1y return+15.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $116 against $121 in the S&P 500.2
Westerkirk Capital Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $153.4M | 14.7% | |
| VWOVanguard Intl Equity Index F | $88.1M | 8.5% | +5.4% |
| AAPLApple Inc | $39.4M | 3.8% | |
| NVDANvidia Corporation | $38.9M | 3.7% | +1.1% |
| MSFTMicrosoft Corp | $37.8M | 3.6% | +12.2% |
| VGSHVanguard Scottsdale Fds | $34.8M | 3.3% | |
| LRCXLam Research Corp | $30.0M | 2.9% | |
| EWYIshares Inc | $28.6M | 2.8% | +4.4% |
| KLACKla Corp | $26.5M | 2.5% | +900.0% |
| AMATApplied Matls Inc | $25.0M | 2.4% | +1.2% |
| METAMeta Platforms Inc | $22.4M | 2.2% | +2.6% |
| MAMastercard Incorporated | $20.3M | 2.0% | |
| TJXTjx Cos Inc New | $19.1M | 1.8% | +10.5% |
| LLYEli Lilly & Co | $15.8M | 1.5% | +3.1% |
| VVisa Inc | $15.0M | 1.4% | |
| GOOGAlphabet Inc | $13.8M | 1.3% | |
| GOOGLAlphabet Inc | $13.4M | 1.3% | |
| TXNTexas Instrs Inc | $12.8M | 1.2% | −10.4% |
| AGGIshares Tr | $11.7M | 1.1% | −11.2% |
| BRK/BBerkshire Hathaway Inc Del | $10.1M | 1.0% | |
| JNJJohnson & Johnson | $9.9M | 1.0% | |
| NFLXNetflix Inc. | $9.2M | 0.9% | +4.2% |
| UNHUnitedhealth Group Inc | $8.8M | 0.8% | −13.6% |
| ANETArista Networks Inc | $8.7M | 0.8% | +7.6% |
| Eaton Corp PLCCUSIP G29183103 | $8.6M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $30.0M |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $25.0M |
| EWYIshares Inc | June 30, 2025 | +181.3% | $28.6M |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $13.4M |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $13.8M |
| JNJJohnson & Johnson | June 30, 2025 | +66.3% | $9.9M |
| ANETArista Networks Inc | June 30, 2025 | +66.0% | $8.7M |
| MRKMerck & Co Inc | June 30, 2025 | +62.3% | $6.0M |
| LLYEli Lilly & Co | June 30, 2025 | +53.9% | $15.8M |
| FTNTFortinet Inc | June 30, 2025 | +45.3% | $7.7M |
Sold off last quarter
- QCOMQualcomm Inc was $5.7M
- CATCaterpillar Inc was $5.6M
- FANGDiamondback Energy Inc was $3.8M
- OKLOOklo Inc was $2.9M
- MPWRMonolithic Pwr Sys Inc was $2.7M
- SPGSimon Ppty Group Inc New was $2.0M
- VICIVici Pptys Inc was $757K
- ITGartner Inc was $584K
- Honeywell Intl IncCUSIP 438516106 was $460K
- IBNIcici Bank Limited was $354K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.5% | +14.8% |
| March 31, 2026 | −2.0% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Westerkirk Capital Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2080423&type=13F-HR&dateb=&owner=include&count=40CIK 2080423
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2080423/000208042326000006/Filed August 10, 2026 · accession 0002080423-26-000006