Dixon Mitchell Investment Counsel Inc.
Net buyer this quarter
$3.07B
138
+$101M
44.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TD | $194M | 6.29% | 0.09% | +6.2% | Q4 2006 |
 RY | $178M | 5.80% | 0.06% | +6.0% | Q1 2007 |
 GOOGL | $143M | 4.67% | 0.00% | -8.9% | Q2 2016 |
 V | $138M | 4.48% | 0.02% | +5.0% | Q2 2008 |
 BRK.B | $134M | 4.36% | Not reported | +22.6% | Q4 2015 |
 MSFT | $133M | 4.31% | 0.00% | +3.4% | Q4 2006 |
 TFII | $120M | 3.90% | 0.99% | -5.8% | Q1 2020 |
 TMO | $112M | 3.63% | 0.06% | +6.7% | Q1 2013 |
 WPM | $110M | 3.58% | 0.22% | +5.3% | Q1 2022 |
 AME | $99.9M | 3.25% | 0.18% | +3.3% | Q1 2024 |
 BIP | $91.4M | 2.97% | Not reported | +4.5% | Q1 2013 |
 ICE | $90.2M | 2.93% | 0.13% | +4.5% | Q4 2020 |
 MEOH | $88.5M | 2.88% | 2.48% | -1.7% | Q4 2008 |
| BN | $87M | 2.83% | Not reported | +0.6% | Q4 2022 |
 TXN | $77.2M | 2.51% | 0.03% | +1.4% | Q1 2021 |
 HEI | $75.1M | 2.44% | 0.38% | +4.7% | Q1 2025 |
 CNQ | $74.2M | 2.41% | 0.09% | +8.9% | Q1 2011 |
 AMZN | $70.5M | 2.29% | 0.00% | +0.2% | Q2 2021 |
 BGSI | $68.9M | 2.24% | 2.61% | +18.6% | Q4 2025 |
 SPOT | $64.1M | 2.09% | 0.07% | +24.6% | Q1 2026 |
 DPZ | $60.5M | 1.97% | 0.61% | +54.8% | Q4 2022 |
 CNI | $59M | 1.92% | 0.08% | +10.3% | Q1 2007 |
 ROP | $51M | 1.66% | 0.15% | +3.0% | Q1 2017 |
 META | $43.2M | 1.40% | Not reported | +18.4% | Q1 2024 |
 TFPM | $38.2M | 1.24% | 0.62% | +3.3% | Q3 2022 |
 UBER | $36.8M | 1.20% | 0.03% | +44.6% | Q4 2025 |
 DHR | $35.6M | 1.16% | 0.03% | +0.5% | Q1 2013 |
 CSL | $32.3M | 1.05% | 0.22% | +0.5% | Q3 2017 |
 FTNT | $31.3M | 1.02% | 0.03% | -39.6% | Q3 2024 |
 JPM | $29.5M | 0.96% | 0.00% | +0.1% | Q3 2007 |
 HCA | $29.5M | 0.96% | 0.03% | +0.6% | Q2 2015 |
 NFLX | $28.4M | 0.92% | 0.01% | +0.2% | Q1 2022 |
 TRI | $26.1M | 0.85% | 0.07% | +5.6% | Q2 2023 |
 CDNS | $25.6M | 0.83% | 0.02% | +1.0% | Q4 2025 |
 DSGX | $24.4M | 0.79% | 0.41% | +3.4% | Q2 2025 |
 LOW | $23.5M | 0.76% | 0.02% | -49.7% | Q1 2016 |
 CP | $18.8M | 0.61% | 0.02% | -0.9% | Q2 2023 |
 MELI | $18.5M | 0.60% | 0.02% | +31.5% | Q3 2025 |
 WCN | $18.1M | 0.59% | 0.04% | -1.3% | Q2 2016 |
 APP | $15.2M | 0.49% | 0.01% | New | Q2 2026 |
 SE | $14.5M | 0.47% | 0.09% | +104.2% | Q4 2025 |
 MA | $12.4M | 0.40% | 0.00% | +0.5% | Q2 2015 |
 GMAB | $11.4M | 0.37% | Not reported | New | Q2 2026 |
 HDB | $11.2M | 0.36% | 0.00% | +65.0% | Q2 2024 |
 PAC | $10.8M | 0.35% | Not reported | +87.2% | Q1 2026 |
 NVS | $10.4M | 0.34% | 0.00% | Not reported | Q4 2011 |
 CERT | $10.1M | 0.33% | 1.01% | +0.5% | Q3 2025 |
 APG | $9.84M | 0.32% | 0.05% | New | Q2 2026 |
 UL | $9.64M | 0.31% | 0.01% | Not reported | Q4 2006 |
 SHOP | $9.17M | 0.30% | 0.02% | -0.7% | Q2 2024 |
| Q1 2026 | |||||
| TD | $139M | 4.85% | 0.09% | -6.4% | Q4 2006 |
| RY | $131M | 4.55% | 0.06% | -6.8% | Q1 2007 |
| MSFT | $127M | 4.42% | 0.00% | +6.0% | Q4 2006 |
| GOOGL | $127M | 4.40% | 0.00% | -19.9% | Q2 2016 |
| WPM | $122M | 4.24% | 0.20% | -0.6% | Q1 2022 |
| MEOH | $116M | 4.03% | 2.52% | -4.7% | Q4 2008 |
| V | $116M | 4.02% | 0.02% | -0.6% | Q2 2008 |
| ICE | $110M | 3.83% | 0.12% | -0.7% | Q4 2020 |
| BRK.B | $105M | 3.64% | Not reported | -0.7% | Q4 2015 |
| TMO | $103M | 3.57% | 0.06% | -1.0% | Q1 2013 |
| TFII | $96.4M | 3.35% | 1.05% | -2.3% | Q1 2020 |
| BIP | $86.1M | 2.99% | Not reported | -2.2% | Q1 2013 |
| AME | $85.7M | 2.98% | 0.17% | -0.5% | Q1 2024 |
| CNQ | $83.6M | 2.91% | 0.08% | -19.9% | Q1 2011 |
| BN | $81.8M | 2.85% | Not reported | -14.3% | Q4 2022 |
| BGSI | $78.1M | 2.71% | 2.20% | -1.2% | Q4 2025 |
| AMZN | $61.5M | 2.14% | 0.00% | -0.7% | Q2 2021 |
| HEI | $55.2M | 1.92% | 0.37% | -1.2% | Q1 2025 |
| SPOT | $54.3M | 1.89% | 0.05% | New | Q1 2026 |
| ROP | $51.8M | 1.80% | 0.14% | -0.7% | Q1 2017 |
| LOW | $49.9M | 1.73% | 0.04% | -0.7% | Q1 2016 |
| TXN | $49.6M | 1.72% | 0.03% | -0.9% | Q1 2021 |
| DPZ | $47.3M | 1.65% | 0.39% | -0.7% | Q4 2022 |
| CNI | $46M | 1.60% | 0.07% | -10.8% | Q1 2007 |
| TFPM | $42.8M | 1.49% | 0.60% | +119.1% | Q3 2022 |
| NFLX | $38.1M | 1.33% | 0.01% | +111.8% | Q1 2022 |
| META | $37.1M | 1.29% | Not reported | -0.6% | Q1 2024 |
| HCA | $35.6M | 1.24% | 0.03% | -0.8% | Q2 2015 |
| DHR | $35.2M | 1.22% | 0.03% | -0.6% | Q1 2013 |
| CSL | $29.6M | 1.03% | 0.22% | -1.2% | Q3 2017 |
| FTNT | $27.6M | 0.96% | 0.05% | -1.0% | Q3 2024 |
| TRI | $27.3M | 0.95% | 0.06% | +44.0% | Q2 2023 |
| JPM | $26.5M | 0.92% | 0.00% | -0.7% | Q3 2007 |
| UBER | $25.3M | 0.88% | 0.02% | +66.1% | Q4 2025 |
| DSGX | $24.3M | 0.84% | 0.40% | +2.5% | Q2 2025 |
| CDNS | $18.7M | 0.65% | 0.02% | +8199.3% | Q4 2025 |
| WCN | $17.8M | 0.62% | 0.04% | -1.9% | Q2 2016 |
| CP | $17.2M | 0.60% | 0.02% | -26.4% | Q2 2023 |
| MELI | $14.4M | 0.50% | 0.02% | +95.3% | Q3 2025 |
| MA | $12M | 0.42% | 0.00% | -0.9% | Q2 2015 |
| SHOP | $9.55M | 0.33% | 0.02% | -2.0% | Q2 2024 |
| CERT | $8.77M | 0.30% | 1.00% | -0.5% | Q3 2025 |
 CIGI | $8.42M | 0.29% | 0.20% | +6.8% | Q1 2016 |
| BLD | $7.1M | 0.25% | 0.07% | -42.5% | Q3 2021 |
| HDB | $6.54M | 0.23% | 0.00% | Not reported | Q2 2024 |
| SE | $6.13M | 0.21% | 0.04% | +57.5% | Q4 2025 |
 ATS | $5.93M | 0.21% | 0.22% | Not reported | Q2 2023 |
| PAC | $5.6M | 0.19% | Not reported | New | Q1 2026 |
 IBN | $4.25M | 0.15% | Not reported | Not reported | Q2 2024 |
 RIO | $2.37M | 0.08% | 0.00% | Not reported | Q1 2007 |
| Q4 2025 | |||||
| GOOGL | $172M | 5.68% | 0.00% | +0.4% | Q2 2016 |
| MSFT | $157M | 5.17% | 0.00% | +13.7% | Q4 2006 |
| TD | $151M | 4.99% | 0.09% | -3.0% | Q4 2006 |
| RY | $149M | 4.91% | 0.06% | -2.1% | Q1 2007 |
| V | $135M | 4.45% | 0.02% | +0.2% | Q2 2008 |
| TMO | $122M | 4.03% | 0.06% | -0.2% | Q1 2013 |
| ICE | $114M | 3.77% | 0.12% | +7.0% | Q4 2020 |
| BRK.B | $111M | 3.65% | Not reported | +0.2% | Q4 2015 |
| WPM | $110M | 3.62% | 0.21% | +11.5% | Q1 2022 |
| BN | $109M | 3.58% | Not reported | -1.9% | Q4 2022 |
| BGSI | $99M | 3.26% | 2.23% | New | Q4 2025 |
| TFII | $94.2M | 3.11% | 1.07% | -0.7% | Q1 2020 |
| BIP | $85.2M | 2.81% | Not reported | -2.1% | Q1 2013 |
| AME | $82.5M | 2.72% | 0.18% | +0.1% | Q1 2024 |
| MEOH | $81.4M | 2.68% | 2.65% | +0.4% | Q4 2008 |
| CNQ | $73M | 2.41% | 0.10% | -1.2% | Q1 2011 |
| AMZN | $68.7M | 2.27% | 0.00% | +2.8% | Q2 2021 |
| HEI | $66M | 2.18% | 0.37% | +0.2% | Q1 2025 |
| ROP | $65.6M | 2.17% | 0.14% | +54.1% | Q1 2017 |
| DPZ | $55.4M | 1.83% | 0.40% | +0.2% | Q4 2022 |
| LOW | $51.3M | 1.69% | 0.04% | -18.7% | Q1 2016 |
| CNI | $49.8M | 1.64% | 0.08% | -0.6% | Q1 2007 |
| TXN | $44.7M | 1.47% | 0.03% | +0.3% | Q1 2021 |
| META | $43M | 1.42% | Not reported | +1.4% | Q1 2024 |
| DHR | $42.8M | 1.41% | 0.03% | +2.1% | Q1 2013 |
| HCA | $35.4M | 1.17% | 0.03% | +2.3% | Q2 2015 |
 AAPL | $34M | 1.12% | 0.00% | +0.3% | Q4 2012 |
| JPM | $29.2M | 0.96% | 0.00% | +2.5% | Q3 2007 |
| DSGX | $29.2M | 0.96% | 0.39% | -2.2% | Q2 2025 |
| CSL | $28.7M | 0.95% | 0.22% | +4.3% | Q3 2017 |
| TRI | $27.8M | 0.92% | 0.05% | -1.2% | Q2 2023 |
| FTNT | $27.1M | 0.89% | 0.05% | +2.2% | Q3 2024 |
 MIDD | $22.5M | 0.74% | 0.30% | +1.2% | Q3 2018 |
| CP | $21.9M | 0.72% | 0.03% | +1.7% | Q2 2023 |
| WCN | $19.7M | 0.65% | 0.04% | +0.2% | Q2 2016 |
| TFPM | $18.8M | 0.62% | 0.27% | Not reported | Q3 2022 |
| NFLX | $17.6M | 0.58% | 0.00% | +3.3% | Q1 2022 |
| UBER | $17.3M | 0.57% | 0.01% | New | Q4 2025 |
| BLD | $14.7M | 0.48% | 0.12% | -57.7% | Q3 2021 |
| MA | $13.9M | 0.46% | 0.00% | +2.5% | Q2 2015 |
| CERT | $13.6M | 0.45% | 0.97% | +78.5% | Q3 2025 |
| SHOP | $13.3M | 0.44% | 0.02% | +4.5% | Q2 2024 |
| CIGI | $10.9M | 0.36% | 0.18% | Not reported | Q1 2016 |
| MELI | $8.56M | 0.28% | 0.01% | +474.3% | Q3 2025 |
| SE | $6M | 0.20% | 0.03% | New | Q4 2025 |
| ATS | $5.82M | 0.19% | 0.22% | -3.4% | Q2 2023 |
| GOOG | $1.25M | 0.04% | Not reported | +0.6% | Q3 2020 |
 SPY | $1.06M | 0.04% | Not reported | +274.0% | Q3 2007 |
 BNS | $726K | 0.02% | 0.00% | +63.6% | Q4 2006 |
 MFC | $542K | 0.02% | Not reported | -97.7% | Q4 2006 |
| Q3 2025 | |||||
| MSFT | $148M | 5.25% | 0.00% | +1.1% | Q4 2006 |
| GOOGL | $133M | 4.74% | 0.00% | +0.7% | Q2 2016 |
| TD | $132M | 4.70% | 0.09% | +0.4% | Q4 2006 |
| RY | $131M | 4.67% | 0.06% | +0.2% | Q1 2007 |
| V | $131M | 4.66% | 0.02% | +0.6% | Q2 2008 |
| ICE | $111M | 3.96% | 0.12% | +0.8% | Q4 2020 |
| BRK.B | $111M | 3.93% | Not reported | +0.7% | Q4 2015 |
| BN | $110M | 3.92% | Not reported | -6.1% | Q4 2022 |
| TMO | $103M | 3.65% | 0.06% | +0.7% | Q1 2013 |
| WPM | $93.8M | 3.34% | 0.18% | +1.0% | Q1 2022 |
| BIP | $82.5M | 2.93% | Not reported | -0.1% | Q1 2013 |
| MEOH | $81.3M | 2.89% | 3.03% | 0.0% | Q4 2008 |
| TFII | $80.7M | 2.87% | 1.08% | +11.5% | Q1 2020 |
| AME | $75.5M | 2.69% | 0.17% | +0.7% | Q1 2024 |
| CNQ | $69.8M | 2.48% | 0.10% | -1.0% | Q1 2011 |
| LOW | $65.7M | 2.34% | 0.05% | +0.7% | Q1 2016 |
| HEI | $65.7M | 2.34% | 0.37% | +1.2% | Q1 2025 |
| AMZN | $63.6M | 2.26% | 0.00% | +3.0% | Q2 2021 |
| DPZ | $57.4M | 2.04% | 0.39% | +0.8% | Q4 2022 |
| ROP | $47.8M | 1.70% | 0.09% | +1.9% | Q1 2017 |
| CNI | $47.7M | 1.70% | 0.08% | -3.0% | Q1 2007 |
| META | $47.2M | 1.68% | Not reported | +1.9% | Q1 2024 |
| TXN | $47.2M | 1.68% | 0.03% | +1.0% | Q1 2021 |
| DHR | $36.3M | 1.29% | 0.03% | +3.0% | Q1 2013 |
| TRI | $33.1M | 1.18% | 0.05% | +0.4% | Q2 2023 |
| BLD | $32.4M | 1.15% | 0.29% | +3.0% | Q3 2021 |
| DSGX | $32M | 1.14% | 0.39% | +303.0% | Q2 2025 |
| AAPL | $31.8M | 1.13% | 0.00% | +0.9% | Q4 2012 |
| HCA | $31.6M | 1.12% | 0.03% | +3.2% | Q2 2015 |
| CSL | $28.3M | 1.01% | 0.21% | +2.5% | Q3 2017 |
| FTNT | $28M | 1.00% | 0.04% | +3.2% | Q3 2024 |
| JPM | $27.9M | 0.99% | 0.00% | +3.2% | Q3 2007 |
| CP | $21.8M | 0.78% | 0.03% | -1.1% | Q2 2023 |
| NFLX | $21.8M | 0.77% | 0.00% | +2.9% | Q1 2022 |
| MIDD | $19.9M | 0.71% | 0.29% | -16.3% | Q3 2018 |
| WCN | $19.7M | 0.70% | 0.04% | +2.4% | Q2 2016 |
| MFC | $19.6M | 0.70% | Not reported | +1.3% | Q4 2006 |
| TFPM | $16.5M | 0.59% | 0.28% | Not reported | Q3 2022 |
 ZTS | $13.8M | 0.49% | 0.02% | +3.1% | Q1 2024 |
| MA | $13.5M | 0.48% | 0.00% | +3.1% | Q2 2015 |
 NTR | $12.6M | 0.45% | 0.04% | +1.0% | Q1 2018 |
 CMCSA | $11.8M | 0.42% | 0.01% | -25.2% | Q3 2016 |
| SHOP | $11.7M | 0.42% | 0.02% | +3.3% | Q2 2024 |
| CIGI | $11.6M | 0.41% | 0.18% | -16.9% | Q1 2016 |
| CERT | $10.6M | 0.38% | 0.54% | New | Q3 2025 |
| ATS | $5.72M | 0.20% | 0.23% | -45.7% | Q2 2023 |
| MELI | $1.73M | 0.06% | 0.00% | New | Q3 2025 |
| GOOG | $967K | 0.03% | Not reported | Not reported | Q3 2020 |
| BNS | $402K | 0.01% | 0.00% | +1.3% | Q4 2006 |
 ORCL | $282K | 0.01% | 0.00% | -99.5% | Q3 2012 |