Leith Wheeler Investment Counsel Ltd.
CIK 1353651
13F filing for Q2 2026・No. 2,163
- Holdings
- US$1.32B
- Quarter change
- +US$106.53M
- Entries
- 85
- Net bought (estimate)
- −US$8.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 5
- Cut 46
- Added 24
- Corporate actions 0
- Unchanged 9
Largest holdings
85 stocks worth US$1.32B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES CORE S AND P 500 ETFCORE S&P500 ETF | Cut | 576,529 | US$431.76M | 32.80% |
| MSFTMicrosoftCOM | Added | 118,732 | US$44.29M | 3.37% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 97,475 | US$40.51M | 3.08% |
| GOOGLAlphabetCAP STK CL A | Cut | 111,029 | US$39.68M | 3.01% |
| VVISA INC-CLASS A SHARESCOM CL A | Added | 105,448 | US$36.18M | 2.75% |
| BWABORGWARNER INCCOM | Added | 531,201 | US$35.27M | 2.68% |
| WFCWELLS FARGO and COCOM | Added | 409,248 | US$33.82M | 2.57% |
| LHXL3HARRIS TECHNOLOGIES INCCOM | Cut | 107,169 | US$31.14M | 2.37% |
| DISWALT DISNEY COCOM | Cut | 318,257 | US$30.63M | 2.33% |
| MDTMEDTRONIC PLCSHS | Added | 330,814 | US$25.88M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.