Dixon Mitchell Investment Counsel Inc.

CIK: 0001993485SEC EDGAR →

Portfolio Value

$3.0B

Holdings

145

As of

Q4 2025

New Positions

75

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

iShares Core MSCI EAFE ETF

2,775,067$248.3M
8.19%
2

Alphabet Inc

549,018$172.1M
5.68%
3

Microsoft Corp

323,967$156.8M
5.17%
4

Toronto-Dominion Bank/The

1,602,059$151.2M
4.99%
5

Royal Bank of Canada

871,668$148.8M
4.91%
6

Visa Inc

384,299$134.9M
4.45%
7

Thermo Fisher Scientific Inc

210,751$122.2M
4.03%
8

Intercontinental Exchange Inc

705,283$114.3M
3.77%
9

Berkshire Hathaway Inc

219,977$110.7M
3.65%
10

Wheaton Precious Metals Corp

935,270$109.8M
3.62%

Quarterly Changes

Top Buys

BYDNEW
$99.0M
GOOGL↑ Increased
$38.9M
ROP↑ Increased
$17.9M
UBERNEW
$17.3M
WPM↑ Increased
$16.1M

Top Sells

SGOV↓ Decreased
$19.8M
TMO↓ Decreased
$19.7M
TD↓ Decreased
$19.2M
MFC↓ Decreased
$19.1M
BLD↓ Decreased
$17.8M

New Positions (71)

$99.0M · 620K shares
$17.3M · 212K shares
$6.0M · 47K shares
$525K · 2K shares
$517K · 1K shares
$513K · 3K shares
$476K · 4K shares
$438K · 408 shares
$429K · 1K shares
$390K · 14K shares
$371K · 2K shares
$341K · 6K shares
$322K · 13K shares
$272K · 2K shares
$254K · 813 shares
$225K · 2K shares
$223K · 1K shares
$211K · 2K shares
$204K · 1K shares
$198K · 978 shares
$196K · 300 shares
$195K · 2K shares
$185K · 5K shares
$180K · 705 shares
$176K · 534 shares
$175K · 948 shares
$172K · 807 shares
$170K · 2K shares
$166K · 549 shares
$161K · 1K shares
$151K · 2K shares
$151K · 3K shares
$147K · 498 shares
$147K · 960 shares
$147K · 4K shares
$147K · 2K shares
$146K · 2K shares
$146K · 7K shares
$139K · 159 shares
$137K · 3K shares
$134K · 592 shares
$124K · 3K shares
$110K · 3K shares
$100K · 4K shares
$98K · 699 shares
$85K · 3K shares
$83K · 1K shares
$81K · 2K shares
$75K · 3K shares
$70K · 165 shares
$66K · 1K shares
$56K · 354 shares
$10K · 50 shares
$9K · 606 shares
$6K · 45 shares
$5K · 5 shares
$5K · 60 shares
$4K · 75 shares
$4K · 10 shares
$4K · 80 shares
$4K · 15 shares
$4K · 105 shares
$4K · 125 shares
$4K · 80 shares
$3K · 25 shares
$2K · 5 shares
$2K · 50 shares
$2K · 15 shares
$2K · 140 shares
$2K · 10 shares
$1K · 10 shares

Closed Positions (1)

$7K · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services24$723.7M23.9%
Industrials22$450.4M14.9%
Unknown13$397.9M13.1%
Technology24$296.3M9.8%
Consumer Cyclical11$281.2M9.3%
Communication Services12$235.0M7.8%
Healthcare11$214.9M7.1%
Basic Materials10$211.4M7.0%
Energy10$124.2M4.1%
Utilities5$85.8M2.8%
Real Estate1$10.9M0.4%
Consumer Defensive2$72K0.0%