W.H. Cornerstone Investments Inc.
All 13F Filings
- Location
- Kingston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 176,825
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 141 | 176,825 | 13F-HR | W.H. Cornerstone Investments Inc. |
| Q1 2026 | 4/28/2026 | 129 | 159,968 | 13F-HR | W.H. Cornerstone Investments Inc. |
| Q4 2025 | 2/10/2026 | 113 | 165,856 | 13F-HR | W.H. Cornerstone Investments Inc. |
| Q3 2025 | 11/5/2025 | 115 | 163,975 | 13F-HR | W.H. Cornerstone Investments Inc. |
| Q2 2025 | 8/8/2025 | 115 | 157,772 | 13F-HR | W.H. Cornerstone Investments Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 78.73 K | 44.5% | 8.813 K | 0 | 8.813 K |
| ETFs | 97.87 K | 55.3% | 7.822 K | 0 | 7.822 K |
| Debt | 224 | 0.1% | 224 | 0 | 224 |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
176,825
Holdings
141
QoQ value change ($000)
16,857
(10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.