LEITH WHEELER INVESTMENT COUNSEL LTD.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLMN | 680K | $6.24M |
 | KD | 630K | $18.91M |
 | BWA | 618K | $27.18M |
 | HAYW | 586K | $8.86M |
 | FA | 524K | $8.07M |
 | MDT | 524K | $49.87M |
 | HSIC | 491K | $32.57M |
 | BIP | 360K | $11.84M |
 | NKE | 304K | $21.17M |
 | DIS | 288K | $32.97M |
 | GNTX | 284K | $8.03M |
 | ORI | 266K | $11.31M |
 | IFF | 259K | $15.95M |
 | QCOM | 227K | $37.73M |
 | SEIC | 203K | $17.25M |
 | MDLZ | 197K | $12.30M |
 | GOOGL | 189K | $45.89M |
 | GMED | 179K | $10.27M |
 | CNM | 175K | $9.42M |
 | EA | 162K | $32.73M |
Hillman Solutions Corp.
HLMN
Shares Held
680K
Value
$6.24M
Kyndryl Holdings, Inc.
KD
Shares Held
630K
Value
$18.91M
BorgWarner Inc.
BWA
Shares Held
618K
Value
$27.18M
Hayward Holdings, Inc.
HAYW
Shares Held
586K
Value
$8.86M
First Advantage Corporation
FA
Shares Held
524K
Value
$8.07M
Medtronic plc
MDT
Shares Held
524K
Value
$49.87M
Henry Schein, Inc.
HSIC
Shares Held
491K
Value
$32.57M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
360K
Value
$11.84M
NIKE, Inc.
NKE
Shares Held
304K
Value
$21.17M
The Walt Disney Company
DIS
Shares Held
288K
Value
$32.97M
Gentex Corporation
GNTX
Shares Held
284K
Value
$8.03M
Old Republic International Corporation
ORI
Shares Held
266K
Value
$11.31M
International Flavors & Fragrances Inc.
IFF
Shares Held
259K
Value
$15.95M
QUALCOMM Incorporated
QCOM
Shares Held
227K
Value
$37.73M
SEI Investments Company
SEIC
Shares Held
203K
Value
$17.25M
Mondelez International, Inc.
MDLZ
Shares Held
197K
Value
$12.30M
Alphabet Inc.
GOOGL
Shares Held
189K
Value
$45.89M
Globus Medical, Inc.
GMED
Shares Held
179K
Value
$10.27M
Core & Main, Inc.
CNM
Shares Held
175K
Value
$9.42M
Electronic Arts Inc.
EA
Shares Held
162K
Value
$32.73M