Dixon Mitchell Investment Counsel Inc.
13F Reported Value
ⓘ$2.9B
Holdings
140
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Dixon Mitchell Investment Counsel Inc. disclosed 140 positions worth $2.9B in its Form 13F-HR for Q1 2026, followed by $TD and $RY. During the quarter the fund opened 13 new positions and exited 18 — including a new stake in $SPOT and a full exit from $FNV. The portfolio is most concentrated in Technology (25.6% of disclosed assets). All figures are sourced directly from Dixon Mitchell Investment Counsel Inc.’s Form 13F-HR filing with the SEC under CIK 1993485.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
iShares Core MSCI EAFE ETF
—Quality
$224.2M2,476,353 sh- —
Quality
$139.5M1,499,333 sh - —
Quality
$130.9M812,192 sh - 83.7
Quality
$127.2M343,473 sh - 80.2
Quality
$126.7M439,704 sh - —
Quality
$121.9M929,304 sh - —
Quality
$116.0M1,951,101 sh - 83.5
Quality
$115.6M381,968 sh - 73.8
Quality
$110.3M700,664 sh - 64.5
Quality
$104.8M218,432 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| iShares Core MSCI EAFE ETF | — | $224.2M | 2,476,353 |
 TORONTO DOMINION BANK$TD | — | $139.5M | 1,499,333 |
 ROYAL BANK OF CANADA$RY | — | $130.9M | 812,192 |
 MICROSOFT CORP$MSFT | 83.7 | $127.2M | 343,473 |
 Alphabet Inc.$GOOG | 80.2 | $126.7M | 439,704 |
 Wheaton Precious Metals Corp.$WPM | — | $121.9M | 929,304 |
 METHANEX CORP$MEOH | — | $116.0M | 1,951,101 |
 VISA INC.$V | 83.5 | $115.6M | 381,968 |
 Intercontinental Exchange, Inc.$ICE | 73.8 | $110.3M | 700,664 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $104.8M | 218,432 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Dixon Mitchell Investment Counsel Inc.'s 140 positions.
Showing top 10 of 140 holdings.
Sector Allocation
Technology
$734.9M
Financials
$695.9M
Industrials
$326.6M
Materials
$271.7M
Consumer Discretionary
$251.7M
Other
$244.8M
Communication Services
$120.3M
Real Estate
$90.3M
Full Holdings — Dixon Mitchell Investment Counsel Inc. (Q1 2026)
All 140 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | iShares Core MSCI EAFE ETF | $224.2M | 7.8% | -11% | — |
| 2 | $TD | TORONTO DOMINION BANK | $139.5M | 4.8% | -6% | — |
| 3 | $RY | ROYAL BANK OF CANADA | $130.9M | 4.5% | -7% | — |
| 4 | $MSFT | MICROSOFT CORP | $127.2M | 4.4% | +6% | 83.7 |
| 5 | $GOOG | Alphabet Inc. | $126.7M | 4.4% | -20% | 80.2 |
| 6 | $WPM | Wheaton Precious Metals Corp. | $121.9M | 4.2% | -1% | — |
| 7 | $MEOH | METHANEX CORP | $116.0M | 4.0% | -5% | — |
| 8 | $V | VISA INC. | $115.6M | 4.0% | -1% | 83.5 |
| 9 | $ICE | Intercontinental Exchange, Inc. | $110.3M | 3.8% | -1% | 73.8 |
| 10 | $BRK.B | BERKSHIRE HATHAWAY INC | $104.8M | 3.6% | -1% | 64.5 |
| 11 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $102.7M | 3.6% | -1% | 63.7 |
| 12 |  $TFII | TFI International Inc. | $96.4M | 3.4% | -2% | — |
| 13 |  $BIP | Brookfield Infrastructure Partners L.P. | $86.1M | 3.0% | -2% | — |
| 14 |  $AME | AMETEK INC/ | $85.7M | 3.0% | -0% | 74.2 |
| 15 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $83.6M | 2.9% | -20% | — |
| 16 |  $BN | BROOKFIELD Corp /ON/ | $81.8M | 2.9% | -14% | — |
| 17 |  $BGSI | Boyd Group Services Inc. | $78.1M | 2.7% | -1% | — |
| 18 |  $AMZN | AMAZON COM INC | $61.5M | 2.1% | -1% | 74.6 |
| 19 |  $HEI | HEICO CORP | $55.2M | 1.9% | -1% | 79.2 |
| 20 |  $SPOT | Spotify Technology S.A. | $54.3M | 1.9% | NEW | — |
| 21 |  $ROP | ROPER TECHNOLOGIES INC | $51.8M | 1.8% | -1% | 72.2 |
| 22 |  $LOW | LOWES COMPANIES INC | $49.9M | 1.7% | -1% | 63.5 |
| 23 |  $TXN | TEXAS INSTRUMENTS INC | $49.6M | 1.7% | -1% | 70.4 |
| 24 |  $DPZ | DOMINOS PIZZA INC | $47.3M | 1.6% | -1% | 69.8 |
| 25 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $46.0M | 1.6% | -11% | — |
| 26 |  $TFPM | Triple Flag Precious Metals Corp. | $42.8M | 1.5% | +119% | — |
| 27 |  $NFLX | NETFLIX INC | $38.1M | 1.3% | +112% | 86.7 |
| 28 |  $META | Meta Platforms, Inc. | $37.1M | 1.3% | -1% | 80.9 |
| 29 |  $HCA | HCA Healthcare, Inc. | $35.6M | 1.2% | -1% | 70.5 |
| 30 |  $DHR | DANAHER CORP /DE/ | $35.2M | 1.2% | -1% | 63.9 |
| 31 |  $CSL | CARLISLE COMPANIES INC | $29.6M | 1.0% | -1% | 65 |
| 32 |  $FTNT | Fortinet, Inc. | $27.6M | 1.0% | -1% | 78.1 |
| 33 |  $TRI | THOMSON REUTERS CORP /CAN/ | $27.3M | 0.9% | +44% | — |
| 34 |  $JPM | JPMORGAN CHASE & CO | $26.5M | 0.9% | -1% | 35.6 |
| 35 |  $UBER | Uber Technologies, Inc | $25.3M | 0.9% | +66% | 79.3 |
| 36 |  $DSGX | DESCARTES SYSTEMS GROUP INC | $24.3M | 0.8% | +3% | — |
| 37 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $18.7M | 0.7% | +8199% | 74.4 |
| 38 |  $WCN | Waste Connections, Inc. | $17.8M | 0.6% | -2% | — |
| 39 | — | iShares MSCI ACWI ex U.S. ETF | $17.4M | 0.6% | +0% | — |
| 40 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $17.2M | 0.6% | -26% | — |
| 41 |  $MELI | MERCADOLIBRE INC | $14.4M | 0.5% | +95% | 77.5 |
| 42 |  $MA | Mastercard Inc | $12.0M | 0.4% | -1% | 81.7 |
| 43 |  $SHOP | SHOPIFY INC. | $9.5M | 0.3% | -2% | — |
| 44 |  $CERT | Certara, Inc. | $8.8M | 0.3% | -1% | 47 |
| 45 |  $CIGI | Colliers International Group Inc. | $8.4M | 0.3% | +7% | — |
| 46 |  $BLD | QXO Insulation, LLC | $7.1M | 0.3% | -43% | 62 |
| 47 |  $HDB | HDFC BANK LTD | $6.5M | 0.2% | NEW | — |
| 48 |  $SE | Sea Ltd | $6.1M | 0.2% | +57% | — |
| 49 |  $ATS | ATS Corp /ATS | $5.9M | 0.2% | +0% | — |
| 50 |  $PAC | Pacific Airport Group | $5.6M | 0.2% | NEW | — |
| 51 |  $IBN | ICICI BANK LTD | $4.2M | 0.1% | NEW | — |
| 52 |  $RIO | RIO TINTO PLC | $2.4M | 0.1% | NEW | — |
| 53 | — | iShares Core U.S. Aggregate Bo | $1.6M | 0.1% | +0% | — |
| 54 |  $SPY | SPDR S&P 500 ETF TRUST | $1.0M | 0.0% | +0% | — |
| 55 |  $GOOGL | Alphabet Inc. | $1.0M | 0.0% | -13% | 80.2 |
| 56 |  $BNS | BANK OF NOVA SCOTIA | $636,105 | 0.0% | -7% | — |
| 57 |  $MU | MICRON TECHNOLOGY INC | $622,578 | 0.0% | +0% | 88.4 |
| 58 |  $AEM | AGNICO EAGLE MINES LTD | $596,689 | 0.0% | -2% | — |
| 59 |  $BMO | BANK OF MONTREAL /CAN/ | $487,674 | 0.0% | -1% | — |
| 60 |  $AVGO | Broadcom Inc. | $454,980 | 0.0% | -2% | 86.4 |
| 61 |  $ENB | ENBRIDGE INC | $431,964 | 0.0% | +0% | — |
| 62 |  $KGC | KINROSS GOLD CORP | $422,298 | 0.0% | +0% | — |
| 63 |  $TRP | TC ENERGY CORP | $380,290 | 0.0% | -1% | — |
| 64 |  $MFC | MANULIFE FINANCIAL CORP | $377,097 | 0.0% | -27% | — |
| 65 |  $LLY | ELI LILLY & Co | $375,266 | 0.0% | +0% | 89.3 |
| 66 |  $NVDA | NVIDIA CORP | $342,192 | 0.0% | -2% | 90.2 |
| 67 |  $SLF | SUN LIFE FINANCIAL INC | $331,039 | 0.0% | +0% | — |
| 68 |  $SU | SUNCOR ENERGY INC | $330,908 | 0.0% | -3% | — |
| 69 |  $FHN | FIRST HORIZON CORP | $307,491 | 0.0% | +0% | 43.8 |
| 70 |  $NTR | Nutrien Ltd. | $274,017 | 0.0% | -45% | — |
| 71 |  $GEV | GE Vernova Inc. | $262,020 | 0.0% | +0% | 70.1 |
| 72 |  $MDB | MongoDB, Inc. | $250,400 | 0.0% | +0% | 54.6 |
| 73 |  $AZN | ASTRAZENECA PLC | $237,847 | 0.0% | NEW | — |
| 74 |  $TJX | TJX COMPANIES INC /DE/ | $232,364 | 0.0% | +0% | 70.7 |
| 75 |  $DIS | Walt Disney Co | $228,999 | 0.0% | +0% | 68.9 |
| 76 |  $EXE | EXPAND ENERGY Corp | $224,610 | 0.0% | +0% | 83.9 |
| 77 |  $INTC | INTEL CORP | $221,753 | 0.0% | +0% | 41.5 |
| 78 |  $BKNG | Booking Holdings Inc. | $218,937 | 0.0% | +0% | 55.3 |
| 79 |  $TMUS | T-Mobile US, Inc. | $205,409 | 0.0% | +0% | 72.7 |
| 80 |  $COF | CAPITAL ONE FINANCIAL CORP | $199,761 | 0.0% | NEW | 71 |
| 81 |  $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | $193,765 | 0.0% | +0% | 58 |
| 82 |  $ACM | AECOM | $188,300 | 0.0% | +0% | 58.2 |
| 83 |  $ALC | ALCON INC | $186,943 | 0.0% | +0% | — |
| 84 |  $CCJ | CAMECO CORP | $178,184 | 0.0% | +0% | — |
| 85 |  $PBA | PEMBINA PIPELINE CORP | $167,783 | 0.0% | -2% | — |
| 86 |  $SLB | SLB LIMITED/NV | $165,909 | 0.0% | +0% | 63.2 |
| 87 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $164,431 | 0.0% | +0% | 71.5 |
| 88 |  $AMD | ADVANCED MICRO DEVICES INC | $164,168 | 0.0% | +0% | 78.8 |
| 89 |  $TECK | TECK RESOURCES LTD | $162,758 | 0.0% | +0% | — |
| 90 |  $BIO | BIO-RAD LABORATORIES, INC. | $153,034 | 0.0% | +0% | 40.3 |
| 91 |  $DVN | DEVON ENERGY CORP/DE | $152,319 | 0.0% | +0% | 70.2 |
| 92 |  $AAPL | Apple Inc. | $148,467 | 0.0% | -100% | 76.1 |
| 93 |  $IR | Ingersoll Rand Inc. | $147,821 | 0.0% | +0% | 55.4 |
| 94 |  $FTS | Fortis Inc. | $146,817 | 0.0% | +0% | — |
| 95 | — | iShares 0-3 Month Treasury Bon | $144,548 | 0.0% | -30% | — |
| 96 |  $UNH | UNITEDHEALTH GROUP INC | $144,495 | 0.0% | +0% | 66.8 |
| 97 |  $PH | Parker-Hannifin Corp | $142,343 | 0.0% | +0% | 73.8 |
| 98 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $139,238 | 0.0% | +0% | 47.2 |
| 99 |  $APTV | Aptiv PLC | $134,783 | 0.0% | +0% | — |
| 100 |  $GIB | CGI INC | $132,486 | 0.0% | -1% | — |
| 101 |  $RRX | REGAL REXNORD CORP | $131,139 | 0.0% | +0% | 53.8 |
| 102 |  $ORCL | ORACLE CORP | $127,397 | 0.0% | -12% | 67.2 |
| 103 | — | iShares S&P 100 ETF | $126,910 | 0.0% | +0% | — |
| 104 |  $APO | Apollo Global Management, Inc. | $124,010 | 0.0% | +0% | 55.7 |
| 105 |  $ADSK | Autodesk, Inc. | $119,221 | 0.0% | +0% | 76.4 |
| 106 | — | iShares Core S&P Mid-Cap ETF | $118,178 | 0.0% | +0% | — |
| 107 |  $PGR | PROGRESSIVE CORP/OH/ | $112,402 | 0.0% | -4% | 83.6 |
| 108 |  $RIVN | Rivian Automotive, Inc. / DE | $111,882 | 0.0% | +0% | 36 |
| 109 |  $BCE | BCE INC | $106,036 | 0.0% | +0% | — |
| 110 |  $NOW | ServiceNow, Inc. | $100,368 | 0.0% | +0% | 76 |
| 111 |  $CMS | CMS ENERGY CORP | $92,631 | 0.0% | +0% | 61.5 |
| 112 |  $MIDD | MIDDLEBY Corp | $82,067 | 0.0% | -100% | 44.9 |
| 113 |  $LIN | LINDE PLC | $81,800 | 0.0% | +0% | — |
| 114 |  $DT | Dynatrace, Inc. | $69,448 | 0.0% | +0% | 77.6 |
| 115 | — | Montrose Environmental Group | $66,392 | 0.0% | +0% | — |
| 116 |  $MAS | MASCO CORP /DE/ | $63,389 | 0.0% | +0% | 59.9 |
| 117 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $62,913 | 0.0% | +0% | — |
| 118 |  $PINS | PINTEREST, INC. | $60,247 | 0.0% | +0% | 62 |
| 119 |  $ZTS | Zoetis Inc. | $59,105 | 0.0% | -8% | 72.6 |
| 120 |  $MSA | MSA Safety Inc | $58,038 | 0.0% | +0% | 59.1 |
| 121 | $META | Meta Platforms, Inc. | $55,436 | 0.0% | +0% | 80.9 |
| 122 |  $KO | COCA COLA CO | $39,209 | 0.0% | -44% | 74 |
| 123 |  $CCZ | COMCAST CORP | $35,945 | 0.0% | -60% | 70.4 |
| 124 |  $GIL | Gildan Activewear Inc. | $29,977 | 0.0% | +0% | — |
| 125 |  $GBTC | Grayscale Bitcoin Trust ETF | $22,423 | 0.0% | +0% | — |
| 126 |  $LSPD | Lightspeed Commerce Inc. | $22,285 | 0.0% | +0% | — |
| 127 |  $SPGI | S&P Global Inc. | $15,312 | 0.0% | +0% | 79.4 |
| 128 |  $RCI | ROGERS COMMUNICATIONS INC | $12,246 | 0.0% | -48% | — |
| 129 | — | SPDR Series TR State Stret ETF | $9,949 | 0.0% | NEW | — |
| 130 |  $MICC | Magnum Ice Cream Co N.V. | $9,060 | 0.0% | +0% | — |
| 131 | — | ARK Innovation ETF | $8,584 | 0.0% | +0% | — |
| 132 |  $TU | TELUS CORP | $3,503 | 0.0% | +2% | — |
| 133 |  $OTEX | OPEN TEXT CORP | $3,221 | 0.0% | -44% | — |
| 134 | — | iShares TR Russell 2500 ETF | $2,596 | 0.0% | NEW | — |
| 135 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $2,549 | 0.0% | +0% | — |
| 136 | — | iShares MSCI EAFE Small-Cap ET | $1,568 | 0.0% | NEW | — |
| 137 | — | iShares TR Core Universal ETF | $1,201 | 0.0% | NEW | — |
| 138 |  $VSNT | Versant Media Group, Inc. | $703 | 0.0% | NEW | — |
| 139 |  $ORIO | Orion Digital Corp. | $685 | 0.0% | +0% | — |
| 140 | — | iShares TR ETF | $589 | 0.0% | NEW | — |
New Positions (13)
$SPOT Spotify Technology S.A.$54.3M$HDB HDFC BANK LTD$6.5M$PAC Pacific Airport Group$5.6M$IBN ICICI BANK LTD$4.2M$RIO RIO TINTO PLC$2.4M$AZN ASTRAZENECA PLC$237,847$COF CAPITAL ONE FINANCIAL CORP$199,761$VSNT Versant Media Group, Inc.$703Exited Positions (18)
$FNV FRANCO NEVADA Corp
$APH AMPHENOL CORP /DE/
$BSX BOSTON SCIENTIFIC CORP
$ASML ASML HOLDING NV
$AGI ALAMOS GOLD INC
$CRWD CrowdStrike Holdings, Inc.
$GE GENERAL ELECTRIC CO
$B BARRICK MINING CORP
$MGA MAGNA INTERNATIONAL INC
$BAM Brookfield Asset Management Ltd.
$EQT EQT Corp
$BX Blackstone Inc.
$ISRG INTUITIVE SURGICAL INC
$RTX RTX Corp
$NVO NOVO NORDISK A SBrowse Top Institutional Investors
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