Leith Wheeler Investment Counsel as of June 30, 2017
Portfolio Holdings for Leith Wheeler Investment Counsel
Leith Wheeler Investment Counsel holds 31 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares S&P 500 Index (IVV) | 82.9 | $184M | 758k | 243.41 | |
| Brookfield Infrastructure Part (BIP) | 1.0 | $2.2M | 55k | 40.91 | |
| Carlisle Companies (CSL) | 0.9 | $2.0M | 21k | 95.39 | |
| Starwood Property Trust (STWD) | 0.9 | $2.0M | 89k | 22.39 | |
| Live Nation Entertainment (LYV) | 0.9 | $1.9M | 56k | 34.84 | |
| Axalta Coating Sys (AXTA) | 0.9 | $1.9M | 60k | 32.04 | |
| On Assignment | 0.8 | $1.8M | 33k | 54.14 | |
| Commscope Hldg (COMM) | 0.8 | $1.7M | 46k | 38.02 | |
| Wyndham Worldwide Corporation | 0.8 | $1.7M | 17k | 100.42 | |
| Tri Pointe Homes (TPH) | 0.7 | $1.6M | 125k | 13.19 | |
| USG Corporation | 0.7 | $1.6M | 56k | 29.02 | |
| Keysight Technologies (KEYS) | 0.7 | $1.6M | 41k | 38.92 | |
| Alphabet Inc Class C cs (GOOG) | 0.7 | $1.6M | 1.7k | 908.83 | |
| Lamar Advertising Co-a (LAMR) | 0.7 | $1.6M | 21k | 73.58 | |
| Torchmark Corporation | 0.7 | $1.5M | 20k | 76.48 | |
| CarMax (KMX) | 0.7 | $1.5M | 24k | 63.08 | |
| DigitalGlobe | 0.6 | $1.4M | 43k | 33.31 | |
| Orbital Atk | 0.6 | $1.4M | 14k | 98.33 | |
| MSC Industrial Direct (MSM) | 0.6 | $1.4M | 16k | 85.98 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.1M | 17k | 65.22 | |
| Air Lease Corp (AL) | 0.5 | $1.1M | 30k | 37.36 | |
| Tetra Tech (TTEK) | 0.5 | $1.1M | 23k | 45.76 | |
| Tiffany & Co. | 0.5 | $998k | 11k | 93.84 | |
| Sally Beauty Holdings (SBH) | 0.4 | $904k | 45k | 20.24 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $701k | 2.9k | 241.72 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $356k | 383.00 | 929.50 | |
| Markel Corporation (MKL) | 0.1 | $287k | 294.00 | 976.19 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $264k | 951.00 | 277.60 | |
| Starbucks Corporation (SBUX) | 0.1 | $245k | 4.2k | 58.33 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $220k | 4.7k | 46.36 | |
| Xenon Pharmaceuticals (XENE) | 0.0 | $51k | 16k | 3.17 |