Filed: 5/14/2026ACC: 0001993485-26-000003
📋 What this filing means
DIXON MITCHELL INVESTMENT COUNSEL INC. filed this quarterly 13F‑HR report disclosing 140 equity positions with a total reported market value of $2.88B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
140
Positions
$2.88B
Total AUM (reported)
26.61M
Total Shares
Allocation by class
COM$2.88B100.0%
Portfolio Concentration
Top 3$494.57M17.2%
4–10$822.41M28.6%
11–25$1.03B35.8%
Rest$529.23M18.4%
Top 3 weight
17.2%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 26.61M
Sole
Full voting authority
26.61M
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)
Sole140
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings140
Rows:
iShares Core MSCI EAFE ETF
SOLEShares2.48M
TypeSH
Market value$224.18M
7.79%
Sole
2.48M
Shared
0.00
None
0.00
Toronto-Dominion Bank/The
SOLEShares1.50M
TypeSH
Market value$139.45M
4.85%
Sole
1.50M
Shared
0.00
None
0.00
Royal Bank of Canada
SOLEShares812.19K
TypeSH
Market value$130.93M
4.55%
Sole
812.19K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares343.47K
TypeSH
Market value$127.24M
4.42%
Sole
343.47K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares439.70K
TypeSH
Market value$126.66M
4.40%
Sole
439.70K
Shared
0.00
None
0.00
Wheaton Precious Metals Corp
SOLEShares929.30K
TypeSH
Market value$121.89M
4.24%
Sole
929.30K
Shared
0.00
None
0.00
Methanex Corp
SOLEShares1.95M
TypeSH
Market value$115.96M
4.03%
Sole
1.95M
Shared
0.00
None
0.00
Visa Inc
SOLEShares381.97K
TypeSH
Market value$115.58M
4.02%
Sole
381.97K
Shared
0.00
None
0.00
Intercontinental Exchange Inc
SOLEShares700.66K
TypeSH
Market value$110.28M
3.83%
Sole
700.66K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares218.43K
TypeSH
Market value$104.80M
3.64%
Sole
218.43K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares208.63K
TypeSH
Market value$102.67M
3.57%
Sole
208.63K
Shared
0.00
None
0.00
TFI International Inc
SOLEShares884.52K
TypeSH
Market value$96.41M
3.35%
Sole
884.52K
Shared
0.00
None
0.00
Brookfield Infrastructure Part
SOLEShares2.40M
TypeSH
Market value$86.14M
2.99%
Sole
2.40M
Shared
0.00
None
0.00
AMETEK Inc
SOLEShares399.78K
TypeSH
Market value$85.70M
2.98%
Sole
399.78K
Shared
0.00
None
0.00
Canadian Natural Resources Ltd
SOLEShares1.70M
TypeSH
Market value$83.56M
2.91%
Sole
1.70M
Shared
0.00
None
0.00
Brookfield Corp
SOLEShares2.03M
TypeSH
Market value$81.85M
2.85%
Sole
2.03M
Shared
0.00
None
0.00
BOYD GROUP INC
SOLEShares612.85K
TypeSH
Market value$78.06M
2.71%
Sole
612.85K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares295.24K
TypeSH
Market value$61.54M
2.14%
Sole
295.24K
Shared
0.00
None
0.00
HEICO Corp
SOLEShares201.42K
TypeSH
Market value$55.23M
1.92%
Sole
201.42K
Shared
0.00
None
0.00
Spotify Technology SA
SOLEShares112.04K
TypeSH
Market value$54.33M
1.89%
Sole
112.04K
Shared
0.00
None
0.00
Roper Technologies Inc
SOLEShares146.38K
TypeSH
Market value$51.83M
1.80%
Sole
146.38K
Shared
0.00
None
0.00
Lowe's Cos Inc
SOLEShares210.95K
TypeSH
Market value$49.90M
1.73%
Sole
210.95K
Shared
0.00
None
0.00
Texas Instruments Inc
SOLEShares255.10K
TypeSH
Market value$49.57M
1.72%
Sole
255.10K
Shared
0.00
None
0.00
Domino's Pizza Inc
SOLEShares131.94K
TypeSH
Market value$47.34M
1.65%
Sole
131.94K
Shared
0.00
None
0.00
Canadian National Railway Co
SOLEShares448.44K
TypeSH
Market value$46.04M
1.60%
Sole
448.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
iShares Core MSCI EAFE ETFSOLE | COM | 2.48M | SH | $224.18M 7.79% | 2.48M | 0.00 | 0.00 |
Toronto-Dominion Bank/TheSOLE | COM | 1.50M | SH | $139.45M 4.85% | 1.50M | 0.00 | 0.00 |
Royal Bank of CanadaSOLE | COM | 812.19K | SH | $130.93M 4.55% | 812.19K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 343.47K | SH | $127.24M 4.42% | 343.47K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 439.70K | SH | $126.66M 4.40% | 439.70K | 0.00 | 0.00 |
Wheaton Precious Metals CorpSOLE | COM | 929.30K | SH | $121.89M 4.24% | 929.30K | 0.00 | 0.00 |
Methanex CorpSOLE | COM | 1.95M | SH | $115.96M 4.03% | 1.95M | 0.00 | 0.00 |
Visa IncSOLE | COM | 381.97K | SH | $115.58M 4.02% | 381.97K | 0.00 | 0.00 |
Intercontinental Exchange IncSOLE | COM | 700.66K | SH | $110.28M 3.83% | 700.66K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | COM | 218.43K | SH | $104.80M 3.64% | 218.43K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 208.63K | SH | $102.67M 3.57% | 208.63K | 0.00 | 0.00 |
TFI International IncSOLE | COM | 884.52K | SH | $96.41M 3.35% | 884.52K | 0.00 | 0.00 |
Brookfield Infrastructure PartSOLE | COM | 2.40M | SH | $86.14M 2.99% | 2.40M | 0.00 | 0.00 |
AMETEK IncSOLE | COM | 399.78K | SH | $85.70M 2.98% | 399.78K | 0.00 | 0.00 |
Canadian Natural Resources LtdSOLE | COM | 1.70M | SH | $83.56M 2.91% | 1.70M | 0.00 | 0.00 |
Brookfield CorpSOLE | COM | 2.03M | SH | $81.85M 2.85% | 2.03M | 0.00 | 0.00 |
BOYD GROUP INCSOLE | COM | 612.85K | SH | $78.06M 2.71% | 612.85K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 295.24K | SH | $61.54M 2.14% | 295.24K | 0.00 | 0.00 |
HEICO CorpSOLE | COM | 201.42K | SH | $55.23M 1.92% | 201.42K | 0.00 | 0.00 |
Spotify Technology SASOLE | COM | 112.04K | SH | $54.33M 1.89% | 112.04K | 0.00 | 0.00 |
Roper Technologies IncSOLE | COM | 146.38K | SH | $51.83M 1.80% | 146.38K | 0.00 | 0.00 |
Lowe's Cos IncSOLE | COM | 210.95K | SH | $49.90M 1.73% | 210.95K | 0.00 | 0.00 |
Texas Instruments IncSOLE | COM | 255.10K | SH | $49.57M 1.72% | 255.10K | 0.00 | 0.00 |
Domino's Pizza IncSOLE | COM | 131.94K | SH | $47.34M 1.65% | 131.94K | 0.00 | 0.00 |
Canadian National Railway CoSOLE | COM | 448.44K | SH | $46.04M 1.60% | 448.44K | 0.00 | 0.00 |
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