Dixon Mitchell Investment Counsel portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 13, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Dixon Mitchell Investment Counsel reported a $3.1 bn portfolio of 143 companies (144 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are TD, RY, GOOGL. During the quarter it exited iShares Msci Acwi EX US ETF.
Sections with a free account
What changed this quarter
121 positions with a change (10 new, 31 added to, 73 trimmed, 7 sold); also, 1 entered through a spin-off. 6 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- iShares Core Msci Eafe ETF−55%fewer sharesReduced7.8% → 3.5%
- Berkshire Hathaway+23%more sharesIncreased3.6% → 4.4%
- Lowe's−50%fewer sharesReduced1.7% → 0.8%
- Domino’s Pizza+55%more sharesIncreased1.6% → 2.0%
- Fortinet−40%fewer sharesReduced1.0% → 1.0%
- iShares Msci Acwi EX US ETF−0.6 ppof portfolioSold out0.6% → —
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Toronto Dominion BankTD6.3%
- Royal Bank of CanadaRY5.8%
- AlphabetGOOGL · GOOG4.7%
- VisaV4.5%
- Berkshire HathawayBRK/B4.4%
- MicrosoftMSFT4.3%
- TFI InternationalTFII3.9%
- Thermo Fisher ScientificTMO3.6%
- Wheaton Precious MetalsWPM3.6%
- iShares Core Msci Eafe ETFIEFA3.5%
- AmetekAME3.3%
- Brookfield Infrastructure PartnersBIP3.0%
- Intercontinental ExchangeICE2.9%
- MethanexMEOH2.9%
- BrookfieldBN2.8%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Financials 30%
- ● Industrials 19%
- ● Information Technology 12%
- ● Communication Services 10%
- ● Consumer Discretionary 8%
- ● Materials 7%
- ● Health Care 7%
- ● No sector 4%
- ● Energy 3%
How its portfolio changed (8 quarters)
Q2 2026: 144
Q2 2026: 45%
Q2 2026: 8.1%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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