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CIK: 0001353651
Total reported value
$1.3B
$1.3B
84 檔
38.8%
According to the latest 13F quarterly dataset, Leith Wheeler Investment Counsel Ltd. managed an equity portfolio of $1.3B at the end of Q1 2026, spanning 84 distinct U.S. exchange-listed positions.
Leith Wheeler Investment Counsel Ltd. executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 11 holdings and trimming 29 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 31.16% | +1.64% | -14.41% | |
| 2 | LHX | L3harris Technologies Inc | Stock-Industrials | 3.06% | -0.69% | -27.05% | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 2.69% | -0.12% | +0.54% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.65% | +0.36% | -16.87% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.63% | +0.12% | +38.29% | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.54% | -0.21% | +7.91% | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.45% | +0.63% | +0.32% | |
| 8 | MDT | Medtronic plc | Stock-Healthcare | 2.32% | -0.35% | +1.42% | |
| 9 | BWA | Borgwarner Inc | Stock-Consumer Disc | 2.21% | +0.47% | -8.26% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 2.20% | -0.50% | +1.69% | |
| 11 | ADSK | Autodesk Inc | Stock-Tech | 2.17% | -0.57% | +11.93% | |
| 12 | HSIC | Henry Schein Inc | Stock-Healthcare | 2.16% | -0.95% | -2.22% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.09% | -2.09% | EXIT | |
| 14 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.06% | -0.26% | +0.81% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | +1.44% | +1107.51% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.69% | +0.27% | +25.60% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.56% | +0.02% | +0.26% | |
| 18 | IFF | Intl Flavors & Fragrances | Stock-Materials | 1.55% | -0.01% | +0.27% | |
| 19 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.42% | -0.40% | +4.20% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.36% | -0.11% | +0.23% | |
| 21 | SEIC | Sei Investments Company | Stock-Financials | 1.27% | -0.11% | -0.07% | |
| 22 | WYNN | Wynn Resorts LTD | Stock-Consumer Disc | 1.26% | -1.26% | EXIT | |
| 23 | CPAY | Corpay Inc | Stock-Tech | 1.15% | -0.03% | -7.79% | |
| 24 | GMED | Globus Medical Inc - A | Stock-Healthcare | 1.14% | -0.09% | -7.96% | |
| 25 | COR | Cencora Inc | Stock-Healthcare | 1.04% | -0.18% | +0.13% | |
| 26 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.04% | -0.08% | -0.07% | |
| 27 | KEYS | Keysight Technologies In | Stock-Tech | 1.02% | +0.13% | -38.24% | |
| 28 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.98% | -0.33% | -0.09% | |
| 29 | ORI | Old Republic Intl CORP | Stock-Financials | 0.92% | -0.06% | +7.90% | |
| 30 | ✓ | Spdr Msci Eafa Fossil Fuel | Stock-Other | 0.91% | -0.91% | EXIT | |
| 31 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.81% | -0.08% | -0.02% | |
| 32 | SNA | Snap-on Inc | Stock-Industrials | 0.80% | +0.01% | -0.08% | |
| 33 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.80% | +0.01% | -0.07% | |
| 34 | AWR | American States Water Co | Stock-Utilities | 0.79% | — | +60.80% | |
| 35 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.74% | +0.26% | — | |
| 36 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.74% | +0.09% | -0.07% | |
| 37 | MIDD | Middleby CORP | Stock-Industrials | 0.71% | +0.13% | -0.07% | |
| 38 | FA | First Advantage CORP | Stock-Other | 0.71% | +0.28% | +22.84% | |
| 39 | MKSI | Mks Inc | Stock-Tech | 0.71% | +0.01% | -23.18% | |
| 40 | KD | Kyndryl Holdings Inc | Stock-Tech | 0.70% | -0.70% | EXIT | |
| 41 | RRC | Range Resources CORP | Stock-Energy | 0.69% | -0.12% | +10.29% | |
| 42 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.69% | — | -0.07% | |
| 43 | CNM | Core & Main Inc-class A | Stock-Industrials | 0.69% | -0.08% | -0.07% | |
| 44 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.63% | +0.03% | +15.28% | |
| 45 | HAYW | Hayward Holdings Inc | Stock-Other | 0.63% | +0.11% | -0.07% | |
| 46 | GL | Globe Life Inc | Stock-Financials | 0.62% | +0.11% | -0.07% | |
| 47 | LPX | Louisiana-pacific CORP | Stock-Industrials | 0.60% | +0.38% | +23.08% | |
| 48 | HLMN | Hillman Solutions CORP | Stock-Other | 0.59% | -0.04% | +18.51% | |
| 49 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.59% | -0.03% | -0.10% | |
| 50 | WAT | Waters CORP | Stock-Healthcare | 0.53% | +0.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.7% | +1107.51% | Add |
| 2 | V | Visa Inc-class A Shares | +0.6% | +38.29% | Add |
| 3 | BWA | Borgwarner Inc | +0.4% | -8.26% | Trim |
| 4 | AWR | American States Water Co | +0.4% | +60.80% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +25.60% | Add |
| 6 | RRC | Range Resources CORP | +0.2% | +10.29% | Add |
| 7 | IFF | Intl Flavors & Fragrances | +0.2% | +0.27% | Add |
| 8 | MDLZ | Mondelez International Inc-a | +0.2% | -0.09% | Trim |
| 9 | MKSI | Mks Inc | +0.1% | -23.18% | Trim |
| 10 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | -0.07% | Trim |
| 11 | HLMN | Hillman Solutions CORP | +0.1% | +18.51% | Add |
| 12 | LPX | Louisiana-pacific CORP | +0.1% | +23.08% | Add |
| 13 | SNA | Snap-on Inc | +0.1% | -0.08% | Trim |
| 14 | HSIC | Henry Schein Inc | +0.1% | -2.22% | Trim |
| 15 | GNTX | Gentex CORP | +0.1% | +15.28% | Add |
| 16 | WH | Wyndham Hotels & Resorts Inc | +0.1% | -0.10% | Trim |
| 17 | CSL | Carlisle Cos Inc | +0.1% | -0.07% | Trim |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.14% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | +55.54% | Add |
| 20 | LAMR | Lamar Advertising Co-a | +0.1% | -0.07% | Trim |
| 21 | SEIC | Sei Investments Company | +0.1% | -0.07% | Trim |
| 22 | FA | First Advantage CORP | +0.1% | +22.84% | Add |
| 23 | CCK | Crown Holdings Inc | +0.1% | -0.07% | Trim |
| 24 | GL | Globe Life Inc | +0.1% | -0.07% | Trim |
| 25 | ORI | Old Republic Intl CORP | 0% | +7.90% | Add |
| 26 | PG | Procter & Gamble Co/the | 0% | +43.59% | Add |
| 27 | THC | Tenet Healthcare CORP | 0% | -0.02% | Trim |
| 28 | CNM | Core & Main Inc-class A | 0% | -0.07% | Trim |
| 29 | UL | Unilever Plc-sponsored Adr | 0% | +73.00% | Add |
| 30 | DIS | Walt Disney Co/the | 0% | +7.91% | Add |
| 31 | MDT | Medtronic plc | 0% | +1.42% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +0.26% | Add |
| 33 | COR | Cencora Inc | 0% | +0.13% | Add |
| 34 | ABT | Abbott Laboratories | 0% | +45.90% | Add |
| 35 | PEP | Pepsico Inc | 0% | +0.33% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | +9.95% | Add |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | -0.56% | Trim |
| 38 | CEFA | Global X S&p Cath Val Devel | 0% | — | Unchanged |
| 39 | AAPL | Apple Inc | 0% | +0.96% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.98% | Trim |
| 41 | COST | Costco Wholesale CORP | 0% | -2.16% | Trim |
| 42 | CL | Colgate-palmolive Co | 0% | +1.14% | Add |
| 43 | ADSK | Autodesk Inc | — | +11.93% | Add |
| 44 | GMED | Globus Medical Inc - A | — | -7.96% | Trim |
| 45 | MA | Mastercard Inc - A | — | — | Unchanged |
| 46 | AMZN | Amazon.com Inc | — | +6.01% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.54% | Add |
| 48 | OEF | Ishares S&p 100 ETF | — | — | Unchanged |
| 49 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 50 | VPL | Vanguard Ftse Pacific ETF | — | — | Unchanged |
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 84 disclosed positions in Q1 2026.
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, WFC) accounted for 38.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
WYNN
市值: $15.2M
Top Position Liquidated / Trimmed
EA
前期市值: $13.8M
During Q1 2026, Leith Wheeler Investment Counsel Ltd.'s top holdings by market value included IVV (31.2%)、LHX (3.1%)、WFC (2.7%). The largest single position, IVV, represented 31.2% of total portfolio value.
In Q1 2026, Leith Wheeler Investment Counsel Ltd. made 83 total portfolio adjustments, initiating 8 new buys, adding to 35 positions, trimming 29 holdings, and fully liquidating 11 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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