WealthBridge Investment Counsel Inc.
Filing Date
Global Rank
#3,621
/ 8,607
▲ 46
· as of Mar 2026
Top Industry
Banks - Diversified
11.2%
3Y Alpha vs SPY
-1.5%
Period ended 3 months ago
Filed Apr 8, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.8%
SPY
+76.7%
Annualised alpha
-1.6%
Max drawdown
−17.7%
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, 2025Top Position
6.6%
−0.3 pts
Top 5
27.0%
−1.2 pts
Top 10
46.3%
−1.7 pts
HHI
360
Diversified−13
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 26.4% | $70,411,897 |
| Healthcare | 22.5% | $59,958,563 |
| Industrials | 18.7% | $49,969,925 |
| Technology | 14.8% | $39,457,668 |
| Consumer Cyclical | 7.2% | $19,191,935 |
| Communication Services | 6.4% | $17,034,067 |
| Energy | 1.8% | $4,825,260 |
| Consumer Defensive | 1.7% | $4,505,962 |
| Unclassified | 0.5% | $1,326,693 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | ||||
36 positions ·
$266,681,970 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 20,837 | $17,627,893 | 6.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 58,216 | $17,124,818 | 6.42% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 35,360 | $12,647,211 | 4.74% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 110,184 | $12,495,967 | 4.69% | |
| V |
Visa Inc.
Financial Services
|
Added | 39,852 | $12,044,868 | 4.52% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 57,621 | $12,000,725 | 4.50% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 42,401 | $10,760,949 | 4.04% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 85,215 | $10,250,512 | 3.84% | |
| LH |
Labcorp Holdings Inc.
Healthcare
|
Added | 35,041 | $9,349,289 | 3.51% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Reduced | 26,948 | $9,301,102 | 3.49% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Reduced | 63,805 | $8,892,502 | 3.33% | |
| FDX |
Fedex Corp
Industrials
|
Held | 29,755 | $8,539,997 | 3.20% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Reduced | 12,442 | $8,488,430 | 3.18% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 38,686 | $8,413,818 | 3.16% | |
| MET |
Metlife Inc
Financial Services
|
Reduced | 118,400 | $8,373,248 | 3.14% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 52,670 | $7,748,283 | 2.91% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 19,896 | $7,364,902 | 2.76% | |
| BA |
Boeing Co
Industrials
|
NEW | 36,899 | $7,344,007 | 2.75% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 80,268 | $7,191,210 | 2.70% | |
| MDT |
Medtronic plc
Healthcare
|
Reduced | 79,285 | $6,870,045 | 2.58% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 66,453 | $6,822,729 | 2.56% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 18,981 | $6,412,541 | 2.40% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 12,577 | $6,181,972 | 2.32% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 121,860 | $6,117,372 | 2.29% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 60,821 | $5,861,927 | 2.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 8,835 | $5,054,768 | 1.90% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 31,168 | $4,996,853 | 1.87% | |
| COP |
Conocophillips
Energy
|
Reduced | 36,555 | $4,825,260 | 1.81% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 59,250 | $4,505,962 | 1.69% | |
| OC |
Owens Corning
Industrials
|
Reduced | 33,720 | $3,649,178 | 1.37% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Held | 16,760 | $3,177,696 | 1.19% | |
| MSCI |
MSCI Inc.
Financial Services
|
Reduced | 4,507 | $2,429,318 | 0.91% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,250 | $1,787,600 | 0.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,040 | $1,326,693 | 0.50% | |
| ADI |
Analog Devices Inc
Technology
|
Held | 1,215 | $386,540 | 0.14% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 632 | $315,785 | 0.12% |