WESTERKIRK CAPITAL INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 204K | $38.03M |
 | SLB | 187K | $7.16M |
 | CMG | 178K | $6.60M |
 | AAPL | 143K | $39.01M |
 | NKE | 131K | $8.36M |
 | NFLX | 131K | $12.27M |
 | TJX | 121K | $18.61M |
 | MSFT | 94K | $45.39M |
 | CP | 93K | $6.88M |
 | HAL | 89K | $2.53M |
 | LRCX | 73K | $12.55M |
 | WMT | 67K | $7.49M |
 | DVN | 63K | $2.32M |
 | OKLO | 62K | $4.44M |
 | ZTS | 55K | $6.87M |
 | KO | 53K | $3.72M |
 | FTNT | 53K | $4.17M |
 | MFC | 52K | $1.88M |
 | V | 51K | $18.00M |
 | ANET | 50K | $6.61M |
NVIDIA Corporation
NVDA
Shares Held
204K
Value
$38.03M
SLB N.V.
SLB
Shares Held
187K
Value
$7.16M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
178K
Value
$6.60M
Apple Inc.
AAPL
Shares Held
143K
Value
$39.01M
NIKE, Inc.
NKE
Shares Held
131K
Value
$8.36M
Netflix, Inc.
NFLX
Shares Held
131K
Value
$12.27M
The TJX Companies, Inc.
TJX
Shares Held
121K
Value
$18.61M
Microsoft Corporation
MSFT
Shares Held
94K
Value
$45.39M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
93K
Value
$6.88M
Halliburton Company
HAL
Shares Held
89K
Value
$2.53M
Lam Research Corporation
LRCX
Shares Held
73K
Value
$12.55M
Walmart Inc.
WMT
Shares Held
67K
Value
$7.49M
Devon Energy Corporation
DVN
Shares Held
63K
Value
$2.32M
Oklo Inc.
OKLO
Shares Held
62K
Value
$4.44M
Zoetis Inc.
ZTS
Shares Held
55K
Value
$6.87M
The Coca-Cola Company
KO
Shares Held
53K
Value
$3.72M
Fortinet, Inc.
FTNT
Shares Held
53K
Value
$4.17M
Manulife Financial Corporation
MFC
Shares Held
52K
Value
$1.88M
Visa Inc.
V
Shares Held
51K
Value
$18.00M
Arista Networks, Inc.
ANET
Shares Held
50K
Value
$6.61M