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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

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -14.4%
31.17%
$376.926M
577,037 shares@ $653.22 avg price
LHX
L3harris Technologies Inc
Recent Activity
Decreased -27.05%
3.07%
$37.067M
107,394 shares@ $345.16 avg price
WFC
Wells Fargo & Co
Recent Activity
Increased 0.55%
2.69%
$32.536M
408,689 shares@ $79.61 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -16.86%
2.66%
$32.105M
111,647 shares@ $287.56 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 38.3%
2.63%
$31.789M
105,179 shares@ $302.24 avg price
DIS
Walt Disney Co The
Recent Activity
Increased 7.92%
2.55%
$30.739M
318,935 shares@ $96.39 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Increased 0.33%
2.45%
$29.612M
109,436 shares@ $270.6 avg price
MDT
Medtronic Plc
Recent Activity
Increased 1.43%
2.32%
$28.021M
323,384 shares@ $86.65 avg price
BWA
Borgwarner Inc
Recent Activity
Decreased -8.25%
2.22%
$26.739M
492,802 shares@ $54.27 avg price
CRM
Salesforce Inc
Recent Activity
Increased 1.69%
2.2%
$26.564M
142,306 shares@ $186.67 avg price

1-10 of 84