W.H. Cornerstone Investments Inc. Portfolio Holdings

W.H. Cornerstone Investments Inc.

  • $152 Million
  • Q2 2025

W.H. Cornerstone Investments Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $152 Million distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $17.9M, Microsoft Corp with a value of $7.14M, Vanguard Intermediate Term Cor with a value of $7.09M, Vanguard Sht Term Corp Bd ETF with a value of $6.8M, and Apple Inc. with a value of $5.87M.

Examining the 13F form we can see an increase of $9.37M in the current position value, from $142M to 152M.

W.H. Cornerstone Investments Inc. is based out at Kingston, MA

Below you can find more details about W.H. Cornerstone Investments Inc. portfolio as well as his latest detailed transactions.

Portfolio value $152 Million
ETFs: $75.2 Million
Technology: $18.8 Million
Consumer Defensive: $11.7 Million
Consumer Cyclical: $9.36 Million
Financial Services: $7.2 Million
Healthcare: $7.05 Million
Communication Services: $6.11 Million
Basic Materials: $4.52 Million
Other: $11.6 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$7.14 Million 4.71% of portfolio
14,353
Q2 2025 Added 0.01%
$3.69T
$5.87 Million 3.87% of portfolio
28,596
Q2 2025 Added 0.2%
$2.26T
$4.95 Million 3.26% of portfolio
22,576
Q2 2025 Reduced 3.33%
$439B
$4.06 Million 2.67% of portfolio
4,098
Q2 2025 Reduced 6.07%
$1.21T
$3.72 Million 2.45% of portfolio
21,132
Q2 2025 Reduced 3.12%
$368B
$2.31 Million 1.52% of portfolio
14,492
Q2 2025 Added 54.96%
$551B
$2.22 Million 1.46% of portfolio
6,244
Q2 2025 Added 4.68%
$254B
$1.69 Million 1.11% of portfolio
2,388
Q2 2025 Added 12.17%
$281B
$1.45 Million 0.96% of portfolio
14,849
Q2 2025 Added 0.49%
$442B
$1.46 Million 0.96% of portfolio
13,585
Q2 2025 Added 23.74%
$452B
$1.21 Million 0.79% of portfolio
7,896
Q2 2025 Added 0.74%
$456B
$1.19 Million 0.78% of portfolio
7,523
Q2 2025 Added 65.12%
$314B
$929,000 0.61% of portfolio
3,902
Q2 2025 Added 7.14%
$405B
$921,000 0.61% of portfolio
2,514
Q2 2025 Added 17.53%
$1.78T
$771,000 0.51% of portfolio
1,045
Q2 2025 Added 10.47%
$1.08T
$728,000 0.48% of portfolio
2,294
Q2 2025 Added 50.13%
$229B
$670,000 0.44% of portfolio
4,933
Q2 2025 Added 0.45%
$293B
$558,000 0.37% of portfolio
8,045
Q2 2025 Reduced 1.15%
$859B
$534,000 0.35% of portfolio
1,845
Q2 2025 Reduced 11.3%
$232B
$535,000 0.35% of portfolio
1,963
Q2 2025 Reduced 23.2%
$608B
$485,000 0.32% of portfolio
623
Q2 2025 Reduced 13.71%
$684B
$484,000 0.32% of portfolio
2,216
Q2 2025 Added 0.32%
$306B
$424,000 0.28% of portfolio
5,994
Q2 2025 Added 0.67%
$222B
$416,000 0.27% of portfolio
1,427
Q2 2025 Added 21.24%
$548B
$351,000 0.23% of portfolio
626
Q2 2025 Reduced 15.41%
$621B
$272,000 0.18% of portfolio
560
Q1 2025 Reduced 8.65%
$202B
$206,000 0.14% of portfolio
1,562
Q2 2025 Reduced 17.14%
$245B
$207,000 0.14% of portfolio
664
Q2 2025 Reduced 33.27%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $152 Million
  • Prior Value $142 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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