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 $1.21B across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($376.9M, 31.16%), LHX ($37.1M, 3.06%), WFC ($32.5M, 2.69%), GOOGL ($32.1M, 2.65%), V ($31.8M, 2.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S AND P 500 ETF | $376.9M | 31.16% | 577,037 | Trimmed |
| 2 | LHX | L3HARRIS TECHNOLOGIES INC | $37.1M | 3.06% | 107,394 | Trimmed |
| 3 | WFC | WELLS FARGO and CO | $32.5M | 2.69% | 408,689 | Added |
| 4 | GOOGL | ALPHABET INC-CL A | $32.1M | 2.65% | 111,647 | Trimmed |
| 5 | V | VISA INC-CLASS A SHARES | $31.8M | 2.63% | 105,179 | Added |
| 6 | DIS | WALT DISNEY CO | $30.7M | 2.54% | 318,935 | Added |
| 7 | UNH | UNITEDHEALTH GROUP INC | $29.6M | 2.45% | 109,436 | Added |
| 8 | MDT | MEDTRONIC PLC | $28.0M | 2.32% | 323,384 | Added |
| 9 | BWA | BORGWARNER INC | $26.7M | 2.21% | 492,802 | Trimmed |
| 10 | CRM | SALESFORCE.COM INC | $26.6M | 2.20% | 142,306 | Added |
| 11 | ADSK | AUTODESK INC | $26.2M | 2.17% | 109,484 | Added |
| 12 | HSIC | HENRY SCHEIN INC | $26.2M | 2.16% | 355,314 | Trimmed |
| 13 | QQQM | INVESCO NASDAQ 100 ETF | $25.3M | 2.09% | 106,290 | Added |
| 14 | BDX | BECTON DICKINSON AND CO | $24.9M | 2.06% | 158,262 | Added |
| 15 | MSFT | MICROSOFT CORP | $23.2M | 1.92% | 62,718 | Added |
| 16 | META | META PLATFORMS INC-CLASS A | $20.5M | 1.69% | 35,748 | Added |
| 17 | JPM | JPMORGAN CHASE and CO | $18.8M | 1.56% | 64,037 | Added |
| 18 | IFF | INTL FLAVORS AND FRAGRANCES | $18.8M | 1.55% | 259,114 | Added |
| 19 | NKE | NIKE INC -CL B | $17.1M | 1.42% | 324,568 | Added |
| 20 | QCOM | QUALCOMM INC | $16.4M | 1.36% | 127,464 | Added |
| 21 | SEIC | SEI INVESTMENTS COMPANY | $15.4M | 1.27% | 196,249 | Trimmed |
| 22 | WYNN | WYNN RESORTS LTD | $15.2M | 1.26% | 149,902 | New |
| 23 | CPAY | CORPAY INC | $13.9M | 1.15% | 47,646 | Trimmed |
| 24 | GMED | GLOBUS MEDICAL INC - A | $13.7M | 1.14% | 159,535 | Trimmed |
| 25 | ABC | CENCORA INC | $12.6M | 1.04% | 40,225 | Added |
Source: SEC Form 13F filings · as of 2026-03-31