Leith Wheeler Investment Counsel Ltd. 13F Holdings

CIK 0001353651 · VANCOUVER, A1

As of Sep 30, 2025, Leith Wheeler Investment Counsel Ltd. reported 72 positions worth .5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—721,865$483.1M32.70%
UNITEDHEALTH GROUP INCUNHHealthcare158,308$54.7M3.70%
MEDTRONIC PLCMDTHealthcare523,612$49.9M3.37%
L3HARRIS TECHNOLOGIES INCLHXIndustrials161,321$49.3M3.33%
ALPHABET INCGOOGLEquity188,781$45.9M3.11%
QUALCOMM INCQCOMTechnology226,781$37.7M2.55%
INVESCO NASDAQ 100 ETFQQQM—144,511$35.7M2.42%
WALT DISNEY CODISCommunication Services287,949$33.0M2.23%
ELECTRONIC ARTS INCEACommunication Services162,260$32.7M2.21%
HENRY SCHEIN INCHSICHealthcare490,729$32.6M2.20%
SALESFORCE INCCRMTechnology136,682$32.4M2.19%
AUTODESK INCADSKTechnology95,583$30.4M2.05%
ALPHABET INCGOOGEquity114,483$27.9M1.89%
BECTON DICKINSON & COBDXHealthcare147,888$27.7M1.87%
BORGWARNER INCBWAConsumer Cyclical618,295$27.2M1.84%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services50,791$25.5M1.73%
VISA INC-CLASS A SHARESVFinancial Services73,593$25.1M1.70%
JPMORGAN CHASE & COJPMFinancial Services68,307$21.5M1.46%
NIKE INCNKEConsumer Cyclical303,611$21.2M1.43%
KYNDRYL HOLDINGS INCKDTechnology629,811 8.9M1.28%
CENCORA INCCORHealthcare55,744 7.4M1.18%
SEI INVESTMENTS COSEICFinancial Services203,305 7.3M1.17%
ORACLE CORPORCLTechnology57,693 6.2M1.10%
INTERNATIONAL FLAVORS & FRAGRANCES INCIFFBasic Materials259,129 5.9M1.08%
CORPAY INCCPAYTechnology53,480 5.4M1.04%