Leith Wheeler Investment Counsel Ltd.

Est. AUM

$1.21B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES CORE S AND P 500 ETF	CORE S&P500 ETF	$376.9M	577037	31.16%	SOLE
2	L3HARRIS TECHNOLOGIES INC	COM	$37.1M	107394	3.06%	SOLE
3	WELLS FARGO and CO	COM	$32.5M	408689	2.69%	SOLE
4	ALPHABET INC-CL A	CAP STK CL A	$32.1M	111647	2.65%	SOLE
5	VISA INC-CLASS A SHARES	COM CL A	$31.8M	105179	2.63%	SOLE
6	WALT DISNEY CO	COM	$30.7M	318935	2.54%	SOLE
7	UNITEDHEALTH GROUP INC	COM	$29.6M	109436	2.45%	SOLE
8	MEDTRONIC PLC	SHS	$28.0M	323384	2.32%	SOLE
9	BORGWARNER INC	COM	$26.7M	492802	2.21%	SOLE
10	SALESFORCE.COM INC	COM	$26.6M	142306	2.20%	SOLE
11	AUTODESK INC	COM	$26.2M	109484	2.17%	SOLE
12	HENRY SCHEIN INC	COM	$26.2M	355314	2.16%	SOLE
13	INVESCO NASDAQ 100 ETF	NASDAQ 100 ETF	$25.3M	106290	2.09%	SOLE
14	BECTON DICKINSON AND CO	COM	$24.9M	158262	2.06%	SOLE
15	MICROSOFT CORP	COM	$23.2M	62718	1.92%	SOLE
16	META PLATFORMS INC-CLASS A	CL A	$20.5M	35748	1.69%	SOLE
17	JPMORGAN CHASE and CO	COM	$18.8M	64037	1.56%	SOLE
18	INTL FLAVORS AND FRAGRANCES	COM	$18.8M	259114	1.55%	SOLE
19	NIKE INC -CL B	CL B	$17.1M	324568	1.42%	SOLE
20	QUALCOMM INC	COM	$16.4M	127464	1.36%	SOLE
21	SEI INVESTMENTS COMPANY	COM	$15.4M	196249	1.27%	SOLE
22	WYNN RESORTS LTD	COM	$15.2M	149902	1.26%	SOLE
23	CORPAY INC	COM SHS	$13.9M	47646	1.15%	SOLE
24	GLOBUS MEDICAL INC - A	CL A	$13.7M	159535	1.14%	SOLE
25	CENCORA INC	COM	$12.6M	40225	1.04%	SOLE
26	BROOKFIELD INFRASTRUCTURE PA	LP INT UNIT	$12.6M	347625	1.04%	SOLE
27	KEYSIGHT TECHNOLOGIES IN	COM	$12.3M	43704	1.02%	SOLE
28	MONDELEZ INTERNATIONAL INC-A	CL A	$11.9M	206095	0.98%	SOLE
29	OLD REPUBLIC INTL CORP	COM	$11.1M	277533	0.92%	SOLE
30	SPDR MSCI EAFA FOSSIL FUEL	STATE STREET SPD	$11.1M	222164	0.91%	SOLE
31	TENET HEALTHCARE CORP	COM NEW	$9.9M	52230	0.81%	SOLE
32	SNAP-ON INC	COM	$9.7M	26775	0.80%	SOLE
33	CROWN HOLDINGS INC	COM	$9.7M	96381	0.80%	SOLE
34	AMERICAN STATES WATER CO	COM	$9.5M	126225	0.79%	SOLE
35	ICON PLC	SHS	$9.0M	81408	0.74%	SOLE
36	LAMAR ADVERTISING CO-A	CL A	$8.9M	70311	0.74%	SOLE
37	MIDDLEBY CORP	COM	$8.6M	64678	0.71%	SOLE
38	FIRST ADVANTAGE CORP	COM	$8.6M	728332	0.71%	SOLE
39	MKS INC	COM	$8.6M	37234	0.71%	SOLE
40	KYNDRYL HOLDINGS INC	COMMON STOCK	$8.5M	645533	0.70%	SOLE
41	RANGE RESOURCES CORP	COM	$8.4M	185657	0.69%	SOLE
42	CARLISLE COS INC	COM	$8.4M	25124	0.69%	SOLE
43	CORE AND MAIN INC-CLASS A	CL A	$8.3M	169025	0.69%	SOLE
44	GENTEX CORP	COM	$7.6M	347178	0.63%	SOLE
45	HAYWARD HOLDINGS INC	COM	$7.6M	565970	0.63%	SOLE
46	GLOBE LIFE INC	COM	$7.6M	54291	0.62%	SOLE
47	LOUISIANA-PACIFIC CORP	COM	$7.2M	99064	0.60%	SOLE
48	HILLMAN SOLUTIONS CORP	COM	$7.2M	864598	0.59%	SOLE
49	WYNDHAM HOTELS AND RESORTS INC	COM	$7.1M	87789	0.59%	SOLE
50	WATERS CORP	COM	$6.4M	21335	0.53%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.