Long-term investor
Westerkirk Capital Inc. @westerkirkcapitalinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002080423).
Record
- Tracked since 2025-06-30 (434 days), 134 trades recorded
- Returns: week n/a · month n/a · 90 days +4.6% · 6 months +4.4% · 1 year +10.7% · all +10.7%
- Max drawdown -2.2% · Sharpe 0.72 · win rate 52% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SGOV · 14.7% · long · since 2025-06-30
- VWO · 8.5% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- NVDA · 3.7% · long · since 2025-06-30
- MSFT · 3.6% · long · since 2025-06-30
- VGSH · 3.3% · long · since 2025-12-31
- LRCX · 2.9% · long · since 2025-06-30
- EWY · 2.8% · long · since 2025-06-30
- KLAC · 2.5% · long · since 2025-06-30
- AMAT · 2.4% · long · since 2025-06-30
- META · 2.2% · long · since 2025-06-30
- MA · 2.0% · long · since 2025-06-30