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Bryce Maxwell

Westerkirk Capital Inc.

Assets Managed
$928.887M
Holdings
208
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-9.48%(2Q avg: 3.88%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westerkirk Capital Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 208 positions.

Assets under management

The assets under management (AUM) of Westerkirk Capital Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 928.887M in assets, with a quarterly growth rate of -9.48% and a 2-quarter average growth rate of 3.88%. The portfolio is managed by Bryce Maxwell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
16.52%
$153.382M
1.524M shares@ $100.67 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -2.69%
8.16%
$75.731M
1.401M shares@ $54.06 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Decreased -31.17%
3.77%
$34.98M
597,540 shares@ $58.55 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.11%
3.72%
$34.552M
136,146 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.62%
3.62%
$33.562M
192,441 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.87%
3.6%
$33.394M
90,213 shares@ $370.17 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.55%
2.4%
$22.207M
38,815 shares@ $572.14 avg price
MA
Mastercard Inc - A
Recent Activity
Decreased -8.71%
2.13%
$19.75M
39,526 shares@ $499.66 avg price
TJX
Tjx Companies Inc
Recent Activity
Decreased -5.85%
1.97%
$18.219M
114,081 shares@ $159.71 avg price
EWY
Ishares Msci South Korea Etf
Recent Activity
Increased 12.9%
1.8%
$16.697M
135,737 shares@ $123.01 avg price

1-10 of 208