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CIK: 0001993485
Total reported value
$3.1B
$3.1B
70 檔
22.1%
In Q2 2025, Dixon Mitchell Investment Counsel Inc.'s U.S. equity holdings reached a combined market value of $3.1B, distributed across 70 disclosed stock positions.
During Q2 2025, 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.35% | -4.30% | +5.37% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.11% | +3.66% | |
| 3 | V | Visa Inc-class A Shares | Stock-Financials | 5.26% | +0.46% | +2.77% | |
| 4 | TD | Toronto-dominion Bank | Stock-Financials | 4.69% | +1.44% | +1.35% | |
| 5 | ICE | Intercontinental Exchange In | Stock-Financials | 4.67% | -0.90% | -7.96% | |
| 6 | RY | Royal Bank Of Canada | Stock-Financials | 4.54% | +1.25% | +3.32% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.12% | +0.72% | +3.71% | |
| 8 | BN | Brookfield CORP | Stock-Financials | 4.11% | -0.02% | +2.26% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.73% | +0.27% | +3.80% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.31% | +0.06% | +38.56% | |
| 11 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 3.25% | -0.02% | +46.73% | |
| 12 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.90% | -0.66% | +1.49% | |
| 13 | TFII | Tfi International Inc | Stock-Other | 2.86% | +0.55% | +44.35% | |
| 14 | AME | Ametek Inc | Stock-Industrials | 2.80% | +0.27% | +2.92% | |
| 15 | CNQ | Canadian Natural Resources | Stock-Energy | 2.69% | -0.50% | +4.72% | |
| 16 | MEOH | Methanex CORP | Stock-Other | 2.63% | -1.15% | +66.44% | |
| 17 | HEI | Heico CORP | Stock-Industrials | 2.56% | +0.52% | +3.80% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.40% | +0.15% | +6.71% | |
| 19 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 2.31% | +0.32% | +2.92% | |
| 20 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.24% | -0.97% | +4.43% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.11% | +0.32% | +2.14% | |
| 22 | ROP | Roper Technologies Inc | Stock-Tech | 2.07% | -0.14% | +4.30% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 2.05% | +0.79% | +3.14% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | +0.11% | +37.67% | |
| 25 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.66% | -0.95% | EXIT | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.36% | -0.06% | +6.90% | |
| 27 | FTNT | Fortinet Inc | Stock-Tech | 1.33% | +0.06% | +6.83% | |
| 28 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.22% | +0.02% | +6.71% | |
| 29 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.07% | -0.28% | +6.88% | |
| 30 | BLD | Topbuild CORP | Stock-Industrials | 1.01% | -0.25% | +6.85% | |
| 31 | MIDD | Middleby CORP | Stock-Industrials | 1.00% | — | -20.06% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.99% | — | +3.44% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | +0.04% | +7.54% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.92% | -0.41% | +7.08% | |
| 35 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.91% | +0.01% | +2.90% | |
| 36 | WCN | Waste Connections Inc | Stock-Industrials | 0.79% | -0.03% | +2.90% | |
| 37 | MFC | Manulife Financial CORP | Stock-Financials | 0.77% | — | +3.11% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | — | -19.37% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.56% | — | +3.78% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.56% | — | +6.84% | |
| 41 | TFPM | Triple Flag Precious Met | Stock-Materials | 0.52% | -0.25% | — | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.02% | +6.78% | |
| 43 | ATS | Ats CORP | Stock-Other | 0.50% | -0.01% | +12.92% | |
| 44 | NTR | Nutrien LTD | Stock-Materials | 0.48% | — | +2.58% | |
| 45 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.45% | -0.05% | -2.20% | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.34% | -0.03% | +3.34% | |
| 47 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.33% | -0.05% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.06% | -0.01% | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | — | |
| 50 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.01% | — | -10.38% |
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 70 disclosed positions in Q2 2025.
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 IEFA, MSFT, V) accounted for 22.1% of total reported equity market value during Q2 2025.
During Q2 2025, Dixon Mitchell Investment Counsel Inc.'s top holdings by market value included IEFA (6.3%)、MSFT (5.5%)、V (5.3%). The largest single position, IEFA, represented 6.3% of total portfolio value.
In Q2 2025, 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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