Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Westerkirk Capital Inc. (CIK 2080423) reported $928.9M across 205 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($153.4M, 16.51%), VWO ($75.7M, 8.15%), VGSH ($35.0M, 3.77%), AAPL ($34.6M, 3.72%), NVDA ($33.6M, 3.61%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | $153.4M | 16.51% | 1.5M | Hold |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $75.7M | 8.15% | 1.4M | Trimmed |
| 3 | VGSH | VANGUARD SCOTTSDALE FDS | $35.0M | 3.77% | 597,540 | Trimmed |
| 4 | AAPL | APPLE INC | $34.6M | 3.72% | 136,146 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $33.6M | 3.61% | 192,441 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $33.4M | 3.60% | 90,213 | Trimmed |
| 7 | META | META PLATFORMS INC | $22.2M | 2.39% | 38,815 | Trimmed |
| 8 | MA | MASTERCARD INCORPORATED | $19.7M | 2.13% | 39,526 | Trimmed |
| 9 | TJX | TJX COS INC NEW | $18.2M | 1.96% | 114,081 | Trimmed |
| 10 | EWY | ISHARES INC | $16.7M | 1.80% | 135,737 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $14.7M | 1.59% | 69,020 | Trimmed |
| 12 | V | VISA INC | $13.2M | 1.42% | 43,607 | Trimmed |
| 13 | AGG | ISHARES TR | $13.2M | 1.42% | 132,700 | Trimmed |
| 14 | KLAC | KLA CORP | $12.9M | 1.39% | 8,778 | Trimmed |
| 15 | NFLX | NETFLIX INC. | $11.9M | 1.28% | 124,067 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $11.8M | 1.27% | 12,807 | Trimmed |
| 17 | AMAT | APPLIED MATLS INC | $11.7M | 1.26% | 34,206 | Trimmed |
| 18 | GOOG | ALPHABET INC | $11.2M | 1.21% | 39,122 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $10.8M | 1.16% | 37,422 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.7M | 1.04% | 20,147 | Trimmed |
| 21 | JNJ | JOHNSON & JOHNSON | $9.5M | 1.03% | 38,959 | Trimmed |
| 22 | TXN | TEXAS INSTRS INC | $9.3M | 1.00% | 48,000 | Hold |
| 23 | SLB | SLB LIMITED | $9.2M | 0.99% | 178,896 | Trimmed |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $8.4M | 0.90% | 17,000 | Hold |
| 25 | WMT | WALMART INC | $7.7M | 0.83% | 61,907 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31