WCI
W.H. Cornerstone Investments Inc. Portfolio
Invests via W.H. Cornerstone Investments Inc. | Managed by William M. Harris, Paula S. Harris
Invests via W.H. Cornerstone Investments Inc.
Managed by William M. Harris, Paula S. Harris
Automatically Tracked
Company Profile
With a focus on alternative asset classes, W.H. Cornerstone Investments Inc. operates as an innovative investment firm dedicated to unlocking value across various sectors. This entity specializes in sourcing and managing unique opportunities, delivering tailored solutions for institutional investors and high-net-worth individuals alike. Positioned at the intersection of private equity and real estate ventures, it capitalizes on its extensive market knowledge to drive growth and enhance returns for its stakeholders. Leveraging a robust network of industry partnerships, W.H. Cornerstone strives to establish itself as a leading player within the dynamic landscape of alternative investments.
With a focus on alternative asset classes, W.H. Cornerstone Investments Inc. operates as an innovative investment firm dedicated to unlocking value across various sectors. This entity specializes in sourcing and managing unique opportunities, delivering tailored solutions for institutional investors and high-net-worth individuals alike. Positioned at the intersection of private equity and real estate ventures, it capitalizes on its extensive market knowledge to drive growth and enhance returns for its stakeholders. Leveraging a robust network of industry partnerships, W.H. Cornerstone strives to establish itself as a leading player within the dynamic landscape of alternative investments.
Investment Philosophy & Strategy
Identifying unique opportunities in the alternative investments sector, W.H. Cornerstone Investments Inc. seeks to cultivate robust growth by leveraging its deep industry expertise. By focusing on innovative strategies that blend private equity and real estate, it aims to provide bespoke investment solutions tailored to client needs. The firm values strategic partnerships that enhance access to market insights and foster collaborative initiatives for better decision-making. With a commitment to delivering differentiated performance, there is an emphasis on integrating diverse asset classes into cohesive investment frameworks.
Identifying unique opportunities in the alternative investments sector, W.H. Cornerstone Investments Inc. seeks to cultivate robust growth by leveraging its deep industry expertise. By focusing on innovative strategies that blend private equity and real estate, it aims to provide bespoke investment solutions tailored to client needs. The firm values strategic partnerships that enhance access to market insights and foster collaborative initiatives for better decision-making. With a commitment to delivering differentiated performance, there is an emphasis on integrating diverse asset classes into cohesive investment frameworks.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
31.86%
Gain +3.6%
Monthly
0.87%
Yearly
10.96%
Drawdown
11.32%
$178.54M
Equity
Holdings
$178.54M
Investment
$130.65M
$65.06M
Profit +$7.24M
Realized
$17.17M
Unrealized
$47.9M
Dividends
$9.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.6%
Profit
$7.24M
Win %
69%
This Week
Compared To Last Week
Gain
3.77%
Profit
$6.48M
Win %
69%
This Month
Compared to last month
Gain
2.86%
Profit
$4.96M
Win %
69%
This Year
Compared to last year
Gain
6.48%
Profit
$10.94M
Win %
69%
ALB Albemarle Corporation
+7.13%
+$17,055.36 
KLAC KLA Corporation
+5.55%
+$391,916.8 
CME CME Group Inc.
+2.79%
+$6,412.33 
SCHW Charles Schwab Corporation
+2.73%
+$6,589.66 
GS The Goldman Sachs Group, Inc.
+2.61%
+$26,393.24 
JPM JPMorgan Chase & Co.
+2.3%
+$13,458.1 
TGT Target Corporation
+1.94%
+$5,860.7 
CLS Celestica Inc.
+1.89%
+$10,023.75 
TSLA Tesla, Inc.
+1.88%
+$8,180.46 
TMUS T-Mobile US, Inc.
+1.78%
+$9,733.2 
ACN Accenture plc Class A
+1.64%
+$3,356.5 
LIN Linde plc
+1.58%
+$10,975.5 
BLK BlackRock, Inc.
+1.56%
+$12,100.23 
GPC Genuine Parts Company
+1.46%
+$3,251.62 
AWK American Water Works Company, Inc.
+1.45%
+$6,447.22 
EME EMCOR Group, Inc.
+1.42%
+$3,937.64 
SPGI S&P Global Inc.
+1.36%
+$3,124.56 
ABBV AbbVie Inc.
+1.3%
+$5,005.06 
APD Air Products and Chemicals, Inc.
+1.26%
+$5,242.5 
EQIX Equinix, Inc.
+1.19%
+$5,533.84 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$40,089.6 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.16%
+$4,274.31 
AFL Aflac Inc.
+1.16%
+$13,825.35 
AZO AutoZone Inc.
+1.08%
+$3,985.8 
JNJ Johnson & Johnson
+1.05%
+$19,302.5 
V Visa Inc. Class A
+1.05%
+$15,988.64 
ATO Atmos Energy Corporation
+1.03%
+$6,852.53 
WTRG Essential Utilities Inc.
+1.02%
+$2,116.98 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$3,236.18 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$9,478.17 
PPG PPG Industries Inc.
+0.95%
+$5,969.6 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$2,822.38 
IWM iShares Russell 2000 ETF
+0.9%
+$5,913.34 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$3,062.26 
AVDV Avantis International Small Cap Value ETF
+0.88%
+$4,712.31 
RSG Republic Services, Inc.
+0.86%
+$5,915.95 
PG Procter & Gamble Co
+0.85%
+$15,190.52 
ED Consolidated Edison, Inc.
+0.84%
+$2,419.2 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$13,590.24 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$3,878.3 
AOS A. O. Smith Corporation
+0.78%
+$1,624.81 
XLE Energy Select Sector SPDR Fund
+0.77%
+$8,423.8 
CVX Chevron Corporation
+0.75%
+$4,156.57 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$14,151.24 
HD The Home Depot, Inc.
+0.73%
+$2,232.25 
COST Costco Wholesale Corporation
+0.72%
+$29,714.49 
UNH UnitedHealth Group Incorporated
+0.71%
+$3,514.54 
MA Mastercard Incorporated
+0.7%
+$2,128.91 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$1,691.76 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$10,319.4 
INGR Ingredion Inc.
+0.66%
+$1,809.67 
ECL Ecolab Inc.
+0.65%
+$8,078.04 
WMB The Williams Companies, Inc.
+0.65%
+$1,310.84 
DUK Duke Energy Corporation
+0.64%
+$2,404.08 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,409 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,900.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$146,450.73 
AEP American Electric Power Company, Inc.
+0.59%
+$4,360.88 
IVV iShares Core S&P 500 ETF
+0.58%
+$16,860.35 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$10,401.55 
GOOGL Alphabet Inc
+0.56%
+$34,878.17 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$1,559.25 
IWB iShares Russell 1000 ETF
+0.55%
+$7,905.42 
CHD Church & Dwight Co., Inc.
+0.52%
+$2,020.5 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$6,768.72 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$2,178.54 
WMT Walmart Inc.
+0.45%
+$8,619.72 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.42%
+$1,215.72 
ES Eversource Energy
+0.38%
+$1,073.28 
PEP PepsiCo, Inc.
+0.38%
+$1,735.56 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$11,553.6 
PSA Public Storage Common Stock
+0.35%
+$1,348.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$31,374.75 
AMGN Amgen Inc.
+0.34%
+$1,281 
XOM Exxon Mobil Corporation
+0.29%
+$4,556.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$3,952.56 
ADP Automatic Data Processing Inc.
+0.23%
+$1,263.78 
ALLE Allegion plc
+0.19%
+$949 
NVDA NVIDIA Corporation
+0.18%
+$2,937.06 
BNDX Vanguard Total International Bond ETF
+0.17%
+$9,873.2 
SHW The Sherwin-Williams Company
+0.14%
+$1,172.67 
MSFT Microsoft Corp.
+0.13%
+$6,495.84 
CB Chubb Limited
+0.11%
+$415.81 
KO The Coca-Cola Company
+0.1%
+$373.92 
EOG EOG Resources, Inc.
+0.08%
+$397.98 
FDX FedEx Corporation
+0.05%
+$101.88 
ORCL Oracle Corporation
+0.05%
+$202.39 
TJX The TJX Companies, Inc.
+0.05%
+$253.76 
SUB iShares Short-Term National Muni Bond ETF
+0.04%
+$213.28 
DFGX Dimensional Global ex US Core Fixed Income Fund
+0.03%
+$848.16 
BRO Brown & Brown Inc.
+0.03%
+$71.56 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$94.77 
TIP iShares TIPS Bond ETF
+0.01%
+$13.85 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
CTAS Cintas Corporation
-3.08%
-$9,710.4 
LLY Eli Lilly and Company
-2.41%
-$17,499.8 
ABT Abbott Laboratories
-1.68%
-$7,432.22 
LMT Lockheed Martin Corporation
-1.53%
-$3,149.08 
AAPL Apple Inc.
-1.52%
-$120,861 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$15,404.53 
AMZN Amazon.com Inc
-1.23%
-$64,903.92 
IBM International Business Machines Corporation
-0.97%
-$4,424.21 
AVGO Broadcom Inc.
-0.94%
-$4,568.45 
EBAY eBay Inc.
-0.91%
-$2,534 
BDX Becton, Dickinson and Company
-0.75%
-$3,476.52 
CSCO Cisco Systems, Inc.
-0.6%
-$5,847.3 
ETN Eaton Corporation plc
-0.55%
-$5,447.84 
SYY Sysco Corporation
-0.54%
-$6,369.16 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$928.14 
CHE Chemed Corporation
-0.4%
-$1,054 
DHI D.R. Horton, Inc.
-0.26%
-$630.16 
META Meta Platforms Inc Class A
-0.23%
-$1,336.39 
MDT Medtronic plc
-0.21%
-$2,012.29 
JPC Nuveen Preferred & Income Opportunities Fund
-0.19%
-$159.74 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$8,159.4 
JMUB JPMorgan Municipal Bond ETF
-0.15%
-$572.02 
CRS Carpenter Technology Corporation
-0.12%
-$429.87 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$848.33 
LOW Lowe's Companies Inc.
-0.1%
-$612.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$756.45 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$4,366.74 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$182.61 
INTU Intuit Inc.
-0.07%
-$102.78 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$120.82 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$535.76 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$1,718.02 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$72.92 
MCD McDonald's Corporation
-0.02%
-$61.68 
MUB iShares National Muni Bond ETF
-0.01%
-$106.99 Events
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Dividends
Dividend Analysis
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| Trades 1778 | Longs Won 1208/1778 67% | Profit Factor 12.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $242,979.36 |
| Average Win $58,509.49 | Best Trade (Jun 12) $7.15M | Sharpe Ratio -9.98 |
| Average Loss -$9,857.92 | Worst Trade (Jun 29) -$279,369.66 | Z-Score 6.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $36,591.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
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Returns
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