Leith Wheeler Investment Counsel Ltd. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.41 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $431M, Wells Fargo & Company with a value of $49M, Medtronic PLC with a value of $46.3M, Electronic Arts Inc. with a value of $44.2M, and L3 Harris Technologies, Inc. with a value of $37M.

Examining the 13F form we can see an increase of $50.8M in the current position value, from $1.36B to 1.41B.

Below you can find more details about Leith Wheeler Investment Counsel Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $1.41 Billion
ETFs: $484 Million
Healthcare: $224 Million
Financial Services: $157 Million
Communication Services: $138 Million
Industrials: $132 Million
Technology: $115 Million
Consumer Cyclical: $82.6 Million
Consumer Defensive: $33.7 Million
Other: $42.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $1.41 Billion
  • Prior Value $1.36 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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