Dixon Mitchell Investment Counsel Inc. Top Holdings and 13F Report (2024) → His win rate puts Warren Buffett to shame… (From Investing Daily) (Ad) About Dixon Mitchell Investment Counsel Inc.Investment ActivityDixon Mitchell Investment Counsel Inc. has $2.01 billion in total holdings as of March 31, 2024.Dixon Mitchell Investment Counsel Inc. owns shares of 184 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.16% of the portfolio was purchased this quarter.About 4.44% of the portfolio was sold this quarter.This quarter, Dixon Mitchell Investment Counsel Inc. has purchased 57 new stocks and bought additional shares in 22 stocks.Dixon Mitchell Investment Counsel Inc. sold shares of 33 stocks and completely divested from 1 stock this quarter.Largest Holdings Visa $120,809,267Alphabet $113,895,400Berkshire Hathaway $105,752,790Intercontinental Exchange $91,930,011TFI International $84,962,226 Largest New Holdings this Quarter AMETEK $46,342,653 HoldingiShares Core U.S. Aggregate Bond ETF $218,602 HoldingVanguard FTSE Europe ETF $188,552 HoldingWalmart $136,755 HoldingTC Energy $124,658 Holding Largest Purchases this Quarter AMETEK 253,377 shares (about $46.34M)Nuvei 179,840 shares (about $5.71M)Comcast 112,134 shares (about $4.86M)Intercontinental Exchange 23,066 shares (about $3.18M)Visa 8,569 shares (about $2.39M) Largest Sales this Quarter Oracle 176,944 shares (about $22.23M)TopBuild 34,756 shares (about $15.32M)Thomson Reuters 89,961 shares (about $14.01M)D.R. Horton 62,612 shares (about $10.30M)Booking 2,688 shares (about $9.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDixon Mitchell Investment Counsel Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVVisa$120,809,267$2,391,437 ▲2.0%432,8846.0%Business ServicesGOOGLAlphabet$113,895,400$949,350 ▲0.8%754,6245.7%Computer and TechnologyBRK.BBerkshire Hathaway$105,752,790$1,022,284 ▼-1.0%251,4815.3%FinanceICEIntercontinental Exchange$91,930,011$3,178,339 ▲3.6%667,1594.6%FinanceTFIITFI International$84,962,226$289,156 ▼-0.3%530,9484.2%TransportationTDToronto-Dominion Bank$83,881,148$2,235,295 ▲2.7%1,388,5284.2%FinanceMSFTMicrosoft$80,911,188$343,308 ▼-0.4%192,3164.0%Computer and TechnologyRYRoyal Bank of Canada$79,315,116$1,118,704 ▲1.4%785,6333.9%FinanceBNBrookfield$72,551,908$813,981 ▲1.1%1,732,1963.6%FinanceCNQCanadian Natural Resources$70,040,074$642,603 ▲0.9%908,2503.5%Oils/EnergyWPMWheaton Precious Metals$65,432,726$1,506,940 ▲2.4%1,387,9503.3%Basic MaterialsCNICanadian National Railway$62,669,985$668,006 ▲1.1%475,4623.1%TransportationLOWLowe's Companies$56,706,974$229,766 ▼-0.4%222,6162.8%Retail/WholesaleCVSCVS Health$55,373,779$909,424 ▲1.7%694,2552.8%Retail/WholesaleTMOThermo Fisher Scientific$53,290,963$285,566 ▼-0.5%91,6282.7%MedicalAMZNAmazon.com$50,210,757$738,656 ▼-1.4%278,3612.5%Retail/WholesaleROPRoper Technologies$47,817,218$250,135 ▼-0.5%85,2602.4%Computer and TechnologyMEOHMethanex$47,588,836$2,374,305 ▲5.3%1,066,6832.4%Basic MaterialsAMEAMETEK$46,342,653$46,342,653 ▲New Holding253,3772.3%Computer and TechnologyTXNTexas Instruments$43,669,743$25,435 ▼-0.1%250,6732.2%Computer and TechnologyNVEINuvei$42,783,113$5,708,152 ▲15.4%1,347,9172.1%Business ServicesBNSBank of Nova Scotia$38,296,096$932,126 ▲2.5%739,6061.9%FinanceAAPLApple$37,827,631$143,872 ▼-0.4%220,5951.9%Computer and TechnologyTRIThomson Reuters$33,777,380$14,013,507 ▼-29.3%216,8371.7%Business ServicesDHRDanaher$30,472,531$241,490 ▼-0.8%121,8951.5%Multi-Sector ConglomeratesCMCSAComcast$29,018,187$4,861,009 ▲20.1%669,3931.4%Consumer DiscretionaryIEFAiShares Core MSCI EAFE ETF$28,483,335$1,706,095 ▲6.4%383,7691.4%ETFJPMJPMorgan Chase & Co.$26,900,290$467,100 ▼-1.7%134,3001.3%FinanceCSLCarlisle Companies$25,733,965$660,267 ▼-2.5%65,6731.3%Multi-Sector ConglomeratesMIDDMiddleby$24,103,064$605,214 ▼-2.4%149,9041.2%Industrial ProductsBIPBrookfield Infrastructure Partners$23,954,175$20,536 ▲0.1%766,3431.2%FinanceNFLXNetflix$23,405,891$441,529 ▼-1.9%38,5391.2%Consumer DiscretionaryDPZDomino's Pizza$23,397,889$641,038 ▼-2.7%47,0121.2%Retail/WholesaleCPCanadian Pacific Kansas City$20,555,544$359,412 ▲1.8%232,5431.0%TransportationORCLOracle$19,779,555$22,225,935 ▼-52.9%157,4681.0%Computer and TechnologyMAMastercard$16,579,010$315,428 ▼-1.9%34,4270.8%Business ServicesHCAHCA Healthcare$15,875,678$233,392 ▼-1.4%47,5470.8%MedicalBLDTopBuild$15,206,066$15,318,011 ▼-50.2%34,5020.8%ConstructionBKNGBooking$13,107,530$9,751,741 ▼-42.7%3,6130.7%Retail/WholesaleMFCManulife Financial$12,370,668$387,386 ▲3.2%494,8450.6%FinanceTFPMTriple Flag Precious Metals$11,204,597$506,152 ▼-4.3%774,7890.6%Basic MaterialsWCNWaste Connections$10,700,060$331,258 ▲3.2%62,1800.5%Business ServicesCIGIColliers International Group$9,813,808$630,102 ▼-6.0%80,2110.5%FinanceNTRNutrien$9,108,245$480,826 ▲5.6%165,9020.5%Basic MaterialsDHID.R. Horton$8,016,547$10,302,805 ▼-56.2%48,7180.4%ConstructionSPGIS&P Global$6,475,349$53,181 ▼-0.8%15,2200.3%Business ServicesRCIRogers Communications$5,792,016$7,776,674 ▼-57.3%140,0100.3%Consumer DiscretionaryATSATS$4,669,150$1,872,712 ▲67.0%138,6250.2%Industrial ProductsGOOGAlphabet$899,400$197,938 ▼-18.0%5,9070.0%Computer and TechnologyCVECenovus Energy$778,148$14,932 ▼-1.9%38,9290.0%Oils/EnergyBMOBank of Montreal$526,459$134,376 ▼-20.3%5,3870.0%FinanceQQQInvesco QQQ$471,703$25,341 ▼-5.1%1,0610.0%FinanceARKKARK Innovation ETF$322,916$5,359 ▲1.7%6,4480.0%ETFSUSuncor Energy$295,082$96,009 ▼-24.5%7,9880.0%Oils/EnergyBCEBCE$255,035$32,696 ▼-11.4%7,3400.0%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$218,602$218,602 ▲New Holding2,2320.0%FinanceSPYSPDR S&P 500 ETF Trust$217,736$620,154 ▼-74.0%4150.0%FinanceVGKVanguard FTSE Europe ETF$188,552$188,552 ▲New Holding2,8000.0%ETFWMTWalmart$136,755$136,755 ▲New Holding2,2650.0%Retail/WholesaleTRPTC Energy$124,658$124,658 ▲New Holding3,0450.0%Oils/EnergyACNAccenture$122,700$122,700 ▲New Holding3540.0%Business ServicesBTEBaytex Energy$115,8020.0%31,9000.0%Oils/EnergyOEFiShares S&P 100 ETF$111,335$111,335 ▲New Holding4500.0%ETFIJHiShares Core S&P Mid-Cap ETF$106,295$106,295 ▲New Holding1,7500.0%ETFWFGWest Fraser Timber$103,115$103,115 ▲New Holding1,1890.0%Basic MaterialsKOCoca-Cola$93,792$93,792 ▲New Holding1,5210.0%Consumer StaplesGILGildan Activewear$84,046$84,046 ▲New Holding2,2610.0%Consumer DiscretionaryGSThe Goldman Sachs Group$83,538$83,538 ▲New Holding2000.0%FinanceIBMInternational Business Machines$81,158$81,158 ▲New Holding4250.0%Computer and TechnologyGPCGenuine Parts$77,965$77,965 ▲New Holding5000.0%Auto/Tires/TrucksSLFSun Life Financial$76,463$76,463 ▲New Holding1,4000.0%FinanceIVViShares Core S&P 500 ETF$74,128$74,128 ▲New Holding1410.0%ETFTUTELUS$71,006$71,006 ▲New Holding4,3600.0%UtilitiesFTSFortis$59,838$59,838 ▲New Holding1,5130.0%UtilitiesQSRRestaurant Brands International$58,605$58,605 ▲New Holding7320.0%Retail/WholesaleGRP.UGranite Real Estate Inc. Staple$58,410$58,410 ▲New Holding1,0210.0%FinanceVBRVanguard Small-Cap Value ETF$57,564$57,564 ▲New Holding3000.0%ETFINDAiShares MSCI India ETF$56,749$56,749 ▲New Holding1,1000.0%ETFCVXChevron$55,367$55,367 ▲New Holding3510.0%Oils/EnergyFTVFortive$54,881$54,881 ▲New Holding6380.0%Computer and TechnologyBSVVanguard Short-Term Bond ETF$54,206$54,206 ▲New Holding7070.0%ETFMRKMerck & Co., Inc.$53,088$53,088 ▲New Holding4000.0%MedicalTJXTJX Companies$50,710$50,710 ▲New Holding5000.0%Retail/WholesaleMGAMagna International$48,693$48,693 ▲New Holding8930.0%Auto/Tires/TrucksAGFirst Majestic Silver$47,703$47,703 ▲New Holding8,1200.0%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$46,920$46,920 ▲New Holding8000.0%ETFSBUXStarbucks$45,695$45,695 ▲New Holding5000.0%Retail/WholesaleVYMVanguard High Dividend Yield Index Fund ETF Shares$43,556$43,556 ▲New Holding3600.0%ETFENBEnbridge$43,395$43,395 ▲New Holding1,1970.0%Oils/EnergyCPGCrescent Point Energy$40,667$40,667 ▲New Holding4,9200.0%Oils/EnergyXPOXPO$36,609$36,609 ▲New Holding3000.0%TransportationINTCIntel$36,219$36,219 ▲New Holding8200.0%Computer and TechnologyLSPDLightspeed Commerce$35,193$35,193 ▲New Holding2,5000.0%Business ServicesMMCMarsh & McLennan Companies$35,017$35,017 ▲New Holding1700.0%FinanceAFLAflac$34,344$34,344 ▲New Holding4000.0%FinanceBEPBrookfield Renewable Partners$30,769$30,769 ▲New Holding1,3210.0%UtilitiesGIBCGI$30,479$30,479 ▲New Holding2760.0%Computer and TechnologyMCDMcDonald's$28,195$28,195 ▲New Holding1000.0%Retail/WholesaleTTTrane Technologies$27,094$27,094 ▲New Holding900.0%Business ServicesVHTVanguard Health Care ETF$27,052$27,052 ▲New Holding1000.0%ETFShowing largest 100 holdings. 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