Leith-Wheeler-Investment-Counsel
AI_NATIVE detailed information: This accession holds the following tickers:[ "FA", "HUM", "ALL", "ASGN", "GOOGL", "KMX", "EXPE", "HD", "QCOM", "LAMR", "META", null, null, "LHX", "LIN", "MDT", "MSFT", "MDLZ", "MS", "IVV", "AAPL", "SPY", "MRK", null, "KEYS", "SPGI", "SNA", "TJX", "GMED", "GL", "TSM", "GPN", null, "EA", "SEIC", "MKSI", "ADSK", "AON", "THC", "CPAY", "WM", "HSIC", "MIDD", "IFF", "AMZN", "HCA", "VGT", "VT", "VOO", "V", "WFC", "WH", "GNTX", "HAYW", "HLMN", "CRM", "ORI", null, "UHS", "AZO", "BRK-B", "BDX", "BAH", "BWA", "BIP", "CSL", "COST", "CCK", "DE", "EFA", "DIS", "GOOG", "LLY", "PM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 75
- Total Value
- 1439266596
- Accession Number
- 0000950123-25-004686
- Form Type
- 13F-HR
- Manager Name
- Leith-Wheeler-Investment-Counsel
Data Enrichment
93% identified70 identified5 unidentified
Holdings
75 positions
Manager:
Search and click to pin securities to the top
Page 4 of 4
464287101
Shares:1.2K
Value:$325.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
647 | QoQ NEW(+647) YoY NEW(+647) | All Managers (Combined) | $611.9K | QoQ NEW(+$611.9K) YoY NEW(+$611.9K) | |
(cusip464287101)✕ | 1.2K | QoQ 0.00% (-0)YoY NEW(+1.2K) | All Managers (Combined) | $325.0K | YoY NEW(+$325.0K) |
S&P Global Inc.(SPGIcusip78409V104) | 630 | QoQ NEW(+630) YoY NEW(+630) | All Managers (Combined) | $320.1K | QoQ NEW(+$320.1K) YoY NEW(+$320.1K) |
ELI LILLY & Co(LLYcusip532457108) | 387 | QoQ NEW(+387) YoY NEW(+387) | All Managers (Combined) | $319.6K | QoQ NEW(+$319.6K) YoY NEW(+$319.6K) |
788 | QoQ NEW(+788) YoY NEW(+788) | All Managers (Combined) | $314.5K | QoQ NEW(+$314.5K) YoY NEW(+$314.5K) | |
2.6K | All Managers (Combined) | $304.5K | |||
AUTOZONE INC(AZOcusip053332102) | 78 | QoQ NEW(+78) YoY NEW(+78) | All Managers (Combined) | $297.4K | QoQ NEW(+$297.4K) YoY NEW(+$297.4K) |
HOME DEPOT, INC.(HDcusip437076102) | 808 | QoQ NEW(+808) YoY NEW(+808) | All Managers (Combined) | $296.1K | QoQ NEW(+$296.1K) YoY NEW(+$296.1K) |
2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $293.4K | QoQ NEW(+$293.4K) YoY NEW(+$293.4K) | |
500 | QoQ 0.00% (-0)YoY NEW(+500) | All Managers (Combined) | $271.2K | YoY NEW(+$271.2K) | |
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $270.7K | QoQ NEW(+$270.7K) YoY NEW(+$270.7K) | |
DEERE & CO(DEcusip244199105) | 529 | QoQ NEW(+529) YoY NEW(+529) | All Managers (Combined) | $248.3K | QoQ NEW(+$248.3K) YoY NEW(+$248.3K) |
MORGAN STANLEY(MScusip617446448) | 2.0K | QoQ NEW(+2.0K) YoY NEW(+2.0K) | All Managers (Combined) | $237.5K | QoQ NEW(+$237.5K) YoY NEW(+$237.5K) |
495 | QoQ NEW(+495) YoY NEW(+495) | All Managers (Combined) | $230.5K | QoQ NEW(+$230.5K) YoY NEW(+$230.5K) | |
917 | QoQ NEW(+917) YoY NEW(+917) | All Managers (Combined) | $212.3K | QoQ NEW(+$212.3K) YoY NEW(+$212.3K) |