Leith Wheeler Investment Counsel Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Leith Wheeler Investment Counsel Ltd. disclosed 83 stock positions valued at approximately $1.32B as of quarter-end June 30, 2026. The largest holdings include ISHARES CORE S AND P 500 ETF, MICROSOFT CORP, and UNITEDHEALTH GROUP INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 83
- Portfolio Value
- $1.32B
Holdings by Sector
Leith Wheeler Investment Counsel Ltd. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES CORE S AND P 500 ETF | IVV | Other | 32.80% | 576,529 | -508 | -0.09% | $431,756,800 |
| MICROSOFT CORP | MSFT | Technology | 3.37% | 118,732 | +56,014 | +89.31% | $44,289,410 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 3.08% | 97,475 | -11,961 | -10.93% | $40,513,530 |
| ALPHABET INC-CL A | GOOGL | Communication Services | 3.01% | 111,029 | -618 | -0.55% | $39,678,430 |
| VISA INC-CLASS A SHARES | V | Financial Services | 2.75% | 105,448 | +269 | +0.26% | $36,178,150 |
| BORGWARNER INC | BWA | Consumer Cyclical | 2.68% | 531,201 | +38,399 | +7.79% | $35,271,750 |
| WELLS FARGO and CO | WFC | Financial Services | 2.57% | 409,248 | +559 | +0.14% | $33,820,250 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 2.37% | 107,169 | -225 | -0.21% | $31,142,240 |
| WALT DISNEY CO | DIS | Communication Services | 2.33% | 318,257 | -678 | -0.21% | $30,632,240 |
| MEDTRONIC PLC | MDT | Other | 1.97% | 330,814 | +7,430 | +2.30% | $25,879,580 |
| META PLATFORMS INC-CLASS A | META | Communication Services | 1.96% | 45,882 | +10,134 | +28.35% | $25,844,870 |
| BECTON DICKINSON AND CO | BDX | Healthcare | 1.80% | 156,893 | -1,369 | -0.87% | $23,742,620 |
| SALESFORCE.COM INC | CRM | Technology | 1.70% | 142,615 | +309 | +0.22% | $22,342,070 |
| AUTODESK INC | ADSK | Technology | 1.60% | 108,421 | -1,063 | -0.97% | $21,079,210 |
| JPMORGAN CHASE and CO | JPM | Financial Services | 1.58% | 63,489 | -548 | -0.86% | $20,781,850 |
| INTL FLAVORS AND FRAGRANCES | IFF | Basic Materials | 1.54% | 256,254 | -2,860 | -1.10% | $20,300,440 |
| QUALCOMM INC | QCOM | Technology | 1.25% | 88,762 | -38,702 | -30.36% | $16,402,330 |
| HENRY SCHEIN INC | HSIC | Healthcare | 1.21% | 191,283 | -164,031 | -46.17% | $15,975,960 |
| SEI INVESTMENTS COMPANY | SEIC | Financial Services | 1.16% | 174,506 | -21,743 | -11.08% | $15,305,920 |
| KEYSIGHT TECHNOLOGIES IN | KEYS | Technology | 1.15% | 43,316 | -388 | -0.89% | $15,163,630 |
| CORPAY INC | CPAY | Technology | 1.12% | 44,173 | -3,473 | -7.29% | $14,721,540 |
| GLOBUS MEDICAL INC - A | GMED | Healthcare | 1.05% | 174,934 | +15,399 | +9.65% | $13,821,540 |
| NIKE INC -CL B | NKE | Consumer Cyclical | 1.02% | 326,094 | +1,526 | +0.47% | $13,386,160 |
| ICON PLC | ICLR | Other | 1.00% | 75,794 | -5,614 | -6.90% | $13,166,180 |
| FIRST ADVANTAGE CORP | FA | Industrials | 0.99% | 721,906 | -6,426 | -0.88% | $13,030,400 |
| LOUISIANA-PACIFIC CORP | LPX | Industrials | 0.98% | 164,727 | +65,663 | +66.28% | $12,957,430 |
| BROOKFIELD INFRASTRUCTURE PA | BIP | Utilities | 0.96% | 344,572 | -3,053 | -0.88% | $12,573,430 |
| SPDR MSCI EAFA FOSSIL FUEL | EFAX | Other | 0.93% | 225,900 | +6,373 | +2.90% | $12,225,980 |
| CENCORA INC | COR | Healthcare | 0.86% | 39,803 | -422 | -1.05% | $11,263,450 |
| OLD REPUBLIC INTL CORP | ORI | Financial Services | 0.86% | 275,082 | -2,451 | -0.88% | $11,256,360 |
Showing 30 of 83 holdings in the latest reporting period.