Leith Wheeler Investment Counsel Ltd. has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 65 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 $454M, Invesco Exchange Traded Fd Tr with a value of $32M, Alphabet Inc. with a value of $29M, Henry Schein Inc with a value of $28.8M, and Qualcomm Inc with a value of $26M.

Examining the 13F form we can see an increase of $130M in the current position value, from $1.01B to 1.14B.

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

Portfolio value $1.14 Billion
ETFs: $509 Million
Healthcare: $134 Million
Industrials: $103 Million
Communication Services: $86 Million
Technology: $83.1 Million
Consumer Cyclical: $81.3 Million
Financial Services: $80.3 Million
Consumer Defensive: $42.3 Million
Other: $21.5 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $1.14 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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