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CIK: 0001353651
Total reported value
$1.3B
$1.3B
59 檔
48.1%
The Q4 2024 SEC filing reveals that Leith Wheeler Investment Counsel Ltd. held a total portfolio value of $1.3B, covering 59 public equity positions.
During Q4 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 | 32.96% | +1.64% | -6.50% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 3.67% | -0.12% | -0.46% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | +0.36% | +5.28% | |
| 4 | EA | Electronic Arts Inc | Stock-Comm Services | 3.01% | — | +1.45% | |
| 5 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.90% | -0.95% | -7.77% | |
| 6 | GPN | Global Payments Inc | Stock-Industrials | 2.80% | — | -6.38% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.76% | -0.21% | -10.16% | |
| 8 | MDT | Medtronic plc | Stock-Healthcare | 2.63% | -0.35% | +1.58% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.50% | +0.12% | +5.31% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.48% | -2.09% | EXIT | |
| 11 | LHX | L3harris Technologies Inc | Stock-Industrials | 2.40% | -0.69% | +5.14% | |
| 12 | HUM | Humana Inc | Stock-Healthcare | 2.34% | — | +1.91% | |
| 13 | QCOM | Qualcomm Inc | Stock-Tech | 2.29% | -0.11% | -23.44% | |
| 14 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.97% | — | -34.62% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.77% | -0.50% | — | |
| 16 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.48% | -0.33% | +5.17% | |
| 17 | COR | Cencora Inc | Stock-Healthcare | 1.35% | -0.18% | +5.23% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.02% | +3.89% | |
| 19 | CPAY | Corpay Inc | Stock-Tech | 1.25% | -0.03% | -3.46% | |
| 20 | SEIC | Sei Investments Company | Stock-Financials | 1.21% | -0.11% | -3.45% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | — | -6.39% | |
| 22 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.02% | -0.09% | -3.53% | |
| 23 | KEYS | Keysight Technologies In | Stock-Tech | 1.00% | +0.13% | -3.47% | |
| 24 | GL | Globe Life Inc | Stock-Financials | 0.93% | +0.11% | -3.44% | |
| 25 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.89% | -0.08% | -3.47% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.88% | — | — | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.88% | +0.63% | +16.54% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.01% | — | |
| 29 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.86% | — | -52.45% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.82% | — | -5.51% | |
| 31 | UHS | Universal Health Services-b | Stock-Healthcare | 0.80% | -0.50% | EXIT | |
| 32 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.78% | — | -3.45% | |
| 33 | SNA | Snap-on Inc | Stock-Industrials | 0.78% | +0.01% | -3.49% | |
| 34 | FA | First Advantage CORP | Stock-Other | 0.77% | +0.28% | -3.47% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | +0.27% | +5.34% | |
| 36 | ORI | Old Republic Intl CORP | Stock-Financials | 0.75% | -0.06% | -3.45% | |
| 37 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.75% | — | -3.46% | |
| 38 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.71% | -0.03% | -3.43% | |
| 39 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.69% | +0.09% | -3.45% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | — | -6.95% | |
| 41 | MIDD | Middleby CORP | Stock-Industrials | 0.65% | +0.13% | +40.19% | |
| 42 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.64% | +0.93% | NEW | |
| 43 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.64% | +0.01% | -3.42% | |
| 44 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.63% | +0.03% | -3.46% | |
| 45 | KMX | Carmax Inc | Stock-Consumer Disc | 0.63% | — | -3.30% | |
| 46 | EFOR | Everforth Inc | Stock-Other | 0.62% | — | -3.58% | |
| 47 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.59% | -0.08% | -22.74% | |
| 48 | MKSI | Mks Inc | Stock-Tech | 0.55% | +0.01% | -3.42% | |
| 49 | HLMN | Hillman Solutions CORP | Stock-Other | 0.47% | -0.04% | -3.45% | |
| 50 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.44% | — | -35.88% |
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 59 disclosed positions in Q4 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, WFC, GOOGL) accounted for 48.1% of total reported equity market value during Q4 2024.
During Q4 2024, Leith Wheeler Investment Counsel Ltd.'s top holdings by market value included IVV (33.0%)、WFC (3.7%)、GOOGL (3.3%). The largest single position, IVV, represented 33.0% of total portfolio value.
In Q4 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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