Filed: 11/14/2025ACC: 0001193125-25-282478
📋 What this filing means
LEITH WHEELER INVESTMENT COUNSEL LTD. filed this quarterly 13F‑HR report disclosing 72 equity positions with a total reported market value of $1.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$1.48B
Total AUM (reported)
10.66M
Total Shares
Allocation by class
COM$614.02M41.6%
CORE S&P500 ETF$483.14M32.7%
CL A$103.07M7.0%
SHS$49.87M3.4%
NASDAQ 100 ETF$35.71M2.4%
CL B$28.28M1.9%
CL C$27.88M1.9%
Portfolio Concentration
Top 3$587.68M39.8%
4–10$266.87M18.1%
11–25$340.04M23.0%
Rest$283.02M19.2%
Top 3 weight
39.8%
Top 10 weight
57.8%
Voting Authority Distribution
Total shares with voting rights: 10.66M
Sole
Full voting authority
9.47M
shares
% of voting shares88.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.18M
shares
% of voting shares11.1%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeSole · 88.9% of voting shares
Institutional Holdings72
Rows:
ISHARES TR
SOLEShares721.87K
TypeSH
Market value$483.14M
32.70%
Sole
0.00
Shared
0.00
None
721.87K
UNITEDHEALTH GROUP INC
SOLEShares158.31K
TypeSH
Market value$54.66M
3.70%
Sole
158.31K
Shared
0.00
None
0.00
MEDTRONIC PLC
SOLEShares523.61K
TypeSH
Market value$49.87M
3.37%
Sole
523.61K
Shared
0.00
None
0.00
L3HARRIS TECHNOLOGIES INC
SOLEShares161.32K
TypeSH
Market value$49.27M
3.33%
Sole
161.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares188.78K
TypeSH
Market value$45.89M
3.11%
Sole
188.78K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares226.78K
TypeSH
Market value$37.73M
2.55%
Sole
226.78K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares144.51K
TypeSH
Market value$35.71M
2.42%
Sole
0.00
Shared
0.00
None
144.51K
WALT DISNEY CO
SOLEShares287.95K
TypeSH
Market value$32.97M
2.23%
Sole
287.95K
Shared
0.00
None
0.00
ELECTRONIC ARTS INC
SOLEShares162.26K
TypeSH
Market value$32.73M
2.21%
Sole
162.26K
Shared
0.00
None
0.00
HENRY SCHEIN INC
SOLEShares490.73K
TypeSH
Market value$32.57M
2.20%
Sole
490.73K
Shared
0.00
None
0.00
SALESFORCE.COM INC
SOLEShares136.68K
TypeSH
Market value$32.39M
2.19%
Sole
136.68K
Shared
0.00
None
0.00
AUTODESK INC
SOLEShares95.58K
TypeSH
Market value$30.36M
2.05%
Sole
95.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares114.48K
TypeSH
Market value$27.88M
1.89%
Sole
114.48K
Shared
0.00
None
0.00
BECTON DICKINSON AND CO
SOLEShares147.89K
TypeSH
Market value$27.68M
1.87%
Sole
147.89K
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares618.29K
TypeSH
Market value$27.18M
1.84%
Sole
618.29K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC
SOLEShares50.79K
TypeSH
Market value$25.53M
1.73%
Sole
50.79K
Shared
0.00
None
0.00
VISA INC
SOLEShares73.59K
TypeSH
Market value$25.12M
1.70%
Sole
73.59K
Shared
0.00
None
0.00
JPMORGAN CHASE and CO
SOLEShares68.31K
TypeSH
Market value$21.55M
1.46%
Sole
68.31K
Shared
0.00
None
0.00
NIKE INC
SOLEShares303.61K
TypeSH
Market value$21.17M
1.43%
Sole
303.61K
Shared
0.00
None
0.00
KYNDRYL HOLDINGS INC
SOLEShares629.81K
TypeSH
Market value$18.91M
1.28%
Sole
629.81K
Shared
0.00
None
0.00
CENCORA INC
SOLEShares55.74K
TypeSH
Market value$17.42M
1.18%
Sole
55.74K
Shared
0.00
None
0.00
SEI INVESTMENTS COMPANY
SOLEShares203.31K
TypeSH
Market value$17.25M
1.17%
Sole
203.31K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares57.69K
TypeSH
Market value$16.23M
1.10%
Sole
57.69K
Shared
0.00
None
0.00
INTL FLAVORS AND FRAGRANCES
SOLEShares259.13K
TypeSH
Market value$15.95M
1.08%
Sole
259.13K
Shared
0.00
None
0.00
CORPAY INC
SOLEShares53.48K
TypeSH
Market value$15.41M
1.04%
Sole
53.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 721.87K | SH | $483.14M 32.70% | 0.00 | 0.00 | 721.87K |
UNITEDHEALTH GROUP INCSOLE | COM | 158.31K | SH | $54.66M 3.70% | 158.31K | 0.00 | 0.00 |
MEDTRONIC PLCSOLE | SHS | 523.61K | SH | $49.87M 3.37% | 523.61K | 0.00 | 0.00 |
L3HARRIS TECHNOLOGIES INCSOLE | COM | 161.32K | SH | $49.27M 3.33% | 161.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CL A | 188.78K | SH | $45.89M 3.11% | 188.78K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 226.78K | SH | $37.73M 2.55% | 226.78K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 144.51K | SH | $35.71M 2.42% | 0.00 | 0.00 | 144.51K |
WALT DISNEY COSOLE | COM | 287.95K | SH | $32.97M 2.23% | 287.95K | 0.00 | 0.00 |
ELECTRONIC ARTS INCSOLE | COM | 162.26K | SH | $32.73M 2.21% | 162.26K | 0.00 | 0.00 |
HENRY SCHEIN INCSOLE | COM | 490.73K | SH | $32.57M 2.20% | 490.73K | 0.00 | 0.00 |
SALESFORCE.COM INCSOLE | COM | 136.68K | SH | $32.39M 2.19% | 136.68K | 0.00 | 0.00 |
AUTODESK INCSOLE | COM | 95.58K | SH | $30.36M 2.05% | 95.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CL C | 114.48K | SH | $27.88M 1.89% | 114.48K | 0.00 | 0.00 |
BECTON DICKINSON AND COSOLE | COM | 147.89K | SH | $27.68M 1.87% | 147.89K | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 618.29K | SH | $27.18M 1.84% | 618.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCSOLE | CL B NEW | 50.79K | SH | $25.53M 1.73% | 50.79K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 73.59K | SH | $25.12M 1.70% | 73.59K | 0.00 | 0.00 |
JPMORGAN CHASE and COSOLE | COM | 68.31K | SH | $21.55M 1.46% | 68.31K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 303.61K | SH | $21.17M 1.43% | 303.61K | 0.00 | 0.00 |
KYNDRYL HOLDINGS INCSOLE | COMMON STOCK | 629.81K | SH | $18.91M 1.28% | 629.81K | 0.00 | 0.00 |
CENCORA INCSOLE | COM | 55.74K | SH | $17.42M 1.18% | 55.74K | 0.00 | 0.00 |
SEI INVESTMENTS COMPANYSOLE | COM | 203.31K | SH | $17.25M 1.17% | 203.31K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 57.69K | SH | $16.23M 1.10% | 57.69K | 0.00 | 0.00 |
INTL FLAVORS AND FRAGRANCESSOLE | COM | 259.13K | SH | $15.95M 1.08% | 259.13K | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 53.48K | SH | $15.41M 1.04% | 53.48K | 0.00 | 0.00 |
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