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CIK: 0001353651
Total reported value
$1.3B
$1.3B
87 檔
47.3%
As reported in its official Q4 2025 Form 13F filing, Leith Wheeler Investment Counsel Ltd.'s tracked investment portfolio stood at $1.3B with 87 total positions.
Leith Wheeler Investment Counsel Ltd. executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 7 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 34.66% | +1.64% | -6.61% | |
| 2 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.24% | -0.69% | -8.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +0.36% | -28.86% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 2.84% | -0.12% | — | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 2.78% | -0.50% | +2.38% | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.70% | +0.63% | -31.10% | |
| 7 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.52% | -0.21% | +2.64% | |
| 8 | MDT | Medtronic plc | Stock-Healthcare | 2.30% | -0.35% | -39.11% | |
| 9 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.29% | -0.26% | +6.15% | |
| 10 | ADSK | Autodesk Inc | Stock-Tech | 2.17% | -0.57% | +2.33% | |
| 11 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.06% | -0.95% | -25.95% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.01% | -2.09% | EXIT | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | +0.12% | +3.35% | |
| 14 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.82% | +0.47% | -13.12% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.63% | -0.11% | -43.92% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | +0.02% | -6.49% | |
| 17 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.49% | -0.40% | +2.60% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | +0.27% | +109.95% | |
| 19 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.31% | -0.01% | -0.27% | |
| 20 | KD | Kyndryl Holdings Inc | Stock-Tech | 1.28% | -0.70% | EXIT | |
| 21 | SEIC | Sei Investments Company | Stock-Financials | 1.21% | -0.11% | -3.40% | |
| 22 | CPAY | Corpay Inc | Stock-Tech | 1.17% | -0.03% | -3.38% | |
| 23 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.14% | -0.09% | -3.38% | |
| 24 | KEYS | Keysight Technologies In | Stock-Tech | 1.08% | +0.13% | -11.33% | |
| 25 | EA | Electronic Arts Inc | Stock-Comm Services | 1.03% | — | -58.44% | |
| 26 | COR | Cencora Inc | Stock-Healthcare | 1.02% | -0.18% | -27.94% | |
| 27 | GPN | Global Payments Inc | Stock-Industrials | 0.91% | — | +0.09% | |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.91% | -0.08% | -3.38% | |
| 29 | ORI | Old Republic Intl CORP | Stock-Financials | 0.88% | -0.06% | -3.38% | |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.83% | -0.33% | +4.79% | |
| 31 | EFAX | State Street Spdr Msci Eafe | ETF-Other | 0.83% | +0.93% | NEW | |
| 32 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.78% | -0.08% | +2.29% | |
| 33 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.75% | +0.01% | -3.37% | |
| 34 | MIDD | Middleby CORP | Stock-Industrials | 0.72% | +0.13% | -3.39% | |
| 35 | SNA | Snap-on Inc | Stock-Industrials | 0.69% | +0.01% | +12.16% | |
| 36 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.67% | +0.09% | -3.39% | |
| 37 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.66% | -0.08% | -3.34% | |
| 38 | HAYW | Hayward Holdings Inc | Stock-Other | 0.66% | +0.11% | -3.39% | |
| 39 | FA | First Advantage CORP | Stock-Other | 0.65% | +0.28% | +13.09% | |
| 40 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.60% | — | -3.39% | |
| 41 | MKSI | Mks Inc | Stock-Tech | 0.58% | +0.01% | -27.83% | |
| 42 | GL | Globe Life Inc | Stock-Financials | 0.57% | +0.11% | -3.39% | |
| 43 | UHS | Universal Health Services-b | Stock-Healthcare | 0.55% | -0.50% | EXIT | |
| 44 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.53% | +0.03% | +6.19% | |
| 45 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.50% | -0.03% | — | |
| 46 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.49% | +0.38% | +89.16% | |
| 47 | HLMN | Hillman Solutions CORP | Stock-Other | 0.47% | -0.04% | +7.25% | |
| 48 | RRC | Range Resources CORP | Stock-Energy | 0.45% | -0.12% | — | |
| 49 | AWR | American States Water Co | Stock-Utilities | 0.43% | — | — | |
| 50 | AAPL | Apple Inc | Stock-Tech | 0.30% | +0.01% | +404.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2% | -6.61% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.7% | +109.95% | Add |
| 3 | CRM | Salesforce Inc | +0.6% | +2.38% | Add |
| 4 | GMED | Globus Medical Inc - A | +0.4% | -3.38% | Trim |
| 5 | BDX | Becton Dickinson And Co | +0.4% | +6.15% | Add |
| 6 | V | Visa Inc-class A Shares | +0.3% | +3.35% | Add |
| 7 | AAPL | Apple Inc | +0.3% | +404.40% | Add |
| 8 | LPX | Louisiana-pacific CORP | +0.2% | +89.16% | Add |
| 9 | IFF | Intl Flavors & Fragrances | +0.2% | -0.27% | Trim |
| 10 | MSFT | Microsoft CORP | +0.1% | +229.15% | Add |
| 11 | SNA | Snap-on Inc | +0.1% | +12.16% | Add |
| 12 | ADSK | Autodesk Inc | +0.1% | +2.33% | Add |
| 13 | PEP | Pepsico Inc | +0.1% | +507.80% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +174.12% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -6.49% | Trim |
| 16 | MA | Mastercard Inc - A | +0.1% | +235.16% | Add |
| 17 | NKE | Nike Inc -cl B | +0.1% | +2.60% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -28.86% | Trim |
| 19 | SEIC | Sei Investments Company | 0% | -3.40% | Trim |
| 20 | KD | Kyndryl Holdings Inc | — | +2.27% | Add |
| 21 | MDLZ | Mondelez International Inc-a | — | +4.79% | Add |
| 22 | GNTX | Gentex CORP | 0% | +6.19% | Add |
| 23 | BWA | Borgwarner Inc | 0% | -13.12% | Trim |
| 24 | SNX | TD Synnex CORP | -0.1% | -24.54% | Trim |
| 25 | LHX | L3harris Technologies Inc | -0.1% | -8.74% | Trim |
| 26 | HSIC | Henry Schein Inc | -0.1% | -25.95% | Trim |
| 27 | COR | Cencora Inc | -0.2% | -27.94% | Trim |
| 28 | QQQM | Invesco Nasdaq 100 ETF | -0.4% | -26.55% | Trim |
| 29 | ORCL | Oracle CORP | -0.9% | -72.63% | Trim |
| 30 | PM | Philip Morris International | -0.9% | -98.10% | Trim |
| 31 | QCOM | Qualcomm Inc | -0.9% | -43.92% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -1% | -31.10% | Trim |
| 33 | MDT | Medtronic plc | -1.1% | -39.11% | Trim |
| 34 | EA | Electronic Arts Inc | -1.2% | -58.44% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -1.7% | -96.37% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -1.8% | -94.73% | Trim |
| 37 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 38 | HUM | Humana Inc | — | EXIT | Sold out |
| 39 | ALL | Allstate CORP | — | EXIT | Sold out |
| 40 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 41 | WH | Wyndham Hotels & Resorts Inc | — | NEW | New buy |
| 42 | RRC | Range Resources CORP | — | NEW | New buy |
| 43 | BAH | Booz Allen Hamilton Holdings | — | EXIT | Sold out |
| 44 | AWR | American States Water Co | — | NEW | New buy |
| 45 | NVDA | Nvidia CORP | — | NEW | New buy |
| 46 | EFOR | Everforth Inc | — | EXIT | Sold out |
| 47 | SNN | Smith & Nephew PLC -spon Adr | — | EXIT | Sold out |
| 48 | DEO | Diageo Plc-sponsored Adr | — | NEW | New buy |
| 49 | KMX | Carmax Inc | — | EXIT | Sold out |
| 50 | JNJ | Johnson & Johnson | — | NEW | New buy |
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 87 disclosed positions in Q4 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 47.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
WFC
市值: $37.9M
Top Position Liquidated / Trimmed
HUM
前期市值: $10.8M
During Q4 2025, Leith Wheeler Investment Counsel Ltd.'s top holdings by market value included IVV (34.7%)、LHX (3.2%)、GOOGL (3.2%). The largest single position, IVV, represented 34.7% of total portfolio value.
In Q4 2025, Leith Wheeler Investment Counsel Ltd. made 50 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 20 holdings, and fully liquidating 7 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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