Leith Wheeler Investment Counsel Ltd.
Q2 2026 13F filing
Updated 36 days ago85 disclosed positions worth $1.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES CORE S AND P 500 ETF | $431.8M | 576.5K | 32.80% | Trimmed(-0.1%) |
| 2 | M MSFT MICROSOFT CORP | $44.3M | 118.7K | 3.37% | Added(+89.3%) |
| 3 | U UNH UNITEDHEALTH GROUP INC | $40.5M | 97.5K | 3.08% | Trimmed(-10.9%) |
| 4 | G GOOGN ALPHABET INC-CL A | $39.7M | 111.0K | 3.01% | Trimmed(-0.6%) |
| 5 | V V VISA INC-CLASS A SHARES | $36.2M | 105.4K | 2.75% | Added(+0.3%) |
| 6 | B BWA BORGWARNER INC | $35.3M | 531.2K | 2.68% | Added(+7.8%) |
| 7 | W WFC-PZ WELLS FARGO and CO | $33.8M | 409.2K | 2.57% | Added(+0.1%) |
| 8 | L LHX L3HARRIS TECHNOLOGIES INC | $31.1M | 107.2K | 2.37% | Trimmed(-0.2%) |
| 9 | D DIS WALT DISNEY CO | $30.6M | 318.3K | 2.33% | Trimmed(-0.2%) |
| 10 | M MDT MEDTRONIC PLC | $25.9M | 330.8K | 1.97% | Added(+2.3%) |
| 11 | M META META PLATFORMS INC-CLASS A | $25.8M | 45.9K | 1.96% | Added(+28.4%) |
| 12 | B BDX BECTON DICKINSON AND CO | $23.7M | 156.9K | 1.80% | Trimmed(-0.9%) |
| 13 | C CRM SALESFORCE.COM INC | $22.3M | 142.6K | 1.70% | Added(+0.2%) |
| 14 | A ADSK AUTODESK INC | $21.1M | 108.4K | 1.60% | Trimmed(-1.0%) |
| 15 | C CCL CARNIVAL CORP LTD | $20.9M | 732.3K | 1.59% | — |
| 16 | J JPM-PM JPMORGAN CHASE and CO | $20.8M | 63.5K | 1.58% | Trimmed(-0.9%) |
| 17 | I IFF INTL FLAVORS AND FRAGRANCES | $20.3M | 256.3K | 1.54% | Trimmed(-1.1%) |
| 18 | Q QCOM QUALCOMM INC | $16.4M | 88.8K | 1.25% | Trimmed(-30.4%) |
| 19 | H HSIC HENRY SCHEIN INC | $16M | 191.3K | 1.21% | Trimmed(-46.2%) |
| 20 | S SEIC SEI INVESTMENTS COMPANY | $15.3M | 174.5K | 1.16% | Trimmed(-11.1%) |
| 21 | K KEYS KEYSIGHT TECHNOLOGIES IN | $15.2M | 43.3K | 1.15% | Trimmed(-0.9%) |
| 22 | C CPAY CORPAY INC | $14.7M | 44.2K | 1.12% | Trimmed(-7.3%) |
| 23 | G GMED GLOBUS MEDICAL INC - A | $13.8M | 174.9K | 1.05% | Added(+9.7%) |
| 24 | N NKE NIKE INC -CL B | $13.4M | 326.1K | 1.02% | Added(+0.5%) |
| 25 | I ICLR ICON PLC | $13.2M | 75.8K | 1.00% | Trimmed(-6.9%) |
| 26 | F FA FIRST ADVANTAGE CORP | $13M | 721.9K | 0.99% | Trimmed(-0.9%) |
| 27 | L LPX LOUISIANA-PACIFIC CORP | $13M | 164.7K | 0.98% | Added(+66.3%) |
| 28 | B BIP-PB BROOKFIELD INFRASTRUCTURE PA | $12.6M | 344.6K | 0.96% | Trimmed(-0.9%) |
| 29 | S STT-PG SPDR MSCI EAFA FOSSIL FUEL | $12.2M | 225.9K | 0.93% | — |
| 30 | C COR CENCORA INC | $11.3M | 39.8K | 0.86% | Trimmed(-1.1%) |
| 31 | O ORI OLD REPUBLIC INTL CORP | $11.3M | 275.1K | 0.86% | Trimmed(-0.9%) |
| 32 | M MIDD MIDDLEBY CORP | $11M | 64.1K | 0.84% | Trimmed(-0.9%) |
| 33 | L LAMR LAMAR ADVERTISING CO-A | $10.9M | 69.7K | 0.83% | Trimmed(-0.9%) |
| 34 | C CCK CROWN HOLDINGS INC | $10.7M | 95.5K | 0.81% | Trimmed(-0.9%) |
| 35 | S SNA SNAP-ON INC | $10.7M | 26.5K | 0.81% | Trimmed(-0.9%) |
| 36 | A AWR AMERICAN STATES WATER CO | $10.3M | 125.1K | 0.79% | Trimmed(-0.9%) |
| 37 | ? N/A HAYWARD HOLDINGS INC | $9.7M | 560.9K | 0.74% | Trimmed(-0.9%) |
| 38 | T THC TENET HEALTHCARE CORP | $9.7M | 51.6K | 0.73% | Trimmed(-1.2%) |
| 39 | G GL-PD GLOBE LIFE INC | $9.6M | 53.8K | 0.73% | Trimmed(-0.9%) |
| 40 | M MKSI MKS INC | $9.5M | 21.3K | 0.72% | Trimmed(-42.7%) |
| 41 | V VGES VANGUARD ESG INTL STOCK ETF | $9.1M | 110.3K | 0.69% | — |
| 42 | C CSL CARLISLE COS INC | $9M | 24.9K | 0.69% | Trimmed(-0.9%) |
| 43 | G GNTX GENTEX CORP | $8.7M | 344.1K | 0.66% | Trimmed(-0.9%) |
| 44 | M MDLZ MONDELEZ INTERNATIONAL INC-A | $8.6M | 148.6K | 0.65% | Trimmed(-27.9%) |
| 45 | H HLI HOULIHAN LOKEY INC | $8.3M | 61.9K | 0.63% | — |
| 46 | C CNM CORE AND MAIN INC-CLASS A | $8.1M | 167.5K | 0.61% | Trimmed(-0.9%) |
| 47 | W WAT WATERS CORP | $7.9M | 21.1K | 0.60% | Trimmed(-0.9%) |
| 48 | R RRC RANGE RESOURCES CORP | $7.4M | 200.2K | 0.57% | Added(+7.8%) |
| 49 | W WH WYNDHAM HOTELS AND RESORTS INC | $7.3M | 87.0K | 0.56% | Trimmed(-0.9%) |
| 50 | H HLMN HILLMAN SOLUTIONS CORP | $7.2M | 857.0K | 0.55% | Trimmed(-0.9%) |