$222 Billion is the total value of Leith Wheeler Investment Counsel Ltd.'s 31 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOG | ALPHABET INCcap stk cl c | $1,585,000 | +9.5% | 1,744 | 0.0% | 0.71% | -25.8% | |
EFA | ISHARES TRmsci eafe etf | $1,119,000 | +4.7% | 17,158 | 0.0% | 0.50% | -29.2% | |
SPY | SPDR S&P 500 ETF TRtr unit | $701,000 | +2.5% | 2,900 | 0.0% | 0.32% | -30.6% | |
GOOGL | ALPHABET INCcap stk cl a | $356,000 | +9.5% | 383 | 0.0% | 0.16% | -25.9% | |
MKL | MARKEL CORP | $287,000 | 0.0% | 294 | 0.0% | 0.13% | -32.5% | |
LMT | LOCKHEED MARTIN CORP | $264,000 | +3.9% | 951 | 0.0% | 0.12% | -29.6% | |
XENE | XENON PHARMACEUTICALS INC | $51,000 | -20.3% | 16,075 | 0.0% | 0.02% | -46.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-07
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.