Filed: 8/13/2026ACC: 0001993485-26-000004
📋 What this filing means
DIXON MITCHELL INVESTMENT COUNSEL INC. filed this quarterly 13F‑HR report disclosing 144 equity positions with a total reported market value of $3.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
144
Positions
$3.07B
Total AUM (reported)
27.56M
Total Shares
Allocation by class
COM$3.07B100.0%
Portfolio Concentration
Top 3$515.29M16.8%
4–10$853.69M27.8%
11–25$1.10B35.8%
Rest$605.02M19.7%
Top 3 weight
16.8%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 27.56M
Sole
Full voting authority
27.56M
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)
Sole144
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings144
Rows:
Toronto-Dominion Bank/The
SOLEShares1.59M
TypeSH
Market value$193.52M
6.29%
Sole
1.59M
Shared
0.00
None
0.00
Royal Bank of Canada
SOLEShares861.02K
TypeSH
Market value$178.30M
5.80%
Sole
861.02K
Shared
0.00
None
0.00
Alphabet Inc
SOLEShares400.68K
TypeSH
Market value$143.46M
4.67%
Sole
400.68K
Shared
0.00
None
0.00
Visa Inc
SOLEShares401.20K
TypeSH
Market value$137.80M
4.48%
Sole
401.20K
Shared
0.00
None
0.00
Berkshire Hathaway Inc
SOLEShares267.76K
TypeSH
Market value$134.12M
4.36%
Sole
267.76K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares355.11K
TypeSH
Market value$132.56M
4.31%
Sole
355.11K
Shared
0.00
None
0.00
TFI International Inc
SOLEShares833.69K
TypeSH
Market value$120.01M
3.90%
Sole
833.69K
Shared
0.00
None
0.00
Thermo Fisher Scientific Inc
SOLEShares222.50K
TypeSH
Market value$111.69M
3.63%
Sole
222.50K
Shared
0.00
None
0.00
Wheaton Precious Metals Corp
SOLEShares978.19K
TypeSH
Market value$110.07M
3.58%
Sole
978.19K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares1.11M
TypeSH
Market value$107.45M
3.49%
Sole
1.11M
Shared
0.00
None
0.00
AMETEK Inc
SOLEShares413.03K
TypeSH
Market value$99.93M
3.25%
Sole
413.03K
Shared
0.00
None
0.00
Brookfield Infrastructure Part
SOLEShares2.50M
TypeSH
Market value$91.38M
2.97%
Sole
2.50M
Shared
0.00
None
0.00
Intercontinental Exchange Inc
SOLEShares732.25K
TypeSH
Market value$90.21M
2.93%
Sole
732.25K
Shared
0.00
None
0.00
Methanex Corp
SOLEShares1.92M
TypeSH
Market value$88.54M
2.88%
Sole
1.92M
Shared
0.00
None
0.00
Brookfield Corp
SOLEShares2.04M
TypeSH
Market value$86.96M
2.83%
Sole
2.04M
Shared
0.00
None
0.00
Texas Instruments Inc
SOLEShares258.73K
TypeSH
Market value$77.19M
2.51%
Sole
258.73K
Shared
0.00
None
0.00
HEICO Corp
SOLEShares210.97K
TypeSH
Market value$75.15M
2.44%
Sole
210.97K
Shared
0.00
None
0.00
Canadian Natural Resources Ltd
SOLEShares1.85M
TypeSH
Market value$74.18M
2.41%
Sole
1.85M
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares295.68K
TypeSH
Market value$70.52M
2.29%
Sole
295.68K
Shared
0.00
None
0.00
BOYD GROUP SERVICES INC
SOLEShares726.54K
TypeSH
Market value$68.85M
2.24%
Sole
726.54K
Shared
0.00
None
0.00
Spotify Technology SA
SOLEShares139.65K
TypeSH
Market value$64.12M
2.09%
Sole
139.65K
Shared
0.00
None
0.00
Domino's Pizza Inc
SOLEShares204.30K
TypeSH
Market value$60.48M
1.97%
Sole
204.30K
Shared
0.00
None
0.00
Canadian National Railway Co
SOLEShares494.41K
TypeSH
Market value$59.00M
1.92%
Sole
494.41K
Shared
0.00
None
0.00
Roper Technologies Inc
SOLEShares150.75K
TypeSH
Market value$51.04M
1.66%
Sole
150.75K
Shared
0.00
None
0.00
Meta Platforms Inc
SOLEShares76.66K
TypeSH
Market value$43.18M
1.40%
Sole
76.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Toronto-Dominion Bank/TheSOLE | COM | 1.59M | SH | $193.52M 6.29% | 1.59M | 0.00 | 0.00 |
Royal Bank of CanadaSOLE | COM | 861.02K | SH | $178.30M 5.80% | 861.02K | 0.00 | 0.00 |
Alphabet IncSOLE | COM | 400.68K | SH | $143.46M 4.67% | 400.68K | 0.00 | 0.00 |
Visa IncSOLE | COM | 401.20K | SH | $137.80M 4.48% | 401.20K | 0.00 | 0.00 |
Berkshire Hathaway IncSOLE | COM | 267.76K | SH | $134.12M 4.36% | 267.76K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 355.11K | SH | $132.56M 4.31% | 355.11K | 0.00 | 0.00 |
TFI International IncSOLE | COM | 833.69K | SH | $120.01M 3.90% | 833.69K | 0.00 | 0.00 |
Thermo Fisher Scientific IncSOLE | COM | 222.50K | SH | $111.69M 3.63% | 222.50K | 0.00 | 0.00 |
Wheaton Precious Metals CorpSOLE | COM | 978.19K | SH | $110.07M 3.58% | 978.19K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | COM | 1.11M | SH | $107.45M 3.49% | 1.11M | 0.00 | 0.00 |
AMETEK IncSOLE | COM | 413.03K | SH | $99.93M 3.25% | 413.03K | 0.00 | 0.00 |
Brookfield Infrastructure PartSOLE | COM | 2.50M | SH | $91.38M 2.97% | 2.50M | 0.00 | 0.00 |
Intercontinental Exchange IncSOLE | COM | 732.25K | SH | $90.21M 2.93% | 732.25K | 0.00 | 0.00 |
Methanex CorpSOLE | COM | 1.92M | SH | $88.54M 2.88% | 1.92M | 0.00 | 0.00 |
Brookfield CorpSOLE | COM | 2.04M | SH | $86.96M 2.83% | 2.04M | 0.00 | 0.00 |
Texas Instruments IncSOLE | COM | 258.73K | SH | $77.19M 2.51% | 258.73K | 0.00 | 0.00 |
HEICO CorpSOLE | COM | 210.97K | SH | $75.15M 2.44% | 210.97K | 0.00 | 0.00 |
Canadian Natural Resources LtdSOLE | COM | 1.85M | SH | $74.18M 2.41% | 1.85M | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 295.68K | SH | $70.52M 2.29% | 295.68K | 0.00 | 0.00 |
BOYD GROUP SERVICES INCSOLE | COM | 726.54K | SH | $68.85M 2.24% | 726.54K | 0.00 | 0.00 |
Spotify Technology SASOLE | COM | 139.65K | SH | $64.12M 2.09% | 139.65K | 0.00 | 0.00 |
Domino's Pizza IncSOLE | COM | 204.30K | SH | $60.48M 1.97% | 204.30K | 0.00 | 0.00 |
Canadian National Railway CoSOLE | COM | 494.41K | SH | $59.00M 1.92% | 494.41K | 0.00 | 0.00 |
Roper Technologies IncSOLE | COM | 150.75K | SH | $51.04M 1.66% | 150.75K | 0.00 | 0.00 |
Meta Platforms IncSOLE | COM | 76.66K | SH | $43.18M 1.40% | 76.66K | 0.00 | 0.00 |
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