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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001353651

Leith Wheeler Investment Counsel Ltd.

Vancouver, A1 · File #028-11838

Latest AUM
$1.33B
Positions
87
Top-10 Concentration
60.3%
Filings
13

Sector Allocation

Healthcare
12.4%$165.8M
Technology
11.6%$154.8M
Industrials
7.6%$101.1M
Financials
4.2%$55.4M
Real Estate
0.7%$8.9M
Energy
0.4%$5.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287200674,149$461.8M35.63%
2L3HARRIS TECHNOLOGIES INCLHX147,225$43.2M3.33%
3ALPHABET INCGOOG134,304$42.0M3.24%
4WELLS FARGO and CO949746101406,490$37.9M2.92%
5SALESFORCE.COM INCCRM139,941$37.1M2.86%
6UNITEDHEALTH GROUP INCUNH109,082$36.0M2.78%
7WALT DISNEY CO254687106295,547$33.6M2.59%
8MEDTRONIC PLCMDT318,844$30.6M2.36%
9BECTON DICKINSON AND COBDX156,985$30.5M2.35%
10AUTODESK INCADSK97,813$29.0M2.23%
11HENRY SCHEIN INCHSIC363,393$27.5M2.12%
12INVESCO EXCH TRADED FD TR IIIVZ106,140$26.8M2.07%
13VISA INCV76,055$26.7M2.06%
14BORGWARNER INCBWA537,163$24.2M1.87%
15QUALCOMM INCQCOM127,175$21.8M1.68%
16JPMORGAN CHASE and COVYLD63,871$20.6M1.59%
17NIKE INCNKE311,496$19.8M1.53%
18META PLATFORMS INCMETA28,461$18.8M1.45%
19INTL FLAVORS AND FRAGRANCES459506101258,429$17.4M1.34%
20KYNDRYL HOLDINGS INCKD644,099$17.1M1.32%