Leith Wheeler Investment Counsel Ltd. Top Holdings and 13F Report (2025) About Leith Wheeler Investment Counsel Ltd.Investment ActivityLeith Wheeler Investment Counsel Ltd. has $1.41 billion in total holdings as of June 30, 2025.Leith Wheeler Investment Counsel Ltd. owns shares of 65 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 5.33% of the portfolio was purchased this quarter.About 14.37% of the portfolio was sold this quarter.This quarter, Leith Wheeler Investment Counsel Ltd. has purchased 75 new stocks and bought additional shares in 17 stocks.Leith Wheeler Investment Counsel Ltd. sold shares of 37 stocks and completely divested from 15 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $471,345,060L3Harris Technologies $44,754,370Alphabet $42,751,640Walt Disney $40,662,750Henry Schein $39,087,450 Largest New Holdings this Quarter 654106103 - NIKE $16,932,740 Holding91324P102 - UnitedHealth Group $14,751,190 Holding21874C102 - Core & Main $10,388,470 Holding87162W100 - TD SYNNEX $3,451,940 Holding922042874 - Vanguard FTSE Europe ETF $213,130 Holding Largest Purchases this Quarter NIKE 238,355 shares (about $16.93M)UnitedHealth Group 47,284 shares (about $14.75M)Salesforce 38,147 shares (about $10.40M)Core & Main 172,137 shares (about $10.39M)Becton, Dickinson and Company 30,373 shares (about $5.23M) Largest Sales this Quarter Humana 93,909 shares (about $22.96M)Electronic Arts 119,753 shares (about $19.12M)Wells Fargo & Company 232,143 shares (about $18.60M)Philip Morris International 81,369 shares (about $14.82M)Merck & Co., Inc. 183,293 shares (about $14.51M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLeith Wheeler Investment Counsel Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$471,345,060$4,757,336 ▼-1.0%759,13233.5%ETFLHXL3Harris Technologies$44,754,370$461,546 ▲1.0%178,4183.2%AerospaceGOOGLAlphabet$42,751,640$649,936 ▲1.5%242,5903.0%Computer and TechnologyDISWalt Disney$40,662,750$4,521,280 ▼-10.0%327,8992.9%Consumer DiscretionaryHSICHenry Schein$39,087,450$140,329 ▲0.4%535,0782.8%MedicalCRMSalesforce$38,989,490$10,402,306 ▲36.4%142,9812.8%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$37,059,0900.0%163,1842.6%ETFWFCWells Fargo & Company$36,039,180$18,599,298 ▼-34.0%449,8152.6%FinanceBWABorgWarner$34,775,780$899,675 ▲2.7%1,038,7032.5%Auto/Tires/TrucksADSKAutodesk$34,009,050$789,403 ▲2.4%109,8592.4%Computer and TechnologyMDTMedtronic$30,796,640$14,089,462 ▼-31.4%353,2942.2%MedicalGPNGlobal Payments$30,126,900$801,120 ▲2.7%376,3982.1%Business ServicesEAElectronic Arts$29,727,040$19,124,556 ▼-39.1%186,1432.1%Consumer DiscretionaryVVisa$29,402,760$6,595,410 ▼-18.3%82,8132.1%Business ServicesBDXBecton, Dickinson and Company$28,712,700$5,231,750 ▲22.3%166,6922.0%MedicalQCOMQUALCOMM$22,466,330$11,228,785 ▼-33.3%141,0671.6%Computer and TechnologyCORCencora$21,767,910$4,634,481 ▼-17.6%72,5961.5%MedicalIFFInternational Flavors & Fragrances$20,919,310$86,053 ▲0.4%284,4231.5%Basic MaterialsJPMJPMorgan Chase & Co.$20,493,160$1,504,343 ▼-6.8%70,6881.5%FinanceEXPEExpedia Group$18,212,890$466,738 ▲2.6%107,9731.3%Retail/WholesaleSEICSEI Investments$18,008,750$485,244 ▼-2.6%200,4091.3%FinanceMDLZMondelez International$17,688,160$2,101,295 ▼-10.6%262,2801.3%Consumer StaplesNKENIKE$16,932,740$16,932,740 ▲New Holding238,3551.2%Consumer DiscretionaryTHCTenet Healthcare$16,697,650$4,765,905 ▲39.9%94,8731.2%MedicalCORPAY INC$16,648,400$442,648 ▼-2.6%50,1731.2%COM SHSUNHUnitedHealth Group$14,751,190$14,751,190 ▲New Holding47,2841.0%MedicalKEYSKeysight Technologies$13,878,120$373,765 ▼-2.6%84,6951.0%Computer and TechnologyBIPBrookfield Infrastructure Partners$12,798,780$341,734 ▼-2.6%382,0530.9%FinanceMETAMeta Platforms$11,293,520$289,331 ▲2.6%15,3010.8%Computer and TechnologyGMEDGlobus Medical$11,233,750$1,103,084 ▲10.9%190,3380.8%MedicalCCKCrown$10,912,380$287,726 ▼-2.6%105,9660.8%IndustrialsORIOld Republic International$10,859,570$288,338 ▼-2.6%282,5070.8%FinanceCNMCore & Main$10,388,470$10,388,470 ▲New Holding172,1370.7%IndustrialsHUMHumana$10,379,150$22,958,864 ▼-68.9%42,4540.7%MedicalCSLCarlisle Companies$10,315,180$275,943 ▼-2.6%27,6250.7%Multi-Sector ConglomeratesMIDDMiddleby$10,236,240$616,896 ▲6.4%71,0850.7%IndustrialsEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$10,212,070$171,253 ▲1.7%215,6270.7%ETFUHSUniversal Health Services$9,728,120$1,587,056 ▼-14.0%53,7020.7%MedicalLAMRLamar Advertising$9,381,980$250,244 ▼-2.6%77,3070.7%FinanceFAFirst Advantage$9,244,760$247,256 ▼-2.6%556,5780.7%Business ServicesHAYWHayward$8,582,650$2,132,860 ▲33.1%621,9310.6%Computer and TechnologyVOOVanguard S&P 500 ETF$8,314,260$852,046 ▼-9.3%14,6370.6%ETFGLGlobe Life$7,417,010$3,986,107 ▼-35.0%59,6750.5%FinanceSNASnap-On$7,261,700$2,697,621 ▼-27.1%23,3360.5%Consumer DiscretionaryMKSIMKS$7,083,180$187,393 ▼-2.6%71,2880.5%Computer and TechnologyKMXCarMax$7,045,360$188,995 ▼-2.6%104,8260.5%Retail/WholesaleGNTXGentex$6,618,040$177,019 ▼-2.6%300,9570.5%Auto/Tires/TrucksBAHBooz Allen Hamilton$6,519,790$879,066 ▼-11.9%62,6120.5%Business ServicesASGNASGN$5,043,330$134,861 ▼-2.6%101,0080.4%Computer and TechnologyHLMNHillman Solutions$4,689,600$123,229 ▼-2.6%656,8070.3%ConstructionSNXTD SYNNEX$3,451,940$3,451,940 ▲New Holding25,4380.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,193,3700.0%3,5500.2%FinanceCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$1,802,700$210,575 ▲13.2%52,4950.1%ETFEFAiShares MSCI EAFE ETF$1,652,910$322,072 ▼-16.3%18,4910.1%FinanceMSFTMicrosoft$675,980$906,778 ▼-57.3%1,3590.0%Computer and TechnologyBRK.BBerkshire Hathaway$660,1600.0%1,3590.0%FinanceAAPLApple$508,210$197,170 ▼-28.0%2,4770.0%Computer and TechnologyGOOGAlphabet$480,550$13,888,055 ▼-96.7%2,7090.0%Computer and TechnologyAMZNAmazon.com$400,830$471,913 ▼-54.1%1,8270.0%Retail/WholesaleOEFiShares S&P 100 ETF$365,2200.0%1,2000.0%ETFVTVanguard Total World Stock ETF$337,4900.0%2,6260.0%ETFPMPhilip Morris International$281,030$14,819,916 ▼-98.1%1,5430.0%Consumer StaplesMRKMerck & Co., Inc.$256,160$14,509,374 ▼-98.3%3,2360.0%MedicalVGKVanguard FTSE Europe ETF$213,130$213,130 ▲New Holding2,7500.0%ETFWMWaste Management$209,8300.0%9170.0%Business ServicesALLAllstate$0$13,017,248 ▼-100.0%00.0%FinanceWHWyndham Hotels & Resorts$0$8,970,446 ▼-100.0%00.0%Consumer DiscretionaryHCAHCA Healthcare$0$7,336,027 ▼-100.0%00.0%MedicalCOSTCostco Wholesale$0$611,920 ▼-100.0%00.0%Retail/WholesaleSPGIS&P Global$0$320,103 ▼-100.0%00.0%FinanceLLYEli Lilly and Company$0$319,627 ▼-100.0%00.0%MedicalAONAON$0$314,483 ▼-100.0%00.0%FinanceAZOAutoZone$0$297,397 ▼-100.0%00.0%Retail/WholesaleHDHome Depot$0$296,124 ▼-100.0%00.0%Retail/WholesaleTJXTJX Companies$0$293,416 ▼-100.0%00.0%Retail/WholesaleVGTVanguard Information Technology ETF$0$271,190 ▼-100.0%00.0%ETFTSMTaiwan Semiconductor Manufacturing$0$270,746 ▼-100.0%00.0%Computer and TechnologyDEDeere & Company$0$248,286 ▼-100.0%00.0%IndustrialsMSMorgan Stanley$0$237,540 ▼-100.0%00.0%FinanceLINDE PLC$0$230,492 ▼-100.0%00.0%SHSShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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