Leith Wheeler Investment Counsel Ltd.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Leith Wheeler Investment Counsel Ltd. reported 84 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 31.2% of the portfolio, followed by L3HARRIS Technologies (LHX, 3.1%) and Wells Fargo (WFC, 2.7%). Compared with Q4 2025, it opened 8 new positions, sold out of 11, added to 35 and reduced 29. The biggest buy was Microsoft (MSFT, shares +1108%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, A1
- CIK
- 0001353651
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001193125-26-212232 ↗ filed May 7, 2026
Holdings Value
Holdings 84 stocks · $1.2B
| IVV iShares Core S&P 500 ETF | 31.16% | 577,037 | $376.9M | Reduce -14.4% |
| LHX L3HARRIS Technologies Inc. | 3.06% | 107,394 | $37.1M | Reduce -27.1% |
| WFC Wells Fargo & Co. | 2.69% | 408,689 | $32.5M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 2.65% | 111,647 | $32.1M | Reduce -16.9% |
| V Visa Inc. Class A | 2.63% | 105,179 | $31.8M | Add +38.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.54% | 318,935 | $30.7M | Add +7.9% |
| UNH Unitedhealth Group Inc. | 2.45% | 109,436 | $29.6M | Add +0.3% |
| MDT Medtronic PLC | 2.32% | 323,384 | $28.0M | Add +1.4% |
| BWA Borgwarner Inc. | 2.21% | 492,802 | $26.7M | Reduce -8.3% |
| CRM Salesforce Inc. | 2.20% | 142,306 | $26.6M | Add +1.7% |
| ADSK Autodesk Inc. | 2.17% | 109,484 | $26.2M | Add +11.9% |
| HSIC Henry Schein Inc. filed as SCHEIN HENRY INC | 2.16% | 355,314 | $26.2M | Reduce -2.2% |
| QQQM Invesco Nasdaq 100 ETF | 2.09% | 106,290 | $25.3M | Add +0.1% |
| BDX Becton Dickinson and Co. | 2.06% | 158,262 | $24.9M | Add +0.8% |
| MSFT Microsoft Corp. | 1.92% | 62,718 | $23.2M | Add +1107.5% |
| META Meta Platforms Inc. Class A | 1.69% | 35,748 | $20.5M | Add +25.6% |
| JPM JPMorgan Chase & Co. | 1.56% | 64,037 | $18.8M | Add +0.3% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 1.55% | 259,114 | $18.8M | Add +0.3% |
| NKE Nike Inc. Class B | 1.42% | 324,568 | $17.1M | Add +4.2% |
| QCOM Qualcomm Inc. | 1.36% | 127,464 | $16.4M | Add +0.2% |
| SEIC Sei Investments Company | 1.27% | 196,249 | $15.4M | Reduce -0.1% |
| WYNN WYNN Resorts Ltd. | 1.26% | 149,902 | $15.2M | New |
| CPAY Corpay Inc. | 1.15% | 47,646 | $13.9M | Reduce -7.8% |
| GMED Globus Medical Inc. Class A | 1.14% | 159,535 | $13.7M | Reduce -8.0% |
| COR Cencora Inc. | 1.04% | 40,225 | $12.6M | Add +0.1% |
| BIP Brookfield Infrastructure Pa | 1.04% | 347,625 | $12.6M | Reduce -0.1% |
| KEYS Keysight Technologies Inc. | 1.02% | 43,704 | $12.3M | Reduce -38.2% |
| MDLZ Mondelez International Inc. Class A | 0.98% | 206,095 | $11.9M | Reduce -0.1% |
| ORI Old Republic Intl Corp. | 0.92% | 277,533 | $11.1M | Add +7.9% |
| SPDR MSCI EAFA FOSSIL FUEL | 0.91% | 222,164 | $11.1M | New |
| THC Tenet Healthcare Corp. | 0.81% | 52,230 | $9.9M | Reduce -0.0% |
| SNA Snap-on Inc. | 0.80% | 26,775 | $9.7M | Reduce -0.1% |
| CCK Crown Holdings Inc. | 0.80% | 96,381 | $9.7M | Reduce -0.1% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.79% | 126,225 | $9.5M | Add +60.8% |
| ICLR Icon PLC | 0.74% | 81,408 | $9.0M | New |
| LAMR Lamar Advertising Co. Class A | 0.74% | 70,311 | $8.9M | Reduce -0.1% |
| MIDD Middleby Corp. | 0.71% | 64,678 | $8.6M | Reduce -0.1% |
| FA First Advantage Corp. | 0.71% | 728,332 | $8.6M | Add +22.8% |
| MKSI MKS Inc. | 0.71% | 37,234 | $8.6M | Reduce -23.2% |
| KD Kyndryl Holdings Inc. | 0.70% | 645,533 | $8.5M | Add +0.2% |
| RRC Range Resources Corp. | 0.69% | 185,657 | $8.4M | Add +10.3% |
| CSL Carlisle Cos Inc. | 0.69% | 25,124 | $8.4M | Reduce -0.1% |
| CNM Core & Main Inc. Class A | 0.69% | 169,025 | $8.3M | Reduce -0.1% |
| GNTX Gentex Corp. | 0.63% | 347,178 | $7.6M | Add +15.3% |
| HAYW Hayward Holdings Inc. | 0.63% | 565,970 | $7.6M | Reduce -0.1% |
| GL Globe Life Inc. | 0.62% | 54,291 | $7.6M | Reduce -0.1% |
| LPX Louisiana-Pacific Corp. | 0.60% | 99,064 | $7.2M | Add +23.1% |
| HLMN Hillman Solutions Corp. | 0.59% | 864,598 | $7.2M | Add +18.5% |
| WH Wyndham Hotels & Resorts Inc. | 0.59% | 87,789 | $7.1M | Reduce -0.1% |
| WAT Waters Corp. | 0.53% | 21,335 | $6.4M | New |
| UHS Universal Health Services-B | 0.50% | 33,592 | $6.0M | Reduce -0.1% |
| AAPL Apple Inc. | 0.31% | 14,809 | $3.8M | Add +1.0% |
| RUSHA Rush Enterprises Inc. Class A | 0.30% | 55,291 | $3.7M | New |
| ORCL Oracle Corp. | 0.20% | 16,430 | $2.4M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 3,550 | $2.3M | Reduce -1.0% |
| NVDA Nvidia Corp. | 0.19% | 13,000 | $2.3M | Reduce -7.1% |
| CEFA Global X S&P Cath Val Devel | 0.18% | 58,300 | $2.2M | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 6,631 | $1.9M | Add +9.9% |
| JNJ Johnson & Johnson | 0.15% | 7,617 | $1.9M | Add +55.5% |
| EFA iShares MSCI Eafe ETF | 0.14% | 16,991 | $1.7M | Reduce -0.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.13% | 1,230 | $1.6M | New |
| AMZN Amazon.com Inc. | 0.12% | 7,053 | $1.5M | Add +6.0% |
| PEP Pepsico Inc. | 0.12% | 8,995 | $1.4M | Add +0.3% |
| PG The Procter & Gamble Co. | 0.10% | 8,499 | $1.2M | Add +43.6% |
| MA Mastercard Inc. Class A | 0.10% | 2,440 | $1.2M | No change |
| UL Unilever PLC-Sponsored ADR | 0.08% | 17,587 | $1.0M | Add +73.0% |
| ABT Abbott Laboratories | 0.07% | 8,834 | $907K | Add +45.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,855 | $889K | Add +0.5% |
| TSLA Tesla Inc. | 0.06% | 2,000 | $744K | No change |
| SAP Sap SE-Sponsored ADR | 0.05% | 3,670 | $628K | No change |
| BSX Boston Scientific Corp. | 0.04% | 8,600 | $540K | Reduce -9.0% |
| GS Goldman Sachs Group Inc. | 0.04% | 600 | $508K | No change |
| CL Colgate-Palmolive Co. | 0.04% | 5,310 | $453K | Add +1.1% |
| AXP American Express Co. | 0.03% | 1,300 | $393K | No change |
| OEF iShares S&P 100 ETF | 0.03% | 1,200 | $382K | No change |
| COST Costco Wholesale Corp. | 0.03% | 363 | $362K | Reduce -2.2% |
| VT Vanguard Tot World STK ETF | 0.03% | 2,590 | $358K | No change |
| IQV Iqvia Holdings Inc. | 0.02% | 1,671 | $285K | New |
| HD Home Depot Inc. | 0.02% | 786 | $259K | No change |
| PM Philip Morris International | 0.02% | 1,526 | $252K | Reduce -1.1% |
| VPL Vanguard Ftse Pacific ETF | 0.02% | 2,400 | $235K | No change |
| VGK Vanguard Ftse Europe ETF | 0.02% | 2,750 | $227K | No change |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,445 | $221K | New |
| WM Waste Management Inc. | 0.02% | 917 | $211K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -14.4% | 31.16% | −3.50 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −1.03 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.91 |
| EFAX State Street SPDR MSCI Eafe | Sold out | 0.00% | −0.83 |
| GOOGL Alphabet Inc. Class A | Reduce -16.9% | 2.65% | −0.50 |
| LHX L3HARRIS Technologies Inc. | Reduce -27.1% | 3.06% | −0.18 |
| SNX TD Synnex Corp. | Sold out | 0.00% | −0.17 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.08 |
| KEYS Keysight Technologies Inc. | Reduce -38.2% | 1.02% | −0.06 |
| UHS Universal Health Services-B | Reduce -0.1% | 0.50% | −0.05 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.03 |
| HAYW Hayward Holdings Inc. | Reduce -0.1% | 0.63% | −0.03 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.03 |
| CIGI Colliers Intl GR-Subord Vot | Sold out | 0.00% | −0.03 |
| BSX Boston Scientific Corp. | Reduce -9.0% | 0.04% | −0.02 |
| CPAY Corpay Inc. | Reduce -7.8% | 1.15% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.02 |
| MIDD Middleby Corp. | Reduce -0.1% | 0.71% | −0.01 |
| NVDA Nvidia Corp. | Reduce -7.1% | 0.19% | −0.01 |
| GMED Globus Medical Inc. Class A | Reduce -8.0% | 1.14% | +0.00 |
| PM Philip Morris International | Reduce -1.1% | 0.02% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -2.2% | 0.03% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.19% | +0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.6% | 0.14% | +0.01 |
| CNM Core & Main Inc. Class A | Reduce -0.1% | 0.69% | +0.03 |
| THC Tenet Healthcare Corp. | Reduce -0.0% | 0.81% | +0.04 |
| CCK Crown Holdings Inc. | Reduce -0.1% | 0.80% | +0.05 |
| GL Globe Life Inc. | Reduce -0.1% | 0.62% | +0.05 |
| SEIC Sei Investments Company | Reduce -0.1% | 1.27% | +0.06 |
| LAMR Lamar Advertising Co. Class A | Reduce -0.1% | 0.74% | +0.07 |
| CSL Carlisle Cos Inc. | Reduce -0.1% | 0.69% | +0.09 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -0.1% | 0.59% | +0.09 |
| HSIC Henry Schein Inc. | Reduce -2.2% | 2.16% | +0.10 |
| SNA Snap-on Inc. | Reduce -0.1% | 0.80% | +0.11 |
| MKSI MKS Inc. | Reduce -23.2% | 0.71% | +0.13 |
| BIP Brookfield Infrastructure Pa | Reduce -0.1% | 1.04% | +0.13 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.1% | 0.98% | +0.15 |
| BWA Borgwarner Inc. | Reduce -8.3% | 2.21% | +0.39 |
Portfolio Buys Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Add +1107.5% | 1.92% | +1.73 |
| WYNN WYNN Resorts Ltd. | New | 1.26% | +1.26 |
| SPDR MSCI EAFA FOSSIL FUEL | New | 0.91% | +0.91 |
| ICLR Icon PLC | New | 0.74% | +0.74 |
| V Visa Inc. Class A | Add +38.3% | 2.63% | +0.63 |
| WAT Waters Corp. | New | 0.53% | +0.53 |
| AWR American States Water Co. | Add +60.8% | 0.79% | +0.36 |
| RUSHA Rush Enterprises Inc. Class A | New | 0.30% | +0.30 |
| META Meta Platforms Inc. Class A | Add +25.6% | 1.69% | +0.28 |
| RRC Range Resources Corp. | Add +10.3% | 0.69% | +0.25 |
| IFF Intl Flavors & Fragrances | Add +0.3% | 1.55% | +0.25 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.13% | +0.13 |
| HLMN Hillman Solutions Corp. | Add +18.5% | 0.59% | +0.12 |
| LPX Louisiana-Pacific Corp. | Add +23.1% | 0.60% | +0.11 |
| GNTX Gentex Corp. | Add +15.3% | 0.63% | +0.10 |
| JNJ Johnson & Johnson | Add +55.5% | 0.15% | +0.08 |
| QQQM Invesco Nasdaq 100 ETF | Add +0.1% | 2.09% | +0.07 |
| FA First Advantage Corp. | Add +22.8% | 0.71% | +0.06 |
| PG The Procter & Gamble Co. | Add +43.6% | 0.10% | +0.04 |
| ORI Old Republic Intl Corp. | Add +7.9% | 0.92% | +0.03 |
| UL Unilever PLC-Sponsored ADR | Add +73.0% | 0.08% | +0.03 |
| COR Cencora Inc. | Add +0.1% | 1.04% | +0.03 |
| IQV Iqvia Holdings Inc. | New | 0.02% | +0.02 |
| PEP Pepsico Inc. | Add +0.3% | 0.12% | +0.02 |
| NVS Novartis AG-Sponsored ADR | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | Add +45.9% | 0.07% | +0.02 |
| MDT Medtronic PLC | Add +1.4% | 2.32% | +0.02 |
| DIS The Walt Disney Co. | Add +7.9% | 2.54% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +9.9% | 0.16% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.56% | +0.01 |
| AAPL Apple Inc. | Add +1.0% | 0.31% | +0.01 |
| CL Colgate-Palmolive Co. | Add +1.1% | 0.04% | +0.01 |
| AMZN Amazon.com Inc. | Add +6.0% | 0.12% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.07% | +0.00 |
| ADSK Autodesk Inc. | Add +11.9% | 2.17% | −0.01 |
| ORCL Oracle Corp. | Add +4.0% | 0.20% | −0.03 |
| NKE Nike Inc. Class B | Add +4.2% | 1.42% | −0.07 |
| WFC Wells Fargo & Co. | Add +0.5% | 2.69% | −0.15 |
| BDX Becton Dickinson and Co. | Add +0.8% | 2.06% | −0.23 |
| UNH Unitedhealth Group Inc. | Add +0.3% | 2.45% | −0.25 |
| QCOM Qualcomm Inc. | Add +0.2% | 1.36% | −0.28 |
| KD Kyndryl Holdings Inc. | Add +0.2% | 0.70% | −0.58 |
| CRM Salesforce Inc. | Add +1.7% | 2.20% | −0.59 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $1.3B | IVV, MSFT, UNH, GOOGL, V |
| Q1 2026 | 84 | $1.2B | IVV, LHX, WFC, GOOGL, V |
| Q4 2025 | 87 | $1.3B | IVV, LHX, GOOGL, WFC, CRM |
| Q3 2025 | 72 | $1.5B | IVV, UNH, MDT, LHX, GOOGL |
| Q2 2025Amended | 65 | $1.4B | IVV, LHX, GOOGL, DIS, HSIC |
| Q1 2025 | 75 | $1.4B | IVV, WFC, MDT, EA, LHX |
| Q4 2024 | 59 | $1.4B | IVV, WFC, GOOGL, EA, HSIC |
| Q3 2024 | 60 | $1.4B | IVV, HSIC, QCOM, WFC, MDT |
| Q2 2024 | 65 | $1.2B | IVV, QQQM, GOOGL, HSIC, QCOM |
| Q1 2024 | 64 | $1.0B | IVV, QQQM, HSIC, GOOGL, GPN |