Leith Wheeler Investment Counsel Ltd.
CIK: 0001353651SEC EDGAR →
Portfolio Value
$1.3B
Holdings
87
As of
Q4 2025
New Positions
11
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 674,149 | $461.8M | 34.66% |
| 2 | L3HARRIS TECHNOLOGIES INC | 147,225 | $43.2M | 3.24% |
| 3 | ALPHABET INC | 134,304 | $42.0M | 3.16% |
| 4 | WELLS FARGO and CO | 406,490 | $37.9M | 2.84% |
| 5 | SALESFORCE.COM INC | 139,941 | $37.1M | 2.78% |
| 6 | UNITEDHEALTH GROUP INC | 109,082 | $36.0M | 2.70% |
| 7 | WALT DISNEY CO | 295,547 | $33.6M | 2.52% |
| 8 | MEDTRONIC PLC | 318,844 | $30.6M | 2.30% |
| 9 | BECTON DICKINSON AND CO | 156,985 | $30.5M | 2.29% |
| 10 | AUTODESK INC | 97,813 | $29.0M | 2.17% |
Quarterly Changes
New Positions (22)
$37.9M · 406K shares
$6.6M · 88K shares
$5.9M · 168K shares
$5.7M · 79K shares
$2.6M · 14K shares
$1.1M · 13K shares
$1.0M · 5K shares
$899K · 2K shares
$848K · 6K shares
$758K · 6K shares
$664K · 10K shares
$527K · 600 shares
$480K · 1K shares
$421K · 6K shares
$414K · 5K shares
$405K · 2K shares
$367K · 3K shares
$319K · 371 shares
$270K · 786 shares
$242K · 905 shares
$203K · 2K shares
$201K · 917 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 19 | $630.1M | 47.3% |
| Healthcare | 12 | $160.7M | 12.1% |
| Technology | 15 | $156.5M | 11.7% |
| Industrials | 10 | $114.9M | 8.6% |
| Communication Services | 5 | $110.1M | 8.3% |
| Consumer Cyclical | 9 | $83.9M | 6.3% |
| Basic Materials | 2 | $23.9M | 1.8% |
| Utilities | 2 | $17.8M | 1.3% |
| Consumer Defensive | 7 | $15.7M | 1.2% |
| Real Estate | 2 | $9.3M | 0.7% |
| Energy | 1 | $5.9M | 0.4% |
| Unknown | 3 | $3.4M | 0.3% |