EdgeMarket › What Leith Wheeler Investment Counsel Ltd. reported owning
What Leith Wheeler Investment Counsel Ltd. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
84Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 376.9M | 31.2% | 577.0K | 769.31 | +20.0% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 37.1M | 3.1% | 107.4K | 266.73 | -3.4% |
| WFC WELLS FARGO & COMPANY/MN | 32.5M | 2.7% | 408.7K | 83.84 | +7.3% |
| GOOGL Alphabet Inc. | 32.1M | 2.7% | 111.6K | 344.82 | +73.0% |
| V VISA INC. | 31.8M | 2.6% | 105.2K | 371.04 | +7.9% |
| DIS Walt Disney Co | 30.7M | 2.5% | 318.9K | 107.78 | -7.9% |
| UNH UNITEDHEALTH GROUP INC | 29.6M | 2.4% | 109.4K | 390.11 | +30.1% |
| MDT Medtronic plc | 28.0M | 2.3% | 323.4K | 93.35 | +0.1% |
| BWA BORGWARNER INC | 26.7M | 2.2% | 492.8K | 67.78 | +60.5% |
| CRM Salesforce, Inc. | 26.6M | 2.2% | 142.3K | 209.17 | -15.1% |
| ADSK Autodesk, Inc. | 26.2M | 2.2% | 109.5K | 253.82 | -12.1% |
| HSIC HENRY SCHEIN INC | 26.2M | 2.2% | 355.3K | 88.50 | +28.9% |
| QQQM Invesco NASDAQ 100 ETF | 25.3M | 2.1% | 106.3K | 293.76 | +26.1% |
| BDX BECTON DICKINSON & CO | 24.9M | 2.1% | 158.3K | 192.00 | -3.6% |
| MSFT MICROSOFT CORP | 23.2M | 1.9% | 62.7K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 20.5M | 1.7% | 35.7K | 549.90 | -26.5% |
| JPM JPMORGAN CHASE & CO | 18.8M | 1.6% | 64.0K | 351.58 | +20.3% |
| IFF INTERNATIONAL FLAVORS & FRAGRANCES INC | 18.8M | 1.6% | 259.1K | 84.28 | +27.5% |
| NKE NIKE, Inc. | 17.1M | 1.4% | 324.6K | 40.76 | -46.6% |
| QCOM QUALCOMM INC/DE | 16.4M | 1.4% | 127.5K | 160.75 | +3.4% |
| SEIC SEI INVESTMENTS CO | 15.4M | 1.3% | 196.2K | 109.53 | +23.9% |
| WYNN WYNN RESORTS LTD | 15.2M | 1.3% | 149.9K | 100.28 | -10.1% |
| CPAY CORPAY, INC. | 13.9M | 1.1% | 47.6K | 417.13 | +31.8% |
| GMED GLOBUS MEDICAL INC | 13.7M | 1.1% | 159.5K | 86.91 | +43.1% |
| COR Cencora, Inc. | 12.6M | 1.0% | 40.2K | 318.04 | +4.7% |
| BIP Brookfield Infrastructure Partners L.P. | 12.6M | 1.0% | 347.6K | 38.95 | +29.1% |
| KEYS Keysight Technologies, Inc. | 12.3M | 1.0% | 43.7K | 316.13 | +99.4% |
| MDLZ Mondelez International, Inc. | 11.9M | 1.0% | 206.1K | 64.45 | +2.0% |
| ORI OLD REPUBLIC INTERNATIONAL CORP | 11.1M | 0.9% | 277.5K | 41.58 | +5.8% |
| unmapped CUSIP 78470E110 | 11.1M | 0.9% | 222.2K | — | — |
| THC TENET HEALTHCARE CORP | 9.9M | 0.8% | 52.2K | 280.77 | +54.3% |
| SNA Snap-on Inc | 9.7M | 0.8% | 26.8K | 393.39 | +21.7% |
| CCK CROWN HOLDINGS, INC. | 9.7M | 0.8% | 96.4K | 119.47 | +18.6% |
| AWR AMERICAN STATES WATER CO | 9.5M | 0.8% | 126.2K | 88.63 | +17.8% |
| ICLR ICON PLC | 9.0M | 0.7% | 81.4K | 172.23 | -4.4% |
| LAMR LAMAR ADVERTISING CO/NEW | 8.9M | 0.7% | 70.3K | 150.77 | +23.0% |
| MIDD MIDDLEBY Corp | 8.6M | 0.7% | 64.7K | 115.48 | -11.4% |
| FA FIRST ADVANTAGE CORP | 8.6M | 0.7% | 728.3K | 20.90 | +26.6% |
| MKSI MKS INC | 8.6M | 0.7% | 37.2K | 279.11 | +180.9% |
| KD Kyndryl Holdings, Inc. | 8.5M | 0.7% | 645.5K | 12.55 | -58.6% |
| RRC RANGE RESOURCES CORP | 8.4M | 0.7% | 185.7K | 41.06 | +24.1% |
| CSL CARLISLE COMPANIES INC | 8.4M | 0.7% | 25.1K | 367.68 | -4.2% |
| CNM Core & Main, Inc. | 8.3M | 0.7% | 169.0K | 44.88 | -29.8% |
| GNTX GENTEX CORP | 7.6M | 0.6% | 347.2K | 23.64 | -13.6% |
| HAYW Hayward Holdings, Inc. | 7.6M | 0.6% | 566.0K | 14.58 | -8.0% |
| GL GLOBE LIFE INC. | 7.6M | 0.6% | 54.3K | 171.08 | +23.0% |
| LPX LOUISIANA-PACIFIC CORP | 7.2M | 0.6% | 99.1K | 73.18 | -21.2% |
| HLMN Hillman Solutions Corp. | 7.2M | 0.6% | 864.6K | 8.36 | -13.6% |
| WH WYNDHAM HOTELS & RESORTS, INC. | 7.1M | 0.6% | 87.8K | 74.62 | -13.7% |
| WAT WATERS CORP /DE/ | 6.4M | 0.5% | 21.3K | 410.70 | +38.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →