Leith Wheeler Investment Counsel Ltd. Portfolio Holdings

Leith Wheeler Investment Counsel Ltd.

  • $1.37 Billion
  • Q2 2025

Leith Wheeler Investment Counsel Ltd. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.37 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 $471M, L3 Harris Technologies, Inc. with a value of $44.8M, Alphabet Inc. with a value of $42.8M, Walt Disney CO with a value of $40.7M, and Henry Schein Inc with a value of $39.1M.

Examining the 13F form we can see an decrease of $676M in the current position value, from $2.05B to 1.37B.

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

Portfolio value $1.37 Billion
ETFs: $532 Million
Healthcare: $175 Million
Industrials: $142 Million
Communication Services: $125 Million
Financial Services: $123 Million
Technology: $119 Million
Consumer Cyclical: $94.9 Million
Basic Materials: $20.9 Million
Other: $40.1 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.21T
$42.8 Million 3.11% of portfolio
242,590
Q2 2025 Added 48.66%
$207B
$40.7 Million 2.96% of portfolio
327,899
Q2 2025 Added 52.07%
$232B
$39 Million 2.84% of portfolio
142,981
Q2 2025 Added 100.57%
$302B
$36 Million 2.62% of portfolio
449,815
Q2 2025 Added 17.74%
$551B
$29.4 Million 2.14% of portfolio
82,813
Q2 2025 Added 465.78%
$859B
$20.5 Million 1.49% of portfolio
70,688
Q2 2025 Reduced 86.79%
$245B
$14.8 Million 1.07% of portfolio
47,284
Q2 2025 Added 2,488.07%
$1.78T
$11.3 Million 0.82% of portfolio
15,301
Q2 2025 Reduced 80.1%
$621B
$660,000 0.05% of portfolio
1,359
Q2 2025 Reduced 97.83%
$3.95T
$675,000 0.05% of portfolio
1,359
Q2 2025 Reduced 99.52%
$3.69T
$508,000 0.04% of portfolio
2,477
Q2 2025 Reduced 5.67%
$2.26T
$400,000 0.03% of portfolio
1,827
Q2 2025 Added 52.25%
$1.24T
$480,000 0.03% of portfolio
2,709
Q2 2025 Reduced 99.64%
$261B
$281,000 0.02% of portfolio
1,543
Q2 2025 Reduced 98.18%
$203B
$256,000 0.02% of portfolio
3,236
Q2 2025 Reduced 94.58%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $1.37 Billion
  • Prior Value $2.05 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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