Institutions / Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd.
CIK 1353651 · Institution · as of Mar 31, 2026
Portfolio value
$1.21B
Positions
84
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.21B-9.2%Positions
84-3.4%Top holdings
Mar 31, 2026View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Core S and P 500 ETF | $376.93M | 31.2% |
| L3HARRIS Technologies, Inc. /De | $37.07M | 3.1% |
| Wells Fargo & COMPANY/MN | $32.54M | 2.7% |
| Alphabet Inc. | $32.11M | 2.7% |
| Visa Inc | $31.79M | 2.6% |
| Walt Disney Co | $30.74M | 2.5% |
| Unitedhealth Group Inc | $29.61M | 2.4% |
| Medtronic plc | $28.02M | 2.3% |
| Borgwarner Inc | $26.74M | 2.2% |
| Salesforce Inc | $26.56M | 2.2% |
| Autodesk, Inc. | $26.21M | 2.2% |
| Henry Schein Inc | $26.19M | 2.2% |
| Invesco Nasdaq 100 ETF | $25.26M | 2.1% |
| Becton Dickinson & Co | $24.88M | 2.1% |
| Microsoft Corp | $23.22M | 1.9% |
| Meta Platforms Inc | $20.45M | 1.7% |
| JPMorgan Chase & Co | $18.84M | 1.6% |
| International Flavors & Fragrances Inc | $18.80M | 1.6% |
| NIKE, Inc. | $17.14M | 1.4% |
| Qualcomm INC/DE | $16.41M | 1.4% |
| Sei Investments Co | $15.40M | 1.3% |
| Wynn Resorts, Limited | $15.22M | 1.3% |
| Corpay Inc | $13.86M | 1.1% |
| Globus Medical Inc | $13.75M | 1.1% |
| Cencora Inc | $12.64M | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464287200 Common stock | $-63.43M | -97K -14.41% | 577,037 31.16% of portfolio | high |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $21.29M | +58K +1107.51% | 62,718 1.92% of portfolio | medium |
| Q1 2026 as of | New | Wynn Resorts, Limited Common stock | $15.22M | +150K | 149,902 1.26% of portfolio | medium |
| Q1 2026 as of | Exit | Electronic Arts Inc. Common stock | $-13.78M | -67K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | L3HARRIS Technologies, Inc. /De Common stock | $-13.75M | -40K -27.05% | 107,394 3.06% of portfolio | medium |
| Q1 2026 as of | Exit | Global Payments Inc Common stock | $-12.14M | -157K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | 78470E106 Common stock | $-11.08M | -220K -100.00% | 0 | medium |
| Q1 2026 as of | New | 78470E110 Common stock | $11.06M | +222K | 222,164 0.91% of portfolio | medium |
| Q1 2026 as of | New | ICON plc Common stock | $9.01M | +81K | 81,408 0.74% of portfolio | medium |
| Q1 2026 as of | Add | Visa Inc Common stock | $8.80M | +29K +38.29% | 105,179 2.63% of portfolio | medium |