMTWalmart Inc.	$1.76M	1.06%	0.00%	+7.4%	Q4 2022
NVDANvidia Corp	$1.66M	1.00%	0.00%	+13.3%	Q2 2024
JNJJohnson & Johnson	$1.59M	0.96%	0.00%	-1.8%	Q4 2022
GSGoldman Sachs Group Inc	$1.59M	0.96%	0.00%	-7.1%	Q2 2024
XOMExxonMobil Holdings Corp	$1.52M	0.92%	0.00%	-4.0%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.5M	0.91%	Not reported	+0.2%	Q4 2022
MDTMedtronic plc	$1.48M	0.89%	0.00%	-5.7%	Q3 2024
ATOAtmos Energy Corp	$1.28M	0.77%	0.00%	-7.3%	Q1 2025
AEPAmerican Electric Power Co Inc	$1.27M	0.77%	0.00%	-7.5%	Q3 2023
ECLEcolab Inc.	$1.19M	0.72%	0.00%	+47.6%	Q4 2022
AFLAflac Inc	$1.12M	0.68%	0.00%	-3.5%	Q4 2022
ETNEaton Corp plc	$972K	0.59%	0.00%	-6.6%	Q1 2024
EQIXEquinix Inc	$892K	0.54%	0.00%	-1.5%	Q3 2023
AZOAutozone Inc	$872K	0.53%	0.00%	-0.8%	Q1 2024
EOGEog Resources Inc	$868K	0.52%	0.00%	-17.0%	Q4 2022
SYYSysco Corp	$863K	0.52%	0.00%	-8.7%	Q4 2022
PPGPPG Industries Inc	$852K	0.51%	0.00%	-10.0%	Q1 2025
SHWSherwin Williams Co	$843K	0.51%	0.00%	-0.1%	Q4 2022
APDAir Products & Chemicals, Inc.	$833K	0.50%	0.00%	-29.4%	Q4 2022
PSAPublic Storage	$818K	0.49%	0.00%	-8.5%	Q4 2022
ALLEAllegion plc	$795K	0.48%	0.01%	-8.7%	Q3 2025
INGRIngredion Inc	$794K	0.48%	0.01%	-9.4%	Q2 2023
RSGRepublic Services, Inc.	$699K	0.42%	0.00%	-1.6%	Q4 2022
BDXBecton Dickinson & Co	$677K	0.41%	0.00%	-1.6%	Q4 2022
LLYELI LILLY & Co	$672K	0.40%	0.00%	+0.2%	Q4 2022
CSCOCisco Systems, Inc.	$618K	0.37%	0.00%	+0.6%	Q4 2022
ABTAbbott Laboratories	$613K	0.37%	0.00%	+0.3%	Q4 2022
BLKBlackRock, Inc.	$602K	0.36%	0.00%	+0.4%	Q4 2022
JPMJPMorgan Chase & Co	$600K	0.36%	0.00%	+0.6%	Q3 2023
METAMeta Platforms, Inc.	$593K	0.36%	Not reported	-6.0%	Q3 2024
ACNAccenture plc	$576K	0.35%	0.00%	-3.6%	Q4 2022
TSLATesla, Inc.	$562K	0.34%	0.00%	-5.7%	Q2 2023
TMUST-Mobile US, Inc.	$531K	0.32%	0.00%	-33.4%	Q4 2024
INTUIntuit Inc.	$531K	0.32%	0.00%	+0.1%	Q1 2023
LOWLowes Companies Inc	$505K	0.30%	0.00%	-11.4%	Q4 2022
CRMSalesforce, Inc.	$491K	0.30%	0.00%	-4.2%	Q4 2023
TJXTJX Companies Inc	$486K	0.29%	0.00%	+1.3%	Q4 2022
IBMInternational Business Machines Corp	$475K	0.29%	0.00%	-10.6%	Q3 2025
CMCSAComcast Corp	$470K	0.28%	0.00%	-4.6%	Q4 2022
AVGOBroadcom Inc.	$436K	0.26%	0.00%	+0.9%	Q3 2024
ORCLOracle Corp	$433K	0.26%	0.00%	+0.2%	Q1 2023

Q3 2025Reported Nov 5, 202577 positions
AAPLApple Inc.	$7.18M	4.38%	0.00%	-1.4%	Q4 2022
MSFTMicrosoft Corp	$6.91M	4.21%	0.00%	-7.1%	Q4 2022
AMZNAmazon Com Inc	$5.14M	3.13%	0.00%	+3.6%	Q4 2022
GOOGLAlphabet Inc.	$4.71M	2.87%	0.00%	-8.3%	Q4 2022
COSTCostco Wholesale Corp	$3.74M	2.28%	0.00%	-1.5%	Q4 2022
PGPROCTER & GAMBLE Co	$2.25M	1.37%	0.00%	+1.2%	Q4 2022
VVisa Inc.	$1.98M	1.21%	0.00%	-7.0%	Q4 2022
TMOThermo Fisher Scientific Inc.	$1.94M	1.18%	0.00%	+3.1%	Q4 2022
DIASPDR Dow Jones Industrial Average ETF Trust	$1.73M	1.05%	Not reported	+0.4%	Q4 2022
MDTMedtronic plc	$1.56M	0.95%	0.00%	-7.2%	Q3 2024
GSGoldman Sachs Group Inc	$1.55M	0.94%	0.00%	-18.7%	Q2 2024
WMTWalmart Inc.	$1.52M	0.93%	0.00%	-0.8%	Q4 2022
XOMExxonMobil Holdings Corp	$1.48M	0.90%	0.00%	-3.2%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$1.47M	0.89%	Not reported	+0.2%	Q4 2022
NVDANvidia Corp	$1.46M	0.89%	0.00%	+4.3%	Q2 2024
JNJJohnson & Johnson	$1.45M	0.88%	0.00%	-0.9%	Q4 2022
ATOAtmos Energy Corp	$1.41M	0.86%	0.01%	+8.2%	Q1 2025
AEPAmerican Electric Power Co Inc	$1.34M	0.82%	0.00%	+9.2%	Q3 2023
APDAir Products & Chemicals, Inc.	$1.3M	0.79%	0.00%	+6.9%	Q4 2022
ETNEaton Corp plc	$1.22M	0.75%	0.00%	+176.8%	Q1 2024
AFLAflac Inc	$1.18M	0.72%	0.00%	+0.2%	Q4 2022
EOGEog Resources Inc	$1.12M	0.68%	0.00%	-4.1%	Q4 2022
AZOAutozone Inc	$1.11M	0.68%	0.00%	+60.9%	Q1 2024
SYYSysco Corp	$1.06M	0.64%	0.00%	+11.6%	Q4 2022
PSAPublic Storage	$995K	0.61%	0.00%	-8.7%	Q4 2022
PPGPPG Industries Inc	$971K	0.59%	0.00%	-13.5%	Q1 2025
INGRIngredion Inc	$971K	0.59%	0.01%	-21.4%	Q2 2023
ALLEAllegion plc	$969K	0.59%	0.01%	New	Q3 2025
TMUST-Mobile US, Inc.	$941K	0.57%	0.00%	+0.7%	Q4 2024
EQIXEquinix Inc	$926K	0.56%	0.00%	+15.1%	Q3 2023
SHWSherwin Williams Co	$901K	0.55%	0.00%	-25.4%	Q4 2022
ECLEcolab Inc.	$842K	0.51%	0.00%	-2.2%	Q4 2022
RSGRepublic Services, Inc.	$769K	0.47%	0.00%	-1.8%	Q4 2022
METAMeta Platforms, Inc.	$701K	0.43%	Not reported	-8.6%	Q3 2024
BDXBecton Dickinson & Co	$664K	0.40%	0.00%	-4.2%	Q4 2022
ABTAbbott Laboratories	$653K	0.40%	0.00%	-1.1%	Q4 2022
BLKBlackRock, Inc.	$653K	0.40%	0.00%	-14.9%	Q4 2022
ORCLOracle Corp	$624K	0.38%	0.00%	+0.1%	Q1 2023
LOWLowes Companies Inc	$593K	0.36%	0.00%	-19.2%	Q4 2022
TSLATesla, Inc.	$589K	0.36%	0.00%	-42.3%	Q2 2023
JPMJPMorgan Chase & Co	$584K	0.36%	0.00%	+0.3%	Q3 2023
ACNAccenture plc	$550K	0.34%	0.00%	-28.5%	Q4 2022
INTUIntuit Inc.	$547K	0.33%	0.00%	-10.2%	Q1 2023
CSCOCisco Systems, Inc.	$545K	0.33%	0.00%	-1.0%	Q4 2022
CMCSAComcast Corp	$518K	0.32%	0.00%	-14.3%	Q4 2022
IBMInternational Business Machines Corp	$506K	0.31%	0.00%	New	Q3 2025
ADPAutomatic Data Processing Inc	$480K	0.29%	0.00%	+0.3%	Q4 2022
LLYELI LILLY & Co	$476K	0.29%	0.00%	+0.2%	Q4 2022
HDHome Depot, Inc.	$474K	0.29%	0.00%	-53.5%	Q4 2022
CRMSalesforce, Inc.	$459K	0.28%	0.00%	-1.4%	Q4 2023

Premium opens every quarter this fund has filed