§ 13F · FUND PROFILE
Leith Wheeler Investment Counsel Ltd..
AUM · $1.3B (13F)Positions · 85Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$55M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S AND P 500 ETF | 577K | $432M | 32.8% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 119K | $44M | 3.4% | +89% |
| 3 | UNH | UNITEDHEALTH GROUP INC | 97K | $41M | 3.1% | −11% |
| 4 | GOOGL | ALPHABET INC-CL A | 111K | $40M | 3.0% | −1% |
| 5 | V | VISA INC-CLASS A SHARES | 105K | $36M | 2.7% | ±0% |
| 6 | BWA | BORGWARNER INC | 531K | $35M | 2.7% | +8% |
| 7 | WFC | WELLS FARGO and CO | 409K | $34M | 2.6% | ±0% |
| 8 | LHX | L3HARRIS TECHNOLOGIES INC | 107K | $31M | 2.4% | ±0% |
| 9 | DIS | WALT DISNEY CO | 318K | $31M | 2.3% | ±0% |
| 10 | MDT | MEDTRONIC PLC | 331K | $26M | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEITH SIGNAL
AC read
Leith Wheeler Investment Counsel Ltd. is a Other fund managing $1.3 billion in assets. The fund runs a portfolio of 85 positions.
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