Leith Wheeler Investment Counsel Ltd.
Top Portfolio Positions
74 positions ·
$789,493,113 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
107,394 | $37,067,039 | 4.70% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
408,689 | $32,535,731 | 4.12% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
111,647 | $32,105,211 | 4.07% | |
| V |
Visa Inc.
Financial Services
|
105,179 | $31,789,300 | 4.03% | |
| DIS |
Walt Disney Co
Communication Services
|
318,935 | $30,738,955 | 3.89% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
109,436 | $29,612,287 | 3.75% | |
| MDT |
Medtronic plc
Healthcare
|
323,384 | $28,021,223 | 3.55% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
492,802 | $26,739,436 | 3.39% | |
| CRM |
Salesforce, Inc.
Technology
|
142,306 | $26,564,261 | 3.36% | |
| ADSK |
Autodesk, Inc.
Technology
|
109,484 | $26,210,469 | 3.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BWA
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,739,436 | 492,802 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $24,204,564 | 537,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,180,248 | 618,295 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $34,775,776 | 1,038,703 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $28,988,958 | 1,011,831 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $16,592,316 | 514,650 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $13,311,846 | 383,185 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $12,015,665 | 335,165 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,340,714 | 157,065 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $5,907,736 | 137,215 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,449,865 | 126,065 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,176,110 | 117,865 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $2,627,672 | 95,065 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,855,471 | 63,165 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,145,496 | 33,452 | Shares | Sole | 2022-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||