Leith Wheeler Investment Counsel Ltd.

13F filer · CIK 0001353651

Reported Aug 5, 2026

13F portfolio value$1.32BU.S. long equity reported on 13F

Positions77Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight26.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202677 positions
MSFTMicrosoft Corp	$44.3M	3.37%	0.00%	+89.3%	Q3 2020
UNHUnitedhealth Group Inc	$40.5M	3.08%	0.01%	-10.9%	Q2 2024
GOOGLAlphabet Inc.	$39.7M	3.01%	0.00%	-0.6%	Q2 2018
VVisa Inc.	$36.2M	2.75%	0.01%	+0.3%	Q1 2021
BWABorgwarner Inc	$35.3M	2.68%	0.26%	+7.8%	Q2 2022
WFCWells Fargo & Company	$33.8M	2.57%	0.01%	+0.1%	Q2 2022
LHXL3harris Technologies, Inc.	$31.1M	2.37%	0.06%	-0.2%	Q2 2023
DISWalt Disney Co	$30.6M	2.33%	0.02%	-0.2%	Q3 2020
MDTMedtronic plc	$25.9M	1.97%	0.03%	+2.3%	Q2 2022
METAMeta Platforms, Inc.	$25.8M	1.96%	Not reported	+28.4%	Q2 2022
BDXBecton Dickinson & Co	$23.7M	1.80%	0.06%	-0.9%	Q1 2025
CRMSalesforce, Inc.	$22.3M	1.70%	0.02%	+0.2%	Q4 2024
ADSKAutodesk, Inc.	$21.1M	1.60%	0.05%	-1.0%	Q2 2022
CCLCarnival Corp Ltd.	$20.9M	1.59%	0.05%	New	Q2 2026
JPMJPMorgan Chase & Co	$20.8M	1.58%	0.00%	-0.9%	Q2 2022
IFFInternational Flavors & Fragrances Inc	$20.3M	1.54%	0.10%	-1.1%	Q1 2025
QCOMQualcomm Inc	$16.4M	1.25%	0.01%	-30.4%	Q1 2023
HSICHenry Schein Inc	$16M	1.21%	0.17%	-46.2%	Q3 2021
SEICSei Investments Co	$15.3M	1.16%	0.15%	-11.1%	Q2 2022
KEYSKeysight Technologies, Inc.	$15.2M	1.15%	0.03%	-0.9%	Q2 2018
CPAYCorpay, Inc.	$14.7M	1.12%	0.07%	-7.3%	Q1 2024
GMEDGlobus Medical Inc	$13.8M	1.05%	0.13%	+9.7%	Q1 2024
NKENIKE, Inc.	$13.4M	1.02%	0.02%	+0.5%	Q2 2025
ICLRIcon PLC	$13.2M	1.00%	0.10%	-6.9%	Q1 2026
FAFirst Advantage Corp	$13M	0.99%	0.42%	-0.9%	Q2 2023
LPXLouisiana-Pacific Corp	$13M	0.98%	0.24%	+66.3%	Q3 2025
BIPBrookfield Infrastructure Partners L.P.	$12.6M	0.96%	Not reported	-0.9%	Q2 2018
CORCencora, Inc.	$11.3M	0.86%	0.02%	-1.1%	Q2 2022
ORIOld Republic International Corp	$11.3M	0.86%	0.11%	-0.9%	Q1 2021
MIDDMIDDLEBY Corp	$11M	0.84%	0.14%	-0.9%	Q2 2018
LAMRLamar Advertising Co	$10.9M	0.83%	Not reported	-0.9%	Q2 2018
CCKCrown Holdings, Inc.	$10.7M	0.81%	0.09%	-0.9%	Q2 2022
SNASnap-on Inc	$10.7M	0.81%	0.05%	-0.9%	Q2 2020
AWRAmerican States Water Co	$10.3M	0.79%	0.32%	-0.9%	Q4 2025
HAYWHayward Holdings, Inc.	$9.71M	0.74%	0.26%	-0.9%	Q3 2024
THCTenet Healthcare Corp	$9.65M	0.73%	0.06%	-1.2%	Q2 2022
GLGlobe Life Inc.	$9.62M	0.73%	0.06%	-0.9%	Q3 2019
MKSIMKS Inc	$9.49M	0.72%	0.03%	-42.7%	Q3 2019
CSLCarlisle Companies Inc	$9.03M	0.69%	0.06%	-0.9%	Q2 2018
GNTXGentex Corp	$8.7M	0.66%	0.16%	-0.9%	Q3 2021
MDLZMondelez International, Inc.	$8.59M	0.65%	0.01%	-27.9%	Q4 2021
HLIHoulihan Lokey, Inc.	$8.3M	0.63%	10.53%	New	Q2 2026
CNMCore & Main, Inc.	$8.08M	0.61%	Not reported	-0.9%	Q2 2025
WATWaters Corp	$7.93M	0.60%	0.02%	-0.9%	Q1 2026
RRCRange Resources Corp	$7.44M	0.57%	0.09%	+7.8%	Q4 2025
WHWyndham Hotels & Resorts, Inc.	$7.33M	0.56%	0.12%	-0.9%	Q2 2018
HLMNHillman Solutions Corp.	$7.23M	0.55%	0.44%	-0.9%	Q2 2022
RUSHARush Enterprises Inc \tx\	$5.73M	0.44%	Not reported	+42.0%	Q1 2026
OCTVOctave Intelligence plc	$4.49M	0.34%	Not reported	New	Q2 2026
AAPLApple Inc.	$4.18M	0.32%	0.00%	-2.4%	Q4 2019

Q1 2026Reported May 7, 202676 positions
LHXL3harris Technologies, Inc.	$37.1M	3.06%	0.06%	-27.1%	Q2 2023
WFCWells Fargo & Company	$32.5M	2.69%	0.01%	+0.5%	Q2 2022
GOOGLAlphabet Inc.	$32.1M	2.65%	0.00%	-16.9%	Q2 2018
VVisa Inc.	$31.8M	2.63%	0.01%	+38.3%	Q1 2021
DISWalt Disney Co	$30.7M	2.54%	0.02%	+7.9%	Q3 2020
UNHUnitedhealth Group Inc	$29.6M	2.45%	0.01%	+0.3%	Q2 2024
MDTMedtronic plc	$28M	2.32%	0.03%	+1.4%	Q2 2022
BWABorgwarner Inc	$26.7M	2.21%	0.24%	-8.3%	Q2 2022
CRMSalesforce, Inc.	$26.6M	2.20%	0.02%	+1.7%	Q4 2024
ADSKAutodesk, Inc.	$26.2M	2.17%	0.05%	+11.9%	Q2 2022
HSICHenry Schein Inc	$26.2M	2.16%	0.31%	-2.2%	Q3 2021
BDXBecton Dickinson & Co	$24.9M	2.06%	0.06%	+0.8%	Q1 2025
MSFTMicrosoft Corp	$23.2M	1.92%	0.00%	+1107.5%	Q3 2020
METAMeta Platforms, Inc.	$20.5M	1.69%	Not reported	+25.6%	Q2 2022
JPMJPMorgan Chase & Co	$18.8M	1.56%	0.00%	+0.3%	Q2 2022
IFFInternational Flavors & Fragrances Inc	$18.8M	1.55%	0.10%	+0.3%	Q1 2025
NKENIKE, Inc.	$17.1M	1.42%	0.02%	+4.2%	Q2 2025
QCOMQualcomm Inc	$16.4M	1.36%	0.01%	+0.2%	Q1 2023
SEICSei Investments Co	$15.4M	1.27%	0.16%	-0.1%	Q2 2022
WYNNWynn Resorts Ltd	$15.2M	1.26%	0.14%	Not reported	Q3 2024
CPAYCorpay, Inc.	$13.9M	1.15%	0.07%	-7.8%	Q1 2024
GMEDGlobus Medical Inc	$13.7M	1.14%	0.12%	-8.0%	Q1 2024
CORCencora, Inc.	$12.6M	1.04%	0.02%	+0.1%	Q2 2022
BIPBrookfield Infrastructure Partners L.P.	$12.6M	1.04%	Not reported	-0.1%	Q2 2018
KEYSKeysight Technologies, Inc.	$12.3M	1.02%	0.03%	-38.2%	Q2 2018
MDLZMondelez International, Inc.	$11.9M	0.98%	0.02%	-0.1%	Q4 2021
ORIOld Republic International Corp	$11.1M	0.92%	0.11%	+7.9%	Q1 2021
THCTenet Healthcare Corp	$9.86M	0.81%	0.06%	0.0%	Q2 2022
SNASnap-on Inc	$9.73M	0.80%	0.05%	-0.1%	Q2 2020
CCKCrown Holdings, Inc.	$9.66M	0.80%	0.09%	-0.1%	Q2 2022
AWRAmerican States Water Co	$9.55M	0.79%	0.32%	+60.8%	Q4 2025
ICLRIcon PLC	$9.01M	0.74%	0.11%	New	Q1 2026
LAMRLamar Advertising Co	$8.91M	0.74%	Not reported	-0.1%	Q2 2018
MIDDMIDDLEBY Corp	$8.58M	0.71%	0.14%	-0.1%	Q2 2018
FAFirst Advantage Corp	$8.57M	0.71%	0.42%	+22.8%	Q2 2023
MKSIMKS Inc	$8.56M	0.71%	0.06%	-23.2%	Q3 2019
KDKyndryl Holdings, Inc.	$8.47M	0.70%	0.29%	+0.2%	Q3 2025
RRCRange Resources Corp	$8.39M	0.69%	0.08%	+10.3%	Q4 2025
CSLCarlisle Companies Inc	$8.38M	0.69%	0.06%	-0.1%	Q2 2018
CNMCore & Main, Inc.	$8.35M	0.69%	Not reported	-0.1%	Q2 2025
GNTXGentex Corp	$7.59M	0.63%	0.16%	+15.3%	Q3 2021
HAYWHayward Holdings, Inc.	$7.57M	0.63%	0.26%	-0.1%	Q3 2024
GLGlobe Life Inc.	$7.56M	0.62%	0.06%	-0.1%	Q3 2019
LPXLouisiana-Pacific Corp	$7.21M	0.60%	0.14%	+23.1%	Q3 2025
HLMNHillman Solutions Corp.	$7.19M	0.59%	0.44%	+18.5%	Q2 2022
WHWyndham Hotels & Resorts, Inc.	$7.13M	0.59%	0.12%	-0.1%	Q2 2018
WATWaters Corp	$6.35M	0.53%	0.02%	New	Q1 2026
UHSUniversal Health Services Inc	$6.01M	0.50%	Not reported	-0.1%	Q3 2020
AAPLApple Inc.	$3.76M	0.31%	0.00%	+1.0%	Q4 2019
RUSHARush Enterprises Inc \tx\	$3.66M	0.30%	Not reported	New	Q1 2026

Q4 2025Reported Feb 12, 202679 positions
LHXL3harris Technologies, Inc.	$43.2M	3.24%	0.08%	-8.7%	Q2 2023
GOOGLAlphabet Inc.	$42M	3.16%	0.00%	-28.9%	Q2 2018
WFCWells Fargo & Company	$37.9M	2.84%	0.01%	Not reported	Q2 2022
CRMSalesforce, Inc.	$37.1M	2.78%	0.01%	+2.4%	Q4 2024
UNHUnitedhealth Group Inc	$36M	2.70%	0.01%	-31.1%	Q2 2024
DISWalt Disney Co	$33.6M	2.52%	0.02%	+2.6%	Q3 2020
MDTMedtronic plc	$30.6M	2.30%	0.02%	-39.1%	Q2 2022
BDXBecton Dickinson & Co	$30.5M	2.29%	0.06%	+6.2%	Q1 2025
ADSKAutodesk, Inc.	$29M	2.17%	0.05%	+2.3%	Q2 2022
HSICHenry Schein Inc	$27.5M	2.06%	0.31%	-26.0%	Q3 2021
VVisa Inc.	$26.7M	2.00%	0.00%	+3.4%	Q1 2021
BWABorgwarner Inc	$24.2M	1.82%	0.26%	-13.1%	Q2 2022
QCOMQualcomm Inc	$21.8M	1.63%	0.01%	-43.9%	Q1 2023
JPMJPMorgan Chase & Co	$20.6M	1.54%	0.00%	-6.5%	Q2 2022
NKENIKE, Inc.	$19.8M	1.49%	0.02%	+2.6%	Q2 2025
METAMeta Platforms, Inc.	$18.8M	1.41%	Not reported	+110.0%	Q2 2022
IFFInternational Flavors & Fragrances Inc	$17.4M	1.31%	0.10%	-0.3%	Q1 2025
KDKyndryl Holdings, Inc.	$17.1M	1.28%	0.28%	+2.3%	Q3 2025
SEICSei Investments Co	$16.1M	1.21%	0.16%	-3.4%	Q2 2022
CPAYCorpay, Inc.	$15.5M	1.17%	0.08%	-3.4%	Q1 2024
GMEDGlobus Medical Inc	$15.1M	1.14%	0.13%	-3.4%	Q1 2024
KEYSKeysight Technologies, Inc.	$14.4M	1.08%	0.04%	-11.3%	Q2 2018
EAElectronic Arts Inc.	$13.8M	1.03%	Not reported	-58.4%	Q2 2022
CORCencora, Inc.	$13.6M	1.02%	0.02%	-27.9%	Q2 2022
GPNGlobal Payments Inc	$12.1M	0.91%	0.07%	+0.1%	Q4 2021
BIPBrookfield Infrastructure Partners L.P.	$12.1M	0.91%	Not reported	-3.4%	Q2 2018
ORIOld Republic International Corp	$11.7M	0.88%	0.10%	-3.4%	Q1 2021
MDLZMondelez International, Inc.	$11.1M	0.83%	0.02%	+4.8%	Q4 2021
THCTenet Healthcare Corp	$10.4M	0.78%	0.06%	+2.3%	Q2 2022
CCKCrown Holdings, Inc.	$9.93M	0.75%	0.09%	-3.4%	Q2 2022
MIDDMIDDLEBY Corp	$9.62M	0.72%	0.13%	-3.4%	Q2 2018
SNASnap-on Inc	$9.23M	0.69%	0.05%	+12.2%	Q2 2020
LAMRLamar Advertising Co	$8.91M	0.67%	Not reported	-3.4%	Q2 2018
CNMCore & Main, Inc.	$8.79M	0.66%	Not reported	-3.3%	Q2 2025
HAYWHayward Holdings, Inc.	$8.75M	0.66%	0.26%	-3.4%	Q3 2024
FAFirst Advantage Corp	$8.62M	0.65%	0.34%	+13.1%	Q2 2023
CSLCarlisle Companies Inc	$8.04M	0.60%	0.06%	-3.4%	Q2 2018
MKSIMKS Inc	$7.75M	0.58%	0.07%	-27.8%	Q3 2019
GLGlobe Life Inc.	$7.6M	0.57%	0.06%	-3.4%	Q3 2019
UHSUniversal Health Services Inc	$7.33M	0.55%	Not reported	-3.4%	Q3 2020
GNTXGentex Corp	$7.01M	0.53%	0.14%	+6.2%	Q3 2021
WHWyndham Hotels & Resorts, Inc.	$6.64M	0.50%	0.12%	Not reported	Q2 2018
LPXLouisiana-Pacific Corp	$6.5M	0.49%	0.12%	+89.2%	Q3 2025
HLMNHillman Solutions Corp.	$6.32M	0.47%	0.37%	+7.3%	Q2 2022
RRCRange Resources Corp	$5.94M	0.45%	0.07%	New	Q4 2025
AWRAmerican States Water Co	$5.69M	0.43%	0.20%	New	Q4 2025
AAPLApple Inc.	$3.99M	0.30%	0.00%	+404.4%	Q4 2019
ORCLOracle Corp	$3.08M	0.23%	0.00%	-72.6%	Q4 2024
NVDANvidia Corp	$2.61M	0.20%	0.00%	New	Q4 2025
MSFTMicrosoft Corp	$2.51M	0.19%	0.00%	+229.2%	Q3 2020

Q3 2025Reported Nov 14, 202563 positions
UNHUnitedhealth Group Inc	$54.7M	3.70%	0.02%	+234.8%	Q2 2024
MDTMedtronic plc	$49.9M	3.37%	0.04%	+48.2%	Q2 2022
LHXL3harris Technologies, Inc.	$49.3M	3.33%	0.09%	-9.6%	Q2 2023
GOOGLAlphabet Inc.	$45.9M	3.11%	0.00%	-22.2%	Q2 2018
QCOMQualcomm Inc	$37.7M	2.55%	0.02%	+60.8%	Q1 2023
DISWalt Disney Co	$33M	2.23%	0.02%	-12.2%	Q3 2020
EAElectronic Arts Inc.	$32.7M	2.21%	Not reported	-12.8%	Q2 2022
HSICHenry Schein Inc	$32.6M	2.20%	0.41%	-8.3%	Q3 2021
CRMSalesforce, Inc.	$32.4M	2.19%	0.01%	-4.4%	Q4 2024
ADSKAutodesk, Inc.	$30.4M	2.05%	0.04%	-13.0%	Q2 2022
GOOGAlphabet Inc.	$27.9M	1.89%	Not reported	+4126.0%	Q2 2018
BDXBecton Dickinson & Co	$27.7M	1.87%	0.05%	-11.3%	Q1 2025
BWABorgwarner Inc	$27.2M	1.84%	0.29%	-40.5%	Q2 2022
BRK.BBerkshire Hathaway Inc	$25.5M	1.73%	Not reported	+3637.4%	Q1 2021
VVisa Inc.	$25.1M	1.70%	0.00%	-11.1%	Q1 2021
JPMJPMorgan Chase & Co	$21.5M	1.46%	0.00%	-3.4%	Q2 2022
NKENIKE, Inc.	$21.2M	1.43%	0.02%	+27.4%	Q2 2025
KDKyndryl Holdings, Inc.	$18.9M	1.28%	0.27%	New	Q3 2025
CORCencora, Inc.	$17.4M	1.18%	0.03%	-23.2%	Q2 2022
SEICSei Investments Co	$17.3M	1.17%	0.17%	+1.5%	Q2 2022
ORCLOracle Corp	$16.2M	1.10%	0.00%	Not reported	Q4 2024
IFFInternational Flavors & Fragrances Inc	$15.9M	1.08%	0.10%	-8.9%	Q1 2025
CPAYCorpay, Inc.	$15.4M	1.04%	0.08%	+6.6%	Q1 2024
KEYSKeysight Technologies, Inc.	$14M	0.94%	0.05%	-5.8%	Q2 2018
PMPhilip Morris International Inc.	$13.2M	0.89%	0.01%	+5163.5%	Q4 2024
GPNGlobal Payments Inc	$13M	0.88%	0.07%	-58.4%	Q4 2021
MDLZMondelez International, Inc.	$12.3M	0.83%	0.02%	-25.0%	Q4 2021
BIPBrookfield Infrastructure Partners L.P.	$11.8M	0.80%	Not reported	-5.8%	Q2 2018
ORIOld Republic International Corp	$11.3M	0.77%	0.11%	-5.8%	Q1 2021
HUMHumana Inc	$10.8M	0.73%	0.03%	-2.3%	Q1 2024
THCTenet Healthcare Corp	$10.4M	0.70%	0.06%	-46.2%	Q2 2022
GMEDGlobus Medical Inc	$10.3M	0.70%	0.13%	-5.8%	Q1 2024
ALLAllstate Corp	$10.1M	0.68%	0.02%	Not reported	Q1 2025
METAMeta Platforms, Inc.	$9.96M	0.67%	Not reported	-11.4%	Q2 2022
CCKCrown Holdings, Inc.	$9.64M	0.65%	0.09%	-5.8%	Q2 2022
CNMCore & Main, Inc.	$9.42M	0.64%	Not reported	+1.7%	Q2 2025
LAMRLamar Advertising Co	$8.92M	0.60%	Not reported	-5.8%	Q2 2018
MIDDMIDDLEBY Corp	$8.91M	0.60%	0.13%	-5.8%	Q2 2018
HAYWHayward Holdings, Inc.	$8.86M	0.60%	0.27%	-5.7%	Q3 2024
CSLCarlisle Companies Inc	$8.56M	0.58%	0.06%	-5.8%	Q2 2018
MKSIMKS Inc	$8.31M	0.56%	0.10%	-5.8%	Q3 2019
SNASnap-on Inc	$8.28M	0.56%	0.05%	+2.4%	Q2 2020
FAFirst Advantage Corp	$8.07M	0.55%	0.30%	-5.8%	Q2 2023
GLGlobe Life Inc.	$8.04M	0.54%	0.06%	-5.8%	Q3 2019
GNTXGentex Corp	$8.03M	0.54%	0.13%	-5.8%	Q3 2021
UHSUniversal Health Services Inc	$7.11M	0.48%	Not reported	-35.2%	Q3 2020
HLMNHillman Solutions Corp.	$6.24M	0.42%	0.34%	+3.6%	Q2 2022
BAHBooz Allen Hamilton Holding Corp	$5.9M	0.40%	0.05%	-5.8%	Q4 2021
LPXLouisiana-Pacific Corp	$3.78M	0.26%	0.06%	New	Q3 2025
SNXTD Synnex Corp	$3.26M	0.22%	0.02%	-21.7%	Q2 2025

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