Leith Wheeler Investment Counsel Ltd. Top Holdings and 13F Report (2025) About Leith Wheeler Investment Counsel Ltd.Investment ActivityLeith Wheeler Investment Counsel Ltd. has $1.38 billion in total holdings as of December 31, 2024.Leith Wheeler Investment Counsel Ltd. owns shares of 59 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 4.60% of the portfolio was purchased this quarter.About 9.09% of the portfolio was sold this quarter.This quarter, Leith Wheeler Investment Counsel Ltd. has purchased 60 new stocks and bought additional shares in 13 stocks.Leith Wheeler Investment Counsel Ltd. sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $455,129,700Wells Fargo & Company $50,694,947Alphabet $45,144,264Electronic Arts $41,613,718Henry Schein $40,064,586 Largest New Holdings this Quarter Salesforce $24,505,386 HoldingPhilip Morris International $12,199,518 HoldingOracle $11,917,593 Holding Largest Purchases this Quarter Salesforce 73,297 shares (about $24.51M)Philip Morris International 101,367 shares (about $12.20M)Oracle 71,517 shares (about $11.92M)Middleby 18,912 shares (about $2.56M)Alphabet 11,969 shares (about $2.27M) Largest Sales this Quarter iShares Core S&P 500 ETF 53,746 shares (about $31.64M)Expedia Group 77,131 shares (about $14.37M)Dollar Tree 175,179 shares (about $13.13M)QUALCOMM 62,883 shares (about $9.66M)Walt Disney 38,768 shares (about $4.32M) 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$455,129,700$31,639,195 ▼-6.5%773,13633.0%ETFWFCWells Fargo & Company$50,694,947$234,180 ▼-0.5%721,7393.7%FinanceGOOGLAlphabet$45,144,264$2,265,732 ▲5.3%238,4803.3%Computer and TechnologyEAElectronic Arts$41,613,718$595,587 ▲1.5%284,4413.0%Consumer DiscretionaryHSICHenry Schein$40,064,586$3,376,337 ▼-7.8%578,9682.9%MedicalGPNGlobal Payments$38,627,418$2,633,746 ▼-6.4%344,7032.8%Business ServicesDISWalt Disney$38,177,350$4,316,817 ▼-10.2%342,8592.8%Consumer DiscretionaryMDTMedtronic$36,255,455$564,672 ▲1.6%453,8742.6%MedicalVVisa$34,589,314$1,743,593 ▲5.3%109,4462.5%Business ServicesQQQMInvesco NASDAQ 100 ETF$34,199,5980.0%162,5072.5%ETFLHXL3Harris Technologies$33,148,329$1,621,469 ▲5.1%157,6392.4%AerospaceHUMHumana$32,371,366$606,367 ▲1.9%127,5922.3%MedicalQCOMQUALCOMM$31,560,307$9,660,086 ▼-23.4%205,4442.3%Computer and TechnologyEXPEExpedia Group$27,143,436$14,371,819 ▼-34.6%145,6742.0%Retail/WholesaleCRMSalesforce$24,505,386$24,505,386 ▲New Holding73,2971.8%Computer and TechnologyMDLZMondelez International$20,472,696$1,006,869 ▲5.2%342,7541.5%Consumer StaplesCORCencora$18,637,655$927,030 ▲5.2%82,9521.3%MedicalJPMJPMorgan Chase & Co.$17,384,009$651,532 ▲3.9%72,5211.3%FinanceCORPAY INC$17,213,733$617,278 ▼-3.5%50,8651.2%COM SHSSEICSEI Investments$16,761,338$599,217 ▼-3.5%203,2171.2%FinanceGOOGAlphabet$15,790,142$1,077,890 ▼-6.4%82,9141.1%Computer and TechnologyGMEDGlobus Medical$14,016,864$513,133 ▼-3.5%169,4701.0%MedicalKEYSKeysight Technologies$13,796,029$495,222 ▼-3.5%85,8871.0%Computer and TechnologyGLGlobe Life$12,792,348$455,782 ▼-3.4%114,7090.9%FinanceBIPBrookfield Infrastructure Partners$12,313,189$441,976 ▼-3.5%387,3290.9%FinancePMPhilip Morris International$12,199,518$12,199,518 ▲New Holding101,3670.9%Consumer StaplesUNHUnitedHealth Group$12,114,841$1,719,418 ▲16.5%23,9490.9%MedicalORCLOracle$11,917,593$11,917,593 ▲New Holding71,5170.9%Computer and TechnologyDLTRDollar Tree$11,899,723$13,127,915 ▼-52.5%158,7900.9%Retail/WholesaleMRKMerck & Co., Inc.$11,289,388$658,359 ▼-5.5%113,4840.8%MedicalUHSUniversal Health Services$11,067,523$397,236 ▼-3.5%61,6850.8%MedicalLWLamb Weston$10,816,502$386,545 ▼-3.5%161,8510.8%Consumer StaplesSNASnap-on$10,727,568$387,686 ▼-3.5%31,6000.8%Consumer DiscretionaryFAFirst Advantage$10,569,526$380,125 ▼-3.5%564,3100.8%Business ServicesMETAMeta Platforms$10,474,774$531,058 ▲5.3%17,8900.8%Computer and TechnologyORIOld Republic International$10,364,056$370,658 ▼-3.5%286,3790.8%FinanceCSLCarlisle Companies$10,331,946$370,684 ▼-3.5%28,0120.7%Multi-Sector ConglomeratesWHWyndham Hotels & Resorts$9,862,201$350,548 ▼-3.4%97,8490.7%Consumer DiscretionaryLAMRLamar Advertising$9,541,251$340,750 ▼-3.4%78,3740.7%FinanceVOOVanguard S&P 500 ETF$8,991,122$671,896 ▼-7.0%16,6870.7%ETFMIDDMiddleby$8,935,907$2,561,630 ▲40.2%65,9720.6%Industrial ProductsEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$8,894,669$135,354 ▼-1.5%223,4280.6%ETFCCKCrown$8,877,598$314,305 ▼-3.4%107,3600.6%Industrial ProductsGNTXGentex$8,754,002$313,875 ▼-3.5%304,6990.6%Auto/Tires/TrucksKMXCarMax$8,700,082$296,871 ▼-3.3%106,4100.6%Retail/WholesaleASGNASGN$8,533,516$316,442 ▼-3.6%102,3940.6%Computer and TechnologyTHCTenet Healthcare$8,118,609$2,389,029 ▼-22.7%64,3160.6%MedicalMKSIMKS Instruments$7,545,622$267,552 ▼-3.4%72,2830.5%Computer and TechnologyHLMNHillman Solutions$6,485,973$231,880 ▼-3.5%665,9110.5%ConstructionHCAHCA Healthcare$6,048,623$3,385,392 ▼-35.9%20,1520.4%MedicalCABOCable One$4,814,023$170,921 ▼-3.4%13,2940.3%Consumer DiscretionaryHAYWHayward$3,381,322$104,798 ▼-3.0%221,1460.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,116,921$26,374 ▼-1.2%3,6120.2%FinanceCOCA-COLA EUROPACIFIC PARTNE$1,819,398$12,597 ▼-0.7%23,6870.1%SHSEFAiShares MSCI EAFE ETF$1,646,4830.0%21,7760.1%FinanceMSFTMicrosoft$636,465$59,853 ▲10.4%1,5100.0%Computer and TechnologyOEFiShares S&P 100 ETF$346,6200.0%1,2000.0%ETFVGTVanguard Information Technology ETF$310,9000.0%5000.0%ETFVTVanguard Total World Stock ETF$308,5020.0%2,6260.0%ETFCACICACI International$0$15,686,770 ▼-100.0%00.0%Computer and TechnologyWYNNWynn Resorts$0$8,973,217 ▼-100.0%00.0%Consumer DiscretionaryMHKMohawk Industries$0$3,332,825 ▼-100.0%00.0%Consumer DiscretionaryGDGeneral Dynamics$0$1,718,914 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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