Dixon Mitchell Investment Counsel Inc. holds a diversified book of 144 stocks worth $3.1B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Thomson Reuters Corp and trimmed Alphabet Inc-CL A. Their largest long position is Toronto-Dominion Bank at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
+4 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Dixon Mitchell Investment Counsel Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoey Investments, Inc | 34 / 80 | $594.2M |
| Delaney Capital Management Ltd. | 18 / 80 | $483.8M |
| Codex Capital Asset Management L.L.C. | 16 / 80 | $216.4M |
| Venator Management LLC | 9 / 80 | $332.5M |
| Mufg Securities (Canada), LTD. | 19 / 80 | $2.7B |
| Trust Asset Management LLC | 26 / 80 | $1.2B |
| Oriental Harbor Investment Master Fund | 8 / 80 | $1.2B |
| Marest Capital, LLC | 9 / 80 | $144.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Dixon Mitchell Investment Counsel Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Toronto-Dominion Bank COM | $193.5M | 1.59M | 6.3% | ▲+6.2% Added · +92K sh | |
| 2 | Royal Bank of Canada COM | $178.3M | 861.0K | 5.8% | ▲+6.0% Added · +49K sh | |
| 3 | Alphabet Inc COM | $143.5M | 400.7K | 4.7% | ▼−8.9% Reduced · −39K sh | |
| 4 | Visa Inc COM | $137.8M | 401.2K | 4.5% | ▲+5.0% Added · +19K sh | |
| 5 | Berkshire Hathaway Inc COM | $134.1M | 267.8K | 4.4% | ▲+23% Added · +49K sh | |
| 6 | Microsoft Corp COM | $132.6M | 355.1K | 4.3% | ▲+3.4% Added · +12K sh | |
| 7 | TFI International Inc COM | $120.0M | 833.7K | 3.9% | ▼−5.7% Reduced · −51K sh | |
| 8 | Thermo Fisher Scientific Inc COM | $111.7M | 222.5K | 3.6% | ▲+6.6% Added · +14K sh | |
| 9 | Wheaton Precious Metals Corp COM | $110.1M | 978.2K | 3.6% | ▲+5.3% Added · +49K sh | |
| 10 | iShares Core Msci Eafe ETF COM | $107.4M | 1.11M | 3.5% | ▼−55% Reduced · −1.4M sh | |
| 11 | Ametek Inc COM | $99.9M | 413.0K | 3.2% | ▲+3.3% Added · +13K sh | |
| 12 | Brookfield Infrastructure Part COM | $91.4M | 2.50M | 3.0% | ▲+4.5% Added · +107K sh | |
| 13 | Intercontinental Exchange Inc COM | $90.2M | 732.2K | 2.9% | ▲+4.5% Added · +32K sh | |
| 14 | Methanex Corp COM | $88.5M | 1.92M | 2.9% | ▼−1.7% Reduced · −34K sh | |
| 15 | Brookfield Corp COM | $87.0M | 2.04M | 2.8% | ▲+0.6% Added · +13K sh | |
| 16 | Texas Instruments Inc COM | $77.2M | 258.7K | 2.5% | ▲+1.4% Added · +4K sh | |
| 17 | HEICO Corp COM | $75.1M | 211.0K | 2.4% | ▲+4.7% Added · +10K sh | |
| 18 | Canadian Natural Resources Ltd COM | $74.2M | 1.85M | 2.4% | ▲+8.9% Added · +152K sh | |
| 19 | Amazon.com Inc COM | $70.5M | 295.7K | 2.3% | ▲+0.1% Added · +437 sh | |
| 20 | Boyd Group Services Inc COM | $68.9M | 726.5K | 2.2% | ▲+19% Added · +114K sh | |
| 21 | Spotify Technology SA COM | $64.1M | 139.6K | 2.1% | ▲+25% Added · +28K sh | |
| 22 | Domino's Pizza Inc COM | $60.5M | 204.3K | 2.0% | ▲+55% Added · +72K sh | |
| 23 | Canadian National Railway Co COM | $59.0M | 494.4K | 1.9% | ▲+10% Added · +46K sh | |
| 24 | Roper Technologies Inc COM | $51.0M | 150.8K | 1.7% | ▲+3.0% Added · +4K sh | |
| 25 | Meta Platforms Inc COM | $43.2M | 76.7K | 1.4% | ▲+18% Added · +12K sh | |
| 26 | Triple Flag Precious Metals Co COM | $38.2M | 1.28M | 1.2% | ▲+3.3% Added · +41K sh | |
| 27 | Uber Technologies Inc COM | $36.8M | 509.4K | 1.2% | ▲+45% Added · +157K sh | |
| 28 | Danaher Corp COM | $35.6M | 186.2K | 1.2% | ▲+0.5% Added · +942 sh | |
| 29 | Carlisle Cos Inc COM | $32.3M | 89.1K | 1.1% | ▲+0.5% Added · +411 sh | |
| 30 | Fortinet Inc COM | $31.3M | 203.9K | 1.0% | ▼−40% Reduced · −134K sh | |
| 31 | JPMorgan Chase & Co COM | $29.5M | 90.0K | 1.0% | ▲+0.1% Added · +59 sh | |
| 32 | HCA Healthcare Inc COM | $29.5M | 75.6K | 1.0% | ▲+0.5% Added · +410 sh | |
| 33 | Netflix Inc COM | $28.4M | 397.1K | 0.9% | ▲+0.2% Added · +729 sh | |
| 34 | Thomson Reuters Corp COM | $26.1M | 320.2K | 0.9% | ▲New New position | |
| 35 | Cadence Design Systems Inc COM | $25.6M | 68.2K | 0.8% | ▲+1.0% Added · +704 sh | |
| 36 | Descartes Systems Group Inc COM | $24.4M | 351.9K | 0.8% | ▲+3.4% Added · +11K sh | |
| 37 | Lowe's Cos Inc COM | $23.5M | 106.1K | 0.8% | ▼−50% Reduced · −105K sh | |
| 38 | Canadian Pacific Kansas City L COM | $18.8M | 216.5K | 0.6% | ▼−0.9% Reduced · −2K sh | |
| 39 | MercadoLibre Inc COM | $18.5M | 10.9K | 0.6% | ▲+31% Added · +3K sh | |
| 40 | Waste Connections Inc COM | $18.1M | 108.4K | 0.6% | ▼−1.3% Reduced · −1K sh | |
| 41 | AppLovin Corp COM | $15.2M | 29.4K | 0.5% | ▲New New position | |
| 42 | Sea Ltd COM | $14.5M | 151.1K | 0.5% | ▲+104% Added · +77K sh | |
| 43 | Mastercard Inc COM | $12.4M | 24.1K | 0.4% | ▲+0.4% Added · +107 sh | |
| 44 | Genmab A/S COM | $11.4M | 416.0K | 0.4% | ▲New New position | |
| 45 | HDFC Bank Ltd COM | $11.2M | 434.0K | 0.4% | ▲+65% Added · +171K sh | |
| 46 | Grupo Aeroportuario del Pacifi COM | $10.8M | 42.5K | 0.3% | ▲+87% Added · +20K sh | |
| 47 | Novartis AG COM | $10.4M | 66.5K | 0.3% | ▲New New position | |
| 48 | Certara Inc COM | $10.1M | 1.55M | 0.3% | ▲+0.5% Added · +8K sh | |
| 49 | API Group Corp COM | $9.8M | 232.4K | 0.3% | ▲New New position | |
| 50 | Unilever PLC COM | $9.6M | 160.4K | 0.3% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Dixon Mitchell Investment Counsel Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 144 | $3.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 140 | $2.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 145 | $3.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 75 | $2.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 70 | $2.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 103 | $2.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 115 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 17d | 91 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 12, 2024 | 12d | 161 | $2.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 18, 2024 | 18d | 184 | $2.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 17, 2024 | 17d | 57 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Jan 17, 2024 | 109d | 59 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jan 17, 2024 | 201d | 61 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jan 17, 2024 | 292d | 60 | $1.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2024 | 382d | 56 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Jan 17, 2024 | 474d | 55 | $1.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jan 17, 2024 | 566d | 56 | $1.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Jan 17, 2024 | 657d | 57 | $1.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 17, 2024 | 747d | 54 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Jan 17, 2024 | 839d | 56 | $1.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jan 17, 2024 | 931d | 57 | $1.3B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Jan 17, 2024 | 1022d | 56 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 17, 2024 | 1112d | 58 | $1.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Jan 17, 2024 | 1204d | 57 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.