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Westerkirk Capital Inc.

All holdings · as of Dec 31, 2025

235 positions

CompanyClassValueShares% of portfolio
ISHARES TR—$152.96M1,523,76014.9%
VANGUARD INTL EQUITY INDEX F—$77.41M1,439,9037.5%
VANGUARD SCOTTSDALE FDS—$50.99M868,1505.0%
MICROSOFT CORP—$45.39M93,8474.4%
Apple Inc.—$39.01M143,4913.8%
NVIDIA Corp—$38.03M203,9053.7%
VANGUARD INDEX FDS—$29.96M47,7682.9%
Meta Platforms Inc—$26.84M40,6662.6%
Mastercard Inc—$24.72M43,3012.4%
ISHARES TR—$20.61M206,3702.0%
TJX Cos Inc/The—$18.61M121,1751.8%
Visa Inc—$18.00M51,3381.8%
ELI LILLY & Co—$14.18M13,1991.4%
Alphabet Inc.—$12.84M40,9021.3%
LAM RESEARCH CORP—$12.55M73,3201.2%
Alphabet Inc.—$12.38M39,5401.2%
Netflix Inc—$12.27M130,9001.2%
Warren E. Buffett—$11.98M23,8341.2%
ISHARES INC—$11.69M120,2371.1%
KLA CORP—$11.34M9,3311.1%
ADOBE INC.—$9.91M28,3281.0%
THERMO FISHER SCIENTIFIC INC.—$9.85M17,0001.0%
APPLIED MATERIALS INC /DE—$9.35M36,4000.9%
NIKE, Inc.—$8.36M131,2200.8%
TEXAS INSTRUMENTS INC—$8.33M48,0000.8%
JOHNSON & JOHNSON—$8.29M40,0590.8%
UNITEDHEALTH GROUP INC—$8.20M24,8340.8%
QUALCOMM INC/DE—$7.89M46,1000.8%
Walmart Inc.—$7.49M67,2240.7%
Accenture plc—$7.30M27,1960.7%
SLB LIMITED/NV—$7.16M186,5960.7%
VANGUARD TAX-MANAGED FDS—$7.11M113,7810.7%
Parker-Hannifin Corp—$7.09M8,0700.7%
CANADIAN PACIFIC KANSAS CITY—$6.88M93,4000.7%
Zoetis Inc.—$6.87M54,6000.7%
CATERPILLAR INC—$6.78M11,8320.7%
ATMOS ENERGY CORP—$6.77M40,3610.7%
Arista Networks, Inc.ANETCommon Stock$6.61M50,4360.6%
Chipotle Mexican Grill Inc—$6.60M178,2500.6%
Air Products & Chemicals, Inc.—$6.55M26,5000.6%
Eaton Corp plc—$6.43M20,2000.6%
AppLovin Corp—$5.90M8,7520.6%
DOLLAR TREE, INC.—$5.53M44,9700.5%
COSTCO WHOLESALE CORP /NEW—$5.22M6,0580.5%
Merck & Co., Inc.—$5.22M49,6000.5%
HORTON D R INC /DE—$4.67M32,4040.5%
AUTOMATIC DATA PROCESSING INC—$4.48M17,4010.4%
Oklo Inc.—$4.44M61,9000.4%
PROCTER & GAMBLE Co—$4.24M29,6000.4%
Garmin Ltd—$4.20M20,7000.4%
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