LEITH WHEELER INVESTMENT COUNSEL LTD.

PrivateCIK: 1353651
Location

VANCOUVER, A1

84
Positions
$1.21B
Total AUM (reported)
10.66M
Total Shares

Allocation by class

TOTAL AUM$1.21B84 positions
COM$545.79M45.1%
CORE S&P500 ETF$376.93M31.2%
CL A$68.21M5.6%
SHS$37.03M3.1%
CAP STK CL A$32.11M2.7%
COM CL A$31.79M2.6%
NASDAQ 100 ETF$25.26M2.1%

Portfolio Concentration

Top 336.9%4–1017.0%11–2523.8%Rest22.3%TOP 1053.9%0%100%
Top 3$446.53M36.9%
4–10$205.57M17.0%
11–25$288.27M23.8%
Rest$269.27M22.3%

Top 3 weight

36.9%

Top 10 weight

53.9%

Voting Authority Distribution

Total shares with voting rights: 10.66M

Sole

Full voting authority

9.67M

shares

% of voting shares90.7%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

993.27K

shares

% of voting shares9.3%

Investment Discretion (by position count)

Sole84
Shared0
Other0
Dominant voting typeSole · 90.7% of voting shares
Institutional Holdings84
Rows:

ISHARES CORE S AND P 500 ETF

SOLE
CORE S&P500 ETF
Shares577.04K
TypeSH
Market value$376.93M
31.16%
Sole
0.00
Shared
0.00
None
577.04K

L3HARRIS TECHNOLOGIES INC

SOLE
COM
Shares107.39K
TypeSH
Market value$37.07M
3.06%
Sole
107.39K
Shared
0.00
None
0.00

WELLS FARGO and CO

SOLE
COM
Shares408.69K
TypeSH
Market value$32.54M
2.69%
Sole
408.69K
Shared
0.00
None
0.00

ALPHABET INC-CL A

SOLE
CAP STK CL A
Shares111.65K
TypeSH
Market value$32.11M
2.65%
Sole
111.65K
Shared
0.00
None
0.00

VISA INC-CLASS A SHARES

SOLE
COM CL A
Shares105.18K
TypeSH
Market value$31.79M
2.63%
Sole
105.18K
Shared
0.00
None
0.00

WALT DISNEY CO

SOLE
COM
Shares318.94K
TypeSH
Market value$30.74M
2.54%
Sole
318.94K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares109.44K
TypeSH
Market value$29.61M
2.45%
Sole
109.44K
Shared
0.00
None
0.00

MEDTRONIC PLC

SOLE
SHS
Shares323.38K
TypeSH
Market value$28.02M
2.32%
Sole
323.38K
Shared
0.00
None
0.00

BORGWARNER INC

SOLE
COM
Shares492.80K
TypeSH
Market value$26.74M
2.21%
Sole
492.80K
Shared
0.00
None
0.00

SALESFORCE.COM INC

SOLE
COM
Shares142.31K
TypeSH
Market value$26.56M
2.20%
Sole
142.31K
Shared
0.00
None
0.00

AUTODESK INC

SOLE
COM
Shares109.48K
TypeSH
Market value$26.21M
2.17%
Sole
109.48K
Shared
0.00
None
0.00

HENRY SCHEIN INC

SOLE
COM
Shares355.31K
TypeSH
Market value$26.19M
2.16%
Sole
355.31K
Shared
0.00
None
0.00

INVESCO NASDAQ 100 ETF

SOLE
NASDAQ 100 ETF
Shares106.29K
TypeSH
Market value$25.26M
2.09%
Sole
0.00
Shared
0.00
None
106.29K

BECTON DICKINSON AND CO

SOLE
COM
Shares158.26K
TypeSH
Market value$24.88M
2.06%
Sole
158.26K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares62.72K
TypeSH
Market value$23.22M
1.92%
Sole
62.72K
Shared
0.00
None
0.00

META PLATFORMS INC-CLASS A

SOLE
CL A
Shares35.75K
TypeSH
Market value$20.45M
1.69%
Sole
35.75K
Shared
0.00
None
0.00

JPMORGAN CHASE and CO

SOLE
COM
Shares64.04K
TypeSH
Market value$18.84M
1.56%
Sole
64.04K
Shared
0.00
None
0.00

INTL FLAVORS AND FRAGRANCES

SOLE
COM
Shares259.11K
TypeSH
Market value$18.80M
1.55%
Sole
259.11K
Shared
0.00
None
0.00

NIKE INC -CL B

SOLE
CL B
Shares324.57K
TypeSH
Market value$17.14M
1.42%
Sole
324.57K
Shared
0.00
None
0.00

QUALCOMM INC

SOLE
COM
Shares127.46K
TypeSH
Market value$16.41M
1.36%
Sole
127.46K
Shared
0.00
None
0.00

SEI INVESTMENTS COMPANY

SOLE
COM
Shares196.25K
TypeSH
Market value$15.40M
1.27%
Sole
196.25K
Shared
0.00
None
0.00

WYNN RESORTS LTD

SOLE
COM
Shares149.90K
TypeSH
Market value$15.22M
1.26%
Sole
149.90K
Shared
0.00
None
0.00

CORPAY INC

SOLE
COM SHS
Shares47.65K
TypeSH
Market value$13.86M
1.15%
Sole
47.65K
Shared
0.00
None
0.00

GLOBUS MEDICAL INC - A

SOLE
CL A
Shares159.53K
TypeSH
Market value$13.75M
1.14%
Sole
159.53K
Shared
0.00
None
0.00

CENCORA INC

SOLE
COM
Shares40.23K
TypeSH
Market value$12.64M
1.04%
Sole
40.23K
Shared
0.00
None
0.00
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