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Westerkirk Capital Inc.

All holdings · as of Dec 31, 2025

235 positions

CompanyClassValueShares% of portfolio
United Therapeutics Corp—$285.5K5860.0%
Waters Corp—$289.1K7610.0%
CACI INTERNATIONAL INC /DE—$295.7K5550.0%
ENBRIDGE INC—$296.2K6,1870.0%
Palantir Technologies Inc—$304.3K1,7120.0%
SPOTIFY TECHNOLOGY S A—$305.5K5260.0%
OMNICOM GROUP INC.—$307.6K3,8090.0%
HERSHEY CO—$309.4K1,7000.0%
Jack Henry & Associates Inc—$310.2K1,7000.0%
HSBC HOLDINGS PLCHSBCADR$311.1K3,9540.0%
Dynatrace, Inc.—$317.7K7,3300.0%
CARLISLE COMPANIES INC—$323.4K1,0110.0%
GRACO INC—$327.9K4,0000.0%
Futu Holdings LtdFUTUADR$328.4K2,0000.0%
Sea Ltd—$346.6K2,7170.0%
ISHARES TR—$349.4K4,9980.0%
Exelon Corp—$363.1K8,3310.0%
W. R. Berkley Corporation—$392.7K5,6000.0%
HONEYWELL INTERNATIONAL INC—$397.2K2,0360.0%
Salesforce Inc—$406.6K1,5350.0%
ICICI BANK LTDIBNADR$407.7K13,6820.0%
THE GOLDMAN SACHS GROUP, INC.—$418.4K4760.0%
VEEVA SYSTEMS INC—$424.1K1,9000.0%
ServiceNow Inc—$425.3K2,7760.0%
EXXON MOBIL CORP—$426.0K3,5400.0%
TORONTO DOMINION BK ONT—$438.3K4,6490.0%
Medtronic plc—$470.2K4,8950.0%
ROLLINS INC—$474.2K7,9000.0%
Alibaba Group Holding LtdBABAADR$479.8K3,2730.0%
T Rowe Price Group Inc—$481.2K4,7000.0%
CELESTICA INCCLSCommon Stock$486.2K1,6430.0%
DEERE & CO—$487.0K1,0460.0%
ASTRAZENECA PLC—$502.4K5,4650.0%
RESMED INC—$505.8K2,1000.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$509.0K1,6750.0%
CISCO SYSTEMS, INC.—$523.9K6,8010.1%
SHOPIFY INC—$533.1K3,3100.1%
Willis Towers Watson PLC—$533.6K1,6240.1%
Cboe Global Markets Inc—$552.2K2,2000.1%
Tesla Inc—$558.6K1,2420.1%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC—$566.2K3,8000.1%
RAYMOND JAMES FINANCIAL INC—$578.1K3,6000.1%
INTERNATIONAL BUSINESS MACHINES CORP—$578.5K1,9530.1%
iShares MSCI UAE ETF—$590.7K5,4510.1%
KINROSS GOLD CORP—$597.3K21,2000.1%
SHERWIN WILLIAMS CO—$608.9K1,8790.1%
Broadcom Inc.—$611.6K1,7670.1%
EQUITY RESIDENTIAL—$624.1K9,9000.1%
Uber Technologies, Inc—$631.5K7,7280.1%
ARCH CAPITAL GROUP LTD.—$633.1K6,6000.1%
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