Leith Wheeler Investment Counsel Ltd. Portfolio Holdings

Leith Wheeler Investment Counsel Ltd.

  • $1.45 Billion
  • Q3 2025

Leith Wheeler Investment Counsel Ltd. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $483M, Unitedhealth Group Inc with a value of $54.7M, Medtronic PLC with a value of $49.9M, L3 Harris Technologies, Inc. with a value of $49.3M, and Alphabet Inc. with a value of $45.9M.

Examining the 13F form we can see an increase of $74.4M in the current position value, from $1.37B to 1.45B.

Below you can find more details about Leith Wheeler Investment Counsel Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $1.45 Billion
ETFs: $544 Million
Healthcare: $215 Million
Technology: $158 Million
Communication Services: $149 Million
Industrials: $130 Million
Financial Services: $119 Million
Consumer Cyclical: $67.6 Million
Consumer Defensive: $25.7 Million
Other: $36.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$483 Million 33.36% of portfolio
721,865
Q3 2025 Reduced 4.91%
$300B
$54.7 Million 3.77% of portfolio
158,308
Q3 2025 Added 234.8%
$128B
$49.9 Million 3.44% of portfolio
523,612
Q3 2025 Added 48.21%
$55.4B
$49.3 Million 3.4% of portfolio
161,321
Q3 2025 Reduced 9.58%
$1.65T
$45.9 Million 3.17% of portfolio
188,781
Q3 2025 Reduced 22.18%
$187B
$37.7 Million 2.61% of portfolio
226,781
Q3 2025 Added 60.76%
$0
$35.7 Million 2.47% of portfolio
144,511
Q3 2025 Reduced 11.44%
$193B
$33 Million 2.28% of portfolio
287,949
Q3 2025 Reduced 12.18%
$55.8B
$32.7 Million 2.26% of portfolio
162,260
Q3 2025 Reduced 12.83%
$9.72B
$32.6 Million 2.25% of portfolio
490,729
Q3 2025 Reduced 8.29%
$237B
$32.4 Million 2.24% of portfolio
136,682
Q3 2025 Reduced 4.41%
$1.74T
$27.9 Million 1.93% of portfolio
114,483
Q3 2025 Added 4,126.02%
$54.5B
$27.7 Million 1.91% of portfolio
147,888
Q3 2025 Reduced 11.28%
$10.5B
$27.2 Million 1.88% of portfolio
618,295
Q3 2025 Reduced 40.47%
$662B
$25.5 Million 1.76% of portfolio
50,791
Q3 2025 Added 3,637.38%
$533B
$25.1 Million 1.73% of portfolio
73,593
Q3 2025 Reduced 11.13%
$881B
$21.5 Million 1.49% of portfolio
68,307
Q3 2025 Reduced 3.37%
$79.2B
$21.2 Million 1.46% of portfolio
303,611
Q3 2025 Added 27.38%
$5.83B
$18.9 Million 1.31% of portfolio
629,811
Q3 2025 New
$11B
$17.3 Million 1.19% of portfolio
203,305
Q3 2025 Added 1.45%
$593B
$16.2 Million 1.12% of portfolio
57,693
Q3 2025 New
$16.8B
$15.9 Million 1.1% of portfolio
259,129
Q3 2025 Reduced 8.89%
$32B
$14 Million 0.96% of portfolio
79,808
Q3 2025 Reduced 5.77%
$237B
$13.2 Million 0.91% of portfolio
81,215
Q3 2025 Added 5,163.45%
$20.5B
$13 Million 0.9% of portfolio
156,762
Q3 2025 Reduced 58.35%
$76.2B
$12.3 Million 0.85% of portfolio
196,851
Q3 2025 Reduced 24.95%
$16.2B
$11.8 Million 0.82% of portfolio
360,050
Q3 2025 Reduced 5.76%
$13.7B
$11.3 Million 0.78% of portfolio
266,201
Q3 2025 Reduced 5.77%
$30B
$10.8 Million 0.75% of portfolio
41,485
Q3 2025 Reduced 2.28%
$0
$10.6 Million 0.73% of portfolio
215,627
Q2 2025 Added 747.66%
$20.8B
$10.4 Million 0.72% of portfolio
51,069
Q3 2025 Reduced 46.17%
$38.4B
$10.3 Million 0.71% of portfolio
55,744
Q3 2025 Reduced 23.21%
$6.51B
$10.3 Million 0.71% of portfolio
179,390
Q3 2025 Reduced 5.75%
$57.9B
$10.1 Million 0.7% of portfolio
46,949
Q3 2025 New
$1.37T
$9.96 Million 0.69% of portfolio
13,556
Q3 2025 Reduced 11.4%
$11.4B
$9.64 Million 0.67% of portfolio
99,813
Q3 2025 Reduced 5.81%
$8.12B
$9.42 Million 0.65% of portfolio
174,991
Q3 2025 Added 1.66%
$11.3B
$8.92 Million 0.62% of portfolio
72,831
Q3 2025 Reduced 5.79%
$0
$8.96 Million 0.62% of portfolio
14,637
Q2 2025 Reduced 84.57%
$3.35B
$8.86 Million 0.61% of portfolio
586,207
Q3 2025 Reduced 5.74%
$6.36B
$8.91 Million 0.61% of portfolio
66,994
Q3 2025 Reduced 5.76%
$15.9B
$8.56 Million 0.59% of portfolio
26,023
Q3 2025 Reduced 5.8%
$9.49B
$8.31 Million 0.57% of portfolio
67,164
Q3 2025 Reduced 5.78%
$17.5B
$8.28 Million 0.57% of portfolio
23,891
Q3 2025 Added 2.38%
$2.02B
$8.07 Million 0.56% of portfolio
524,305
Q3 2025 Reduced 5.8%
$12.8B
$8.04 Million 0.56% of portfolio
56,236
Q3 2025 Reduced 5.76%
$5.38B
$8.03 Million 0.55% of portfolio
283,599
Q3 2025 Reduced 5.77%
$14.8B
$7.11 Million 0.49% of portfolio
34,795
Q3 2025 Reduced 35.21%
$1.63B
$6.24 Million 0.43% of portfolio
680,234
Q3 2025 Added 3.57%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $1.45 Billion
  • Prior Value $1.37 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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