Dixon Mitchell Investment Counsel Inc. Portfolio Stock Holdings

Dixon Mitchell Investment Counsel Inc. disclosed 140 stock positions valued at approximately $2.9 billion in its latest SEC 13F filing. The largest holdings include iShares Core MSCI EAFE ETF, Toronto-Dominion Bank/The, and Royal Bank of Canada. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
140
Portfolio Value
$2.9B
Holdings by Sector
Dixon Mitchell Investment Counsel Inc. Portfolio Holdings in Q1 2026

135 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
iShares Core MSCI EAFE ETFIEFAOther7.79%2,476,353-298,714-10.76%$224,184,237
Toronto-Dominion Bank/TheTDFinancial Services4.85%1,499,333-102,726-6.41%$139,453,149
Royal Bank of CanadaRYFinancial Services4.55%812,192-59,476-6.82%$130,931,709
Microsoft CorpMSFTTechnology4.42%343,473+19,506+6.02%$127,235,943
Alphabet IncGOOGLCommunication Services4.40%439,704-109,314-19.91%$126,659,828
Wheaton Precious Metals CorpWPMBasic Materials4.24%929,304-5,966-0.64%$121,890,669
Methanex CorpMEOHBasic Materials4.03%1,951,101-97,113-4.74%$115,960,821
Visa IncVFinancial Services4.02%381,968-2,331-0.61%$115,578,389
Intercontinental Exchange IncICEFinancial Services3.83%700,664-4,619-0.65%$110,282,534
Berkshire Hathaway IncBRK-BFinancial Services3.64%218,432-1,545-0.70%$104,803,436
Thermo Fisher Scientific IncTMOHealthcare3.57%208,627-2,124-1.01%$102,674,852
TFI International IncTFIIIndustrials3.35%884,525-21,174-2.34%$96,407,628
Brookfield Infrastructure PartG16252101Other2.99%2,395,222-53,548-2.19%$86,139,364
AMETEK IncAMEIndustrials2.98%399,784-1,955-0.49%$85,697,698
Canadian Natural Resources LtdCNQEnergy2.91%1,702,696-423,341-19.91%$83,563,829
Brookfield CorpBNFinancial Services2.85%2,026,278-337,644-14.28%$81,846,792
Amazon.com IncAMZNConsumer Cyclical2.14%295,240-2,200-0.74%$61,535,454
HEICO CorpHEIIndustrials1.92%201,424-2,401-1.18%$55,230,461
Spotify Technology SASPOTOther1.89%112,044+112,044+100.00%$54,331,256
Roper Technologies IncROPTechnology1.80%146,385-1,019-0.69%$51,825,982
Lowe's Cos IncLOWConsumer Cyclical1.73%210,949-1,531-0.72%$49,896,429
Texas Instruments IncTXNTechnology1.72%255,104-2,411-0.94%$49,571,319
Domino's Pizza IncDPZConsumer Cyclical1.65%131,944-970-0.73%$47,340,188
Canadian National Railway CoCNIIndustrials1.60%448,437-54,088-10.76%$46,037,569
Triple Flag Precious Metals CoTFPMBasic Materials1.49%1,235,887+671,898+119.13%$42,774,062
Netflix IncNFLXCommunication Services1.33%396,354+209,170+111.75%$38,114,245
Meta Platforms IncMETACommunication Services1.29%64,776-414-0.64%$37,060,293
HCA Healthcare IncHCAHealthcare1.24%75,190-613-0.81%$35,625,507
Danaher CorpDHRHealthcare1.22%185,291-1,126-0.60%$35,223,263
Carlisle Cos IncCSLIndustrials1.03%88,652-1,062-1.18%$29,598,099
Fortinet IncFTNTTechnology0.96%337,594-3,345-0.98%$27,588,182
Thomson Reuters CorpTRIIndustrials0.95%303,326+92,681+44.00%$27,297,275
JPMorgan Chase & CoJPMFinancial Services0.92%89,925-664-0.73%$26,504,993
Uber Technologies IncUBERTechnology0.88%352,423+140,253+66.10%$25,349,786
Descartes Systems Group Inc/ThDSGXTechnology0.84%340,370+8,399+2.53%$24,301,864
Cadence Design Systems IncCDNSTechnology0.65%67,473+66,660+8199.26%$18,748,723
Waste Connections IncWCNIndustrials0.62%109,806-2,161-1.93%$17,783,922
iShares MSCI ACWI ex U.S. ETFACWXOther0.61%254,500--$17,425,615
Canadian Pacific Kansas City LCPIndustrials0.60%218,538-78,415-26.41%$17,178,347
MercadoLibre IncMELIConsumer Cyclical0.50%8,300+4,050+95.29%$14,350,866
Mastercard IncMAFinancial Services0.42%24,035-224-0.92%$12,032,312
Shopify IncSHOPTechnology0.33%80,724-1,612-1.96%$9,547,708
Certara IncCERTHealthcare0.30%1,537,876-8,423-0.54%$8,765,893
Colliers International Group ICIGIReal Estate0.29%79,011+5,000+6.76%$8,420,555
TopBuild CorpBLDIndustrials0.25%20,126-14,902-42.54%$7,101,529
HDFC Bank LtdHDBFinancial Services0.23%263,000+263,000+100.00%$6,543,440
Sea LtdSEConsumer Cyclical0.21%74,000+27,000+57.45%$6,127,940
ATS CorpATSIndustrials0.21%211,025--$5,929,053
Grupo Aeroportuario del PacifiPACIndustrials0.19%22,700+22,700+100.00%$5,603,949
ICICI Bank LtdIBNFinancial Services0.15%164,000+164,000+100.00%$4,247,600
Rio Tinto PLCRIOBasic Materials0.08%25,400+25,400+100.00%$2,369,566
iShares Core U.S. Aggregate BoAGGOther0.06%16,497--$1,637,657
State Street SPDR S&P 500 ETFSPYOther0.04%1,552--$1,012,117
Alphabet IncGOOGCommunication Services0.03%3,493-503-12.59%$1,002,002
Bank of Nova Scotia/TheBNSFinancial Services0.02%8,674-635-6.82%$636,105
Micron Technology IncMUTechnology0.02%1,842--$622,578
Agnico Eagle Mines LtdAEMBasic Materials0.02%2,949-75-2.48%$596,689
Bank of MontrealBMOFinancial Services0.02%3,612-50-1.37%$487,674
Broadcom IncAVGOTechnology0.02%1,470-25-1.67%$454,980
Enbridge IncENBEnergy0.02%7,821--$431,964
Kinross Gold CorpKGCBasic Materials0.01%13,857--$422,298
TC Energy CorpTRPEnergy0.01%6,042-75-1.23%$380,290
Manulife Financial CorpMFCFinancial Services0.01%10,576-3,892-26.90%$377,097
Eli Lilly & CoLLYHealthcare0.01%408--$375,266
NVIDIA CorpNVDATechnology0.01%1,962-30-1.51%$342,192
Sun Life Financial IncSLFFinancial Services0.01%5,301--$331,039
Suncor Energy IncSUEnergy0.01%5,019-165-3.18%$330,908
First Horizon CorpFHNFinancial Services0.01%13,410--$307,491
Nutrien LtdNTRBasic Materials0.01%3,616-2,926-44.73%$274,017
GE Vernova IncGEVUtilities0.01%300--$262,020
Mongodb Inc Class AMDBTechnology0.01%1,023--$250,400
TJX Cos Inc/TheTJXConsumer Cyclical0.01%1,455--$232,364
Walt Disney Co/TheDISCommunication Services0.01%2,376--$228,999
Expand Energy CorporationCHKEnergy0.01%2,046--$224,610
Intel CorpINTCTechnology0.01%5,025--$221,753
Booking Holdings IncBKNGConsumer Cyclical0.01%39--$218,937
T-Mobile US IncTMUSCommunication Services0.01%978--$205,409
Capital One Finl CorpCOFFinancial Services0.01%1,095+1,095+100.00%$199,761
Advanced Drainage Systems IncWMSIndustrials0.01%1,413--$193,765
AecomACMIndustrials0.01%2,220--$188,300
Alcon AGALCOther0.01%2,481--$186,943
Cameco CorpCCJEnergy0.01%1,647--$178,184
Pembina Pipeline CorpPBAEnergy0.01%3,756-95-2.47%$167,783
SLB LtdSLBEnergy0.01%3,210--$165,909
Marsh & McLennan Cos IncMMCFinancial Services0.01%948--$164,431
Advanced Micro Devices IncAMDTechnology0.01%807--$164,168
Teck Resources LtdTECKBasic Materials0.01%3,156--$162,758
Bio-Rad Laboratories IncBIOHealthcare0.01%549--$153,034
Devon Energy CorpDVNEnergy0.01%3,027--$152,319
Apple IncAAPLTechnology0.01%357-124,581-99.71%$148,467
Ingersoll Rand IncIRIndustrials0.01%1,845--$147,821
Fortis Inc/CanadaFTSUtilities0.01%2,640--$146,817
iShares 0-3 Month Treasury BonSGOVOther0.01%1,436-602-29.54%$144,548
UnitedHealth Group IncUNHHealthcare0.01%534--$144,495
Parker-Hannifin CorpPHIndustrials0.00%159--$142,343
Take Two Interactive SFTWR IncTTWOCommunication Services0.00%705--$139,238
Aptiv PLCAPTVOther0.00%1,941--$134,783
CGI IncGIBTechnology0.00%1,818-25-1.36%$132,486
Regal Rexnord CorporationRRXIndustrials0.00%699--$131,139
Oracle CorpORCLTechnology0.00%211-29-12.08%$127,397