WealthBridge Investment Counsel Inc.

CIK

1799425

Location

CALGARY, A0

Portfolio Value

Small $268,740,108

Diversification

Diversified

Filing Date

Global Rank

#3,286 / 8,232 ▲ 145

Top Industry

Banks - Diversified 11.1%

3Y Alpha vs SPY

-2.1%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.3%

SPY

+76.5%

Annualised alpha

-2.1%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−0.3 pts

Top 5

26.8%

−1.3 pts

Top 10

46.5%

−1.3 pts

HHI

360

Diversified−12

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.2%	$70,411,897	7
Healthcare	22.3%	$59,958,563	8
Industrials	19.4%	$52,028,063	6
Technology	14.7%	$39,457,668	7
Consumer Cyclical	7.1%	$19,191,935	2
Communication Services	6.3%	$17,034,067	3
Energy	1.8%	$4,825,260	1
Consumer Defensive	1.7%	$4,505,962	1
Unclassified	0.5%	$1,326,693	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
PANW	Palo Alto Networks Inc	+2,180	31,168	$4,996,853
NVDA	Nvidia Corp	+1,425	10,250	$1,787,600
MRK	Merck & Co., Inc.	+1,030	85,215	$10,250,512
AMZN	Amazon Com Inc	+705	57,621	$12,000,725
META	Meta Platforms, Inc.	+585	8,835	$5,054,768
MSFT	Microsoft Corp	+495	19,896	$7,364,902
SBUX	Starbucks Corp	+450	80,268	$7,191,210
ABT	Abbott Laboratories	+250	66,453	$6,822,729
ABBV	AbbVie Inc.	+200	38,686	$8,413,818
TMO	Thermo Fisher Scientific Inc.	+187	12,577	$6,181,972
LH	Labcorp Holdings Inc.	+185	35,041	$9,349,289
V	Visa Inc.	+170	39,852	$12,044,868
SPY	Spdr S&P 500 ETF Trust	+31	2,040	$1,326,693
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
MU	Micron Technology Inc	−22,515	18,981	$6,412,541
VZ	Verizon Communications Inc	−4,425	121,860	$6,117,372
DIS	Walt Disney Co	−3,135	60,821	$5,861,927
MET	Metlife Inc	−1,100	118,400	$8,373,248
KO	Coca Cola Co	−1,100	59,250	$4,505,962
C	Citigroup Inc	−825	110,184	$12,495,967
OC	Owens Corning	−725	33,720	$3,649,178
ORCL	Oracle Corp	−700	52,670	$7,748,283
GILD	Gilead Sciences, Inc.	−525	63,805	$8,892,502
JPM	Jpmorgan Chase & Co	−485	58,216	$17,124,818
GS	Goldman Sachs Group Inc	−355	20,837	$17,627,893
MDT	Medtronic plc	−250	79,285	$6,870,045
ETN	Eaton Corp plc	−235	35,360	$12,647,211
NOC	Northrop Grumman Corp /De/	−220	12,442	$8,488,430
LHX	L3harris Technologies, Inc. /De/	−175	26,948	$9,301,102
AAPL	Apple Inc.	−160	42,401	$10,760,949
MSCI	MSCI Inc.	−150	4,507	$2,429,318
COP	Conocophillips	−35	36,555	$4,825,260
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BA	Boeing Co	36,899	$7,344,007
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
ADBE	Adobe Inc.	6,669	$2,334,083
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 positions · $268,740,108 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GS	Goldman Sachs Group Inc Financial Services	Reduced	20,837	-355	$17,627,893	−5.4%	6.56%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	58,216	-485	$17,124,818	−9.5%	6.37%
ETN	Eaton Corp plc Industrials	Reduced	35,360	-235	$12,647,211	+11.6%	4.71%
C	Citigroup Inc Financial Services	Reduced	110,184	-825	$12,495,967	−3.5%	4.65%
V	Visa Inc. Financial Services	Added	39,852	+170	$12,044,868	−13.5%	4.48%
AMZN	Amazon Com Inc Consumer Cyclical	Added	57,621	+705	$12,000,725	−8.7%	4.47%
AAPL	Apple Inc. Technology	Reduced	42,401	-160	$10,760,949	−7.0%	4.00%
FDX	Fedex Corp Industrials	Held	29,755	0	$10,598,135	+23.3%	3.94%
MRK	Merck & Co., Inc. Healthcare	Added	85,215	+1,030	$10,250,512	+15.7%	3.81%
LH	Labcorp Holdings Inc. Healthcare	Added	35,041	+185	$9,349,289	+6.9%	3.48%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	26,948	-175	$9,301,102	+16.8%	3.46%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	63,805	-525	$8,892,502	+12.6%	3.31%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	12,442	-220	$8,488,430	+17.6%	3.16%
ABBV	AbbVie Inc. Healthcare	Added	38,686	+200	$8,413,818	−4.3%	3.13%
MET	Metlife Inc Financial Services	Reduced	118,400	-1,100	$8,373,248	−11.2%	3.12%
ORCL	Oracle Corp Technology	Reduced	52,670	-700	$7,748,283	−25.5%	2.88%
MSFT	Microsoft Corp Technology	Added	19,896	+495	$7,364,902	−21.5%	2.74%
BA	Boeing Co Industrials	NEW	36,899	NEW	$7,344,007	NEW	2.73%
SBUX	Starbucks Corp Consumer Cyclical	Added	80,268	+450	$7,191,210	+7.0%	2.68%
MDT	Medtronic plc Healthcare	Reduced	79,285	-250	$6,870,045	−10.1%	2.56%
ABT	Abbott Laboratories Healthcare	Added	66,453	+250	$6,822,729	−17.7%	2.54%
MU	Micron Technology Inc Technology	Reduced	18,981	-22,515	$6,412,541	−45.9%	2.39%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	12,577	+187	$6,181,972	−13.9%	2.30%
VZ	Verizon Communications Inc Communication Services	Reduced	121,860	-4,425	$6,117,372	+18.9%	2.28%
DIS	Walt Disney Co Communication Services	Reduced	60,821	-3,135	$5,861,927	−19.4%	2.18%
META	Meta Platforms, Inc. Communication Services	Added	8,835	+585	$5,054,768	−7.2%	1.88%
PANW	Palo Alto Networks Inc Technology	Added	31,168	+2,180	$4,996,853	−6.4%	1.86%
COP	Conocophillips Energy	Reduced	36,555	-35	$4,825,260	+40.9%	1.80%
KO	Coca Cola Co Consumer Defensive	Reduced	59,250	-1,100	$4,505,962	+6.8%	1.68%
OC	Owens Corning Industrials	Reduced	33,720	-725	$3,649,178	−5.3%	1.36%
DHR	Danaher Corp /De/ Healthcare	Held	16,760	0	$3,177,696	−17.2%	1.18%
MSCI	MSCI Inc. Financial Services	Reduced	4,507	-150	$2,429,318	−9.1%	0.90%
NVDA	Nvidia Corp Technology	Added	10,250	+1,425	$1,787,600	+8.6%	0.67%
SPY	Spdr S&P 500 ETF Trust	Added	2,040	+31	$1,326,693	−3.2%	0.49%
ADI	Analog Devices Inc Technology	Held	1,215	0	$386,540	+17.3%	0.14%
MA	Mastercard Inc Financial Services	Held	632	0	$315,785	−12.5%	0.12%