Leith Wheeler Investment Counsel Ltd.: 13F holdings

CIK 13536512026Q2

Positions85
Reported value$1.3bn
Filed2026-08-05

Change since last quarter

Positions85 (+1 vs prior quarter)
Reported value$1.3bn (+8.8%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES CORE S AND P 500 ETF576,529$431.8m32.8%
MSFT MICROSOFT CORP118,732$44.3m3.4%
UNH UNITEDHEALTH GROUP INC97,475$40.5m3.1%
GOOGL ALPHABET INC-CL A111,029$39.7m3.0%
V VISA INC-CLASS A SHARES105,448$36.2m2.7%
BWA BORGWARNER INC531,201$35.3m2.7%
WFC WELLS FARGO and CO409,248$33.8m2.6%
LHX L3HARRIS TECHNOLOGIES INC107,169$31.1m2.4%
DIS WALT DISNEY CO318,257$30.6m2.3%
MEDTRONIC PLC330,814$25.9m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1353651")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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