Institutional Fund
Leith Wheeler Investment Counsel Ltd.
Vancouver, British ColumbiaCIK 13536516 filings on record
Portfolio Value
$1.21B
Q1 2026
Holdings
84
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-9.2%
from $1.33B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr31.2%
- L3harris Technologies Inc3.1%
- Wells Fargo Co New2.7%
- Alphabet Inc2.7%
- Visa Inc2.6%
- Disney Walt Co2.5%
- Other55.3%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 577.0K | $376.93M | 31.2% | −97.1K | Reduced |
| 2 | L3harris Technologies Inc | 107.4K | $37.07M | 3.1% | −39.8K | Reduced |
| 3 | Wells Fargo Co New | 408.7K | $32.54M | 2.7% | +2.2K | Added |
| 4 | Alphabet Inc | 111.6K | $32.11M | 2.7% | −22.7K | Reduced |
| 5 | Visa Inc | 105.2K | $31.79M | 2.6% | +29.1K | Added |
| 6 | Disney Walt Co | 318.9K | $30.74M | 2.5% | +23.4K | Added |
| 7 | Unitedhealth Group Inc | 109.4K | $29.61M | 2.4% | +354 | Added |
| 8 | Medtronic PLC | 323.4K | $28.02M | 2.3% | +4.5K | Added |
| 9 | Borgwarner Inc | 492.8K | $26.74M | 2.2% | −44.4K | Reduced |
| 10 | Salesforce Inc | 142.3K | $26.56M | 2.2% | +2.4K | Added |
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