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Dixon Mitchell Investment Counsel Inc.

Q2 2026 13F filing

Updated 28 days ago

144 disclosed positions worth $3.1B

Portfolio value
$3.1B
Total holdings
144
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-13

Full holdings

Every line item disclosed in Q2 2026

T

Toronto-Dominion Bank/The

Value
$193.5M
Shares
1.59M
% Port
6.29%
R

Royal Bank of Canada

Value
$178.3M
Shares
861.0K
% Port
5.80%
G

Alphabet Inc

Value
$143.5M
Shares
400.7K
% Port
4.67%
V
4.V

Visa Inc

Value
$137.8M
Shares
401.2K
% Port
4.48%
B

Berkshire Hathaway Inc

Value
$134.1M
Shares
267.8K
% Port
4.36%
M

Microsoft Corp

Value
$132.6M
Shares
355.1K
% Port
4.31%
T

TFI International Inc

Value
$120M
Shares
833.7K
% Port
3.90%
T
8.TMO

Thermo Fisher Scientific Inc

Value
$111.7M
Shares
222.5K
% Port
3.63%
W
9.WPM

Wheaton Precious Metals Corp

Value
$110.1M
Shares
978.2K
% Port
3.58%
E
10.ETHA

iShares Core MSCI EAFE ETF

Value
$107.4M
Shares
1.11M
% Port
3.49%
A
11.AME

AMETEK Inc

Value
$99.9M
Shares
413.0K
% Port
3.25%
B

Brookfield Infrastructure Part

Value
$91.4M
Shares
2.50M
% Port
2.97%
I
13.ICE

Intercontinental Exchange Inc

Value
$90.2M
Shares
732.2K
% Port
2.93%
M
14.MEOH

Methanex Corp

Value
$88.5M
Shares
1.92M
% Port
2.88%
B

Brookfield Corp

Value
$87M
Shares
2.04M
% Port
2.83%
T
16.TXN

Texas Instruments Inc

Value
$77.2M
Shares
258.7K
% Port
2.51%
H

HEICO Corp

Value
$75.1M
Shares
211.0K
% Port
2.44%
C
18.CNQ

Canadian Natural Resources Ltd

Value
$74.2M
Shares
1.85M
% Port
2.41%
A
19.AMZN

Amazon.com Inc

Value
$70.5M
Shares
295.7K
% Port
2.29%
B
20.BGSI

BOYD GROUP SERVICES INC

Value
$68.9M
Shares
726.5K
% Port
2.24%
S
21.SPOT

Spotify Technology SA

Value
$64.1M
Shares
139.6K
% Port
2.09%
D
22.DPZ

Domino's Pizza Inc

Value
$60.5M
Shares
204.3K
% Port
1.97%
C
23.CNI

Canadian National Railway Co

Value
$59M
Shares
494.4K
% Port
1.92%
R
24.ROP

Roper Technologies Inc

Value
$51M
Shares
150.8K
% Port
1.66%
M
25.META

Meta Platforms Inc

Value
$43.2M
Shares
76.7K
% Port
1.40%
T
26.TFPM

Triple Flag Precious Metals Co

Value
$38.2M
Shares
1.28M
% Port
1.24%
U
27.UBER

Uber Technologies Inc

Value
$36.8M
Shares
509.4K
% Port
1.20%
D
28.DHR

Danaher Corp

Value
$35.6M
Shares
186.2K
% Port
1.16%
C
29.CSL

Carlisle Cos Inc

Value
$32.3M
Shares
89.1K
% Port
1.05%
F
30.FTNT

Fortinet Inc

Value
$31.3M
Shares
203.9K
% Port
1.02%
J

JPMorgan Chase & Co

Value
$29.5M
Shares
90.0K
% Port
0.96%
H
32.HCA

HCA Healthcare Inc

Value
$29.5M
Shares
75.6K
% Port
0.96%
N
33.NFLX

Netflix Inc

Value
$28.4M
Shares
397.1K
% Port
0.92%
T

Thomson Reuters Corp

Value
$26.1M
Shares
320.2K
% Port
0.85%
C
35.CDNS

Cadence Design Systems Inc

Value
$25.6M
Shares
68.2K
% Port
0.83%
D
36.DSGX

Descartes Systems Group Inc/Th

Value
$24.4M
Shares
351.9K
% Port
0.79%
L
37.LOW

Lowe's Cos Inc

Value
$23.5M
Shares
106.1K
% Port
0.76%
C
38.CP

Canadian Pacific Kansas City L

Value
$18.8M
Shares
216.5K
% Port
0.61%
M
39.MELI

MercadoLibre Inc

Value
$18.5M
Shares
10.9K
% Port
0.60%
W
40.WCN

Waste Connections Inc

Value
$18.1M
Shares
108.4K
% Port
0.59%
A
41.APP

AppLovin Corp

Value
$15.2M
Shares
29.4K
% Port
0.49%
S
42.SE

Sea Ltd

Value
$14.5M
Shares
151.1K
% Port
0.47%
M
43.MA

Mastercard Inc

Value
$12.4M
Shares
24.1K
% Port
0.40%
G

Genmab A/S

Value
$11.4M
Shares
416.0K
% Port
0.37%
H
45.HDB

HDFC Bank Ltd

Value
$11.2M
Shares
434.0K
% Port
0.36%
G
46.GRWG

Grupo Aeroportuario del Pacifi

Value
$10.8M
Shares
42.5K
% Port
0.35%
N

Novartis AG

Value
$10.4M
Shares
66.5K
% Port
0.34%
C
48.CERT

Certara Inc

Value
$10.1M
Shares
1.55M
% Port
0.33%
A
49.APG

API Group Corp

Value
$9.8M
Shares
232.4K
% Port
0.32%
U

Unilever PLC

Value
$9.6M
Shares
160.4K
% Port
0.31%