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Dixon Mitchell Investment Counsel Inc. Top Holdings and 13F Report (2026)

About Dixon Mitchell Investment Counsel Inc.

Investment Activity

  • Dixon Mitchell Investment Counsel Inc. has $3.07 billion in total holdings as of June 30, 2026.
  • Dixon Mitchell Investment Counsel Inc. owns shares of 144 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 9.64% of the portfolio was purchased this quarter.
  • About 11.31% of the portfolio was sold this quarter.
  • This quarter, Dixon Mitchell Investment Counsel Inc. has purchased 140 new stocks and bought additional shares in 39 stocks.
  • Dixon Mitchell Investment Counsel Inc. sold shares of 75 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Alphabet
$143,464,042
Visa
$137,799,697
Berkshire Hathaway
$134,122,034

Largest New Holdings this Quarter

884903881 - Thomson Reuters Corp
$26,141,097 Holding
03831W108 - AppLovin Corp
$15,163,734 Holding
372303206 - Genmab A/S
$11,427,520 Holding
66987V109 - Novartis
$10,421,880 Holding
00187Y100 - APi Group
$9,841,589 Holding

Largest Purchases this Quarter

Thomson Reuters Corp
320,163 shares (about $26.14M)
Berkshire Hathaway
49,330 shares (about $24.71M)
Domino's Pizza Inc
72,354 shares (about $21.42M)
AppLovin Corp
29,431 shares (about $15.16M)
Spotify Technology
27,602 shares (about $12.67M)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
1,363,807 shares (about $131.72M)
TopBuild
20,119 shares (about $97.82M)
Lowe's Companies
104,804 shares (about $23.16M)
Fortinet
133,656 shares (about $20.53M)
Alphabet
39,020 shares (about $13.97M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofDixon Mitchell Investment Counsel Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$193,524,414$11,223,543 â–²6.2%1,591,6416.3%Finance
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$178,300,968$10,111,942 â–²6.0%861,0235.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$143,464,042$13,971,027 â–¼-8.9%400,6844.7%Communication Services
Visa Inc. stock logo
V
Visa
$137,799,697$6,607,228 â–²5.0%401,2054.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$134,122,034$24,709,406 â–²22.6%267,7624.4%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$132,556,014$4,343,516 â–²3.4%355,1094.3%Technology
TFI International Inc. stock logo
TFII
TFI International
$120,006,459$7,317,197 â–¼-5.7%833,6923.9%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$111,687,374$6,962,829 â–²6.6%222,4983.6%Healthcare
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$110,069,724$5,500,521 â–²5.3%978,1873.6%Materials
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$107,449,693$131,716,480 â–¼-55.1%1,112,5463.5%ETF
AMETEK, Inc. stock logo
AME
AMETEK
$99,928,478$3,204,737 â–²3.3%413,0303.2%Technology
Brookfield Infrastructure Partners LP stock logo
BIP
Brookfield Infrastructure Partners
$91,375,163$3,923,181 â–²4.5%2,502,6743.0%Utilities
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$90,211,192$3,890,955 â–²4.5%732,2472.9%Finance
Methanex Corporation stock logo
MEOH
Methanex
$88,543,612$1,557,124 â–¼-1.7%1,917,3822.9%Materials
Brookfield Corporation stock logo
BN
Brookfield
$86,959,747$538,544 â–²0.6%2,038,9052.8%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$77,189,399$1,081,779 â–²1.4%258,7302.5%Technology
Heico Corporation stock logo
HEI
Heico
$75,145,760$3,400,546 â–²4.7%210,9712.4%Industrials
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$74,184,848$6,066,643 â–²8.9%1,854,3392.4%Energy
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$70,524,091$104,232 â–²0.1%295,6772.3%Consumer Discretionary
Boyd Group Services Inc. stock logo
BYDGF
Boyd Group Services
$68,850,102$10,773,971 â–²18.6%726,5452.2%Industrials
Spotify Technology stock logo
SPOT
Spotify Technology
$64,115,668$12,672,906 â–²24.6%139,6462.1%Communication Services
Domino's Pizza Inc
$60,480,380$21,419,678 â–²54.8%204,2982.0%COM
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$59,004,256$5,486,761 â–²10.3%494,4121.9%Industrials
Roper Technologies Inc
$51,038,687$1,479,152 â–²3.0%150,7541.7%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$43,182,938$6,695,265 â–²18.3%76,6621.4%Communication Services
Triple Flag Precious Metals Corp. stock logo
TFPM
Triple Flag Precious Metals
$38,241,449$1,227,995 â–²3.3%1,276,8901.2%Materials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$36,761,118$11,330,274 â–²44.6%509,4391.2%Industrials
Danaher Corporation stock logo
DHR
Danaher
$35,566,288$179,901 â–²0.5%186,2331.2%Healthcare
Carlisle Companies Incorporated stock logo
CSL
Carlisle Companies
$32,331,545$149,201 â–²0.5%89,0631.1%Industrials
Fortinet, Inc. stock logo
FTNT
Fortinet
$31,328,956$20,532,235 â–¼-39.6%203,9381.0%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$29,513,055$19,351 â–²0.1%89,9841.0%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$29,510,774$160,045 â–²0.5%75,6001.0%Healthcare
Netflix, Inc. stock logo
NFLX
Netflix
$28,355,296$52,057 â–²0.2%397,0830.9%Communication Services
Thomson Reuters Corp
$26,141,097$26,141,097 â–²New Holding320,1630.9%COM
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$25,588,192$264,225 â–²1.0%68,1770.8%Technology
The Descartes Systems Group Inc. stock logo
DSGX
The Descartes Systems Group
$24,361,040$794,841 â–²3.4%351,8500.8%Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$23,453,742$23,157,435 â–¼-49.7%106,1450.8%Consumer Discretionary
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$18,805,450$176,059 â–¼-0.9%216,5110.6%Industrials
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$18,518,525$4,430,188 â–²31.4%10,9100.6%Consumer Discretionary
Waste Connections, Inc. stock logo
WCN
Waste Connections
$18,054,281$241,430 â–¼-1.3%108,3570.6%Industrials
AppLovin Corp
$15,163,734$15,163,734 â–²New Holding29,4310.5%COM
Sea Limited Sponsored ADR stock logo
SE
SEA
$14,482,788$7,391,368 â–²104.2%151,1300.5%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$12,422,957$55,060 â–²0.4%24,1420.4%Finance
Genmab A/S Sponsored ADR stock logo
GMAB
Genmab A/S
$11,427,520$11,427,520 â–²New Holding416,0000.4%Healthcare
HDFC Bank Limited stock logo
HDB
HDFC Bank
$11,210,220$4,416,930 â–²65.0%434,0000.4%Finance
Grupo Aeroportuario Del Pacifico, S.A. de C.V. stock logo
PAC
Grupo Aeroportuario Del Pacifico
$10,759,300$5,012,568 â–²87.2%42,5000.3%Industrials
Novartis AG stock logo
NVS
Novartis
$10,421,880$10,421,880 â–²New Holding66,5000.3%Healthcare
Certara, Inc. stock logo
CERT
Certara
$10,126,012$52,924 â–²0.5%1,545,9560.3%Healthcare
APi Group Corporation stock logo
APG
APi Group
$9,841,589$9,841,589 â–²New Holding232,3870.3%Industrials
Unilever PLC
$9,643,248$9,643,248 â–²New Holding160,4000.3%COM
Shopify Inc
$9,170,735$61,530 â–¼-0.7%80,1860.3%COM
ICICI Bank Limited stock logo
IBN
ICICI Bank
$8,810,605$4,049,685 â–²85.1%303,5000.3%Finance
Colliers International Group Inc. stock logo
CIGI
Colliers International Group
$7,423,5130.0%79,0110.2%Real Estate
UBS Group AG stock logo
UBS
UBS Group
$7,235,760$7,235,760 â–²New Holding146,0000.2%Finance
Rio Tinto PLC stock logo
RIO
Rio Tinto
$6,853,946$4,442,724 â–²184.3%72,2000.2%Materials
ATS Corporation stock logo
ATS
ATS
$6,080,4950.0%211,0250.2%Industrials
Equinor ASA stock logo
EQNR
Equinor ASA
$3,199,660$3,199,660 â–²New Holding101,9000.1%Energy
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$3,155,878$3,155,878 â–²New Holding40,7000.1%Energy
Petroleo Brasileiro S.A.- Petrobras stock logo
PBR
Petroleo Brasileiro S.A.- Petrobras
$3,086,560$3,086,560 â–²New Holding191,0000.1%Energy
TotalEnergies SE
$2,954,880$2,954,880 â–²New Holding38,0000.1%COM
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,416,314$709,888 â–¼-33.4%1,2270.0%Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$1,413,137$219,736 â–¼-13.5%14,2770.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,026,424$207,758 â–¼-16.8%2,9050.0%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$878,943$282,999 â–¼-24.4%1,1740.0%ETF
Bank of Nova Scotia (The) stock logo
BNS
Bank of Nova Scotia
$653,366$155,785 â–¼-19.3%7,0040.0%Finance
Intel Corporation stock logo
INTC
Intel
$467,900$233,741 â–¼-33.3%3,3510.0%Technology
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$425,631$212,550 â–¼-33.3%2,4090.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$370,573$184,720 â–¼-33.3%9810.0%Technology
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$363,305$52,742 â–¼-12.7%4,6290.0%Finance
Manulife Financial Corp stock logo
MFC
Manulife Financial
$345,870$104,336 â–¼-23.2%8,1250.0%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$327,444$161,923 â–¼-33.1%2730.0%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$311,949$156,846 â–¼-33.5%5370.0%Technology
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$305,203$152,834 â–¼-33.4%1,9650.0%Materials
Enbridge Inc stock logo
ENB
Enbridge
$293,979$143,966 â–¼-32.9%5,2500.0%Energy
TC Energy Corporation stock logo
TRP
TC Energy
$269,208$134,504 â–¼-33.3%4,0290.0%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$261,718$130,859 â–¼-33.3%1,3080.0%Technology
GE Vernova Inc
$236,247$116,360 â–¼-33.0%2010.0%COM
First Horizon Corporation stock logo
FHN
First Horizon
$230,741$115,371 â–¼-33.3%8,9400.0%Finance
MongoDB, Inc. stock logo
MDB
MongoDB
$228,748$114,878 â–¼-33.4%6810.0%Technology
Kinross Gold Corporation stock logo
KGC
Kinross Gold
$218,628$109,350 â–¼-33.3%9,2370.0%Materials
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$179,893$90,027 â–¼-33.4%3,3450.0%Energy
Nutrien Ltd. stock logo
NTR
Nutrien
$172,280$57,004 â–¼-24.9%2,7170.0%Materials
Apple Inc. stock logo
AAPL
Apple
$169,2760.0%3570.0%Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$153,648$76,824 â–¼-33.3%1,5840.0%Communication Services
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$152,454$76,227 â–¼-33.3%8040.0%Healthcare
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$148,380$73,567 â–¼-33.1%3570.0%Healthcare
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$147,856$73,928 â–¼-33.3%9420.0%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$146,804$73,629 â–¼-33.4%9690.0%Consumer Discretionary
Capital One Financial Corporation stock logo
COF
Capital One Financial
$146,252$73,427 â–¼-33.4%7290.0%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$144,5620.0%1,4360.0%ETF
Oracle Corporation stock logo
ORCL
Oracle
$126,9120.0%2110.0%Technology
Teck Resources Ltd stock logo
TECK
Teck Resources
$125,209$62,694 â–¼-33.4%2,1030.0%Materials
Expand Energy Corporation
$124,474$62,100 â–¼-33.3%1,3650.0%COM
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$117,741$58,496 â–¼-33.2%4710.0%Communication Services
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$116,347$29,636 â–¼-20.3%3180.0%ETF
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$115,861$57,861 â–¼-33.3%2,5050.0%Energy
Cameco Corporation stock logo
CCJ
Cameco
$111,878$55,939 â–¼-33.3%1,0980.0%Energy
Regal Rexnord Corporation stock logo
RRX
Regal Rexnord
$110,921$55,818 â–¼-33.5%4650.0%Industrials
Alcon stock logo
ALC
Alcon
$110,916$55,559 â–¼-33.4%1,6530.0%Healthcare
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$109,192$54,848 â–¼-33.4%6510.0%Communication Services

Showing largest 100 holdings. View all holdings.
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