Leith Wheeler Investment Counsel Ltd. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LW Leith Wheeler Investment Counsel Ltd. | Institutional Filer | ▼ 9.21% | $1.21B | 84 |
Current Portfolio Holdings
Showing all 84 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S AND P 500 ETF | — | 577K | $376.9M | 31.16% |
| 2 | LHX | L3Harris Technologies, Inc. | Industrials | 107K | $37.1M | 3.06% |
| 3 | WFC | Wells Fargo & Company | Financial Services | 409K | $32.5M | 2.69% |
| 4 | GOOGL | Alphabet Inc. | Technology | 112K | $32.1M | 2.65% |
| 5 | V | Visa Inc. | Financial Services | 105K | $31.8M | 2.63% |
| 6 | DIS | The Walt Disney Company | Communication Services | 319K | $30.7M | 2.54% |
| 7 | UNH | UnitedHealth Group Incorporated | Healthcare | 109K | $29.6M | 2.45% |
| 8 | MDT | Medtronic plc | Healthcare | 323K | $28.0M | 2.32% |
| 9 | BWA | BorgWarner Inc. | Consumer Cyclical | 493K | $26.7M | 2.21% |
| 10 | CRM | Salesforce, Inc. | Technology | 142K | $26.6M | 2.20% |
| 11 | ADSK | Autodesk, Inc. | Technology | 109K | $26.2M | 2.17% |
| 12 | HSIC | Henry Schein, Inc. | Healthcare | 355K | $26.2M | 2.16% |
| 13 | QQQM | INVESCO NASDAQ 100 ETF | — | 106K | $25.3M | 2.09% |
| 14 | BDX | Becton, Dickinson and Company | Healthcare | 158K | $24.9M | 2.06% |
| 15 | MSFT | Microsoft Corporation | Technology | 63K | $23.2M | 1.92% |
Showing 1 to 15 of 84 holdings