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 Bk Ont (TD, 6.3%), Royal Bk Cda (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 Bk Ont	6.3%	4.8%	1,591,641	+6.2%	$193.5M
RYRoyal Bk Cda	5.8%	4.6%	861,023	+6.0%	$178.3M
GOOGLAlphabet Inc	4.7%	4.4%	400,684	-8.9%	$143.5M
VVisa Inc	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 Corp	3.6%	4.2%	978,187	+5.3%	$110.1M
IEFAIshares Tr	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 Inc	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 Instrs 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 Ter	2.4%	2.9%	1,854,339	+8.9%	$74.2M
AMZNAmazon Com Inc	2.3%	2.1%	295,677	+0.1%	$70.5M
BGSIBoyd Group Services Inc	2.2%	2.7%	726,545	+18.6%	$68.9M
SPOTSpotify Technology SA	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	1.7%	1.8%	150,754	+3.0%	$51.0M
METAMeta Platforms Inc	1.4%	1.3%	76,662	+18.3%	$43.2M
TFPMTriple Flag Precious Metal	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 Corp Del	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.	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	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 Incorporated	0.4%	0.4%	24,142	+0.4%	$12.4M
GMABGenmab A/s	0.4%	—	416,000	—	$11.4M
HDBHdfc Bank Ltd	0.4%	0.2%	434,000	+65.0%	$11.2M
PACGrupo Aeroportuario Del Pacifi	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.

Added to

SE Sea Ltd+104.2% shares
PAC Grupo Aeroportuario Del Pacifi+87.2% shares
HDB Hdfc Bank Ltd+65.0% shares
DPZ Dominos Pizza Inc+54.8% shares
UBER Uber Technologies Inc+44.6% shares
MELI Mercadolibre Inc+31.4% shares
SPOT Spotify Technology SA+24.6% shares
BRK-B Berkshire Hathaway Inc Del+22.6% shares

Reduced

IEFA Ishares Tr-55.1% shares
LOW Lowes Cos Inc-49.7% shares
FTNT Fortinet Inc-39.6% shares
GOOGL Alphabet Inc-8.9% shares
TFII Tfi International Inc-5.7% shares

Left the top 50

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Bk Ont (TD) at 6.3%, Royal Bk Cda (RY) at 5.8%, Alphabet Inc (GOOGL) at 4.7%, Visa Inc (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 Aeroportuario Del Pacifi (PAC) (+87.2% shares) and Hdfc Bank Ltd (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 Intl Group Inc. (CIGI), cut from its top 50 Topbuild Cor (BLD), Ishares Tr (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.