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CIK: 0001353651
Total reported value
$1.3B
$1.3B
65 檔
48.5%
As reported in its official Q2 2025 Form 13F filing, Leith Wheeler Investment Counsel Ltd.'s tracked investment portfolio stood at $1.3B with 65 total positions.
During Q2 2025, 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 | 33.53% | +1.64% | -1.00% | |
| 2 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.18% | -0.69% | +1.04% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.04% | +0.36% | +1.54% | |
| 4 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.89% | -0.21% | -10.01% | |
| 5 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.78% | -0.95% | +0.36% | |
| 6 | CRM | Salesforce Inc | Stock-Tech | 2.77% | -0.50% | +36.39% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.64% | -2.09% | EXIT | |
| 8 | WFC | Wells Fargo & Co | Stock-Financials | 2.56% | -0.12% | -34.04% | |
| 9 | BWA | Borgwarner Inc | Stock-Consumer Disc | 2.47% | +0.47% | +2.66% | |
| 10 | ADSK | Autodesk Inc | Stock-Tech | 2.42% | -0.57% | +2.38% | |
| 11 | MDT | Medtronic plc | Stock-Healthcare | 2.19% | -0.35% | -31.39% | |
| 12 | GPN | Global Payments Inc | Stock-Industrials | 2.14% | — | +2.73% | |
| 13 | EA | Electronic Arts Inc | Stock-Comm Services | 2.11% | — | -39.15% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.09% | +0.12% | -18.32% | |
| 15 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.04% | -0.26% | +22.28% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.60% | -0.11% | -33.32% | |
| 17 | COR | Cencora Inc | Stock-Healthcare | 1.55% | -0.18% | -17.55% | |
| 18 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.49% | -0.01% | +0.41% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | +0.02% | -6.84% | |
| 20 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 1.30% | — | +2.63% | |
| 21 | SEIC | Sei Investments Company | Stock-Financials | 1.28% | -0.11% | -2.62% | |
| 22 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.26% | -0.33% | -10.62% | |
| 23 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.20% | -0.40% | — | |
| 24 | THC | Tenet Healthcare CORP | Stock-Healthcare | 1.19% | -0.08% | +39.94% | |
| 25 | CPAY | Corpay Inc | Stock-Tech | 1.18% | -0.03% | -2.59% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.05% | +0.63% | — | |
| 27 | KEYS | Keysight Technologies In | Stock-Tech | 0.99% | +0.13% | -2.62% | |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.91% | -0.08% | -2.60% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.27% | +2.63% | |
| 30 | GMED | Globus Medical Inc - A | Stock-Healthcare | 0.80% | -0.09% | +10.89% | |
| 31 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.78% | +0.01% | -2.57% | |
| 32 | ORI | Old Republic Intl CORP | Stock-Financials | 0.77% | -0.06% | -2.59% | |
| 33 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.74% | -0.08% | — | |
| 34 | HUM | Humana Inc | Stock-Healthcare | 0.74% | — | -68.87% | |
| 35 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.73% | — | -2.61% | |
| 36 | MIDD | Middleby CORP | Stock-Industrials | 0.73% | +0.13% | +6.41% | |
| 37 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.73% | +0.93% | NEW | |
| 38 | UHS | Universal Health Services-b | Stock-Healthcare | 0.69% | -0.50% | EXIT | |
| 39 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.67% | +0.09% | -2.60% | |
| 40 | FA | First Advantage CORP | Stock-Other | 0.66% | +0.28% | -2.60% | |
| 41 | HAYW | Hayward Holdings Inc | Stock-Other | 0.61% | +0.11% | +33.07% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | — | -9.30% | |
| 43 | GL | Globe Life Inc | Stock-Financials | 0.53% | +0.11% | -34.96% | |
| 44 | SNA | Snap-on Inc | Stock-Industrials | 0.52% | +0.01% | -27.09% | |
| 45 | MKSI | Mks Inc | Stock-Tech | 0.50% | +0.01% | -2.58% | |
| 46 | KMX | Carmax Inc | Stock-Consumer Disc | 0.50% | — | -2.61% | |
| 47 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.47% | +0.03% | -2.61% | |
| 48 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.46% | — | -11.88% | |
| 49 | EFOR | Everforth Inc | Stock-Other | 0.36% | — | -2.60% | |
| 50 | HLMN | Hillman Solutions CORP | Stock-Other | 0.33% | -0.04% | -2.56% |
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 65 disclosed positions in Q2 2025.
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, LHX, GOOGL) accounted for 48.5% of total reported equity market value during Q2 2025.
During Q2 2025, Leith Wheeler Investment Counsel Ltd.'s top holdings by market value included IVV (33.5%)、LHX (3.2%)、GOOGL (3.0%). The largest single position, IVV, represented 33.5% of total portfolio value.
In Q2 2025, 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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