W.H. Cornerstone Investments Inc.
•CIK: 1940823•Filing: Q4 2025
**W.H. Cornerstone Investments Inc.** manages $166M across a diversified portfolio of 113 positions. The fund exhibits a notable allocation to core U.S. equities, highlighted by the largest holding in VTI at $21.5M. Significant exposure is maintained across mega-cap technology names, including AAPL ($7.5M), MSFT ($6.4M), and GOOGL ($5.9M). This structure suggests a systematic, growth-oriented mandate with established positions in both domestic and international markets.
Total AUM
$165.9M
QoQ Performance
+1.1%
Positions
90
Top 10 Concentration
46.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VTI13.0%
AAPL4.5%
VEA4.2%
VCSH4.2%
VCIT3.9%
MSFT3.9%
GOOGL3.5%
AMZN3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.1%
Technology15.5%
Consumer7.2%
Healthcare4.2%
Financial3.4%
ETF2.5%
Materials1.9%
Energy1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑55 increased
↓53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023