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CIK: 0001993485
Total reported value
$3.1B
$3.1B
145 檔
28.5%
During the Q4 2025 filing period, Dixon Mitchell Investment Counsel Inc. (CIK: 0001993485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.1B across 145 reported positions.
In Q4 2025, Dixon Mitchell Investment Counsel Inc. displayed an active expansion posture, initiating 71 new positions and adding to 39 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.19% | -4.30% | -2.32% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.68% | +0.27% | +0.35% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.17% | -0.11% | +13.72% | |
| 4 | TD | Toronto-dominion Bank | Stock-Financials | 4.99% | +1.44% | -2.96% | |
| 5 | RY | Royal Bank Of Canada | Stock-Financials | 4.91% | +1.25% | -2.07% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 4.45% | +0.46% | +0.23% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.03% | +0.06% | -0.16% | |
| 8 | ICE | Intercontinental Exchange In | Stock-Financials | 3.77% | -0.90% | +7.04% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | +0.72% | +0.16% | |
| 10 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 3.62% | -0.66% | +11.49% | |
| 11 | BN | Brookfield CORP | Stock-Financials | 3.58% | -0.02% | +47.16% | |
| 12 | BGSI | THE Boyd Group Inc | Stock-Other | 3.26% | -0.47% | — | |
| 13 | TFII | Tfi International Inc | Stock-Other | 3.11% | +0.55% | -0.70% | |
| 14 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.81% | -0.02% | -2.10% | |
| 15 | AME | Ametek Inc | Stock-Industrials | 2.72% | +0.27% | +0.07% | |
| 16 | MEOH | Methanex CORP | Stock-Other | 2.68% | -1.15% | +0.38% | |
| 17 | CNQ | Canadian Natural Resources | Stock-Energy | 2.41% | -0.50% | -1.16% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.15% | +2.84% | |
| 19 | HEI | Heico CORP | Stock-Industrials | 2.18% | +0.52% | +0.16% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 2.17% | -0.14% | +54.06% | |
| 21 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.83% | +0.32% | +0.20% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.69% | -0.97% | -18.66% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.64% | +0.32% | -0.55% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.47% | +0.79% | +0.31% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | +0.11% | +1.38% | |
| 26 | DHR | Danaher CORP | Stock-Healthcare | 1.41% | -0.06% | +2.09% | |
| 27 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.17% | -0.28% | +2.29% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.12% | — | +0.26% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | +0.04% | +2.52% | |
| 30 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.96% | -0.05% | -2.18% | |
| 31 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.95% | +0.02% | +4.28% | |
| 32 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.92% | -0.95% | EXIT | |
| 33 | FTNT | Fortinet Inc | Stock-Tech | 0.89% | +0.06% | +2.21% | |
| 34 | MIDD | Middleby CORP | Stock-Industrials | 0.74% | — | +1.17% | |
| 35 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.72% | +0.01% | +1.71% | |
| 36 | WCN | Waste Connections Inc | Stock-Industrials | 0.65% | -0.03% | +0.17% | |
| 37 | TFPM | Triple Flag Precious Met | Stock-Materials | 0.62% | -0.25% | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | -0.41% | +933.42% | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 0.57% | +0.32% | — | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.56% | -0.61% | EXIT | |
| 41 | BLD | Topbuild CORP | Stock-Industrials | 0.48% | -0.25% | -57.70% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.02% | +2.51% | |
| 43 | CERT | Certara Inc | Stock-Other | 0.45% | +0.03% | +78.48% | |
| 44 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.44% | -0.03% | +4.50% | |
| 45 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.36% | -0.05% | — | |
| 46 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.28% | +0.10% | +474.32% | |
| 47 | SE | Sea Ltd-adr | Stock-Comm Services | 0.20% | +0.26% | — | |
| 48 | ATS | Ats CORP | Stock-Other | 0.19% | -0.01% | -3.43% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.05% | -0.01% | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.04% | — | +0.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | +0.35% | Add |
| 2 | ROP | Roper Technologies Inc | +0.5% | +54.06% | Add |
| 3 | TMO | Thermo Fisher Scientific Inc | +0.4% | -0.16% | Trim |
| 4 | TD | Toronto-dominion Bank | +0.3% | -2.96% | Trim |
| 5 | WPM | Wheaton Precious Metals CORP | +0.3% | +11.49% | Add |
| 6 | RY | Royal Bank Of Canada | +0.2% | -2.07% | Trim |
| 7 | TFII | Tfi International Inc | +0.2% | -0.70% | Trim |
| 8 | ACWX | Ishares Msci Acwi Ex US ETF | +0.2% | +72.54% | Add |
| 9 | MELI | Mercadolibre Inc | +0.2% | +474.32% | Add |
| 10 | DHR | Danaher CORP | +0.1% | +2.09% | Add |
| 11 | CERT | Certara Inc | +0.1% | +78.48% | Add |
| 12 | HCA | Hca Healthcare Inc | +0.1% | +2.29% | Add |
| 13 | AME | Ametek Inc | 0% | +0.07% | Add |
| 14 | MIDD | Middleby CORP | 0% | +1.17% | Add |
| 15 | TFPM | Triple Flag Precious Met | 0% | — | Unchanged |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +273.98% | Add |
| 17 | SHOP | Shopify Inc - Class A | 0% | +4.50% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +2.84% | Add |
| 19 | ENB | Enbridge Inc | 0% | +6945.95% | Add |
| 20 | BNS | Bank Of Nova Scotia | 0% | +63.55% | Add |
| 21 | GOOG | Alphabet Inc-cl C | 0% | +0.60% | Add |
| 22 | SU | Suncor Energy Inc | 0% | +1301.08% | Add |
| 23 | SLF | Sun Life Financial Inc | 0% | +167.59% | Add |
| 24 | ORCL | Oracle CORP | — | -30.64% | Trim |
| 25 | KO | Coca-cola Co/the | — | -40.17% | Trim |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | — | — | Unchanged |
| 27 | RCI | Rogers Communications Inc-b | — | +91.43% | Add |
| 28 | OEF | Ishares S&p 100 ETF | — | — | Unchanged |
| 29 | OTEX | Open Text CORP | — | +79.31% | Add |
| 30 | GIL | Gildan Activewear Inc | — | — | Unchanged |
| 31 | BKNG | Booking Holdings Inc | — | — | Unchanged |
| 32 | QQQ | Invesco Qqq Trust Series 1 | — | — | Unchanged |
| 33 | LSPD | Lightspeed Commerce Inc | — | — | Unchanged |
| 34 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 35 | SPGI | S&p Global Inc | — | — | Unchanged |
| 36 | ARKK | Ark Innovation ETF | — | — | Unchanged |
| 37 | BTC | Grayscale Bitcoin Mini ETF | — | — | Unchanged |
| 38 | TU | Telus CORP | — | +1.56% | Add |
| 39 | DCFEUR | Mogo Inc | — | — | Unchanged |
| 40 | BSV | Vanguard Short-term Bond ETF | — | — | Unchanged |
| 41 | AAPL | Apple Inc | 0% | +0.26% | Add |
| 42 | ATS | Ats CORP | 0% | -3.43% | Trim |
| 43 | AGG | Ishares Core U.s. Aggregate | 0% | — | Unchanged |
| 44 | MA | Mastercard Inc - A | 0% | +2.51% | Add |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +2.52% | Add |
| 46 | CIGI | Colliers Intl Gr-subord Vot | -0.1% | — | Unchanged |
| 47 | WCN | Waste Connections Inc | -0.1% | +0.17% | Add |
| 48 | CNI | Canadian Natl Railway Co | -0.1% | -0.55% | Trim |
| 49 | CSL | Carlisle Cos Inc | -0.1% | +4.28% | Add |
| 50 | CP | Canadian Pacific Kansas City | -0.1% | +1.71% | Add |
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 145 disclosed positions in Q4 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, GOOGL, MSFT) accounted for 28.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BGSI
市值: $99.0M
Top Position Liquidated / Trimmed
BTE
前期市值: $7.2K
During Q4 2025, Dixon Mitchell Investment Counsel Inc.'s top holdings by market value included IEFA (8.2%)、GOOGL (5.7%)、MSFT (5.2%). The largest single position, IEFA, represented 8.2% of total portfolio value.
In Q4 2025, Dixon Mitchell Investment Counsel Inc. made 131 total portfolio adjustments, initiating 71 new buys, adding to 39 positions, trimming 20 holdings, and fully liquidating 1 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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