Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Leith Wheeler Investment Counsel Ltd. (CIK 1353651) reported $1.32B across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($431.8M, 32.80%), MSFT ($44.3M, 3.37%), UNH ($40.5M, 3.08%), GOOGL ($39.7M, 3.01%), V ($36.2M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S AND P 500 ETF | $431.8M | 32.80% | 576,529 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $44.3M | 3.37% | 118,732 | Added |
| 3 | UNH | UNITEDHEALTH GROUP INC | $40.5M | 3.08% | 97,475 | Trimmed |
| 4 | GOOGL | ALPHABET INC-CL A | $39.7M | 3.01% | 111,029 | Trimmed |
| 5 | V | VISA INC-CLASS A SHARES | $36.2M | 2.75% | 105,448 | Added |
| 6 | BWA | BORGWARNER INC | $35.3M | 2.68% | 531,201 | Added |
| 7 | WFC | WELLS FARGO and CO | $33.8M | 2.57% | 409,248 | Added |
| 8 | LHX | L3HARRIS TECHNOLOGIES INC | $31.1M | 2.37% | 107,169 | Trimmed |
| 9 | DIS | WALT DISNEY CO | $30.6M | 2.33% | 318,257 | Trimmed |
| 10 | MDT | MEDTRONIC PLC | $25.9M | 1.97% | 330,814 | Added |
| 11 | META | META PLATFORMS INC-CLASS A | $25.8M | 1.96% | 45,882 | Added |
| 12 | BDX | BECTON DICKINSON AND CO | $23.7M | 1.80% | 156,893 | Trimmed |
| 13 | CRM | SALESFORCE.COM INC | $22.3M | 1.70% | 142,615 | Added |
| 14 | ADSK | AUTODESK INC | $21.1M | 1.60% | 108,421 | Trimmed |
| 15 | CCL | CARNIVAL CORP LTD | $20.9M | 1.59% | 732,339 | New |
| 16 | JPM | JPMORGAN CHASE and CO | $20.8M | 1.58% | 63,489 | Trimmed |
| 17 | IFF | INTL FLAVORS AND FRAGRANCES | $20.3M | 1.54% | 256,254 | Trimmed |
| 18 | QCOM | QUALCOMM INC | $16.4M | 1.25% | 88,762 | Trimmed |
| 19 | HSIC | HENRY SCHEIN INC | $16.0M | 1.21% | 191,283 | Trimmed |
| 20 | SEIC | SEI INVESTMENTS COMPANY | $15.3M | 1.16% | 174,506 | Trimmed |
| 21 | KEYS | KEYSIGHT TECHNOLOGIES IN | $15.2M | 1.15% | 43,316 | Trimmed |
| 22 | CPAY | CORPAY INC | $14.7M | 1.12% | 44,173 | Trimmed |
| 23 | GMED | GLOBUS MEDICAL INC - A | $13.8M | 1.05% | 174,934 | Added |
| 24 | NKE | NIKE INC -CL B | $13.4M | 1.02% | 326,094 | Added |
| 25 | ICLR | ICON PLC | $13.2M | 1.00% | 75,794 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30