Dixon Mitchell Investment Counsel Inc.

VANCOUVER, A1 · CIK 1993485 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityDixon Mitchell Investment Counsel Inc. (CA)

$3.1bn reported value +6.9% vs Q1 2026

144positions

44.5%in top 10

12 new 39 added 75 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TORONTO DOMINION BK ONT COM NEW TD	TD	1,591,641	$193.5m6.29%	6.29%	Added +92.3k	+92,308 6.2%
2	ROYAL BK CDA COM RY	RY	861,023	$178.3m5.80%	5.80%	Added +48.8k	+48,831 6.0%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	400,684	$143.5m4.67%	4.67%	Reduced -39.0k	-39,020 -8.9%
4	VISA INC COM CL A V	V	401,205	$137.8m4.48%	4.48%	Added +19.2k	+19,237 5.0%
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	267,762	$134.1m4.36%	4.36%	Added +49.3k	+49,330 22.6%
6	MICROSOFT CORP COM MSFT	MSFT	355,109	$132.6m4.31%	4.31%	Added +11.6k	+11,636 3.4%
7	TFI INTL INC COM TFII	TFII	833,692	$120.0m3.90%	3.90%	Reduced -50.8k	-50,833 -5.8%
8	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	222,498	$111.7m3.63%	3.63%	Added +13.9k	+13,871 6.7%
9	WHEATON PRECIOUS METALS CORP COM WPM	WPM	978,187	$110.1m3.58%	3.58%	Added +48.9k	+48,883 5.3%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,112,546	$107.4m3.49%	3.49%	Reduced -1.4m	-1,363,807 -55.1%
11	AMETEK INC COM AME	AME	413,030	$99.9m3.25%	3.25%	Added +13.2k	+13,246 3.3%
12	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	2,502,674	$91.4m2.97%	2.97%	Added +107.5k	+107,452 4.5%
13	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	732,247	$90.2m2.93%	2.93%	Added +31.6k	+31,583 4.5%
14	METHANEX CORP COM MEOH	MEOH	1,917,382	$88.5m2.88%	2.88%	Reduced -33.7k	-33,719 -1.7%
15	BROOKFIELD CORP CL A LTD VT SH BN	BN	2,038,905	$87.0m2.83%	2.83%	Added +12.6k	+12,627 0.6%
16	TEXAS INSTRS INC COM TXN	TXN	258,730	$77.2m2.51%	2.51%	Added +3.6k	+3,626 1.4%
17	HEICO CORP NEW COM HEI	HEI	210,971	$75.1m2.44%	2.44%	Added +9.5k	+9,547 4.7%
18	CANADIAN NAT RES LTD COM CNQ	CNQ	1,854,339	$74.2m2.41%	2.41%	Added +151.6k	+151,643 8.9%
19	AMAZON COM INC COM AMZN	AMZN	295,677	$70.5m2.29%	2.29%	Added +437	+437 0.1%
20	BOYD GROUP SERVICES INC COM BGSI	BGSI	726,545	$68.9m2.24%	2.24%	Added +113.7k	+113,693 18.6%
21	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	139,646	$64.1m2.09%	2.09%	Added +27.6k	+27,602 24.6%
22	DOMINOS PIZZA INC COM DPZ	DPZ	204,298	$60.5m1.97%	1.97%	Added +72.4k	+72,354 54.8%
23	CANADIAN NATL RY CO COM CNI	CNI	494,412	$59.0m1.92%	1.92%	Added +46.0k	+45,975 10.2%
24	ROPER TECHNOLOGIES INC COM ROP	ROP	150,754	$51.0m1.66%	1.66%	Added +4.4k	+4,369 3.0%
25	META PLATFORMS INC CL A META	META	76,662	$43.2m1.40%	1.40%	Added +11.9k	+11,886 18.4%
26	TRIPLE FLAG PRECIOUS METAL COM TFPM	TFPM	1,276,890	$38.2m1.24%	1.24%	Added +41.0k	+41,003 3.3%
27	UBER TECHNOLOGIES INC COM UBER	UBER	509,439	$36.8m1.20%	1.20%	Added +157.0k	+157,016 44.5%
28	DANAHER CORPORATION COM DHR	DHR	186,233	$35.6m1.16%	1.16%	Added +942	+942 0.5%
29	CARLISLE COS INC COM CSL	CSL	89,063	$32.3m1.05%	1.05%	Added +411	+411 0.5%
30	FORTINET INC COM FTNT	FTNT	203,938	$31.3m1.02%	1.02%	Reduced -133.7k	-133,656 -39.6%
31	JPMORGAN CHASE & CO COM JPM	JPM	89,984	$29.5m0.96%	0.96%	Added +59	+59 0.1%
32	HCA HEALTHCARE INC COM HCA	HCA	75,600	$29.5m0.96%	0.96%	Added +410	+410 0.6%
33	NETFLIX INC COM NFLX	NFLX	397,083	$28.4m0.92%	0.92%	Added +729	+729 0.2%
34	THOMSON REUTERS CORP COM TRI	TRI	320,163	$26.1m0.85%	0.85%	New
35	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	68,177	$25.6m0.83%	0.83%	Added +704	+704 1.0%
36	DESCARTES SYS GROUP INC COM DSGX	DSGX	351,850	$24.4m0.79%	0.79%	Added +11.5k	+11,480 3.4%
37	LOWES COS INC COM LOW	LOW	106,145	$23.5m0.76%	0.76%	Reduced -104.8k	-104,804 -49.7%
38	CANADIAN PACIFIC KANSAS CITY COM CP	CP	216,511	$18.8m0.61%	0.61%	Reduced -2.0k	-2,027 -0.9%
39	MERCADOLIBRE INC COM MELI	MELI	10,910	$18.5m0.60%	0.60%	Added +2.6k	+2,610 31.4%
40	WASTE CONNECTIONS INC COM WCN	WCN	108,357	$18.1m0.59%	0.59%	Reduced -1.4k	-1,449 -1.3%
41	APPLOVIN CORP COM CL A APP	APP	29,431	$15.2m0.49%	0.49%	New
42	SEA LTD SPONSORD ADS SE	SE	151,130	$14.5m0.47%	0.47%	Added +77.1k	+77,130 104.2%
43	MASTERCARD INCORPORATED CL A MA	MA	24,142	$12.4m0.40%	0.40%	Added +107	+107 0.5%
44	GENMAB A/S SPONSORED ADS GMAB	GMAB	416,000	$11.4m0.37%	0.37%	New
45	HDFC BANK LTD SPONSORED ADS HDB	HDB	434,000	$11.2m0.36%	0.36%	Added +171.0k	+171,000 65.0%
46	GRUPO AEROPUERTO DEL PACIFIC SPON ADS B PAC	PAC	42,500	$10.8m0.35%	0.35%	Added +19.8k	+19,800 87.2%
47	NOVARTIS AG SPONSORED ADR NVS	NVS	66,500	$10.4m0.34%	0.34%	New
48	CERTARA INC COM CERT	CERT	1,545,956	$10.1m0.33%	0.33%	Added +8.1k	+8,080 0.5%
49	API GROUP CORP COM STK APG	APG	232,387	$9.8m0.32%	0.32%	New
50	UNILEVER PLC SPON ADR NEW UL	UL	160,400	$9.6m0.31%	0.31%	New
51	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	80,186	$9.2m0.30%	0.30%	Reduced -538	-538 -0.7%
52	ICICI BANK LIMITED ADR IBN	IBN	303,500	$8.8m0.29%	0.29%	Added +139.5k	+139,500 85.1%
53	COLLIERS INTL GROUP INC SUB VTG SHS CIGI	CIGI	79,011	$7.4m0.24%	0.24%	Unchanged
54	UBS GROUP AG SHS UBS	UBS	146,000	$7.2m0.24%	0.24%	New
55	RIO TINTO PLC SPONSORED ADR RIO	RIO	72,200	$6.9m0.22%	0.22%	Added +46.8k	+46,800 184.2%
56	ATS CORPORATION COM ATS	ATS	211,025	$6.1m0.20%	0.20%	Unchanged
57	EQUINOR ASA SPONSORED ADR EQNR	EQNR	101,900	$3.2m0.10%	0.10%	New
58	SHELL PLC SPON ADS SHEL	SHEL	40,700	$3.2m0.10%	0.10%	New
59	PETROLEO BRASILEIRO SA PETRO SPONSORED ADR PBR	PBR	191,000	$3.1m0.10%	0.10%	New
60	TOTALENERGIES SE ACT TTE	TTE	38,000	$3.0m0.10%	0.10%	New
61	MICRON TECHNOLOGY INC COM MU	MU	1,227	$1.4m0.05%	0.05%	Reduced -615	-615 -33.4%
62	ISHARES TR CORE US AGGBD ET AGG	AGG	14,277	$1.4m0.05%	0.05%	Reduced -2.2k	-2,220 -13.5%
63	ALPHABET INC CAP STK CL C GOOG	GOOG	2,905	$1.0m0.03%	0.03%	Reduced -588	-588 -16.8%
64	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,174	$878.9k0.03%	0.03%	Reduced -378	-378 -24.4%
65	BANK NOVA SCOTIA HALIFAX COM BNS	BNS	7,004	$653.4k0.02%	0.02%	Reduced -1.7k	-1,670 -19.2%
66	INTEL CORP COM INTC	INTC	3,351	$467.9k0.02%	0.02%	Reduced -1.7k	-1,674 -33.3%
67	BANK MONTREAL QUE COM BMO	BMO	2,409	$425.6k0.01%	0.01%	Reduced -1.2k	-1,203 -33.3%
68	BROADCOM INC COM AVGO	AVGO	981	$370.6k0.01%	0.01%	Reduced -489	-489 -33.3%
69	SUN LIFE FINANCIAL INC. COM SLF	SLF	4,629	$363.3k0.01%	0.01%	Reduced -672	-672 -12.7%
70	MANULIFE FINL CORP COM MFC	MFC	8,125	$345.9k0.01%	0.01%	Reduced -2.5k	-2,451 -23.2%
71	ELI LILLY & CO COM LLY	LLY	273	$327.4k0.01%	0.01%	Reduced -135	-135 -33.1%
72	ADVANCED MICRO DEVICES INC COM AMD	AMD	537	$311.9k0.01%	0.01%	Reduced -270	-270 -33.5%
73	AGNICO EAGLE MINES LTD COM AEM	AEM	1,965	$305.2k0.01%	0.01%	Reduced -984	-984 -33.4%
74	ENBRIDGE INC COM ENB	ENB	5,250	$294.0k0.01%	0.01%	Reduced -2.6k	-2,571 -32.9%
75	TC ENERGY CORP COM TRP	TRP	4,029	$269.2k0.01%	0.01%	Reduced -2.0k	-2,013 -33.3%
76	NVIDIA CORPORATION COM NVDA	NVDA	1,308	$261.7k0.01%	0.01%	Reduced -654	-654 -33.3%
77	GE VERNOVA INC COM GEV	GEV	201	$236.2k0.01%	0.01%	Reduced -99	-99 -33.0%
78	FIRST HORIZON CORPORATION COM FHN	FHN	8,940	$230.7k0.01%	0.01%	Reduced -4.5k	-4,470 -33.3%
79	MONGODB INC CL A MDB	MDB	681	$228.7k0.01%	0.01%	Reduced -342	-342 -33.4%
80	KINROSS GOLD CORP COM KGC	KGC	9,237	$218.6k0.01%	0.01%	Reduced -4.6k	-4,620 -33.3%
81	SUNCOR ENERGY INC NEW COM SU	SU	3,345	$179.9k0.01%	0.01%	Reduced -1.7k	-1,674 -33.4%
82	NUTRIEN LTD COM NTR	NTR	2,717	$172.3k0.01%	0.01%	Reduced -899	-899 -24.9%
83	APPLE INC COM AAPL	AAPL	357	$169.3k0.01%	0.01%	Unchanged
84	DISNEY WALT CO COM DIS	DIS	1,584	$153.6k0.00%	0.00%	Reduced -792	-792 -33.3%
85	ASTRAZENECA PLC ORD AZN	AZN	804	$152.5k0.00%	0.00%	Reduced -402	-402 -33.3%
86	UNITEDHEALTH GROUP INC COM UNH	UNH	357	$148.4k0.00%	0.00%	Reduced -177	-177 -33.1%
87	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	942	$147.9k0.00%	0.00%	Reduced -471	-471 -33.3%
88	TJX COS INC NEW COM TJX	TJX	969	$146.8k0.00%	0.00%	Reduced -486	-486 -33.4%
89	CAPITAL ONE FINL CORP COM COF	COF	729	$146.3k0.00%	0.00%	Reduced -366	-366 -33.4%
90	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	1,436	$144.6k0.00%	0.00%	Unchanged
91	ORACLE CORP COM ORCL	ORCL	211	$126.9k0.00%	0.00%	Unchanged
92	TECK RESOURCES LTD CL B TECK	TECK	2,103	$125.2k0.00%	0.00%	Reduced -1.1k	-1,053 -33.4%
93	EXPAND ENERGY CORPORATION COM EXE	EXE	1,365	$124.5k0.00%	0.00%	Reduced -681	-681 -33.3%
94	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	471	$117.7k0.00%	0.00%	Reduced -234	-234 -33.2%
95	ISHARES TR S&P 100 ETF OEF	OEF	318	$116.3k0.00%	0.00%	Reduced -81	-81 -20.3%
96	PEMBINA PIPELINE CORP COM PBA	PBA	2,505	$115.9k0.00%	0.00%	Reduced -1.3k	-1,251 -33.3%
97	CAMECO CORP COM CCJ	CCJ	1,098	$111.9k0.00%	0.00%	Reduced -549	-549 -33.3%
98	REGAL REXNORD CORPORATION COM RRX	RRX	465	$110.9k0.00%	0.00%	Reduced -234	-234 -33.5%
99	ALCON AG ORD SHS ALC	ALC	1,653	$110.9k0.00%	0.00%	Reduced -828	-828 -33.4%
100	T-MOBILE US INC COM TMUS	TMUS	651	$109.2k0.00%	0.00%	Reduced -327	-327 -33.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
THOMSON REUTERS CORP		303,326	$27.3m303.3k shares
ISHARES TR ACWX	ACWX	254,500	$17.4m254.5k shares
BOOKING HOLDINGS INC BKNG	BKNG	975	$218.9k975 shares
SPDR SERIES TRUST SPYM	SPYM	130	$9.9k130 shares
ISHARES TR SMMD	SMMD	34	$2.6k34 shares
ISHARES TR SCZ	SCZ	20	$1.6k20 shares
ISHARES TR IUSB	IUSB	26	$1.2k26 shares
ISHARES TR USHY	USHY	16	$58916 shares