Dixon Mitchell Investment Counsel Inc.

CIK

1993485

Location

VANCOUVER, A1

Portfolio Value

Mid $3,018,145,293

Diversification

Diversified

Filing Date

Global Rank

#1,244 / 8,794 ▼ 46 · as of Jun 2026

Top Industry

Banks - Diversified 14.1%

Period ended 3 months ago

Filed Aug 13, 2026 · 53d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

139 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.4%

+1.0 pts

Top 5

26.1%

+0.9 pts

Top 10

45.4%

−1.1 pts

HHI

314

Diversified−13

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	29.5%	$891,586,497	21
Industrials	15.8%	$476,623,313	22
Technology	13.0%	$391,274,882	23
Communication Services	9.8%	$295,530,487	14
Consumer Cyclical	8.5%	$256,449,734	11
Basic Materials	8.1%	$244,356,169	9
Healthcare	6.9%	$209,324,300	12
Unclassified	3.7%	$110,235,079	7
Energy	2.9%	$86,909,650	13
Utilities	1.3%	$38,752,832	3
Consumer Defensive	0.3%	$9,691,909	3
Real Estate	0.2%	$7,410,441	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HDB	Hdfc Bank Ltd	+171,000	434,000	$11,210,220
UBER	Uber Technologies, Inc	+157,016	509,439	$36,761,118
CNQ	CANADIAN NATURAL RESOURCES Ltd	+151,643	1,854,339	$73,246,390
IBN	Icici Bank Ltd	+139,500	303,500	$8,810,605
BGSI	Boyd Group Services Inc.	+113,693	726,545	$68,745,687
BIPH	Brookfield Infrastructure Partners L.P.	+107,452	2,502,674	$38,591,233
TD	Toronto Dominion Bank	+92,308	1,591,641	$193,272,966
SE	Sea Ltd	+77,130	151,130	$14,482,787
DPZ	Dominos Pizza Inc	+72,354	204,298	$60,480,379
BRK-B	Berkshire Hathaway Inc	+49,330	267,762	$133,985,427
WPM	Wheaton Precious Metals Corp.	+48,883	978,187	$109,869,963
RY	Royal Bank Of Canada	+48,831	861,023	$178,205,930
RIO	Rio Tinto PLC	+46,800	72,200	$6,853,946
CNI	Canadian National Railway Co	+45,975	494,412	$58,953,686
TFPM	Triple Flag Precious Metals Corp.	+41,003	1,276,890	$38,268,393
ICE	Intercontinental Exchange, Inc.	+31,583	732,247	$90,146,928
SPOT	Spotify Technology S.A.	+27,602	139,646	$64,115,667
PAC	Pacific Airport Group	+19,800	42,500	$10,759,300
V	Visa Inc.	+19,237	401,205	$137,649,423
TRI	Thomson Reuters Corp /Can/	+16,837	320,163	$26,147,712
TMO	Thermo Fisher Scientific Inc.	+13,871	222,498	$111,551,597
AME	Ametek Inc/	+13,246	413,030	$99,928,478
BN	BROOKFIELD Corp /ON/	+12,627	2,038,905	$86,836,963
META	Meta Platforms, Inc.	+11,886	76,662	$43,182,937
MSFT	Microsoft Corp	+11,636	355,109	$132,462,759
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,621,579	1,129,452	$109,191,208
FTNT	Fortinet, Inc.	−133,656	203,938	$31,328,955
LOW	Lowes Companies Inc	−104,804	106,145	$23,403,911
TFII	TFI International Inc.	−50,833	833,692	$119,693,160
GOOGL	Alphabet Inc.	−39,608	403,589	$144,218,864
MEOH	Methanex Corp	−33,719	1,917,382	$88,487,179
—		−20,119	7	$2,481
KGC	Kinross Gold Corp	−4,620	9,237	$218,177
FHN	First Horizon Corp	−4,470	8,940	$229,221
ENB	Enbridge Inc	−2,571	5,250	$284,602
RIVN	Rivian Automotive, Inc. / DE	−2,478	4,956	$85,986
MFC	Manulife Financial Corp	−2,451	8,125	$329,143
CP	Canadian Pacific Kansas City Ltd/Cn	−2,027	216,511	$18,760,678
TRP	Tc Energy Corp	−2,013	4,029	$267,082
SU	Suncor Energy Inc	−1,674	3,345	$179,559
INTC	Intel Corp	−1,674	3,351	$467,900
BNS	Bank Of Nova Scotia	−1,670	7,004	$608,227
WCN	Waste Connections, Inc.	−1,449	108,357	$18,062,028
BCE	Bce Inc	−1,389	2,775	$59,690
PBA	Pembina Pipeline Corp	−1,251	2,505	$115,856
BMO	Bank Of Montreal /Can/	−1,203	2,409	$425,670
PINS	Pinterest, Inc.	−1,095	2,190	$46,055
SLB	Slb Limited/Nv	−1,071	2,139	$99,442
TECK	Teck Resources Ltd	−1,053	2,103	$125,044
ONT	Onterris, Inc.	−1,011	2,022	$40,864
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	29,431	$15,163,734
GMAB	Genmab A/S	416,000	$11,427,520
NVS	Novartis AG	66,500	$10,421,880
APG	APi Group Corp	232,387	$9,841,589
UL	Unilever PLC	160,400	$9,643,248
UBS	UBS Group AG	146,000	$7,235,760
EQNR	Equinor ASA	101,900	$3,199,660
SHEL	Shell plc	40,700	$3,155,878
PBR	Petrobras - Petroleo Brasileiro SA	191,000	$3,086,560
TTE	TotalEnergies SE	38,000	$2,954,880
VGNT	Versigent PLC	429	$18,022
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BKNG	Booking Holdings Inc.	39	$164,202
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	130	$9,950
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 tracked positions · $3,018,145,293 total · filing declares 144 positions · $3,074,732,419 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TD	Toronto Dominion Bank Financial Services	Added	1,591,641	+92,308	$193,272,966	+38.1%	6.40%
RY	Royal Bank Of Canada Financial Services	Added	861,023	+48,831	$178,205,930	+35.6%	5.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	403,589	-39,608	$144,218,864	+13.2%	4.78%
V	Visa Inc. Financial Services	Added	401,205	+19,237	$137,649,423	+19.2%	4.56%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	267,762	+49,330	$133,985,427	+28.0%	4.44%
MSFT	Microsoft Corp Technology	Added	355,109	+11,636	$132,462,759	+4.2%	4.39%
TFII	TFI International Inc. Industrials	Reduced	833,692	-50,833	$119,693,160	+24.6%	3.97%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	222,498	+13,871	$111,551,597	+8.8%	3.70%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	978,187	+48,883	$109,869,963	−9.8%	3.64%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,129,452	-1,621,579	$109,191,208	—	3.62%
AME	Ametek Inc/ Industrials	Added	413,030	+13,246	$99,928,478	+16.6%	3.31%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	732,247	+31,583	$90,146,928	−18.2%	2.99%
MEOH	Methanex Corp Basic Materials	Reduced	1,917,382	-33,719	$88,487,179	−23.8%	2.93%
BN	BROOKFIELD Corp /ON/ Financial Services	Added	2,038,905	+12,627	$86,836,963	+5.9%	2.88%
TXN	Texas Instruments Inc Technology	Added	258,730	+3,626	$77,119,651	+55.7%	2.56%
HEI	Heico Corp Industrials	Added	210,971	+9,547	$75,145,760	+36.1%	2.49%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	1,854,339	+151,643	$73,246,390	−11.7%	2.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	295,677	+437	$70,471,656	+14.6%	2.33%
BGSI	Boyd Group Services Inc. Consumer Cyclical	Added	726,545	+113,693	$68,745,687	−12.3%	2.28%
SPOT	Spotify Technology S.A. Communication Services	Added	139,646	+27,602	$64,115,667	+18.0%	2.12%
DPZ	Dominos Pizza Inc Consumer Cyclical	Added	204,298	+72,354	$60,480,379	+27.8%	2.00%
CNI	Canadian National Railway Co Industrials	Added	494,412	+45,975	$58,953,686	+27.9%	1.95%
ROP	Roper Technologies Inc Technology	Added	150,754	+4,369	$51,013,646	−1.5%	1.69%
META	Meta Platforms, Inc. Communication Services	Added	76,662	+11,886	$43,182,937	+16.5%	1.43%
BIPH	Brookfield Infrastructure Partners L.P. Utilities	Added	2,502,674	+107,452	$38,591,233	+6.7%	1.28%
TFPM	Triple Flag Precious Metals Corp. Basic Materials	Added	1,276,890	+41,003	$38,268,393	−10.8%	1.27%
UBER	Uber Technologies, Inc Technology	Added	509,439	+157,016	$36,761,118	+45.0%	1.22%
DHR	Danaher Corp /De/ Healthcare	Added	186,233	+942	$35,473,661	+1.0%	1.18%
CSL	Carlisle Companies Inc Industrials	Added	89,063	+411	$32,307,603	+9.2%	1.07%
FTNT	Fortinet, Inc. Technology	Reduced	203,938	-133,656	$31,328,955	+13.6%	1.04%
HCA	HCA Healthcare, Inc. Healthcare	Added	75,600	+410	$29,475,684	−17.2%	0.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	89,984	+59	$29,454,462	+11.3%	0.98%
NFLX	Netflix Inc Communication Services	Added	397,083	+729	$28,351,726	−25.6%	0.94%
TRI	Thomson Reuters Corp /Can/ Industrials	Added	320,163	+16,837	$26,147,712	−4.2%	0.87%
CDNS	Cadence Design Systems Inc Technology	Added	68,177	+704	$25,588,191	+36.5%	0.85%
DSGX	Descartes Systems Group Inc Technology	Added	351,850	+11,480	$24,362,094	+0.0%	0.81%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	106,145	-104,804	$23,403,911	−53.0%	0.78%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Reduced	216,511	-2,027	$18,760,678	+9.1%	0.62%
MELI	Mercadolibre Inc Consumer Cyclical	Added	10,910	+2,610	$18,518,524	+29.0%	0.61%
WCN	Waste Connections, Inc. Industrials	Reduced	108,357	-1,449	$18,062,028	+1.3%	0.60%
APP	AppLovin Corp Communication Services	NEW	29,431	NEW	$15,163,734	NEW	0.50%
SE	Sea Ltd Consumer Cyclical	Added	151,130	+77,130	$14,482,787	+136.3%	0.48%
MA	Mastercard Inc Financial Services	Added	24,142	+107	$12,399,331	+3.2%	0.41%
GMAB	Genmab A/S Healthcare	NEW	416,000	NEW	$11,427,520	NEW	0.38%
HDB	Hdfc Bank Ltd Financial Services	Added	434,000	+171,000	$11,210,220	+71.3%	0.37%
PAC	Pacific Airport Group Industrials	Added	42,500	+19,800	$10,759,300	+92.0%	0.36%
NVS	Novartis AG Healthcare	NEW	66,500	NEW	$10,421,880	NEW	0.35%
CERT	Certara, Inc. Healthcare	Added	1,545,956	+8,080	$10,126,011	+15.5%	0.34%
APG	APi Group Corp Industrials	NEW	232,387	NEW	$9,841,589	NEW	0.33%
UL	Unilever PLC Consumer Defensive	NEW	160,400	NEW	$9,643,248	NEW	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.