StockDriftsStockDriftsTop 50 Dixon Mitchell Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TD | Toronto-Dominion Bank/The | 6.29% | 1.59M | $193.5M | +6.16%(+92.31K) | $57.94(+112.74%) | 2026-06-30 | |
| RY | Royal Bank of Canada | 5.8% | 861.0K | $178.3M | +6.01%(+48.83K) | $87.86(+146.80%) | 2026-06-30 | |
| GOOGL | Alphabet Inc | 4.67% | 400.7K | $143.5M | -8.87%(-39.02K) | $85.53(+303.01%) | 2026-06-30 | |
| V | Visa Inc | 4.48% | 401.2K | $137.8M | +5.04%(+19.24K) | $205.41(+76.20%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc | 4.36% | 267.8K | $134.1M | +22.58%(+49.33K) | $272.13(+84.22%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 4.31% | 355.1K | $132.6M | +3.39%(+11.64K) | $289.04(+68.17%) | 2026-06-30 | |
| TFII | TFI International Inc | 3.9% | 833.7K | $120.0M | -5.75%(-50.83K) | $70.65(+106.09%) | 2026-06-30 | |
| TMO | Thermo Fisher Scientific Inc | 3.63% | 222.5K | $111.7M | +6.65%(+13.87K) | $457.91(+28.89%) | 2026-06-30 | |
| WPM | Wheaton Precious Metals Corp | 3.58% | 978.2K | $110.1M | +5.26%(+48.88K) | $53.35(+151.56%) | 2026-06-30 | |
| IEFA | iShares Core MSCI EAFE ETF | 3.49% | 1.11M | $107.4M | -55.07%(-1.36M) | $75.44(+34.31%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.00% | +48.15% | +9.60% | +58.16% |
| Top 20 Holdings Unweighted | +13.75% | +47.17% | +9.69% | +58.83% |
Dixon Mitchell Investment Counsel INC reports $3.07B in US-listed equity holdings across 144 positions in its most recent 13F filing. Its largest disclosed positions are TD (6.3%), RY (5.8%) and GOOGL (4.7%). The top 20 holdings account for 71.26% of reported assets. Its disclosed equity book has returned +48.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dixon Mitchell Investment Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1993485). View Dixon Mitchell Investment Counsel INC’s 13F filings on SEC