Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. reported 85 holdings worth US$1.32B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Leith Wheeler Investment Counsel Ltd. reported 85 holdings worth US$1.32B as of Jun 30, 2026. Largest: Microsoft Corp., Alphabet Inc (google) Class C and Unitedhealth Group Incorporated. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 85
- Value as reported
- US$1.32B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Microsoft Corp. | 119K | US$44.3M | 3.4% |
| Alphabet Inc (google) Class C | 117K | US$41.8M | 3.2% |
| Unitedhealth Group Incorporated | 97,475 | US$40.5M | 3.1% |
| Visa Inc. | 105K | US$36.2M | 2.7% |
| Borgwarner Inc. | 531K | US$35.3M | 2.7% |
| Wells Fargo & Company | 409K | US$33.8M | 2.6% |
| L3harris Technologies, Inc. | 107K | US$31.1M | 2.4% |
| Walt Disney Company (the) | 318K | US$30.6M | 2.3% |
| Meta Platforms, Inc. | 45,882 | US$25.8M | 2.0% |
| Becton, Dickinson And Company | 157K | US$23.7M | 1.8% |
| Salesforce, Inc. | 143K | US$22.3M | 1.7% |
| Autodesk, Inc. | 108K | US$21.1M | 1.6% |
| Carnival Corporation Ltd. | 732K | US$20.9M | 1.6% |
| Jp Morgan Chase & Co. | 63,489 | US$20.8M | 1.6% |
| International Flavors & Fragrances, Inc. | 256K | US$20.3M | 1.5% |
| Qualcomm Incorporated | 88,762 | US$16.4M | 1.2% |
| Henry Schein, Inc. | 191K | US$16M | 1.2% |
| Sei Investments Company | 175K | US$15.3M | 1.2% |
| Keysight Technologies Inc. | 43,316 | US$15.2M | 1.2% |
| Corpay, Inc. | 44,173 | US$14.7M | 1.1% |
| Globus Medical, Inc. | 175K | US$13.8M | 1.1% |
| Nike, Inc. | 326K | US$13.4M | 1.0% |
| First Advantage Corporation | 722K | US$13M | 0.99% |
| Louisiana-pacific Corporation | 165K | US$13M | 0.98% |
| Brookfield Infrastructure Partners Lp Limited Partnership | 345K | US$12.6M | 0.96% |
| Cencora, Inc. | 39,803 | US$11.3M | 0.86% |
| Old Republic International Corporation | 275K | US$11.3M | 0.86% |
| The Middleby Corporation | 64,105 | US$11M | 0.84% |
| Lamar Advertising Company | 69,687 | US$10.9M | 0.83% |
| Crown Holdings, Inc. | 95,534 | US$10.7M | 0.81% |
| Snap-on Incorporated | 26,538 | US$10.7M | 0.81% |
| American States Water Company | 125K | US$10.3M | 0.79% |
| Hayward Holdings, Inc. | 561K | US$9.71M | 0.74% |
| Tenet Healthcare Corporation | 51,608 | US$9.65M | 0.73% |
| Globe Life Inc. | 53,816 | US$9.62M | 0.73% |
| Mks Inc. | 21,332 | US$9.49M | 0.72% |
| Carlisle Companies Incorporated | 24,903 | US$9.03M | 0.69% |
| Gentex Corporation | 344K | US$8.7M | 0.66% |
| Mondelez International, Inc. | 149K | US$8.59M | 0.65% |
| Houlihan Lokey, Inc. | 61,888 | US$8.3M | 0.63% |
| Core & Main, Inc. | 168K | US$8.08M | 0.61% |
| Waters Corporation | 21,142 | US$7.93M | 0.60% |
| Range Resources Corporation | 200K | US$7.44M | 0.57% |
| Wyndham Hotels & Resorts, Inc. | 87,014 | US$7.33M | 0.56% |
| Hillman Solutions Corp. | 857K | US$7.23M | 0.55% |
| Rush Enterprises, Inc. | 78,522 | US$5.73M | 0.44% |
| Apple Inc | 14,449 | US$4.18M | 0.32% |
| Asml Holding Nv | 1,312 | US$2.61M | 0.20% |
| Oracle Corporation | 17,190 | US$2.52M | 0.19% |
| Nvidia Corporation | 11,000 | US$2.2M | 0.17% |
| Johnson & Johnson | 7,767 | US$1.97M | 0.15% |
| Amazon.com, Inc. | 6,753 | US$1.61M | 0.12% |
| Procter & Gamble Company (the) | 8,823 | US$1.29M | 0.10% |
| Mastercard Incorporated | 2,490 | US$1.28M | 0.10% |
| Pepsico, Inc. | 8,795 | US$1.19M | 0.09% |
| Unilever Plc | 18,207 | US$1.09M | 0.08% |
| Berkshire Hathaway Inc. | 1,875 | US$938K | 0.07% |
| Tesla, Inc. | 1,630 | US$686K | 0.05% |
| Abbott Laboratories | 7,134 | US$647K | 0.05% |
| Sap Se | 3,920 | US$604K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 540 | US$546K | 0.04% |
| Colgate-palmolive Company | 5,510 | US$505K | 0.04% |
| Boston Scientific Corporation | 8,850 | US$378K | 0.03% |
| American Express Company | 1,040 | US$352K | 0.03% |
| Costco Wholesale Corporation | 363 | US$340K | 0.03% |
| Iqvia Holdings, Inc. | 1,671 | US$323K | 0.02% |
| Home Depot, Inc. (the) | 786 | US$277K | 0.02% |
| Novartis Ag | 1,745 | US$273K | 0.02% |
| Philip Morris International Inc | 1,321 | US$239K | 0.02% |
| Waste Management, Inc. | 917 | US$204K | 0.02% |
| Kyndryl Holdings, Inc. | 0 | US$0 | 0.00% |
| Universal Health Services, Inc. | 0 | US$0 | 0.00% |
| Wynn Resorts, Limited | 0 | US$0 | 0.00% |
Source
View original at SEC
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