Andrew Hunt
Leith Wheeler Investment Counsel Ltd.
Assets Managed
$1.21B
Holdings
84
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
-9.21%(2Q avg: -9.52%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Leith Wheeler Investment Counsel Ltd.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.
Assets under management
The assets under management (AUM) of Leith Wheeler Investment Counsel Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.21B in assets, with a quarterly growth rate of -9.21% and a 2-quarter average growth rate of -9.52%. The portfolio is managed by Andrew Hunt, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
IVV Ishares Core S&p 500 Etf
| 31.17% | $376.926M 577,037 shares@ $653.22 avg price | Decreased -14.4% |
LHX L3harris Technologies Inc
| 3.07% | $37.067M 107,394 shares@ $345.16 avg price | Decreased -27.05% |
WFC Wells Fargo & Co
| 2.69% | $32.536M 408,689 shares@ $79.61 avg price | Increased 0.55% |
GOOGL Alphabet Inc-cl A
| 2.66% | $32.105M 111,647 shares@ $287.56 avg price | Decreased -16.86% |
V Visa Inc-class A Shares
| 2.63% | $31.789M 105,179 shares@ $302.24 avg price | Increased 38.3% |
DIS Walt Disney Co The
| 2.55% | $30.739M 318,935 shares@ $96.39 avg price | Increased 7.92% |
UNH Unitedhealth Group Inc
| 2.45% | $29.612M 109,436 shares@ $270.6 avg price | Increased 0.33% |
MDT Medtronic Plc
| 2.32% | $28.021M 323,384 shares@ $86.65 avg price | Increased 1.43% |
BWA Borgwarner Inc
| 2.22% | $26.739M 492,802 shares@ $54.27 avg price | Decreased -8.25% |
CRM Salesforce Inc
| 2.2% | $26.564M 142,306 shares@ $186.67 avg price | Increased 1.69% |
1-10 of 84