13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001993485
Total reported value
$3.1B
$3.1B
140 檔
24.3%
At the close of Q1 2026, Dixon Mitchell Investment Counsel Inc. disclosed equity holdings valued at approximately $3.1B, spread across 140 reported holdings.
In Q1 2026, Dixon Mitchell Investment Counsel Inc. adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 19 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.79% | -4.30% | -10.76% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 4.85% | +1.44% | -6.41% | |
| 3 | RY | Royal Bank Of Canada | Stock-Financials | 4.55% | +1.25% | -6.82% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.42% | -0.11% | +6.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.40% | +0.27% | -19.91% | |
| 6 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 4.24% | -0.66% | -0.64% | |
| 7 | MEOH | Methanex CORP | Stock-Other | 4.03% | -1.15% | -4.74% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.02% | +0.46% | -0.61% | |
| 9 | ICE | Intercontinental Exchange In | Stock-Financials | 3.83% | -0.90% | -0.65% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.64% | +0.72% | -0.70% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 3.57% | +0.06% | -1.01% | |
| 12 | TFII | Tfi International Inc | Stock-Other | 3.35% | +0.55% | -2.34% | |
| 13 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.99% | -0.02% | -2.19% | |
| 14 | AME | Ametek Inc | Stock-Industrials | 2.98% | +0.27% | -0.49% | |
| 15 | CNQ | Canadian Natural Resources | Stock-Energy | 2.91% | -0.50% | -19.91% | |
| 16 | BN | Brookfield CORP | Stock-Financials | 2.85% | -0.02% | -14.28% | |
| 17 | BGSI | THE Boyd Group Inc | Stock-Other | 2.71% | -0.47% | -1.17% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.15% | -0.74% | |
| 19 | HEI | Heico CORP | Stock-Industrials | 1.92% | +0.52% | -1.18% | |
| 20 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.89% | +0.20% | — | |
| 21 | ROP | Roper Technologies Inc | Stock-Tech | 1.80% | -0.14% | -0.69% | |
| 22 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.73% | -0.97% | -0.72% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 1.72% | +0.79% | -0.94% | |
| 24 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 1.65% | +0.32% | -0.73% | |
| 25 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.60% | +0.32% | -10.76% | |
| 26 | TFPM | Triple Flag Precious Met | Stock-Materials | 1.49% | -0.25% | +119.13% | |
| 27 | NFLX | Netflix Inc | Stock-Comm Services | 1.33% | -0.41% | +111.75% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | +0.11% | -0.64% | |
| 29 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.24% | -0.28% | -0.81% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 1.22% | -0.06% | -0.60% | |
| 31 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.03% | +0.02% | -1.18% | |
| 32 | FTNT | Fortinet Inc | Stock-Tech | 0.96% | +0.06% | -0.98% | |
| 33 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.95% | -0.95% | EXIT | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.04% | -0.73% | |
| 35 | UBER | Uber Technologies Inc | Stock-Industrials | 0.88% | +0.32% | +66.10% | |
| 36 | DSGX | Descartes Systems Grp/the | Stock-Tech | 0.84% | -0.05% | +2.53% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.65% | +0.18% | +8199.26% | |
| 38 | WCN | Waste Connections Inc | Stock-Industrials | 0.62% | -0.03% | -1.93% | |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.61% | -0.61% | EXIT | |
| 40 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.60% | +0.01% | -26.41% | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.50% | +0.10% | +95.29% | |
| 42 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.02% | -0.92% | |
| 43 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.33% | -0.03% | -1.96% | |
| 44 | CERT | Certara Inc | Stock-Other | 0.30% | +0.03% | -0.54% | |
| 45 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 0.29% | -0.05% | +6.76% | |
| 46 | BLD | Topbuild CORP | Stock-Industrials | 0.25% | -0.25% | -42.54% | |
| 47 | HDB | Hdfc Bank Ltd-adr | Stock-Financials | 0.23% | +0.13% | — | |
| 48 | SE | Sea Ltd-adr | Stock-Comm Services | 0.21% | +0.26% | +57.45% | |
| 49 | ATS | Ats CORP | Stock-Other | 0.21% | -0.01% | — | |
| 50 | PAC | Grupo Aeroportuario Pac-adr | Stock-Other | 0.19% | +0.16% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MEOH | Methanex CORP | +1.4% | -4.74% | Trim |
| 2 | TFPM | Triple Flag Precious Met | +0.9% | +119.13% | Add |
| 3 | NFLX | Netflix Inc | +0.8% | +111.75% | Add |
| 4 | CDNS | Cadence Design Sys Inc | +0.6% | +8199.26% | Add |
| 5 | WPM | Wheaton Precious Metals CORP | +0.6% | -0.64% | Trim |
| 6 | CNQ | Canadian Natural Resources | +0.5% | -19.91% | Trim |
| 7 | UBER | Uber Technologies Inc | +0.3% | +66.10% | Add |
| 8 | AME | Ametek Inc | +0.3% | -0.49% | Trim |
| 9 | TXN | Texas Instruments Inc | +0.3% | -0.94% | Trim |
| 10 | TFII | Tfi International Inc | +0.2% | -2.34% | Trim |
| 11 | MELI | Mercadolibre Inc | +0.2% | +95.29% | Add |
| 12 | BIP | Brookfield Infrastructure Partners L.P. | +0.2% | -2.19% | Trim |
| 13 | CSL | Carlisle Cos Inc | +0.1% | -1.18% | Trim |
| 14 | FTNT | Fortinet Inc | +0.1% | -0.98% | Trim |
| 15 | HCA | Hca Healthcare Inc | +0.1% | -0.81% | Trim |
| 16 | ICE | Intercontinental Exchange In | +0.1% | -0.65% | Trim |
| 17 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | — | Unchanged |
| 18 | LOW | Lowe's Cos Inc | 0% | -0.72% | Trim |
| 19 | TRI4EUR | Thomson Reuters CORP | 0% | +44.00% | Add |
| 20 | ATS | Ats CORP | 0% | — | Unchanged |
| 21 | SE | Sea Ltd-adr | 0% | +57.45% | Add |
| 22 | ENB | Enbridge Inc | 0% | — | Unchanged |
| 23 | SLB | Slb LTD | 0% | — | Unchanged |
| 24 | DVN | Devon Energy CORP | 0% | — | Unchanged |
| 25 | CCJ | Cameco CORP | 0% | — | Unchanged |
| 26 | PBA | Pembina Pipeline CORP | 0% | -2.47% | Trim |
| 27 | TECK | Teck Resources Ltd-cls B | 0% | — | Unchanged |
| 28 | AGG | Ishares Core U.s. Aggregate | 0% | — | Unchanged |
| 29 | FTS | Fortis Inc | 0% | — | Unchanged |
| 30 | IR | Ingersoll-rand Inc | 0% | — | Unchanged |
| 31 | MDB | Mongodb Inc | — | — | Unchanged |
| 32 | NTR | Nutrien LTD | — | -44.73% | Trim |
| 33 | SU | Suncor Energy Inc | — | -3.18% | Trim |
| 34 | MU | Micron Technology Inc | — | — | Unchanged |
| 35 | BNS | Bank Of Nova Scotia | — | -6.82% | Trim |
| 36 | AEM | Agnico Eagle Mines LTD | — | -2.48% | Trim |
| 37 | GEV | GE Vernova Inc | — | — | Unchanged |
| 38 | LLY | Eli Lilly & Co | — | — | Unchanged |
| 39 | AVGO | Broadcom Inc | — | -1.67% | Trim |
| 40 | BKNG | Booking Holdings Inc | — | — | Unchanged |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 42 | NOW | Servicenow Inc | — | — | Unchanged |
| 43 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 44 | TRP | Tc Energy CORP | — | -1.23% | Trim |
| 45 | INTC | Intel CORP | — | — | Unchanged |
| 46 | RIVN | Rivian Automotive Inc-a | — | — | Unchanged |
| 47 | RRX | Regal Rexnord CORP | — | — | Unchanged |
| 48 | KGC | Kinross Gold CORP | — | — | Unchanged |
| 49 | NVDA | Nvidia CORP | — | -1.51% | Trim |
| 50 | ADSK | Autodesk Inc | — | — | Unchanged |
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 140 disclosed positions in Q1 2026.
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, TD, RY) accounted for 24.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPOT
市值: $54.3M
Top Position Liquidated / Trimmed
FNV
前期市值: $10.4K
During Q1 2026, Dixon Mitchell Investment Counsel Inc.'s top holdings by market value included IEFA (7.8%)、TD (4.8%)、RY (4.5%). The largest single position, IEFA, represented 7.8% of total portfolio value.
In Q1 2026, Dixon Mitchell Investment Counsel Inc. made 101 total portfolio adjustments, initiating 14 new buys, adding to 11 positions, trimming 57 holdings, and fully liquidating 19 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.