Leith Wheeler Investment Counsel Ltd. has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.01 Billion distributed in 64 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 $398M, Invesco Exchange Traded Fd Tr with a value of $29.7M, Henry Schein Inc with a value of $29.6M, Alphabet Inc. with a value of $21.2M, and Global Payments Inc with a value of $20.4M.

Examining the 13F form we can see an increase of $10.3M in the current position value, from $1B to 1.01B.

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

Portfolio value $1.01 Billion
ETFs: $450 Million
Healthcare: $110 Million
Industrials: $101 Million
Consumer Cyclical: $80 Million
Financial Services: $74.9 Million
Technology: $73.5 Million
Communication Services: $72.1 Million
Consumer Defensive: $24.9 Million
Other: $23.8 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $1.01 Billion
  • Prior Value $1 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 06, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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