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CIK: 0001993485
Total reported value
$3.1B
$3.1B
184 檔
16.8%
According to the latest 13F quarterly dataset, Dixon Mitchell Investment Counsel Inc. managed an equity portfolio of $3.1B at the end of Q1 2024, spanning 184 distinct U.S. exchange-listed positions.
During Q1 2024, Dixon Mitchell Investment Counsel Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 6.02% | +0.46% | +2.02% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.67% | +0.27% | +0.84% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.27% | +0.72% | -0.96% | |
| 4 | ICE | Intercontinental Exchange In | Stock-Financials | 4.58% | -0.90% | +3.58% | |
| 5 | TFII | Tfi International Inc | Stock-Other | 4.23% | +0.55% | -0.34% | |
| 6 | TD | Toronto-dominion Bank | Stock-Financials | 4.18% | +1.44% | +2.74% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.03% | -0.11% | -0.42% | |
| 8 | RY | Royal Bank Of Canada | Stock-Financials | 3.95% | +1.25% | +1.43% | |
| 9 | BN | Brookfield CORP | Stock-Financials | 3.61% | -0.02% | +1.13% | |
| 10 | CNQ | Canadian Natural Resources | Stock-Energy | 3.49% | -0.50% | +0.93% | |
| 11 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 3.26% | -0.66% | +2.36% | |
| 12 | CNI | Canadian Natl Railway Co | Stock-Industrials | 3.12% | +0.32% | +1.08% | |
| 13 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.82% | -0.97% | -0.40% | |
| 14 | CVS | Cvs Health CORP | Stock-Healthcare | 2.76% | — | +1.67% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.65% | +0.06% | -0.53% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.50% | +0.15% | -1.45% | |
| 17 | ROP | Roper Technologies Inc | Stock-Tech | 2.38% | -0.14% | -0.52% | |
| 18 | MEOH | Methanex CORP | Stock-Other | 2.37% | -1.15% | +5.25% | |
| 19 | AME | Ametek Inc | Stock-Industrials | 2.31% | +0.27% | — | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 2.17% | +0.79% | -0.06% | |
| 21 | ✓ | Stock-Other | 2.13% | — | +15.40% | ||
| 22 | BNS | Bank Of Nova Scotia | Stock-Financials | 1.91% | — | +2.49% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.88% | — | -0.38% | |
| 24 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.68% | -0.95% | EXIT | |
| 25 | DHR | Danaher CORP | Stock-Healthcare | 1.52% | -0.06% | -0.79% | |
| 26 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.44% | — | +20.12% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.42% | -4.30% | +6.37% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.04% | -1.71% | |
| 29 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.28% | +0.02% | -2.50% | |
| 30 | MIDD | Middleby CORP | Stock-Industrials | 1.20% | — | -2.45% | |
| 31 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 1.19% | -0.02% | +0.09% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 1.17% | -0.41% | -1.85% | |
| 33 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.17% | +0.32% | -2.67% | |
| 34 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.02% | +0.01% | +1.78% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.98% | — | -52.91% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.02% | -1.87% | |
| 37 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.79% | -0.28% | -1.45% | |
| 38 | BLD | Topbuild CORP | Stock-Industrials | 0.76% | -0.25% | -50.18% | |
| 39 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.65% | -0.01% | EXIT | |
| 40 | MFC | Manulife Financial CORP | Stock-Financials | 0.62% | — | +3.23% | |
| 41 | TFPM | Triple Flag Precious Met | Stock-Materials | 0.56% | -0.25% | -4.32% | |
| 42 | WCN | Waste Connections Inc | Stock-Industrials | 0.53% | -0.03% | +3.19% | |
| 43 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.49% | -0.05% | -6.03% | |
| 44 | NTR | Nutrien LTD | Stock-Materials | 0.45% | — | +5.57% | |
| 45 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.40% | — | -56.24% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.32% | — | -0.81% | |
| 47 | RCI | Rogers Communications Inc-b | Stock-Other | 0.29% | — | -57.31% | |
| 48 | ATS | Ats CORP | Stock-Other | 0.23% | -0.01% | +66.97% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | — | -18.04% | |
| 50 | CVE | Cenovus Energy Inc | Stock-Energy | 0.04% | — | -1.88% |
According to official SEC Form 13F filings, Dixon Mitchell Investment Counsel Inc. reported a total U.S. public equity portfolio value of $3.1B across 184 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including V, GOOGL, BRK-B) accounted for 16.8% of total reported equity market value during Q1 2024.
During Q1 2024, Dixon Mitchell Investment Counsel Inc.'s top holdings by market value included V (6.0%)、GOOGL (5.7%)、BRK-B (5.3%). The largest single position, V, represented 6.0% of total portfolio value.
In Q1 2024, Dixon Mitchell Investment Counsel Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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