Long-term investor

Leith Wheeler Investment Counsel Ltd. @leithwheelerinvestmentco

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001353651).

Record

  • Tracked since 2025-06-30 (454 days), 124 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +921.9% · all +921.9%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 32.8% · long · since 2025-06-30
  • MSFT · 3.4% · long · since 2025-06-30
  • UNH · 3.1% · long · since 2025-06-30
  • GOOGL · 3.0% · long · since 2025-06-30
  • V · 2.7% · long · since 2025-06-30
  • BWA · 2.7% · long · since 2025-06-30
  • WFC · 2.6% · long · since 2025-06-30
  • LHX · 2.4% · long · since 2025-06-30
  • DIS · 2.3% · long · since 2025-06-30
  • MDT · 2.0% · long · since 2025-06-30
  • META · 2.0% · long · since 2025-06-30
  • BDX · 1.8% · long · since 2025-06-30

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