Leith Wheeler Investment Counsel Ltd.
Top Portfolio Positions
67 positions ·
$709,899,725 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
147,225 | $43,220,843 | 6.09% |
| GOOGL |
Alphabet Inc.
Communication Services
|
134,304 | $42,037,152 | 5.92% |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
406,490 | $37,884,868 | 5.34% |
| CRM |
Salesforce, Inc.
Technology
|
139,941 | $37,071,770 | 5.22% |
| UNH |
Unitedhealth Group Inc
Healthcare
|
109,082 | $36,009,059 | 5.07% |
| DIS |
Walt Disney Co
Communication Services
|
295,547 | $33,624,382 | 4.74% |
| MDT |
Medtronic plc
Healthcare
|
318,844 | $30,628,154 | 4.31% |
| ADSK |
Autodesk, Inc.
Technology
|
97,813 | $28,953,626 | 4.08% |
| V |
Visa Inc.
Financial Services
|
76,055 | $26,673,249 | 3.76% |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
537,163 | $24,204,564 | 3.41% |
Portfolio Trend
Holdings in IFF
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $17,415,530 | 258,429 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,946,798 | 259,129 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,709,952 | 104,826 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,983,265 | 283,253 | Shares | Sole | 2025-05-13 | |
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