$150 Billion is the total value of Leith Wheeler Investment Counsel Ltd.'s 12 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MKL | MARKEL CORP | $643,000 | -1.7% | 528 | 0.0% | 0.43% | -4.9% | |
GOOGL | ALPHABET INCcap stk cl a | $404,000 | +15.4% | 383 | 0.0% | 0.27% | +11.6% | |
MMM | 3M CO | $349,000 | +1.5% | 1,511 | 0.0% | 0.23% | -1.7% | |
SBUX | STARBUCKS CORP | $301,000 | -4.1% | 4,238 | 0.0% | 0.20% | -7.4% | |
LMT | LOCKHEED MARTIN CORP | $299,000 | -2.6% | 951 | 0.0% | 0.20% | -5.7% | |
WBA | WALGREENS BOOTS ALLIANCE INC | $299,000 | -2.3% | 2,827 | 0.0% | 0.20% | -5.2% | |
LOW | LOWE'S COS INC | $239,000 | -8.1% | 2,526 | 0.0% | 0.16% | -11.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 32 | Q4 2023 | 97.1% |
ISHARES TR | 29 | Q4 2023 | 2.1% |
CARLISLE COS INC | 28 | Q4 2023 | 5.8% |
KEYSIGHT TECHNOLOGIES INC | 28 | Q4 2023 | 4.1% |
BROOKFIELD INFRASTRUCTURE PA | 28 | Q4 2023 | 5.9% |
CARMAX INC | 28 | Q4 2023 | 3.8% |
LAMAR ADVERTISING CO NEW | 28 | Q4 2023 | 3.8% |
SPDR S&P 500 ETF TR | 28 | Q4 2023 | 1.4% |
ALPHABET INC-CL A | 26 | Q4 2023 | 1.3% |
TRI POINTE HOMES INC | 25 | Q1 2023 | 4.2% |
View Leith Wheeler Investment Counsel Ltd.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR | 2024-01-08 |
13F-HR | 2023-10-27 |
13F-HR | 2023-07-18 |
13F-HR | 2023-05-10 |
13F-HR | 2023-01-12 |
13F-HR | 2022-10-12 |
13F-HR | 2022-07-14 |
13F-HR | 2022-04-20 |
13F-HR | 2022-01-18 |
View Leith Wheeler Investment Counsel Ltd.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.