Leith Wheeler Investment Counsel as of June 30, 2024
Portfolio Holdings for Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel holds 65 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Core S And P 500 Etf Core S&p500 Etf (IVV) | 39.2 | $454M | 830k | 547.23 | |
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM) | 2.8 | $32M | 163k | 197.11 | |
Alphabet Inc-cl A Cap Stk Cl A (GOOGL) | 2.5 | $29M | 159k | 182.15 | |
Henry Schein (HSIC) | 2.5 | $29M | 449k | 64.10 | |
Qualcomm (QCOM) | 2.2 | $26M | 131k | 199.18 | |
Global Payments (GPN) | 2.2 | $25M | 259k | 96.70 | |
Humana (HUM) | 2.1 | $25M | 66k | 373.65 | |
L3harris Technologies (LHX) | 2.0 | $23M | 102k | 224.58 | |
Expedia Group Com New (EXPE) | 2.0 | $23M | 180k | 125.99 | |
Visa Inc-class A Shares Com Cl A (V) | 1.7 | $19M | 73k | 262.47 | |
Walt Disney Company (DIS) | 1.6 | $19M | 188k | 99.29 | |
Electronic Arts (EA) | 1.6 | $18M | 132k | 139.33 | |
Wells Fargo & Company (WFC) | 1.6 | $18M | 307k | 59.39 | |
Dollar Tree (DLTR) | 1.5 | $18M | 166k | 106.77 | |
Medtronic SHS (MDT) | 1.5 | $17M | 214k | 78.71 | |
Autodesk (ADSK) | 1.5 | $17M | 68k | 247.45 | |
BorgWarner (BWA) | 1.4 | $17M | 515k | 32.24 | |
Corpay Com Shs (CPAY) | 1.3 | $15M | 55k | 266.41 | |
AmerisourceBergen (COR) | 1.2 | $14M | 64k | 225.30 | |
SEI Investments Company (SEIC) | 1.2 | $14M | 219k | 64.69 | |
Tenet Healthcare Corp Com New (THC) | 1.2 | $14M | 102k | 133.03 | |
Mondelez International Inc-a Cl A (MDLZ) | 1.1 | $13M | 202k | 65.44 | |
Hca Holdings (HCA) | 1.1 | $13M | 40k | 321.28 | |
Keysight Technologies (KEYS) | 1.1 | $13M | 93k | 136.75 | |
Globus Medical Inc - A Cl A (GMED) | 1.1 | $13M | 183k | 68.49 | |
Universal Health Services-b CL B (UHS) | 1.1 | $12M | 67k | 184.93 | |
Carlisle Companies (CSL) | 1.1 | $12M | 30k | 405.21 | |
Booz Allen Hamilton Holdings Cl A (BAH) | 1.0 | $12M | 76k | 153.90 | |
Brookfield Infrastructure Pa Lp Int Unit (BIP) | 1.0 | $12M | 417k | 27.44 | |
Lamb Weston Hldgs (LW) | 1.0 | $11M | 132k | 84.08 | |
Gentex Corporation (GNTX) | 1.0 | $11M | 328k | 33.71 | |
Globe Life (GL) | 0.9 | $10M | 124k | 82.28 | |
MKS Instruments (MKSI) | 0.9 | $10M | 78k | 130.58 | |
Lamar Advertising Co-a Cl A (LAMR) | 0.9 | $10M | 84k | 119.53 | |
First Advantage Corp (FA) | 0.8 | $9.8M | 608k | 16.07 | |
Old Republic International Corporation (ORI) | 0.8 | $9.5M | 309k | 30.90 | |
Spdr Msci Eafa Fossil Fuel Msci Eafe Fs Etf (EFAX) | 0.8 | $9.3M | 227k | 40.79 | |
Vanguard S And P 500 Etf S&p 500 Etf Shs (VOO) | 0.8 | $9.0M | 18k | 500.13 | |
Snap-on Incorporated (SNA) | 0.8 | $8.9M | 34k | 261.39 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $8.7M | 43k | 202.26 | |
Meta Platforms Inc-class A Cl A (META) | 0.7 | $8.7M | 17k | 504.22 | |
Crown Holdings (CCK) | 0.7 | $8.6M | 116k | 74.39 | |
CarMax (KMX) | 0.7 | $8.4M | 115k | 73.34 | |
On Assignment (ASGN) | 0.7 | $8.3M | 94k | 88.17 | |
Perficient (PRFT) | 0.7 | $8.2M | 110k | 74.79 | |
Wyndham Hotels And Resorts (WH) | 0.7 | $7.8M | 106k | 74.00 | |
Hillman Solutions Corp (HLMN) | 0.5 | $6.3M | 717k | 8.85 | |
Middleby Corporation (MIDD) | 0.5 | $6.0M | 49k | 122.61 | |
Mohawk Industries (MHK) | 0.5 | $5.8M | 52k | 113.59 | |
Match Group (MTCH) | 0.5 | $5.7M | 187k | 30.38 | |
Cable One (CABO) | 0.4 | $5.1M | 14k | 354.00 | |
Spdr S And P 500 Etf Trust Tr Unit (SPY) | 0.2 | $2.0M | 3.7k | 544.22 | |
Ishares Msci Eafe Index Fund Msci Eafe Etf (EFA) | 0.1 | $1.7M | 21k | 78.33 | |
Apple (AAPL) | 0.0 | $559k | 2.7k | 210.62 | |
Alphabet Inc-cl C Cap Stk Cl C (GOOG) | 0.0 | $548k | 3.0k | 183.42 | |
Microsoft Corporation (MSFT) | 0.0 | $418k | 936.00 | 446.96 | |
Merck & Co (MRK) | 0.0 | $382k | 3.1k | 123.80 | |
Berkshire Hathaway Inc-cl B Cl B New (BRK.B) | 0.0 | $367k | 901.00 | 406.80 | |
Amazon (AMZN) | 0.0 | $334k | 1.7k | 193.25 | |
Ishares S And P 100 Index Fund S&p 100 Etf (OEF) | 0.0 | $317k | 1.2k | 264.30 | |
Vanguard Tot World Stk Etf Tt Wrld St Etf (VT) | 0.0 | $296k | 2.6k | 112.63 | |
Vanguard Info Tech Etf Inf Tech Etf (VGT) | 0.0 | $288k | 500.00 | 576.60 | |
General Dynamics Corporation (GD) | 0.0 | $273k | 940.00 | 290.14 | |
Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $270k | 3.7k | 72.87 | |
UnitedHealth (UNH) | 0.0 | $236k | 464.00 | 509.27 |