Q2 2026 13F · SEC CIK 1353651

Leith Wheeler Investment Counsel Ltd.

Investment managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 85
Top holdings a year, 3 yrs: +15.9%
Average holding period: 6.1 yrs

Leith Wheeler Investment Counsel Ltd. is an investment manager that reported 85 positions worth $1.3B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Tr (IVV, 32.8%), Microsoft Corp (MSFT, 3.4%), Unitedhealth Group Inc (UNH, 3.1%). A portfolio copying its top holdings returned 15.9% a year over the last 3 years, against 20.4% for the S&P 500.

Leith Wheeler Investment Counsel Ltd. holdings largest 50 of 85 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Leith Wheeler Investment Counsel Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	32.8%	31.2%	576,529	-0.1%	$431.8M
MSFTMicrosoft Corp	3.4%	1.9%	118,732	+89.3%	$44.3M
UNHUnitedhealth Group Inc	3.1%	2.4%	97,475	-10.9%	$40.5M
GOOGLAlphabet Inc	3.0%	2.7%	111,029	-0.6%	$39.7M
VVisa Inc	2.7%	2.6%	105,448	+0.3%	$36.2M
BWABorgwarner Inc	2.7%	2.2%	531,201	+7.8%	$35.3M
WFCWells Fargo & Co	2.6%	2.7%	409,248	+0.1%	$33.8M
LHXL3harris Technologies Inc	2.4%	3.1%	107,169	-0.2%	$31.1M
DISDisney Walt Co	2.3%	2.5%	318,257	-0.2%	$30.6M
MDTMedtronic PLC	2.0%	2.3%	330,814	+2.3%	$25.9M
METAMeta Platforms Inc	2.0%	1.7%	45,882	+28.3%	$25.8M
BDXBecton Dickinson & Co	1.8%	2.1%	156,893	-0.9%	$23.7M
CRMSalesforce Inc	1.7%	2.2%	142,615	+0.2%	$22.3M
ADSKAutodesk Inc	1.6%	2.2%	108,421	-1.0%	$21.1M
CCLCarnival Corp Ltd	1.6%	—	732,339	—	$20.9M
JPMJpmorgan Chase & Co	1.6%	1.6%	63,489	-0.9%	$20.8M
IFFInternational Flavors&fragra	1.5%	1.6%	256,254	-1.1%	$20.3M
QCOMQualcomm Inc	1.2%	1.4%	88,762	-30.4%	$16.4M
HSICSchein Henry Inc Com	1.2%	2.2%	191,283	-46.2%	$16.0M
SEICSei Invts Co	1.2%	1.3%	174,506	-11.1%	$15.3M
KEYSKeysight Technologies Inc	1.2%	1.0%	43,316	-0.9%	$15.2M
CPAYCorpay Inc	1.1%	1.1%	44,173	-7.3%	$14.7M
GMEDGlobus Med Inc	1.1%	1.1%	174,934	+9.7%	$13.8M
NKENike Inc	1.0%	1.4%	326,094	+0.5%	$13.4M
ICLRIcon Plc	1.0%	0.7%	75,794	-6.9%	$13.2M
FAFirst Advantage Corp	1.0%	0.7%	721,906	-0.9%	$13.0M
LPXLouisiana Pac Corp	1.0%	0.6%	164,727	+66.3%	$13.0M
BIPBrookfield Infrastructure Pa	1.0%	1.0%	344,572	-0.9%	$12.6M
EFAXSpdr Index Shs Fds	0.9%	—	225,900	—	$12.2M
CORCencora Inc	0.9%	1.0%	39,803	-1.0%	$11.3M
ORIOld Republic International Corp	0.9%	0.9%	275,082	-0.9%	$11.3M
MIDDMiddleby Corp	0.8%	0.7%	64,105	-0.9%	$11.0M
LAMRLamar Advertising Co New Cl A	0.8%	0.7%	69,687	-0.9%	$10.9M
CCKCrown Hldgs Inc	0.8%	0.8%	95,534	-0.9%	$10.7M
SNASnap on Inc	0.8%	0.8%	26,538	-0.9%	$10.7M
AWRAmerican States Water Co	0.8%	0.8%	125,110	-0.9%	$10.3M
HAYWHayward Hldgs Inc	0.7%	0.6%	560,929	-0.9%	$9.7M
THCTenet Healthcare Corp	0.7%	0.8%	51,608	-1.2%	$9.7M
GLGlobe Life Inc	0.7%	0.6%	53,816	-0.9%	$9.6M
MKSIMks Inc.	0.7%	0.7%	21,332	-42.7%	$9.5M
VSGXVanguard World Fd	0.7%	—	110,347	—	$9.1M
CSLCarlisle Cos Inc	0.7%	0.7%	24,903	-0.9%	$9.0M
GNTXGentex Corp	0.7%	0.6%	344,126	-0.9%	$8.7M
MDLZMondelez International	0.7%	1.0%	148,569	-27.9%	$8.6M
HLIHoulihan Lokey Inc	0.6%	—	61,888	—	$8.3M
CNMCore & Main Inc	0.6%	0.7%	167,536	-0.9%	$8.1M
WATWaters Corp	0.6%	0.5%	21,142	-0.9%	$7.9M
RRCRange Res Corp	0.6%	0.7%	200,178	+7.8%	$7.4M
WHWyndham Hotels & Resorts Inc	0.6%	0.6%	87,014	-0.9%	$7.3M
HLMNHillman Solutions Corp	0.6%	0.6%	856,980	-0.9%	$7.2M

What Leith Wheeler Investment Counsel Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.1% /yr; S&P 500 +20.1%
3 years: +15.9% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	85
Q1 2026	$1.2B	84
Q4 2025	$1.3B	87
Q3 2025	$1.5B	72
Q2 2025	$1.4B	65
Q1 2025	$1.4B	75
Q4 2024	$1.4B	59
Q3 2024	$1.4B	60
Q2 2024	$1.2B	65
Q1 2024	$1.0B	64
Q4 2023	$913.4M	57
Q3 2023	$756.7M	58

Questions about Leith Wheeler Investment Counsel Ltd.'s portfolio

What stocks does Leith Wheeler Investment Counsel Ltd. own?

Leith Wheeler Investment Counsel Ltd.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 85 positions worth $1.3B. The largest are Ishares Tr (IVV) at 32.8%, Microsoft Corp (MSFT) at 3.4%, Unitedhealth Group Inc (UNH) at 3.1%, Alphabet Inc (GOOGL) at 3.0% and Visa Inc (V) at 2.7%.

What did Leith Wheeler Investment Counsel Ltd. buy last quarter?

In Q2 2026, Leith Wheeler Investment Counsel Ltd. added Microsoft Corp (MSFT) (+89.3% shares), Louisiana Pac Corp (LPX) (+66.3% shares) and Meta Platforms Inc (META) (+28.3% shares), compared with its Q1 2026 filing.

What did Leith Wheeler Investment Counsel Ltd. sell last quarter?

In Q2 2026, Leith Wheeler Investment Counsel Ltd. cut from its top 50 Invesco Exch Traded Fd Tr II (QQQM), cut from its top 50 Wynn Resorts Ltd (WYNN), cut from its top 50 Spdr Msci Eafa Fossil Fuel, cut from its top 50 Kyndryl Hldgs Inc Common Stock (KD), Schein Henry Inc Com (HSIC) (-46.2% shares), Mks Inc. (MKSI) (-42.7% shares) and Qualcomm Inc (QCOM) (-30.4% shares), compared with its Q1 2026 filing.

How has Leith Wheeler Investment Counsel Ltd.'s portfolio performed?

A portfolio copying Leith Wheeler Investment Counsel Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.1% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Leith Wheeler Investment Counsel Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Leith Wheeler Investment Counsel Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.