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CIK: 0001940823
Total reported value
$176.8M
$176.8M
131 檔
19.1%
In Q1 2024, W.H. Cornerstone Investments Inc.'s U.S. equity holdings reached a combined market value of $176.8M, distributed across 131 disclosed stock positions.
During Q1 2024, W.H. Cornerstone Investments Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.68% | +1.43% | +39.20% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.62% | — | -1.00% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.22% | -0.07% | +0.58% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.02% | +0.03% | -25.71% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.75% | -0.33% | +57.64% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.62% | +0.05% | -10.31% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.43% | -0.40% | +0.15% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.24% | -0.68% | +78.85% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.09% | -0.82% | +45.08% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.87% | +0.33% | +0.97% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.09% | +0.46% | +60.27% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.96% | -0.76% | +93.49% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 1.83% | — | -14.83% | |
| 14 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.48% | -0.25% | +75.08% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.06% | +0.31% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.07% | +0.10% | |
| 17 | SPGI | S&p Global Inc | Stock-Financials | 1.08% | -0.15% | EXIT | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.06% | — | -7.11% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.21% | +0.56% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.00% | +0.02% | -4.90% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.98% | +0.02% | +0.41% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.11% | -5.76% | |
| 23 | EOG | Eog Resources Inc | Stock-Energy | 0.94% | -0.33% | EXIT | |
| 24 | CB | Chubb Limited | Stock-Financials | 0.91% | +0.07% | +6.76% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.04% | -3.40% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.88% | — | -26.99% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.88% | -0.23% | +0.10% | |
| 28 | FDX | Fedex CORP | Stock-Industrials | 0.85% | -0.13% | EXIT | |
| 29 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.82% | -0.02% | +0.21% | |
| 30 | XLE | Ss Energy Select Sector | ETF-Other | 0.82% | -0.15% | -0.44% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.82% | — | -27.29% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.80% | -0.03% | +0.85% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.80% | -0.23% | +186.71% | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.75% | -0.27% | EXIT | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.74% | +0.03% | -30.39% | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.73% | — | +2.96% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.72% | — | -26.65% | |
| 38 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.71% | -0.19% | EXIT | |
| 39 | LIN | Linde plc | Stock-Materials | 0.70% | +0.06% | -2.02% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.09% | +44.58% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.67% | -0.07% | +4.58% | |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.66% | -0.17% | +69.64% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.64% | -0.04% | -15.99% | |
| 44 | INTU | Intuit Inc | Stock-Tech | 0.64% | -0.15% | EXIT | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.64% | +0.15% | +5.86% | |
| 46 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.64% | -0.13% | +51.38% | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.64% | -0.02% | +0.64% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.16% | +10.85% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.02% | -15.80% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.59% | — | -32.92% |
According to official SEC Form 13F filings, W.H. Cornerstone Investments Inc. reported a total U.S. public equity portfolio value of $176.8M across 131 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AMZN) accounted for 19.1% of total reported equity market value during Q1 2024.
During Q1 2024, W.H. Cornerstone Investments Inc.'s top holdings by market value included VTI (7.7%)、MSFT (4.6%)、AMZN (4.2%). The largest single position, VTI, represented 7.7% of total portfolio value.
In Q1 2024, W.H. Cornerstone Investments Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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