WESTERKIRK CAPITAL INC.

PrivateCIK: 2080423
208
Positions
$928.89M
Total AUM (reported)
7.71M
Total Shares

Allocation by class

TOTAL AUM$928.89M208 positions
COM$421.40M45.4%
0-3 MNTH TREASRY$153.38M16.5%
FTSE EMR MKT ETF$75.73M8.2%
CL A$50.79M5.5%
SHORT TERM TREAS$34.98M3.8%
COM NEW$32.56M3.5%
COM CL A$19.43M2.1%

Portfolio Concentration

Top 328.4%4–1019.2%11–2517.8%Rest34.6%TOP 1047.6%0%100%
Top 3$264.09M28.4%
4–10$178.38M19.2%
11–25$165.15M17.8%
Rest$321.26M34.6%

Top 3 weight

28.4%

Top 10 weight

47.6%

Voting Authority Distribution

Total shares with voting rights: 7.71M

Sole

Full voting authority

7.71M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole208
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings208
Rows:

ISHARES TR

SOLE
0-3 MNTH TREASRY
Shares1.52M
TypeSH
Market value$153.38M
16.51%
Sole
1.52M
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares1.40M
TypeSH
Market value$75.73M
8.15%
Sole
1.40M
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHORT TERM TREAS
Shares597.54K
TypeSH
Market value$34.98M
3.77%
Sole
597.54K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares136.15K
TypeSH
Market value$34.55M
3.72%
Sole
136.15K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares192.44K
TypeSH
Market value$33.56M
3.61%
Sole
192.44K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares90.21K
TypeSH
Market value$33.39M
3.60%
Sole
90.21K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares38.81K
TypeSH
Market value$22.21M
2.39%
Sole
38.81K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares39.53K
TypeSH
Market value$19.75M
2.13%
Sole
39.53K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares114.08K
TypeSH
Market value$18.22M
1.96%
Sole
114.08K
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI STH KOR ETF
Shares135.74K
TypeSH
Market value$16.70M
1.80%
Sole
135.74K
Shared
0.00
None
0.00

LAM RESEARCH CORP

SOLE
COM NEW
Shares69.02K
TypeSH
Market value$14.75M
1.59%
Sole
69.02K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares43.61K
TypeSH
Market value$13.18M
1.42%
Sole
43.61K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE US AGGBD ET
Shares132.70K
TypeSH
Market value$13.17M
1.42%
Sole
132.70K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares8.78K
TypeSH
Market value$12.92M
1.39%
Sole
8.78K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares124.07K
TypeSH
Market value$11.93M
1.28%
Sole
124.07K
Shared
0.00
None
0.00

ELI LILLY & CO

SOLE
COM
Shares12.81K
TypeSH
Market value$11.78M
1.27%
Sole
12.81K
Shared
0.00
None
0.00

APPLIED MATLS INC

SOLE
COM
Shares34.21K
TypeSH
Market value$11.69M
1.26%
Sole
34.21K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares39.12K
TypeSH
Market value$11.22M
1.21%
Sole
39.12K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares37.42K
TypeSH
Market value$10.76M
1.16%
Sole
37.42K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares20.15K
TypeSH
Market value$9.65M
1.04%
Sole
20.15K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares38.96K
TypeSH
Market value$9.52M
1.03%
Sole
38.96K
Shared
0.00
None
0.00

TEXAS INSTRS INC

SOLE
COM
Shares48K
TypeSH
Market value$9.32M
1.00%
Sole
48K
Shared
0.00
None
0.00

SLB LIMITED

SOLE
COM STK
Shares178.90K
TypeSH
Market value$9.19M
0.99%
Sole
178.90K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares17K
TypeSH
Market value$8.36M
0.90%
Sole
17K
Shared
0.00
None
0.00

AIR PRODUCTS AND CHEMICALS I

SOLE
COM
Shares26.50K
TypeSH
Market value$7.70M
0.83%
Sole
26.50K
Shared
0.00
None
0.00
Page 1 of 9