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Leith Wheeler Investment Counsel Ltd. 13F holdings

Filed 2026-08-05 · Leith Wheeler Investment Counsel Ltd. · 85 positions · $1.3B

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TickerCompanySharesValue% of portfolio
IVVISHARES CORE S AND P 500 ETF576.5K$431.8M32.8%
MSFTMICROSOFT CORP118.7K$44.3M3.4%
UNHUNITEDHEALTH GROUP INC97.5K$40.5M3.1%
GOOGLALPHABET INC-CL A111.0K$39.7M3.0%
VVISA INC-CLASS A SHARES105.4K$36.2M2.7%
BWABORGWARNER INC531.2K$35.3M2.7%
WFCWELLS FARGO and CO409.2K$33.8M2.6%
LHXL3HARRIS TECHNOLOGIES INC107.2K$31.1M2.4%
DISWALT DISNEY CO318.3K$30.6M2.3%
—MEDTRONIC PLC330.8K$25.9M2.0%
METAMETA PLATFORMS INC-CLASS A45.9K$25.8M2.0%
BDXBECTON DICKINSON AND CO156.9K$23.7M1.8%
CRMSALESFORCE.COM INC142.6K$22.3M1.7%
ADSKAUTODESK INC108.4K$21.1M1.6%
—CARNIVAL CORP LTD732.3K$20.9M1.6%
JPMJPMORGAN CHASE and CO63.5K$20.8M1.6%
IFFINTL FLAVORS AND FRAGRANCES256.3K$20.3M1.5%
QCOMQUALCOMM INC88.8K$16.4M1.2%
HSICHENRY SCHEIN INC191.3K$16.0M1.2%
SEICSEI INVESTMENTS COMPANY174.5K$15.3M1.2%
KEYSKEYSIGHT TECHNOLOGIES IN43.3K$15.2M1.2%
CPAYCORPAY INC44.2K$14.7M1.1%
GMEDGLOBUS MEDICAL INC - A174.9K$13.8M1.1%
NKENIKE INC -CL B326.1K$13.4M1.0%
—ICON PLC75.8K$13.2M1.0%
FAFIRST ADVANTAGE CORP721.9K$13.0M1.0%
LPXLOUISIANA-PACIFIC CORP164.7K$13.0M1.0%
—BROOKFIELD INFRASTRUCTURE PA344.6K$12.6M1.0%
EFAXSPDR MSCI EAFA FOSSIL FUEL225.9K$12.2M0.9%
CORCENCORA INC39.8K$11.3M0.9%
ORIOLD REPUBLIC INTL CORP275.1K$11.3M0.9%
MIDDMIDDLEBY CORP64.1K$11.0M0.8%
LAMRLAMAR ADVERTISING CO-A69.7K$10.9M0.8%
CCICROWN HOLDINGS INC95.5K$10.7M0.8%
SNASNAP-ON INC26.5K$10.7M0.8%
AWRAMERICAN STATES WATER CO125.1K$10.3M0.8%
HAYWHAYWARD HOLDINGS INC560.9K$9.7M0.7%
THCTENET HEALTHCARE CORP51.6K$9.7M0.7%
GLGLOBE LIFE INC53.8K$9.6M0.7%
MKSIMKS INC21.3K$9.5M0.7%
VSGXVANGUARD ESG INTL STOCK ETF110.3K$9.1M0.7%
CSLCARLISLE COS INC24.9K$9.0M0.7%
GNTXGENTEX CORP344.1K$8.7M0.7%
MDLZMONDELEZ INTERNATIONAL INC-A148.6K$8.6M0.7%
HLIHOULIHAN LOKEY INC61.9K$8.3M0.6%
CNMCORE AND MAIN INC-CLASS A167.5K$8.1M0.6%
WATWATERS CORP21.1K$7.9M0.6%
RRCRANGE RESOURCES CORP200.2K$7.4M0.6%
WHWYNDHAM HOTELS AND RESORTS INC87.0K$7.3M0.6%
HLMNHILLMAN SOLUTIONS CORP857.0K$7.2M0.5%
RUSHARUSH ENTERPRISES INC-CL A78.5K$5.7M0.4%
—OCTAVE INTELLIGENCE-CL B275.2K$4.5M0.3%
AAPLAPPLE INC14.4K$4.2M0.3%
SPYSPDR S AND P 500 ETF TRUST3.5K$2.7M0.2%
ASMLASML HOLDING NV-NY REG SHS1.3K$2.6M0.2%
ORCLORACLE CORP17.2K$2.5M0.2%
—GLOBAL X S AND P CATH VAL DEVEL58.0K$2.3M0.2%
NVDANVIDIA CORP11.0K$2.2M0.2%
GOOGALPHABET INC-CL C6.1K$2.1M0.2%
JNJJOHNSON and JOHNSON7.8K$2.0M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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