Dixon Mitchell Investment Counsel Inc.

Dixon Mitchell Investment Counsel Inc. is an institution, managing $2.8B across 74 long positions as of Q3 2025 with IEFA as the largest holding (9% allocation).

Portfolio Value: $2.8B
Positions: 74
Top Holding: IEFA at 8.82%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in Dixon Mitchell Investment Counsel Inc.'s portfolio (48.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$248.1M	8.82%	+$77.1M Bought	— 2.8M shares	Q4 2022 Held for 2y 11m
2 Microsoft MSFT	Software - Infrastructure Technology	$147.7M	5.25%	+$1.6M Bought	0.00% 284.9K shares	Q4 2006 Held for 18y 11m
3 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$133.2M	4.74%	+$924.1K Bought	0.00% 547.1K shares	Q2 2016 Held for 9y 5m
4 Toronto Dominion Bank TD	Banks - Diversified Financial Services	$132.1M	4.70%	+$521.2K Bought	0.10% 1.7M shares	Q4 2006 Held for 18y 11m
5 Royal Bank of Canada RY	Banks - Diversified Financial Services	$131.3M	4.67%	+$238.0K Bought	0.06% 890.1K shares	Q1 2007 Held for 18y 8m
6 Visa V	Financial - Credit Services Financial Services	$131.0M	4.66%	+$820.9K Bought	0.02% 383.4K shares	Q2 2010 Held for 15y 5m
7 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$111.2M	3.96%	+$848.8K Bought	0.12% 658.9K shares	Q4 2020 Held for 4y 11m
8 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$110.6M	3.93%	+$754.5K Bought	0.01% 219.6K shares	Q4 2015 Held for 9y 11m
9 Brookfield BN	Asset Management Financial Services	$110.1M	3.92%	-$7.2M Sold	0.11% 1.6M shares	Q3 2018 Held for 7y 2m
10 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$102.5M	3.65%	+$672.5K Bought	0.06% 211.1K shares	Q1 2013 Held for 12y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Dixon Mitchell Investment Counsel Inc.'s latest filing

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Market Value

$2.8B

Prior: $2.6B

Q/Q Change

+9.26%

+$238.4M

Net Flows % of MV

+3.42%

Turnover Ratio

3.53%

New Purchases

3 stocks

$21.9M

Added To

41 stocks

+$151.5M

Sold Out Of

1 stocks

$39.9K

Reduced Holdings

12 stocks

-$77.3M

Increased Positions

Position	Shares Δ	Change
1 Certara, Inc. CERT	New	0 → 866.4K +$10.6M
2 iShares MSCI ACWI ex US ACWX	New	0 → 147.5K +$9.6M
3 Mercado Libre MELI	New	0 → 740.0 +$1.7M
4 iShares 0-3 Month Treasury Bond SGOV	+13,395.04%	1.5K → 198.6K +$19.9M
5 Sun Life Financial SLF	+571.53%	295.0 → 2.0K +$101.3K

Decreased Positions

Position	Shares Δ	Change
1 CVS Health CVS	Sold	187.0 → 0 −$39.9K
2 Oracle ORCL	-99.47%	64.9K → 346.0 −$52.5M
3 ATS Corporation ATS	-45.66%	402.1K → 218.5K −$4.8M
4 Comcast CMCSA	-25.24%	503.4K → 376.3K −$4.0M
5 Colliers International Group Inc. CIGI	-16.85%	89.0K → 74.0K −$2.3M