$310 Million is the total value of Leith Wheeler Investment Counsel Ltd.'s 32 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | New | INTEL CORP | $712,000 | – | 15,052 | +100.0% | 0.21% | – |
| CSX | New | CSX CORP | $222,000 | – | 3,000 | +100.0% | 0.07% | – |
| AAPL | New | APPLE INC | $201,000 | – | 890 | +100.0% | 0.06% | – |
| MUX | New | MCEWEN MNG INC | $42,000 | – | 21,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-10-22
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.