StockDriftsStockDriftsTop 50 Leith Wheeler Investment Counsel Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S AND P 500 ETF | 32.8% | 576.5K | $431.8M | -0.09%(-508) | $187.46(+315.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.37% | 118.7K | $44.3M | +89.31%(+56.01K) | $400.03(+21.51%) | 2026-06-30 | |
| UNH | UNITEDHEALTH GROUP INC | 3.08% | 97.5K | $40.5M | -10.93%(-11.96K) | $373.84(+6.06%) | 2026-06-30 | |
| GOOGL | ALPHABET INC-CL A | 3.01% | 111.0K | $39.7M | -0.55%(-618) | $163.69(+110.59%) | 2026-06-30 | |
| V | VISA INC-CLASS A SHARES | 2.75% | 105.4K | $36.2M | +0.26%(+269) | $275.71(+31.28%) | 2026-06-30 | |
| BWA | BORGWARNER INC | 2.68% | 531.2K | $35.3M | +7.79%(+38.40K) | $34.70(+101.46%) | 2026-06-30 | |
| WFC | WELLS FARGO and CO | 2.57% | 409.2K | $33.8M | +0.14%(+559) | $52.96(+68.91%) | 2026-06-30 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 2.37% | 107.2K | $31.1M | -0.21%(-225) | $210.79(+38.44%) | 2026-06-30 | |
| DIS | WALT DISNEY CO | 2.33% | 318.3K | $30.6M | -0.21%(-678) | $104.53(+1.00%) | 2026-06-30 | |
| MDT | MEDTRONIC PLC | 1.97% | 330.8K | $25.9M | +2.30%(+7.43K) | $85.76(+5.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.12% | +48.61% | +8.02% | +47.06% |
| Top 20 Holdings Unweighted | +10.07% | +33.36% | +3.82% | +20.60% |
Leith Wheeler Investment Counsel Ltd. reports $1.32B in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are IVV (32.8%), MSFT (3.4%) and UNH (3.1%). The top 20 holdings account for 71.88% of reported assets. Its disclosed equity book has returned +48.61% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Leith Wheeler Investment Counsel Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1353651). View Leith Wheeler Investment Counsel Ltd.’s 13F filings on SEC