Dixon Mitchell Investment Counsel Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Dixon Mitchell Investment Counsel Inc. reported 144 stock positions worth $3.1 billion. Its top holding was Toronto-Dominion Bank (TD) at 6.3% of the portfolio, followed by Royal Bank of Canada (RY, 5.8%) and Alphabet Class A (GOOGL, 4.7%). Compared with Q1 2026, it opened 10 new positions, sold out of 7, added to 40 and reduced 76. The biggest buy was Toronto-Dominion Bank (TD, shares +6%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- VANCOUVER, A1
- CIK
- 0001993485
- Portfolio Value
- $3.1B (Q2 2026)
- SEC Filing
- 0001993485-26-000004 ↗ filed Aug 13, 2026
Holdings Value
Holdings 144 stocks · $3.1B
| TD Toronto-Dominion Bank | 6.29% | 1,591,641 | $193.5M | Add +6.2% |
| RY Royal Bank of Canada | 5.80% | 861,023 | $178.3M | Add +6.0% |
| GOOGL Alphabet Inc. Class A | 4.67% | 400,684 | $143.5M | Reduce -8.9% |
| V Visa Inc. Class A | 4.48% | 401,205 | $137.8M | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.36% | 267,762 | $134.1M | Add +22.6% |
| MSFT Microsoft Corp. | 4.31% | 355,109 | $132.6M | Add +3.4% |
| TFII Tfi International Inc. | 3.90% | 833,692 | $120.0M | Reduce -5.8% |
| TMO Thermo Fisher Scientific Inc. | 3.63% | 222,498 | $111.7M | Add +6.7% |
| WPM Wheaton Precious Metals Corp. | 3.58% | 978,187 | $110.1M | Add +5.3% |
| IEFA iShares Core MSCI Eafe ETF | 3.49% | 1,112,546 | $107.4M | Reduce -55.1% |
| AME Ametek Inc. | 3.25% | 413,030 | $99.9M | Add +3.3% |
| BIP Brookfield Infrastructure Pa | 2.97% | 2,502,674 | $91.4M | Add +4.5% |
| ICE Intercontinental Exchange Inc. | 2.93% | 732,247 | $90.2M | Add +4.5% |
| MEOH Methanex Corp. | 2.88% | 1,917,382 | $88.5M | Reduce -1.7% |
| BN Brookfield Corp. | 2.83% | 2,038,905 | $87.0M | Add +0.6% |
| TXN Texas Instruments Inc. | 2.51% | 258,730 | $77.2M | Add +1.4% |
| HEI Heico Corp. | 2.44% | 210,971 | $75.1M | Add +4.7% |
| CNQ Canadian Natural Resources | 2.41% | 1,854,339 | $74.2M | Add +8.9% |
| AMZN Amazon.com Inc. | 2.29% | 295,677 | $70.5M | Add +0.1% |
| BGSI Boyd Group Services Inc. | 2.24% | 726,545 | $68.9M | Add +18.6% |
| SPOT Spotify Technology SA | 2.09% | 139,646 | $64.1M | Add +24.6% |
| DPZ Domino's Pizza Inc. | 1.97% | 204,298 | $60.5M | Add +54.8% |
| CNI Canadian Natl Railway Co. | 1.92% | 494,412 | $59.0M | Add +10.3% |
| ROP Roper Technologies Inc. | 1.66% | 150,754 | $51.0M | Add +3.0% |
| META Meta Platforms Inc. Class A | 1.40% | 76,662 | $43.2M | Add +18.4% |
| TFPM Triple Flag Precious Met | 1.24% | 1,276,890 | $38.2M | Add +3.3% |
| UBER Uber Technologies Inc. | 1.20% | 509,439 | $36.8M | Add +44.5% |
| DHR Danaher Corp. | 1.16% | 186,233 | $35.6M | Add +0.5% |
| CSL Carlisle Cos Inc. | 1.05% | 89,063 | $32.3M | Add +0.5% |
| FTNT Fortinet Inc. | 1.02% | 203,938 | $31.3M | Reduce -39.6% |
| JPM JPMorgan Chase & Co. | 0.96% | 89,984 | $29.5M | Add +0.1% |
| HCA HCA Healthcare Inc. | 0.96% | 75,600 | $29.5M | Add +0.6% |
| NFLX Netflix Inc. | 0.92% | 397,083 | $28.4M | Add +0.2% |
| TRI Thomson Reuters Corp. | 0.85% | 320,163 | $26.1M | Add +7.3% |
| CDNS Cadence Design SYS Inc. | 0.83% | 68,177 | $25.6M | Add +1.0% |
| DSGX The Descartes Systems Grp | 0.79% | 351,850 | $24.4M | Add +3.4% |
| LOW Lowe's Cos Inc. | 0.76% | 106,145 | $23.5M | Reduce -49.7% |
| CP Canadian Pacific Kansas City | 0.61% | 216,511 | $18.8M | Reduce -0.9% |
| MELI MercadoLibre Inc. | 0.60% | 10,910 | $18.5M | Add +31.4% |
| WCN Waste Connections Inc. | 0.59% | 108,357 | $18.1M | Reduce -1.3% |
| APP AppLovin Corp. Class A | 0.49% | 29,431 | $15.2M | New |
| SE Sea Ltd.-ADR | 0.47% | 151,130 | $14.5M | Add +104.2% |
| MA Mastercard Inc. Class A | 0.40% | 24,142 | $12.4M | Add +0.5% |
| GMAB Genmab A/S -SP ADR | 0.37% | 416,000 | $11.4M | New |
| HDB HDFC Bank Ltd.-ADR | 0.36% | 434,000 | $11.2M | Add +65.0% |
| PAC Grupo Aeroportuario Pac-ADR | 0.35% | 42,500 | $10.8M | Add +87.2% |
| NVS Novartis AG-Sponsored ADR | 0.34% | 66,500 | $10.4M | New |
| CERT Certara Inc. | 0.33% | 1,545,956 | $10.1M | Add +0.5% |
| APG Api Group Corp. | 0.32% | 232,387 | $9.8M | New |
| UL Unilever PLC-Sponsored ADR | 0.31% | 160,400 | $9.6M | New |
| SHOP Shopify Inc. Class A | 0.30% | 80,186 | $9.2M | Reduce -0.7% |
| IBN Icici Bank Ltd.-Spon ADR | 0.29% | 303,500 | $8.8M | Add +85.1% |
| CIGI Colliers Intl GR-Subord Vot | 0.24% | 79,011 | $7.4M | No change |
| UBS UBS Group AG-Reg | 0.24% | 146,000 | $7.2M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.22% | 72,200 | $6.9M | Add +184.3% |
| ATS Ats Corp. | 0.20% | 211,025 | $6.1M | No change |
| EQNR Equinor ASA-Spon ADR | 0.10% | 101,900 | $3.2M | New |
| SHEL Shell PLC-ADR | 0.10% | 40,700 | $3.2M | New |
| PBR Petroleo Brasileiro-Spon ADR | 0.10% | 191,000 | $3.1M | New |
| TTE Totalenergies SE | 0.10% | 38,000 | $3.0M | New |
| MU Micron Technology Inc. | 0.05% | 1,227 | $1.4M | Reduce -33.4% |
| AGG iShares Core U.S. Aggregate | 0.05% | 14,277 | $1.4M | Reduce -13.5% |
| GOOG Alphabet Inc. Class C | 0.03% | 2,905 | $1.0M | Reduce -16.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 1,174 | $879K | Reduce -24.4% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.02% | 7,004 | $653K | Reduce -19.3% |
| INTC Intel Corp. | 0.02% | 3,351 | $468K | Reduce -33.3% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.01% | 2,409 | $426K | Reduce -33.3% |
| AVGO Broadcom Inc. | 0.01% | 981 | $371K | Reduce -33.3% |
| SLF Sun Life Financial Inc. | 0.01% | 4,629 | $363K | Reduce -12.7% |
| MFC Manulife Financial Corp. | 0.01% | 8,125 | $346K | Reduce -23.2% |
| LLY Eli Lilly & Co. | 0.01% | 273 | $327K | Reduce -33.1% |
| AMD Advanced Micro Devices | 0.01% | 537 | $312K | Reduce -33.5% |
| AEM Agnico Eagle Mines Ltd. | 0.01% | 1,965 | $305K | Reduce -33.4% |
| ENB Enbridge Inc. | 0.01% | 5,250 | $294K | Reduce -32.9% |
| TRP TC Energy Corp. | 0.01% | 4,029 | $269K | Reduce -33.3% |
| NVDA Nvidia Corp. | 0.01% | 1,308 | $262K | Reduce -33.3% |
| GEV GE Vernova Inc. | 0.01% | 201 | $236K | Reduce -33.0% |
| FHN First Horizon Corp. | 0.01% | 8,940 | $231K | Reduce -33.3% |
| MDB Mongodb Inc. | 0.01% | 681 | $229K | Reduce -33.4% |
| KGC Kinross Gold Corp. | 0.01% | 9,237 | $219K | Reduce -33.3% |
| SU Suncor Energy Inc. | 0.01% | 3,345 | $180K | Reduce -33.4% |
| NTR Nutrien Ltd. | 0.01% | 2,717 | $172K | Reduce -24.9% |
| AAPL Apple Inc. | 0.01% | 357 | $169K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 1,584 | $154K | Reduce -33.3% |
| AZN Astrazeneca PLC | 0.01% | 804 | $152K | Reduce -33.3% |
| UNH Unitedhealth Group Inc. | 0.00% | 357 | $148K | Reduce -33.1% |
| WMS Advanced Drainage Systems Inc. | 0.00% | 942 | $148K | Reduce -33.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 969 | $147K | Reduce -33.4% |
| COF Capital One Financial Corp. | 0.00% | 729 | $146K | Reduce -33.4% |
| SGOV iShares 0-3 Month Treasury B | 0.00% | 1,436 | $145K | No change |
| ORCL Oracle Corp. | 0.00% | 211 | $127K | No change |
| TECK Teck Resources Ltd.-CLS B | 0.00% | 2,103 | $125K | Reduce -33.4% |
| EXE Expand Energy Corp. | 0.00% | 1,365 | $124K | Reduce -33.3% |
| TTWO Take-Two Interactive Softwre | 0.00% | 471 | $118K | Reduce -33.2% |
| OEF iShares S&P 100 ETF | 0.00% | 318 | $116K | Reduce -20.3% |
| PBA Pembina Pipeline Corp. | 0.00% | 2,505 | $116K | Reduce -33.3% |
| CCJ Cameco Corp. | 0.00% | 1,098 | $112K | Reduce -33.3% |
| RRX Regal Rexnord Corp. | 0.00% | 465 | $111K | Reduce -33.5% |
| ALC Alcon Inc. filed as ALCON AG | 0.00% | 1,653 | $111K | Reduce -33.4% |
| TMUS T-Mobile US Inc. | 0.00% | 651 | $109K | Reduce -33.4% |
Portfolio Sells Q1 2026 → Q2 2026
| IEFA iShares Core MSCI Eafe ETF | Reduce -55.1% | 3.49% | −4.30 |
| MEOH Methanex Corp. | Reduce -1.7% | 2.88% | −1.15 |
| LOW Lowe's Cos Inc. | Reduce -49.7% | 0.76% | −0.97 |
| ACWX iShares MSCI Acwi Ex US ETF | Sold out | 0.00% | −0.61 |
| BLD Topbuild Corp. | Reduce -100.0% | 0.00% | −0.25 |
| SHOP Shopify Inc. Class A | Reduce -0.7% | 0.30% | −0.03 |
| WCN Waste Connections Inc. | Reduce -1.3% | 0.59% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -13.5% | 0.05% | −0.01 |
| AEM Agnico Eagle Mines Ltd. | Reduce -33.4% | 0.01% | −0.01 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.01 |
| KGC Kinross Gold Corp. | Reduce -33.3% | 0.01% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -24.4% | 0.03% | −0.01 |
| SU Suncor Energy Inc. | Reduce -33.4% | 0.01% | −0.01 |
| ENB Enbridge Inc. | Reduce -32.9% | 0.01% | −0.01 |
| TRP TC Energy Corp. | Reduce -33.3% | 0.01% | −0.00 |
| NTR Nutrien Ltd. | Reduce -24.9% | 0.01% | −0.00 |
| AVGO Broadcom Inc. | Reduce -33.3% | 0.01% | −0.00 |
| EXE Expand Energy Corp. | Reduce -33.3% | 0.00% | −0.00 |
| TMUS T-Mobile US Inc. | Reduce -33.4% | 0.00% | −0.00 |
| NVDA Nvidia Corp. | Reduce -33.3% | 0.01% | −0.00 |
| TJX TJX Companies Inc. | Reduce -33.4% | 0.00% | −0.00 |
| AZN Astrazeneca PLC | Reduce -33.3% | 0.01% | −0.00 |
| ACM Aecom | Reduce -33.4% | 0.00% | −0.00 |
| FHN First Horizon Corp. | Reduce -33.3% | 0.01% | −0.00 |
| BMO Bank of Montreal | Reduce -33.3% | 0.01% | −0.00 |
| DIS The Walt Disney Co. | Reduce -33.3% | 0.01% | −0.00 |
| ALC Alcon Inc. | Reduce -33.4% | 0.00% | −0.00 |
| CCJ Cameco Corp. | Reduce -33.3% | 0.00% | −0.00 |
| DVN Devon Energy Corp. | Reduce -33.3% | 0.00% | −0.00 |
| SLB SLB Ltd. | Reduce -33.4% | 0.00% | −0.00 |
| LLY Eli Lilly & Co. | Reduce -33.1% | 0.01% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -33.2% | 0.00% | −0.00 |
| COF Capital One Financial Corp. | Reduce -33.4% | 0.00% | −0.00 |
| GIB Cgi Inc. | Reduce -33.3% | 0.00% | −0.00 |
| PBA Pembina Pipeline Corp. | Reduce -33.3% | 0.00% | −0.00 |
| APTV Aptiv PLC | Reduce -33.4% | 0.00% | −0.00 |
| ADSK Autodesk Inc. | Reduce -33.1% | 0.00% | −0.00 |
| ZTS Zoetis Inc. | Reduce -96.4% | 0.00% | −0.00 |
| WMS Advanced Drainage Systems Inc. | Reduce -33.3% | 0.00% | −0.00 |
| IR Ingersoll-Rand Inc. | Reduce -33.3% | 0.00% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -50.0% | 0.00% | −0.00 |
| MFC Manulife Financial Corp. | Reduce -23.2% | 0.01% | −0.00 |
| MIDD Middleby Corp. | Reduce -91.8% | 0.00% | −0.00 |
| BIO Bio-Rad Laboratories-A | Reduce -33.3% | 0.00% | −0.00 |
| FTS Fortis Inc. | Reduce -33.3% | 0.00% | −0.00 |
| BCE Bce Inc. | Reduce -33.4% | 0.00% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -34.0% | 0.00% | −0.00 |
| TECK Teck Resources Ltd.-CLS B | Reduce -33.4% | 0.00% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -16.8% | 0.03% | −0.00 |
| APO Apollo Global Management Inc. | Reduce -33.4% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| TD Toronto-Dominion Bank | Add +6.2% | 6.29% | +1.45 |
| RY Royal Bank of Canada | Add +6.0% | 5.80% | +1.25 |
| TXN Texas Instruments Inc. | Add +1.4% | 2.51% | +0.79 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +22.6% | 4.36% | +0.72 |
| HEI Heico Corp. | Add +4.7% | 2.44% | +0.52 |
| APP AppLovin Corp. Class A | New | 0.49% | +0.49 |
| V Visa Inc. Class A | Add +5.0% | 4.48% | +0.46 |
| GMAB Genmab A/S -SP ADR | New | 0.37% | +0.37 |
| NVS Novartis AG-Sponsored ADR | New | 0.34% | +0.34 |
| DPZ Domino's Pizza Inc. | Add +54.8% | 1.97% | +0.32 |
| APG Api Group Corp. | New | 0.32% | +0.32 |
| CNI Canadian Natl Railway Co. | Add +10.3% | 1.92% | +0.32 |
| UBER Uber Technologies Inc. | Add +44.5% | 1.20% | +0.31 |
| UL Unilever PLC-Sponsored ADR | New | 0.31% | +0.31 |
| AME Ametek Inc. | Add +3.3% | 3.25% | +0.27 |
| SE Sea Ltd.-ADR | Add +104.2% | 0.47% | +0.26 |
| UBS UBS Group AG-Reg | New | 0.24% | +0.24 |
| SPOT Spotify Technology SA | Add +24.6% | 2.09% | +0.20 |
| CDNS Cadence Design SYS Inc. | Add +1.0% | 0.83% | +0.18 |
| PAC Grupo Aeroportuario Pac-ADR | Add +87.2% | 0.35% | +0.16 |
| AMZN Amazon.com Inc. | Add +0.1% | 2.29% | +0.15 |
| RIO Rio Tinto PLC-Spon ADR | Add +184.3% | 0.22% | +0.14 |
| IBN Icici Bank Ltd.-Spon ADR | Add +85.1% | 0.29% | +0.14 |
| HDB HDFC Bank Ltd.-ADR | Add +65.0% | 0.36% | +0.14 |
| META Meta Platforms Inc. Class A | Add +18.4% | 1.40% | +0.12 |
| EQNR Equinor ASA-Spon ADR | New | 0.10% | +0.10 |
| MELI MercadoLibre Inc. | Add +31.4% | 0.60% | +0.10 |
| SHEL Shell PLC-ADR | New | 0.10% | +0.10 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.10% | +0.10 |
| TTE Totalenergies SE | New | 0.10% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +6.7% | 3.63% | +0.06 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.96% | +0.04 |
| CERT Certara Inc. | Add +0.5% | 0.33% | +0.02 |
| CSL Carlisle Cos Inc. | Add +0.5% | 1.05% | +0.02 |
| TU Telus Corp. | Add +2.3% | 0.00% | 0.00 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.40% | −0.01 |
| BN Brookfield Corp. | Add +0.6% | 2.83% | −0.02 |
| BIP Brookfield Infrastructure Pa | Add +4.5% | 2.97% | −0.02 |
| DSGX The Descartes Systems Grp | Add +3.4% | 0.79% | −0.05 |
| DHR Danaher Corp. | Add +0.5% | 1.16% | −0.07 |
| TRI Thomson Reuters Corp. | Add +7.3% | 0.85% | −0.10 |
| MSFT Microsoft Corp. | Add +3.4% | 4.31% | −0.11 |
| ROP Roper Technologies Inc. | Add +3.0% | 1.66% | −0.14 |
| TFPM Triple Flag Precious Met | Add +3.3% | 1.24% | −0.24 |
| HCA HCA Healthcare Inc. | Add +0.6% | 0.96% | −0.28 |
| NFLX Netflix Inc. | Add +0.2% | 0.92% | −0.40 |
| BGSI Boyd Group Services Inc. | Add +18.6% | 2.24% | −0.47 |
| CNQ Canadian Natural Resources | Add +8.9% | 2.41% | −0.49 |
| WPM Wheaton Precious Metals Corp. | Add +5.3% | 3.58% | −0.66 |
| ICE Intercontinental Exchange Inc. | Add +4.5% | 2.93% | −0.90 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 144 | $3.1B | TD, RY, GOOGL, V, BRK.B |
| Q1 2026 | 140 | $2.9B | IEFA, TD, RY, MSFT, GOOGL |
| Q4 2025 | 145 | $3.0B | IEFA, GOOGL, MSFT, TD, RY |
| Q3 2025 | 75 | $2.8B | IEFA, MSFT, GOOGL, TD, RY |
| Q2 2025 | 70 | $2.6B | IEFA, MSFT, V, TD, ICE |
| Q1 2025 | 103 | $2.2B | IEFA, V, ICE, BRK.B, MSFT |
| Q4 2024 | 115 | $2.2B | GOOGL, V, ICE, BRK.B, RY |
| Q3 2024 | 91 | $2.2B | GOOGL, V, ICE, BRK.B, RY |
| Q2 2024 | 161 | $2.0B | GOOGL, V, BRK.B, ICE, MSFT |
| Q1 2024 | 184 | $2.0B | V, GOOGL, BRK.B, ICE, TFII |