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 | 31.16% | 577.0K | $376.9M | -14.41%(-97.11K) | $187.46(+299.24%) | 2026-03-31 | |
| LHX | L3HARRIS TECHNOLOGIES INC | 3.06% | 107.4K | $37.1M | -27.05%(-39.83K) | $210.79(+43.31%) | 2026-03-31 | |
| WFC | WELLS FARGO and CO | 2.69% | 408.7K | $32.5M | +0.54%(+2.20K) | $52.92(+61.57%) | 2026-03-31 | |
| GOOGL | ALPHABET INC-CL A | 2.65% | 111.6K | $32.1M | -16.87%(-22.66K) | $163.69(+119.88%) | 2026-03-31 | |
| V | VISA INC-CLASS A SHARES | 2.63% | 105.2K | $31.8M | +38.29%(+29.12K) | $275.60(+31.40%) | 2026-03-31 | |
| DIS | WALT DISNEY CO | 2.54% | 318.9K | $30.7M | +7.91%(+23.39K) | $104.53(-4.81%) | 2026-03-31 | |
| UNH | UNITEDHEALTH GROUP INC | 2.45% | 109.4K | $29.6M | +0.32%(+354) | $373.84(+13.78%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 2.32% | 323.4K | $28.0M | +1.42%(+4.54K) | $85.84(-3.09%) | 2026-03-31 | |
| BWA | BORGWARNER INC | 2.21% | 492.8K | $26.7M | -8.26%(-44.36K) | $32.77(+93.86%) | 2026-03-31 | |
| CRM | SALESFORCE.COM INC | 2.2% | 142.3K | $26.6M | +1.69%(+2.37K) | $292.56(-43.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.18% | +44.96% |
| Top 20 Holdings Unweighted | +9.39% | +30.90% |
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