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CIK: 0001940823
Total reported value
$176.8M
$176.8M
110 檔
25.1%
According to the latest 13F quarterly dataset, W.H. Cornerstone Investments Inc. managed an equity portfolio of $176.8M at the end of Q1 2025, spanning 110 distinct U.S. exchange-listed positions.
W.H. Cornerstone Investments Inc. executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 12 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.48% | +1.43% | -2.26% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.67% | -0.68% | +7.93% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.65% | -0.33% | +2.84% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.53% | -0.82% | +6.16% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.38% | +0.05% | -0.96% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.72% | — | -1.06% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.27% | +0.46% | +3.10% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.25% | -0.76% | +7.78% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.07% | -0.07% | -19.06% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.85% | -0.40% | -21.44% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.33% | -17.12% | |
| 12 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.83% | -0.25% | +58.99% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.06% | -0.87% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.50% | -0.13% | +21.17% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | -0.04% | +54.57% | |
| 16 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.24% | -0.23% | +26.06% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.03% | -4.81% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.10% | -0.21% | -8.17% | |
| 19 | DISV | Dimensional International Sm | ETF-Other | 0.96% | -0.17% | -0.48% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.93% | +0.02% | -5.77% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.36% | +63.57% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.90% | -0.11% | -0.91% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.23% | -6.35% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | -0.07% | -2.21% | |
| 25 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.84% | -0.02% | -27.96% | |
| 26 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.84% | -0.05% | +3.50% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.84% | -0.02% | +37.28% | |
| 28 | INGR | Ingredion Inc | Stock-Consumer Staples | 0.82% | -0.19% | EXIT | |
| 29 | AFL | Aflac Inc | Stock-Financials | 0.80% | -0.02% | +0.53% | |
| 30 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.80% | -0.22% | +38.97% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.80% | -0.27% | EXIT | |
| 32 | EOG | Eog Resources Inc | Stock-Energy | 0.78% | -0.33% | EXIT | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.78% | -0.03% | +0.81% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.76% | +0.03% | -25.48% | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.76% | -0.33% | +71.47% | |
| 36 | AEP | American Electric Power | Stock-Utilities | 0.72% | -0.22% | +48.11% | |
| 37 | PSA | Public Storage | Stock-Real Estate | 0.71% | -0.20% | EXIT | |
| 38 | ATO | Atmos Energy CORP | Stock-Utilities | 0.70% | -0.24% | — | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.69% | -0.15% | EXIT | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.68% | -0.14% | EXIT | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.67% | -0.09% | +17.75% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.63% | +0.04% | +6.93% | |
| 43 | PPG | Ppg Industries Inc | Stock-Materials | 0.63% | -0.08% | — | |
| 44 | GIS | General Mills Inc | Stock-Consumer Staples | 0.62% | — | — | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.60% | -0.07% | +0.45% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.60% | -0.04% | +0.38% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.60% | — | — | |
| 48 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.59% | — | +60.46% | |
| 49 | SYY | Sysco CORP | Stock-Consumer Staples | 0.57% | +0.15% | -1.45% | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.57% | -0.06% | +0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ATO | Atmos Energy CORP | +0.7% | NEW | New buy |
| 2 | VCIT | Vanguard Int-term Corporate | +0.7% | +7.93% | Add |
| 3 | PPG | Ppg Industries Inc | +0.6% | NEW | New buy |
| 4 | V | Visa Inc-class A Shares | +0.6% | +54.57% | Add |
| 5 | GIS | General Mills Inc | +0.6% | NEW | New buy |
| 6 | DFSV | Dimensional US Small Cap Val | +0.6% | +58.99% | Add |
| 7 | ITW | Illinois Tool Works | +0.6% | NEW | New buy |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +6.16% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.4% | +63.57% | Add |
| 10 | SCHR | Schwab Intermediate-term US | +0.4% | +7.78% | Add |
| 11 | MDT | Medtronic plc | +0.4% | +71.47% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.4% | +3.10% | Add |
| 13 | AEP | American Electric Power | +0.3% | +48.11% | Add |
| 14 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +21.17% | Add |
| 15 | PSA | Public Storage | +0.3% | +73.23% | Add |
| 16 | IAGG | Ishares Intl Aggregate Bond | +0.3% | NEW | New buy |
| 17 | MCD | Mcdonald's CORP | +0.3% | NEW | New buy |
| 18 | LMT | Lockheed Martin CORP | +0.3% | +66.59% | Add |
| 19 | MUB | Ishares National Muni Bond E | +0.2% | +37.28% | Add |
| 20 | TMO | Thermo Fisher Scientific Inc | +0.2% | +26.06% | Add |
| 21 | AZO | Autozone Inc | +0.2% | +76.40% | Add |
| 22 | TMUS | T-mobile US Inc | +0.2% | +17.75% | Add |
| 23 | GS | Goldman Sachs Group Inc | +0.2% | +38.97% | Add |
| 24 | ACN | Accenture plc | +0.2% | +49.86% | Add |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | EXIT | Sold out |
| 26 | BALL | Ball CORP | -0.2% | EXIT | Sold out |
| 27 | CMCSA | Comcast Corp-class A | -0.2% | -32.38% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | -0.2% | EXIT | Sold out |
| 29 | PHM | Pultegroup Inc | -0.2% | EXIT | Sold out |
| 30 | NVDA | Nvidia CORP | -0.2% | -26.72% | Trim |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -45.81% | Trim |
| 32 | MRVL | Marvell Technology Inc | -0.3% | EXIT | Sold out |
| 33 | SHW | Sherwin-williams Co/the | -0.3% | -27.96% | Trim |
| 34 | IWB | Ishares Russell 1000 ETF | -0.3% | -25.48% | Trim |
| 35 | TSCO | Tractor Supply Company | -0.3% | -62.72% | Trim |
| 36 | CAT | Caterpillar Inc | -0.3% | EXIT | Sold out |
| 37 | SPGI | S&p Global Inc | -0.3% | -51.59% | Trim |
| 38 | MSFT | Microsoft CORP | -0.4% | -1.06% | Trim |
| 39 | DHR | Danaher CORP | -0.4% | EXIT | Sold out |
| 40 | AXP | American Express Co | -0.4% | EXIT | Sold out |
| 41 | FDX | Fedex CORP | -0.4% | EXIT | Sold out |
| 42 | NEE | Nextera Energy Inc | -0.4% | EXIT | Sold out |
| 43 | AAPL | Apple Inc | -0.4% | -0.96% | Trim |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | -2.26% | Trim |
| 45 | CVX | Chevron CORP | -0.5% | EXIT | Sold out |
| 46 | CB | Chubb Limited | -0.5% | EXIT | Sold out |
| 47 | COST | Costco Wholesale CORP | -0.6% | -21.44% | Trim |
| 48 | AVUV | Avantis US Small Cap Value | -0.8% | -81.05% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -1% | -17.12% | Trim |
| 50 | AMZN | Amazon.com Inc | -1.2% | -19.06% | Trim |
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 110 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VCIT, BNDX) accounted for 25.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
ATO
市值: $1.0M
Top Position Liquidated / Trimmed
CVX
前期市值: $676.7K
During Q1 2025, W.H. Cornerstone Investments Inc.'s top holdings by market value included VTI (10.5%)、VCIT (5.7%)、BNDX (5.7%). The largest single position, VTI, represented 10.5% of total portfolio value.
In Q1 2025, W.H. Cornerstone Investments Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 12 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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