Q2 2026 13F · SEC CIK 1993485

Dixon Mitchell Investment Counsel Inc.

Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $3.1B
Reported positions: 144
Top holdings a year, 3 yrs: +16.2%
Average holding period: 3.0 yrs

Dixon Mitchell Investment Counsel Inc. is an investment manager that reported 144 positions worth $3.1B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Toronto Dominion Bank (TD, 6.3%), Royal Bank of Canada (RY, 5.8%), Alphabet Inc (GOOGL, 4.7%). A portfolio copying its top holdings returned 16.2% a year over the last 3 years, against 18.8% for the S&P 500.

Dixon Mitchell Investment Counsel Inc. holdings largest 50 of 144 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Dixon Mitchell Investment Counsel Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TDToronto Dominion Bank	6.3%	4.8%	1,591,641	+6.2%	$193.5M
RYRoyal Bank of Canada	5.8%	4.6%	861,023	+6.0%	$178.3M
GOOGLAlphabet Inc	4.7%	4.4%	400,684	-8.9%	$143.5M
VVisa Inc Com Cl A	4.5%	4.0%	401,205	+5.0%	$137.8M
BRK-BBerkshire Hathaway Inc Del	4.4%	3.6%	267,762	+22.6%	$134.1M
MSFTMicrosoft Corp	4.3%	4.4%	355,109	+3.4%	$132.6M
TFIITfi International Inc	3.9%	3.4%	833,692	-5.7%	$120.0M
TMOThermo Fisher Scientific Inc	3.6%	3.6%	222,498	+6.6%	$111.7M
WPMWheaton Precious Metals	3.6%	4.2%	978,187	+5.3%	$110.1M
IEFAIshares Core Msci Eafe ETF	3.5%	7.8%	1,112,546	-55.1%	$107.4M
AMEAmetek Inc	3.3%	3.0%	413,030	+3.3%	$99.9M
BIPBrookfield Infrastructure Pa	3.0%	3.0%	2,502,674	+4.5%	$91.4M
ICEIntercontinental Exchange in	2.9%	3.8%	732,247	+4.5%	$90.2M
MEOHMethanex Corp	2.9%	4.0%	1,917,382	-1.7%	$88.5M
BNBrookfield Corp	2.8%	2.8%	2,038,905	+0.6%	$87.0M
TXNTexas Instruments Inc	2.5%	1.7%	258,730	+1.4%	$77.2M
HEIHeico Corp New	2.4%	1.9%	210,971	+4.7%	$75.1M
CNQCanadian Nat Res Ltd Med Term Com	2.4%	2.9%	1,854,339	+8.9%	$74.2M
AMZNAmazon Com Inc Com	2.3%	2.1%	295,677	+0.1%	$70.5M
BGSIBoyd Group Svcs Inc.	2.2%	2.7%	726,545	+18.6%	$68.9M
SPOTSpotify Technology S A	2.1%	1.9%	139,646	+24.6%	$64.1M
DPZDominos Pizza Inc	2.0%	1.6%	204,298	+54.8%	$60.5M
CNICanadian Natl Ry Co	1.9%	1.6%	494,412	+10.3%	$59.0M
ROPRoper Technologies Inc Com	1.7%	1.8%	150,754	+3.0%	$51.0M
METAMeta Platforms Inc Class A	1.4%	1.3%	76,662	+18.3%	$43.2M
TFPMTriple Flag Precious M	1.2%	1.5%	1,276,890	+3.3%	$38.2M
UBERUber Technologies Inc	1.2%	0.9%	509,439	+44.6%	$36.8M
DHRDanaher Corporation	1.2%	1.2%	186,233	+0.5%	$35.6M
CSLCarlisle Cos Inc	1.1%	1.0%	89,063	+0.5%	$32.3M
FTNTFortinet Inc	1.0%	1.0%	203,938	-39.6%	$31.3M
JPMJpmorgan Chase & Co	1.0%	0.9%	89,984	+0.1%	$29.5M
HCAHCA Healthcare Inc	1.0%	1.2%	75,600	+0.5%	$29.5M
NFLXNetflix Inc Total	0.9%	1.3%	397,083	+0.2%	$28.4M
TRIThomson Reuters Corp	0.8%	—	320,163	—	$26.1M
CDNSCadence Design System Inc	0.8%	0.7%	68,177	+1.0%	$25.6M
DSGXDescartes Systems Group Inc.	0.8%	0.8%	351,850	+3.4%	$24.4M
LOWLowes Cos Inc	0.8%	1.7%	106,145	-49.7%	$23.5M
CPCanadian Pacific Kansas City	0.6%	0.6%	216,511	-0.9%	$18.8M
MELIMercadolibre Inc	0.6%	0.5%	10,910	+31.4%	$18.5M
WCNWaste Connections Inc	0.6%	0.6%	108,357	-1.3%	$18.1M
APPApplovin Corp	0.5%	—	29,431	—	$15.2M
SESea Ltd	0.5%	0.2%	151,130	+104.2%	$14.5M
MAMastercard Inc.	0.4%	0.4%	24,142	+0.4%	$12.4M
GMABGenmab A/s	0.4%	—	416,000	—	$11.4M
HDBHdfc Bk Ltd ADR	0.4%	0.2%	434,000	+65.0%	$11.2M
PACGrupo Aeroportunario Del Pac	0.3%	0.2%	42,500	+87.2%	$10.8M
NVSNovartis AG	0.3%	—	66,500	—	$10.4M
CERTCertara Inc	0.3%	0.3%	1,545,956	+0.5%	$10.1M
APGApi Group Corp	0.3%	—	232,387	—	$9.8M
ULUnilever PLC	0.3%	—	160,400	—	$9.6M

What Dixon Mitchell Investment Counsel Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.8% /yr; S&P 500 +20.1%
3 years: +16.2% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$3.1B	144
Q1 2026	$2.9B	140
Q4 2025	$3.0B	145
Q3 2025	$2.8B	75
Q2 2025	$2.6B	70
Q1 2025	$2.2B	103
Q4 2024	$2.2B	115
Q3 2024	$2.2B	91
Q2 2024	$2.0B	161
Q1 2024	$2.0B	184
Q4 2023	$1.9B	57
Q3 2023	$1.7B	59

Questions about Dixon Mitchell Investment Counsel Inc.'s portfolio

What stocks does Dixon Mitchell Investment Counsel Inc. own?

Dixon Mitchell Investment Counsel Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 144 positions worth $3.1B. The largest are Toronto Dominion Bank (TD) at 6.3%, Royal Bank of Canada (RY) at 5.8%, Alphabet Inc (GOOGL) at 4.7%, Visa Inc Com Cl A (V) at 4.5% and Berkshire Hathaway Inc Del (BRK-B) at 4.4%.

What did Dixon Mitchell Investment Counsel Inc. buy last quarter?

In Q2 2026, Dixon Mitchell Investment Counsel Inc. added Sea Ltd (SE) (+104.2% shares), Grupo Aeroportunario Del Pac (PAC) (+87.2% shares) and Hdfc Bk Ltd ADR (HDB) (+65.0% shares), compared with its Q1 2026 filing.

What did Dixon Mitchell Investment Counsel Inc. sell last quarter?

In Q2 2026, Dixon Mitchell Investment Counsel Inc. cut from its top 50 Thomson Reuters Corp (TRI), cut from its top 50 Ishares Tr (ACWX), cut from its top 50 Shopify Inc (SHOP), cut from its top 50 Colliers International Group Inc. (CIGI), cut from its top 50 Topbuild Cor (BLD), Ishares Core Msci Eafe ETF (IEFA) (-55.1% shares), Lowes Cos Inc (LOW) (-49.7% shares) and Fortinet Inc (FTNT) (-39.6% shares), compared with its Q1 2026 filing.

How has Dixon Mitchell Investment Counsel Inc.'s portfolio performed?

A portfolio copying Dixon Mitchell Investment Counsel Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +24.8% against +20.1%.

When is Dixon Mitchell Investment Counsel Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Dixon Mitchell Investment Counsel Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.