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 HAYW
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,572,678 | 565,970 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,750,215 | 566,357 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,863,449 | 586,207 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,582,647 | 621,931 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,505,873 | 467,376 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,381,322 | 221,146 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,497,520 | 228,000 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||