Leith Wheeler Investment Counsel Ltd.
Top Portfolio Positions
73 positions ·
$788,604,197 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 | 4.13% | |
| 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 | 3.90% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
109,436 | $29,612,287 | 3.76% | |
| 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 | 3.37% | |
| ADSK |
Autodesk, Inc.
Technology
|
109,484 | $26,210,469 | 3.32% |
Portfolio Trend
Holdings in HLMN
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,193,455 | 864,598 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,317,825 | 729,541 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,244,548 | 680,234 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,547 | 917 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,925,040 | 674,066 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,485,973 | 665,911 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,283,422 | 689,718 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,346,219 | 717,087 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,572,349 | 711,687 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,549,111 | 711,087 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $8,285,367 | 1,004,287 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $8,941,478 | 992,395 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $8,315,549 | 987,595 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,070,810 | 980,695 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $7,411,028 | 982,895 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $7,958,692 | 921,145 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $10,294,020 | 866,500 | Shares | Sole | 2022-04-20 | |
| No 13F history on record for this holder in this stock. | ||||||