LW
| |
Leith Wheeler Investment Counsel Ltd.13F | |
| Leith Wheeler Investment Counsel Ltd. | |
| Last update 2025-05-13 | 75 Stocks (22 new) |
| Value $1.44 Bil | Turnover 13 % |
Leith Wheeler Investment Couns... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 766,794 | 430,861.5 | -0.82% | 29.940 | -0.27% | 0.080 | +18.38% | +8.49% | 639,559.0 | ||
WFC | Wells Fargo & Co | 681,958 | 48,957.8 | -5.51% | 3.400 | -0.20% | 0.020 | +23.28% | +19.83% | 268,256.7 | Banks | |
MDT | Medtronic PLC | 514,926 | 46,271.3 | +13.45% | 3.210 | +0.38% | 0.040 | +10.38% | +16.64% | 117,466.3 | Medical Devices & Instruments | |
EA | Electronic Arts Inc | 305,896 | 44,208.1 | +7.54% | 3.070 | +0.22% | 0.120 | +7.16% | +5.43% | 38,650.6 | Interactive Media | |
LHX | L3Harris Technologies Inc | 176,578 | 36,959.5 | +12.01% | 2.570 | +0.28% | 0.090 | +25.38% | +29.69% | 50,452.9 | Aerospace & Defense | |
GOOGL | Alphabet Inc | 238,902 | 36,943.8 | +0.18% | 2.570 | 0% | 0.000 | +22.18% | +0.38% | 2,304,670.9 | Interactive Media | |
HSIC | Henry Schein Inc | 533,157 | 36,515.9 | -7.91% | 2.540 | -0.23% | 0.440 | +13.04% | +6.98% | 9,254.1 | Medical Distribution | |
HUM | Humana Inc | 136,363 | 36,081.7 | +6.87% | 2.510 | +0.16% | 0.110 | -11.51% | -7.75% | 28,051.6 | Healthcare Plans | |
DIS | The Walt Disney Co | 364,358 | 35,962.1 | +6.27% | 2.500 | +0.15% | 0.020 | +41.23% | +10.72% | 220,691.3 | Media - Diversified | |
GPN | Global Payments Inc | 366,389 | 35,876.8 | +6.29% | 2.490 | +0.15% | 0.150 | +16.90% | -24.94% | 20,393.2 | Business Services |
Leith Wheeler Investment Counsel Ltd.'s Historical Top Holdings Breakdowns
Leith Wheeler Investment Counsel Ltd.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BDX | Becton Dickinson & Co | 2025-03-31 | New Buy New Buy | +2.17% | 222.79 ($232.01) 249.08 | $181.57 | -21.74% | New holding | 136,319 | 136,319 | |
BWA | BorgWarner Inc | 2025-03-31 | New Buy New Buy | +2.01% | 27.78 ($30.33) 32.9 | $36.26 | 19.55% | New holding | 1,011,831 | 1,011,831 | |
ADSK | Autodesk Inc | 2025-03-31 | New Buy New Buy | +1.95% | 246.93 ($284.41) 311.36 | $299.27 | 5.22% | New holding | 107,309 | 107,309 | |
IFF |
International Flavors & Fragrances Inc
International Flavors & Fragrances Inc
| 2025-03-31 | New Buy New Buy | +1.53% | 76.48 ($82.48) 87.72 | $77.60 | -5.92% | New holding | 283,253 | 283,253 | |
ALL | Allstate Corp | 2025-03-31 | New Buy New Buy | +0.90% | 180.99 ($194.74) 210.18 | $196.48 | 0.89% | New holding | 62,864 | 62,864 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Sold Out Sold Out | -0.88% | 461.52 ($511.2) 548.18 | $288.42 | -43.58% | Sold Out | 0 | -23,949 | |
DLTR | Dollar Tree Inc | 2025-03-31 | Sold Out Sold Out | -0.86% | 61.92 ($71.51) 76.95 | $114.01 | 59.43% | Sold Out | 0 | -158,790 | |
ORCL | Oracle Corp | 2025-03-31 | Sold Out Sold Out | -0.86% | 139.81 ($162.81) 186.47 | $241.67 | 48.44% | Sold Out | 0 | -71,517 | |
LW | Lamb Weston Holdings Inc | 2025-03-31 | Sold Out Sold Out | -0.78% | 48.65 ($56.64) 66.04 | $57.71 | 1.89% | Sold Out | 0 | -161,851 | |
CRM | Salesforce Inc | 2025-03-31 | Add Add | +0.59% | 268.36 ($311.03) 359.95 | $267.05 | -14.14% | Add 43.03% | 104,834 | 31,537 |
Leith Wheeler Investment Counsel Ltd. Total Holding History ($B)
Leith Wheeler Investment Counsel Ltd.'s Asset Allocation
Leith Wheeler Investment Counsel Ltd. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Leith Wheeler Investment Counsel Ltd.'s Hypothetical Growth since 2025-03-31
Leith Wheeler Investment Counsel Ltd.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Leith Wheeler Investment Counsel Ltd.'s Holdings Heat Map
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Leith Wheeler Investment Counsel Ltd.'s Holdings Bubble Chart
Leith Wheeler Investment Counsel Ltd. News
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