Leith Wheeler Investment Counsel Ltd.
85 holdingsFiling period: 2026-06-30Current AUM: $1.36Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S AND P 500 ETF | 576.5K | $431.8M | $437.5M | 32.16% | -508 | 2026-06-30 |
| 2 | MSFT | MICROSOFT CORP | 118.7K | $44.3M | $59.0M | 4.34% | +56.0K | 2026-06-30 |
| 3 | UNH | UNITEDHEALTH GROUP INC | 97.5K | $40.5M | $36.6M | 2.69% | -11,961 | 2026-06-30 |
| 4 | GOOGL | ALPHABET INC-CL A | 111.0K | $39.7M | $38.3M | 2.82% | -618 | 2026-06-30 |
| 5 | V | VISA INC-CLASS A SHARES | 105.4K | $36.2M | $39.6M | 2.91% | +269 | 2026-06-30 |
| 6 | BWA | BORGWARNER INC | 531.2K | $35.3M | $33.2M | 2.44% | +38.4K | 2026-06-30 |
| 7 | WFC | WELLS FARGO and CO | 409.2K | $33.8M | $36.7M | 2.70% | +559 | 2026-06-30 |
| 8 | LHX | L3HARRIS TECHNOLOGIES INC | 107.2K | $31.1M | $26.8M | 1.97% | -225 | 2026-06-30 |
| 9 | DIS | WALT DISNEY CO | 318.3K | $30.6M | $33.9M | 2.49% | -678 | 2026-06-30 |
| 10 | — | MEDTRONIC PLC | 330.8K | $25.9M | $25.9M | 1.90% | +7.4K | 2026-06-30 |
| 11 | META | META PLATFORMS INC-CLASS A | 45.9K | $25.8M | $30.8M | 2.26% | +10.1K | 2026-06-30 |
| 12 | BDX | BECTON DICKINSON AND CO | 156.9K | $23.7M | $29.2M | 2.14% | -1,369 | 2026-06-30 |
| 13 | CRM | SALESFORCE.COM INC | 142.6K | $22.3M | $36.5M | 2.68% | +309 | 2026-06-30 |
| 14 | ADSK | AUTODESK INC | 108.4K | $21.1M | $24.6M | 1.80% | -1,063 | 2026-06-30 |
| 15 | — | CARNIVAL CORP LTD | 732.3K | $20.9M | $20.9M | 1.54% | -- | 2026-06-30 |
| 16 | JPM | JPMORGAN CHASE and CO | 63.5K | $20.8M | $22.4M | 1.64% | -548 | 2026-06-30 |
| 17 | IFF | INTL FLAVORS AND FRAGRANCES | 256.3K | $20.3M | $21.6M | 1.59% | -2,860 | 2026-06-30 |
| 18 | QCOM | QUALCOMM INC | 88.8K | $16.4M | $16.7M | 1.23% | -38,702 | 2026-06-30 |
| 19 | HSIC | HENRY SCHEIN INC | 191.3K | $16.0M | $16.7M | 1.23% | -164,031 | 2026-06-30 |
| 20 | SEIC | SEI INVESTMENTS COMPANY | 174.5K | $15.3M | $18.5M | 1.36% | -21,743 | 2026-06-30 |
| 21 | KEYS | KEYSIGHT TECHNOLOGIES IN | 43.3K | $15.2M | $13.6M | 1.00% | -388 | 2026-06-30 |
| 22 | CPAY | CORPAY INC | 44.2K | $14.7M | $18.0M | 1.32% | -3,473 | 2026-06-30 |
| 23 | GMED | GLOBUS MEDICAL INC - A | 174.9K | $13.8M | $13.1M | 0.96% | +15.4K | 2026-06-30 |
| 24 | NKE | NIKE INC -CL B | 326.1K | $13.4M | $11.8M | 0.87% | +1.5K | 2026-06-30 |
| 25 | — | ICON PLC | 75.8K | $13.2M | $13.2M | 0.97% | -5,614 | 2026-06-30 |
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