Leith Wheeler Investment Counsel Ltd. holds a focused book of 85 stocks worth $1.3B as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Carnival Corp Ltd and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 33% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+19.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Leith Wheeler Investment Counsel Ltd.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Leith Wheeler Investment Counsel Ltd.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 78 / 80 | $141.7B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $60.1B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $12.1B |
| FMR LLC | 77 / 80 | $701.2B |
| MORGAN STANLEY | 77 / 80 | $487.4B |
| JPMORGAN CHASE & CO | 77 / 80 | $478.6B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $290.2B |
| UBS Group AG | 77 / 80 | $119.7B |
Ranked by how many of Leith Wheeler Investment Counsel Ltd.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Core S And P 500 ETF CORE S&P500 ETF | $431.8M | 576.5K | 32.8% | ▼−0.1% Reduced · −508 sh | |
| 2 | Microsoft Corp COM | $44.3M | 118.7K | 3.4% | ▲+89% Added · +56K sh | |
| 3 | Unitedhealth Group Inc COM | $40.5M | 97.5K | 3.1% | ▼−11% Reduced · −12K sh | |
| 4 | Alphabet Inc-CL A CAP STK CL A | $39.7M | 111.0K | 3.0% | ▼−0.6% Reduced · −618 sh | |
| 5 | Visa Inc-Class A Shares COM CL A | $36.2M | 105.4K | 2.7% | ▲+0.3% Added · +269 sh | |
| 6 | Borgwarner Inc COM | $35.3M | 531.2K | 2.7% | ▲+7.8% Added · +38K sh | |
| 7 | Wells Fargo and Co COM | $33.8M | 409.2K | 2.6% | ▲+0.1% Added · +559 sh | |
| 8 | L3harris Technologies Inc COM | $31.1M | 107.2K | 2.4% | ▼−0.2% Reduced · −225 sh | |
| 9 | Walt Disney Co COM | $30.6M | 318.3K | 2.3% | ▼−0.2% Reduced · −678 sh | |
| 10 | Medtronic PLC SHS | $25.9M | 330.8K | 2.0% | ▲+2.3% Added · +7K sh | |
| 11 | Meta Platforms Inc-Class A CL A | $25.8M | 45.9K | 2.0% | ▲+28% Added · +10K sh | |
| 12 | Becton Dickinson And Co COM | $23.7M | 156.9K | 1.8% | ▼−0.9% Reduced · −1K sh | |
| 13 | Salesforce.com Inc COM | $22.3M | 142.6K | 1.7% | ▲+0.2% Added · +309 sh | |
| 14 | Autodesk Inc COM | $21.1M | 108.4K | 1.6% | ▼−1.0% Reduced · −1K sh | |
| 15 | Carnival Corp Ltd COMMON SHARES | $20.9M | 732.3K | 1.6% | ▲New New position | |
| 16 | JPMorgan Chase and Co COM | $20.8M | 63.5K | 1.6% | ▼−0.8% Reduced · −548 sh | |
| 17 | Intl Flavors And Fragrances COM | $20.3M | 256.3K | 1.5% | ▼−1.1% Reduced · −3K sh | |
| 18 | Qualcomm Inc COM | $16.4M | 88.8K | 1.2% | ▼−30% Reduced · −39K sh | |
| 19 | Henry Schein Inc COM | $16.0M | 191.3K | 1.2% | ▼−46% Reduced · −164K sh | |
| 20 | Sei Investments Company COM | $15.3M | 174.5K | 1.2% | ▼−11% Reduced · −22K sh | |
| 21 | Keysight Technologies In COM | $15.2M | 43.3K | 1.2% | ▼−0.9% Reduced · −388 sh | |
| 22 | Corpay Inc COM SHS | $14.7M | 44.2K | 1.1% | ▼−7.3% Reduced · −3K sh | |
| 23 | Globus Medical Inc - A CL A | $13.8M | 174.9K | 1.1% | ▲+9.7% Added · +15K sh | |
| 24 | Nike Inc -CL B CL B | $13.4M | 326.1K | 1.0% | ▲+0.5% Added · +2K sh | |
| 25 | Icon PLC SHS | $13.2M | 75.8K | 1.0% | ▼−6.9% Reduced · −6K sh | |
| 26 | First Advantage Corp COM | $13.0M | 721.9K | 1.0% | ▼−0.9% Reduced · −6K sh | |
| 27 | Louisiana-Pacific Corp COM | $13.0M | 164.7K | 1.0% | ▲+66% Added · +66K sh | |
| 28 | Brookfield Infrastructure Pa LP INT UNIT | $12.6M | 344.6K | 1.0% | ▼−0.9% Reduced · −3K sh | |
| 29 | SPDR Msci Eafa Fossil Fuel ST STR MSCI EAFE | $12.2M | 225.9K | 0.9% | ▲New New position | |
| 30 | Cencora Inc COM | $11.3M | 39.8K | 0.9% | ▼−1.0% Reduced · −422 sh | |
| 31 | Old Republic Intl Corp COM | $11.3M | 275.1K | 0.9% | ▼−0.9% Reduced · −2K sh | |
| 32 | Middleby Corp COM | $11.0M | 64.1K | 0.8% | ▼−0.9% Reduced · −573 sh | |
| 33 | Lamar Advertising Co-A CL A | $10.9M | 69.7K | 0.8% | ▼−0.9% Reduced · −624 sh | |
| 34 | Crown Holdings Inc COM | $10.7M | 95.5K | 0.8% | ▼−0.9% Reduced · −847 sh | |
| 35 | Snap-On Inc COM | $10.7M | 26.5K | 0.8% | ▼−0.9% Reduced · −237 sh | |
| 36 | American States Water Co COM | $10.3M | 125.1K | 0.8% | ▼−0.9% Reduced · −1K sh | |
| 37 | Hayward Holdings Inc COM | $9.7M | 560.9K | 0.7% | ▼−0.9% Reduced · −5K sh | |
| 38 | Tenet Healthcare Corp COM NEW | $9.7M | 51.6K | 0.7% | ▼−1.2% Reduced · −622 sh | |
| 39 | Globe Life Inc COM | $9.6M | 53.8K | 0.7% | ▼−0.9% Reduced · −475 sh | |
| 40 | MKS Inc COM | $9.5M | 21.3K | 0.7% | ▼−43% Reduced · −16K sh | |
| 41 | Vanguard Esg Intl Stock ETF ESG INTL STK ETF | $9.1M | 110.3K | 0.7% | ▲New New position | |
| 42 | Carlisle Cos Inc COM | $9.0M | 24.9K | 0.7% | ▼−0.9% Reduced · −221 sh | |
| 43 | Gentex Corp COM | $8.7M | 344.1K | 0.7% | ▼−0.9% Reduced · −3K sh | |
| 44 | Mondelez International Inc-A CL A | $8.6M | 148.6K | 0.7% | ▼−28% Reduced · −58K sh | |
| 45 | Houlihan Lokey Inc CL A | $8.3M | 61.9K | 0.6% | ▲New New position | |
| 46 | Core And Main Inc-Class A CL A | $8.1M | 167.5K | 0.6% | ▼−0.9% Reduced · −1K sh | |
| 47 | Waters Corp COM | $7.9M | 21.1K | 0.6% | ▼−0.9% Reduced · −193 sh | |
| 48 | Range Resources Corp COM | $7.4M | 200.2K | 0.6% | ▲+7.8% Added · +15K sh | |
| 49 | Wyndham Hotels And Resorts Inc COM | $7.3M | 87.0K | 0.6% | ▼−0.9% Reduced · −775 sh | |
| 50 | Hillman Solutions Corp COM | $7.2M | 857.0K | 0.5% | ▼−0.9% Reduced · −8K sh |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1353651/holdings"
Use Arkolith to show Leith Wheeler Investment Counsel Ltd.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.