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Portfolio (Quarterly) Guide ↗

Leith Wheeler Investment Counsel Ltd.

· CIK 0001353651
13F Portfolio $1.3B AUM 85 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 29 Added 37 Reduced 13 Exited
Page 4 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFA ISHARES MSCI EAFE ETF 15,951.0 $1.7M 0.13% -1K -6.6% $103.88 +4.2%
62 AMZN AMAZON.COM INC Consumer Cyclical 6,753.0 $1.6M 0.12% +100.0 +1.5% $238.34 +8.5%
63 PG PROCTER and GAMBLE CO THE Consumer Defensive 8,823.0 $1.3M 0.10% +3K +49.1% $146.64 -1.3%
64 MA MASTERCARD INC - A Financial Services 2,490.0 $1.3M 0.10% +50.0 +2.0% $513.60 +13.1%
65 PEP PEPSICO INC Consumer Defensive 8,795.0 $1.2M 0.09% -170.0 -1.9% $135.40 +6.0%
66 UNILEVER PLC-SPONSORED ADR 18,207.0 $1.1M 0.08% +8K +79.1% $60.12
67 BERKSHIRE HATHAWAY INC-CL B 1,875.0 $938K 0.07% +30.0 +1.6% $500.39
68 TSLA TESLA INC Consumer Cyclical 1,630.0 $686K 0.05% -370.0 -18.5% $420.60 -13.7%
69 ABT ABBOTT LABORATORIES Healthcare 7,134.0 $647K 0.05% +1K +17.8% $90.74 +28.5%
70 SAP SAP AG-SPONSORED ADR Technology 3,920.0 $604K 0.05% +250.0 +6.8% $154.11 +41.9%
71 GS GOLDMAN SACHS GROUP INC Financial Services 540.0 $546K 0.04% -60.0 -10.0% $1011.37 +2.8%
72 CL COLGATE-PALMOLIVE CO Consumer Defensive 5,510.0 $505K 0.04% +260.0 +5.0% $91.68 -0.7%
73 OEF ISHARES S AND P 100 ETF 1,200.0 $439K 0.03% $365.87 +3.3%
74 VT VANGUARD TOT WORLD STK ETF 2,590.0 $406K 0.03% $156.95 +2.4%
75 BSX BOSTON SCIENTIFIC CORP Healthcare 8,850.0 $378K 0.03% -600.0 -6.3% $42.68 +18.0%
76 AXP AMERICAN EXPRESS CO Financial Services 1,040.0 $352K 0.03% -260.0 -20.0% $338.25 -0.7%
77 COST COSTCO WHOLESALE CORP Consumer Defensive 363.0 $340K 0.03% -8.0 -2.2% $935.48 +1.3%
78 EIS ISHARES MSCI ISRAEL ETF 2,800.0 $338K 0.03% NEW $120.71 +1.6%
79 IQVIA HOLDINGS INC 1,671.0 $323K 0.03% NEW $193.22
80 VPL VANGUARD FTSE PACIFIC ETF 2,400.0 $278K 0.02% $115.69 -0.5%
Page 4 of 5  ·  85 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 17.9%
Healthcare 17.8%
Financial Services 17.8%
Industrials 12.7%
Communication Services 12.2%
Consumer Cyclical 10.6%
Basic Materials 4.2%
Utilities 2.9%
Consumer Defensive 1.5%
Real Estate 1.4%