Leith Wheeler Investment Counsel Ltd. Top Holdings and 13F Report (2025) About Leith Wheeler Investment Counsel Ltd.Investment ActivityLeith Wheeler Investment Counsel Ltd. has $1.44 billion in total holdings as of March 31, 2025.Leith Wheeler Investment Counsel Ltd. owns shares of 75 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 12.72% of the portfolio was purchased this quarter.About 5.88% of the portfolio was sold this quarter.This quarter, Leith Wheeler Investment Counsel Ltd. has purchased 59 new stocks and bought additional shares in 37 stocks.Leith Wheeler Investment Counsel Ltd. sold shares of 13 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $430,861,549Wells Fargo & Company $48,957,765Medtronic $46,271,250Electronic Arts $44,208,090L3Harris Technologies $36,959,541 Largest New Holdings this Quarter 075887109 - Becton, Dickinson and Company $31,225,230 Holding099724106 - BorgWarner $28,988,958 Holding052769106 - Autodesk $28,093,496 Holding459506101 - International Flavors & Fragrances $21,983,265 Holding020002101 - Allstate $13,017,248 Holding Largest Purchases this Quarter Becton, Dickinson and Company 136,319 shares (about $31.23M)BorgWarner 1,011,831 shares (about $28.99M)Autodesk 107,309 shares (about $28.09M)International Flavors & Fragrances 283,253 shares (about $21.98M)Allstate 62,864 shares (about $13.02M) Largest Sales this Quarter Expedia Group 40,468 shares (about $6.80M)iShares Core S&P 500 ETF 6,342 shares (about $3.56M)Mondelez International 49,316 shares (about $3.35M)Henry Schein 45,811 shares (about $3.14M)Globe Life 22,963 shares (about $3.02M) 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$430,861,549$3,563,570 ▼-0.8%766,79429.9%ETFWFCWells Fargo & Company$48,957,765$2,855,878 ▼-5.5%681,9583.4%FinanceMDTMedtronic$46,271,250$5,486,133 ▲13.5%514,9263.2%MedicalEAElectronic Arts$44,208,090$3,100,677 ▲7.5%305,8963.1%Consumer DiscretionaryLHXL3Harris Technologies$36,959,541$3,964,122 ▲12.0%176,5782.6%AerospaceGOOGLAlphabet$36,943,805$65,258 ▲0.2%238,9022.6%Computer and TechnologyHSICHenry Schein$36,515,923$3,137,595 ▼-7.9%533,1572.5%MedicalHUMHumana$36,081,650$2,320,807 ▲6.9%136,3632.5%MedicalDISWalt Disney$35,962,135$2,121,951 ▲6.3%364,3582.5%Consumer DiscretionaryGPNGlobal Payments$35,876,811$2,123,493 ▲6.3%366,3892.5%Business ServicesVVisa$35,532,789$2,823,656 ▼-7.4%101,3892.5%Business ServicesQCOMQUALCOMM$32,499,729$941,476 ▲3.0%211,5732.3%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$31,497,776$130,675 ▲0.4%163,1842.2%ETFBDXBecton, Dickinson and Company$31,225,230$31,225,230 ▲New Holding136,3192.2%MedicalBWABorgWarner$28,988,958$28,988,958 ▲New Holding1,011,8312.0%Auto/Tires/TrucksCRMSalesforce$28,133,252$8,463,269 ▲43.0%104,8342.0%Computer and TechnologyADSKAutodesk$28,093,496$28,093,496 ▲New Holding107,3092.0%Computer and TechnologyCORCencora$24,486,381$1,418,259 ▲6.1%88,0521.7%MedicalIFFInternational Flavors & Fragrances$21,983,265$21,983,265 ▲New Holding283,2531.5%Basic MaterialsMDLZMondelez International$19,909,768$3,346,091 ▼-14.4%293,4381.4%Consumer StaplesJPMJPMorgan Chase & Co.$18,612,628$823,227 ▲4.6%75,8771.3%FinanceCORPAY INC$17,961,521$223,878 ▲1.3%51,5071.2%COM SHSEXPEExpedia Group$17,685,129$6,802,671 ▼-27.8%105,2061.2%Retail/WholesaleMRKMerck & Co., Inc.$16,742,843$6,556,519 ▲64.4%186,5291.2%MedicalSEICSEI Investments$15,976,953$201,217 ▲1.3%205,8091.1%FinancePMPhilip Morris International$13,160,622$2,929,362 ▼-18.2%82,9120.9%Consumer StaplesKEYSKeysight Technologies$13,026,396$163,100 ▲1.3%86,9760.9%Computer and TechnologyALLAllstate$13,017,248$13,017,248 ▲New Holding62,8640.9%FinanceGOOGAlphabet$12,654,630$299,024 ▼-2.3%81,0000.9%Computer and TechnologyGMEDGlobus Medical$12,564,634$159,430 ▲1.3%171,6480.9%MedicalGLGlobe Life$12,084,783$3,024,686 ▼-20.0%91,7460.8%FinanceUHSUniversal Health Services$11,736,798$146,186 ▲1.3%62,4630.8%MedicalBIPBrookfield Infrastructure Partners$11,685,247$146,716 ▲1.3%392,2540.8%FinanceORIOld Republic International$11,374,114$142,329 ▲1.3%290,0080.8%FinanceSNASnap-on$10,786,005$136,489 ▲1.3%32,0050.7%Consumer DiscretionaryMIDDMiddleby$10,152,416$125,991 ▲1.3%66,8010.7%IndustrialsCCKCrown$9,707,918$124,964 ▲1.3%108,7600.7%IndustrialsCSLCarlisle Companies$9,657,942$119,856 ▲1.3%28,3640.7%Multi-Sector ConglomeratesTHCTenet Healthcare$9,118,293$467,791 ▲5.4%67,7940.6%MedicalEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$9,108,035$490,477 ▼-5.1%212,0110.6%ETFLAMRLamar Advertising$9,030,605$113,211 ▲1.3%79,3690.6%FinanceWHWyndham Hotels & Resorts$8,970,446$114,133 ▲1.3%99,1100.6%Consumer DiscretionaryMETAMeta Platforms$8,592,951$1,718,129 ▼-16.7%14,9090.6%Computer and TechnologyKMXCarMax$8,387,153$95,686 ▲1.2%107,6380.6%Retail/WholesaleVOOVanguard S&P 500 ETF$8,292,966$282,651 ▼-3.3%16,1370.6%ETFFAFirst Advantage$8,051,928$100,800 ▲1.3%571,4640.6%Business ServicesBAHBooz Allen Hamilton$7,430,827$7,430,827 ▲New Holding71,0540.5%Business ServicesHCAHCA Healthcare$7,336,027$372,503 ▲5.3%21,2300.5%MedicalGNTXGentex$7,199,863$100,376 ▲1.4%309,0070.5%Auto/Tires/TrucksASGNASGN$6,535,741$82,871 ▲1.3%103,7090.5%Computer and TechnologyHAYWHayward$6,505,874$3,427,522 ▲111.3%467,3760.5%Computer and TechnologyHLMNHillman Solutions$5,925,040$71,682 ▲1.2%674,0660.4%ConstructionMKSIMKS Instruments$5,864,896$71,414 ▲1.2%73,1740.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,985,835$34,682 ▼-1.7%3,5500.1%FinanceEFAiShares MSCI EAFE ETF$1,805,743$25,990 ▲1.5%22,0940.1%FinanceCEFAGlobal X S&P Catholic Values Developed ex-U.S. ETF$1,555,479$1,555,479 ▲New Holding46,3630.1%ETFMSFTMicrosoft$1,194,491$627,652 ▲110.7%3,1820.1%Computer and TechnologyAAPLApple$763,683$763,683 ▲New Holding3,4380.1%Computer and TechnologyAMZNAmazon.com$756,854$756,854 ▲New Holding3,9780.1%Retail/WholesaleBRK.BBerkshire Hathaway$723,776$723,776 ▲New Holding1,3590.1%FinanceCOSTCostco Wholesale$611,920$611,920 ▲New Holding6470.0%Retail/WholesaleOEFiShares S&P 100 ETF$324,9960.0%1,2000.0%ETFSPGIS&P Global$320,103$320,103 ▲New Holding6300.0%Business ServicesLLYEli Lilly and Company$319,627$319,627 ▲New Holding3870.0%MedicalAONAON$314,483$314,483 ▲New Holding7880.0%FinanceVTVanguard Total World Stock ETF$304,4850.0%2,6260.0%ETFAZOAutoZone$297,397$297,397 ▲New Holding780.0%Retail/WholesaleHDHome Depot$296,124$296,124 ▲New Holding8080.0%Retail/WholesaleTJXTJX Companies$293,416$293,416 ▲New Holding2,4090.0%Retail/WholesaleVGTVanguard Information Technology ETF$271,1900.0%5000.0%ETFTSMTaiwan Semiconductor Manufacturing$270,746$270,746 ▲New Holding1,6310.0%Computer and TechnologyDEDeere & Company$248,286$248,286 ▲New Holding5290.0%IndustrialsMSMorgan Stanley$237,540$237,540 ▲New Holding2,0360.0%FinanceLINDE PLC$230,492$230,492 ▲New Holding4950.0%SHSWMWaste Management$212,295$212,295 ▲New Holding9170.0%Business ServicesUNHUnitedHealth Group$0$12,114,841 ▼-100.0%00.0%MedicalORCLOracle$0$11,917,593 ▼-100.0%00.0%Computer and TechnologyDLTRDollar Tree$0$11,899,723 ▼-100.0%00.0%Retail/WholesaleLWLamb Weston$0$10,816,502 ▼-100.0%00.0%Consumer StaplesCABOCable One$0$4,814,023 ▼-100.0%00.0%Consumer DiscretionaryCOCA-COLA EUROPACIFIC PARTNE$0$1,819,398 ▼-100.0%00.0%SHSShowing largest 100 holdings. 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