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CIK: 0001353651
Total reported value
$1.3B
$1.3B
60 檔
49.4%
During the Q3 2024 filing period, Leith Wheeler Investment Counsel Ltd. (CIK: 0001353651) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 60 reported positions.
During Q3 2024, Leith Wheeler Investment Counsel Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 33.44% | +1.64% | -0.41% | |
| 2 | HSIC | Henry Schein Inc | Stock-Healthcare | 3.21% | -0.95% | +39.73% | |
| 3 | QCOM | Qualcomm Inc | Stock-Tech | 3.20% | -0.11% | +105.46% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 2.87% | -0.12% | +136.19% | |
| 5 | MDT | Medtronic plc | Stock-Healthcare | 2.82% | -0.35% | +108.89% | |
| 6 | EA | Electronic Arts Inc | Stock-Comm Services | 2.82% | — | +112.40% | |
| 7 | HUM | Humana Inc | Stock-Healthcare | 2.78% | — | +90.89% | |
| 8 | GPN | Global Payments Inc | Stock-Industrials | 2.64% | — | +42.40% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.63% | +0.36% | +42.25% | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.57% | -0.21% | +103.00% | |
| 11 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.50% | -0.69% | +46.68% | |
| 12 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.31% | — | +23.58% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.29% | -2.09% | EXIT | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | +0.12% | +42.33% | |
| 15 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.68% | -0.33% | +61.09% | |
| 16 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 1.65% | — | +101.46% | |
| 17 | COR | Cencora Inc | Stock-Healthcare | 1.24% | -0.18% | +23.24% | |
| 18 | CPAY | Corpay Inc | Stock-Tech | 1.16% | -0.03% | -3.84% | |
| 19 | CACI | Caci International Inc -cl A | Stock-Tech | 1.10% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | — | +2863.33% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | +0.02% | +61.93% | |
| 22 | UHS | Universal Health Services-b | Stock-Healthcare | 1.03% | -0.50% | EXIT | |
| 23 | SEIC | Sei Investments Company | Stock-Financials | 1.02% | -0.11% | -3.85% | |
| 24 | KEYS | Keysight Technologies In | Stock-Tech | 0.99% | +0.13% | -3.86% | |
| 25 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.99% | -0.08% | -3.85% | |
| 26 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.97% | -0.08% | -18.02% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | — | +3790.57% | |
| 28 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.91% | — | -3.85% | |
| 29 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.90% | — | -21.64% | |
| 30 | GL | Globe Life Inc | Stock-Financials | 0.88% | +0.11% | -3.87% | |
| 31 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.88% | -0.09% | -3.88% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.63% | +4328.88% | |
| 33 | FA | First Advantage CORP | Stock-Other | 0.81% | +0.28% | -3.84% | |
| 34 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.76% | — | +27.02% | |
| 35 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.76% | +0.09% | -3.86% | |
| 36 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.75% | +0.01% | -3.85% | |
| 37 | ORI | Old Republic Intl CORP | Stock-Financials | 0.74% | -0.06% | -3.87% | |
| 38 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.70% | +0.93% | NEW | |
| 39 | EFOR | Everforth Inc | Stock-Other | 0.69% | — | +13.24% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | +0.27% | -1.08% | |
| 41 | SNA | Snap-on Inc | Stock-Industrials | 0.66% | +0.01% | -3.84% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | — | |
| 43 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.66% | +0.03% | -3.84% | |
| 44 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 0.63% | -1.26% | EXIT | |
| 45 | KMX | Carmax Inc | Stock-Consumer Disc | 0.60% | — | -3.86% | |
| 46 | MKSI | Mks Inc | Stock-Tech | 0.57% | +0.01% | -3.84% | |
| 47 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.56% | -0.03% | -3.91% | |
| 48 | HLMN | Hillman Solutions CORP | Stock-Other | 0.51% | -0.04% | -3.82% | |
| 49 | MIDD | Middleby CORP | Stock-Industrials | 0.46% | +0.13% | -3.81% | |
| 50 | CABO | Cable One Inc | Stock-Comm Services | 0.34% | — | -3.86% |
According to official SEC Form 13F filings, Leith Wheeler Investment Counsel Ltd. reported a total U.S. public equity portfolio value of $1.3B across 60 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, HSIC, QCOM) accounted for 49.4% of total reported equity market value during Q3 2024.
During Q3 2024, Leith Wheeler Investment Counsel Ltd.'s top holdings by market value included IVV (33.4%)、HSIC (3.2%)、QCOM (3.2%). The largest single position, IVV, represented 33.4% of total portfolio value.
In Q3 2024, Leith Wheeler Investment Counsel Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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