Filed: 5/14/2025ACC: 0001993485-25-000004
📋 What this filing means
DIXON MITCHELL INVESTMENT COUNSEL INC. filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $2.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$2.22B
Total AUM (reported)
21.24M
Total Shares
Allocation by class
COM$2.22B100.0%
Portfolio Concentration
Top 3$393.26M17.7%
4–10$652.52M29.4%
11–25$769.02M34.7%
Rest$402.00M18.1%
Top 3 weight
17.7%
Top 10 weight
47.2%
Voting Authority Distribution
Total shares with voting rights: 21.24M
Sole
Full voting authority
21.24M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings103
Rows:
iShares Core MSCI EAFE ETF
SOLEShares1.86M
TypeSH
Market value$140.55M
6.34%
Sole
1.86M
Shared
0.00
None
0.00
Visa Inc
SOLEShares370.76K
TypeSH
Market value$130.09M
5.87%
Sole
370.76K
Shared
0.00
None
0.00
Intercontinental Exchange Inc
SOLEShares710.38K
TypeSH
Market value$122.63M
5.53%
Sole
710.38K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares210.31K
TypeSH
Market value$112.15M
5.06%
Sole
210.31K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares271.83K
TypeSH
Market value$102.14M
4.61%
Sole
271.83K
Shared
0.00
None
0.00
Toronto-Dominion Bank/The
SOLEShares1.62M
TypeSH
Market value$97.28M
4.39%
Sole
1.62M
Shared
0.00
None
0.00
Royal Bank of Canada
SOLEShares859.91K
TypeSH
Market value$96.92M
4.37%
Sole
859.91K
Shared
0.00
None
0.00
Brookfield Corp
SOLEShares1.67M
TypeSH
Market value$87.58M
3.95%
Sole
1.67M
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares523.40K
TypeSH
Market value$81.06M
3.66%
Sole
523.40K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares151.35K
TypeSH
Market value$75.40M
3.40%
Sole
151.35K
Shared
0.00
None
0.00
AMETEK Inc
SOLEShares387.29K
TypeSH
Market value$66.67M
3.01%
Sole
387.29K
Shared
0.00
None
0.00
Canadian Natural Resources Ltd
SOLEShares2.07M
TypeSH
Market value$64.70M
2.92%
Sole
2.07M
Shared
0.00
None
0.00
Wheaton Precious Metals Corp
SOLEShares818.76K
TypeSH
Market value$63.64M
2.87%
Sole
818.76K
Shared
0.00
None
0.00
Domino's Pizza Inc
SOLEShares127.92K
TypeSH
Market value$58.77M
2.65%
Sole
127.92K
Shared
0.00
None
0.00
Lowe's Cos Inc
SOLEShares248.43K
TypeSH
Market value$57.99M
2.62%
Sole
248.43K
Shared
0.00
None
0.00
Roper Technologies Inc
SOLEShares90.07K
TypeSH
Market value$53.15M
2.40%
Sole
90.07K
Shared
0.00
None
0.00
HEICO Corp
SOLEShares193.81K
TypeSH
Market value$51.78M
2.34%
Sole
193.81K
Shared
0.00
None
0.00
Brookfield Infrastructure Part
SOLEShares1.71M
TypeSH
Market value$50.78M
2.29%
Sole
1.71M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares263.07K
TypeSH
Market value$50.09M
2.26%
Sole
263.07K
Shared
0.00
None
0.00
Canadian National Railway Co
SOLEShares509.83K
TypeSH
Market value$49.65M
2.24%
Sole
509.83K
Shared
0.00
None
0.00
Texas Instruments Inc
SOLEShares246.41K
TypeSH
Market value$44.32M
2.00%
Sole
246.41K
Shared
0.00
None
0.00
TFI International Inc
SOLEShares566.89K
TypeSH
Market value$44.22M
1.99%
Sole
566.89K
Shared
0.00
None
0.00
Methanex Corp
SOLEShares1.23M
TypeSH
Market value$43.03M
1.94%
Sole
1.23M
Shared
0.00
None
0.00
Thomson Reuters Corp
SOLEShares209.58K
TypeSH
Market value$36.16M
1.63%
Sole
209.58K
Shared
0.00
None
0.00
Danaher Corp
SOLEShares165.80K
TypeSH
Market value$34.06M
1.54%
Sole
165.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | COM | 1.86M | SH | $140.55M 6.34% | 1.86M | 0.00 | 0.00 |
Visa IncSOLE | COM | 370.76K | SH | $130.09M 5.87% | 370.76K | 0.00 | 0.00 |
Intercontinental Exchange IncSOLE | COM | 710.38K | SH | $122.63M 5.53% | 710.38K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | COM | 210.31K | SH | $112.15M 5.06% | 210.31K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 271.83K | SH | $102.14M 4.61% | 271.83K | 0.00 | 0.00 |
Toronto-Dominion Bank/TheSOLE | COM | 1.62M | SH | $97.28M 4.39% | 1.62M | 0.00 | 0.00 |
Royal Bank of CanadaSOLE | COM | 859.91K | SH | $96.92M 4.37% | 859.91K | 0.00 | 0.00 |
Brookfield CorpSOLE | COM | 1.67M | SH | $87.58M 3.95% | 1.67M | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 523.40K | SH | $81.06M 3.66% | 523.40K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 151.35K | SH | $75.40M 3.40% | 151.35K | 0.00 | 0.00 |
AMETEK IncSOLE | COM | 387.29K | SH | $66.67M 3.01% | 387.29K | 0.00 | 0.00 |
Canadian Natural Resources LtdSOLE | COM | 2.07M | SH | $64.70M 2.92% | 2.07M | 0.00 | 0.00 |
Wheaton Precious Metals CorpSOLE | COM | 818.76K | SH | $63.64M 2.87% | 818.76K | 0.00 | 0.00 |
Domino's Pizza IncSOLE | COM | 127.92K | SH | $58.77M 2.65% | 127.92K | 0.00 | 0.00 |
Lowe's Cos IncSOLE | COM | 248.43K | SH | $57.99M 2.62% | 248.43K | 0.00 | 0.00 |
Roper Technologies IncSOLE | COM | 90.07K | SH | $53.15M 2.40% | 90.07K | 0.00 | 0.00 |
HEICO CorpSOLE | COM | 193.81K | SH | $51.78M 2.34% | 193.81K | 0.00 | 0.00 |
Brookfield Infrastructure PartSOLE | COM | 1.71M | SH | $50.78M 2.29% | 1.71M | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 263.07K | SH | $50.09M 2.26% | 263.07K | 0.00 | 0.00 |
Canadian National Railway CoSOLE | COM | 509.83K | SH | $49.65M 2.24% | 509.83K | 0.00 | 0.00 |
Texas Instruments IncSOLE | COM | 246.41K | SH | $44.32M 2.00% | 246.41K | 0.00 | 0.00 |
TFI International IncSOLE | COM | 566.89K | SH | $44.22M 1.99% | 566.89K | 0.00 | 0.00 |
Methanex CorpSOLE | COM | 1.23M | SH | $43.03M 1.94% | 1.23M | 0.00 | 0.00 |
Thomson Reuters CorpSOLE | COM | 209.58K | SH | $36.16M 1.63% | 209.58K | 0.00 | 0.00 |
Danaher CorpSOLE | COM | 165.80K | SH | $34.06M 1.54% | 165.80K | 0.00 | 0.00 |
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