Dixon Mitchell Investment Counsel Inc.

data from 30/09/2025

Capitalization

$ 2.812 B 9.26 %

Average holding period

25 ans

Performance

$ 1.520 B 161.00 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Dixon Mitchell Investment Counsel Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IEFA iShares Core MSCI EAFE ETF 8.82% 248.057 M $ 2841109 2022/12/31 7.498 M $ 4.59 %
2025/09/30 MSFT Microsoft Corp 5.25% 147.682 M $ 284877 2006/12/31 5.788 M $ 4.13 %
2025/09/30 GOOGL Alphabet Inc 4.74% 133.181 M $ 547085 2016/06/30 36.330 M $ 37.89 %
2025/09/30 TD Toronto-Dominion Bank/The 4.70% 132.087 M $ 1650983 2006/12/31 10.689 M $ 8.85 %
2025/09/30 RY Royal Bank of Canada 4.67% 131.264 M $ 890073 2007/03/31 14.011 M $ 11.98 %
2025/09/30 V Visa Inc 4.66% 131.044 M $ 383427 2010/06/30 -5.209 M $ -3.85 %
2025/09/30 ICE Intercontinental Exchange Inc 3.96% 111.232 M $ 658866 2020/12/31 -9.801 M $ -8.16 %
2025/09/30 BRK-B Berkshire Hathaway Inc 3.93% 110.550 M $ 219622 2015/12/31 3.702 M $ 3.49 %
2025/09/30 BN Brookfield Corp 3.92% 110.078 M $ 1606322 2022/12/31 -27.606 M $ -26.11 %
2025/09/30 TMO Thermo Fisher Scientific Inc 3.65% 102.507 M $ 211097 2013/03/31 16.685 M $ 19.60 %
2025/09/30 WPM Wheaton Precious Metals Corp 3.34% 93.784 M $ 838870 2022/03/31 18.315 M $ 24.58 %
2025/09/30 BIP Brookfield Infrastructure Part 2.93% 82.457 M $ 2501364 2013/03/31 -1.527 M $ -1.82 %
2025/09/30 MEOH Methanex Corp 2.89% 81.261 M $ 2040507 2020/03/31 13.596 M $ 20.12 %
2025/09/30 TFII TFI International Inc 2.87% 80.718 M $ 912039 2020/03/31 -1.318 M $ -1.79 %
2025/09/30 AME AMETEK Inc 2.69% 75.535 M $ 401474 2024/03/31 2.806 M $ 3.89 %
2025/09/30 CNQ Canadian Natural Resources Ltd 2.48% 69.824 M $ 2151019 2011/03/31 1.217 M $ 1.76 %
2025/09/30 LOW Lowe's Cos Inc 2.34% 65.706 M $ 261228 2016/03/31 7.637 M $ 13.26 %
2025/09/30 HEI HEICO Corp 2.34% 65.695 M $ 203504 2025/03/31 -1.042 M $ -1.58 %
2025/09/30 AMZN Amazon.com Inc 2.26% 63.554 M $ 289226 2021/06/30 50.527 K $ 0.08 %
2025/09/30 DPZ Domino's Pizza Inc 2.04% 57.430 M $ 132655 2022/12/31 -2.487 M $ -4.19 %
2025/09/30 ROP Roper Technologies Inc 1.70% 47.752 M $ 95680 2017/03/31 -6.402 M $ -12.01 %
2025/09/30 CNI Canadian National Railway Co 1.70% 47.688 M $ 505300 2007/03/31 -5.072 M $ -9.36 %
2025/09/30 META Meta Platforms Inc 1.68% 47.221 M $ 64301 2025/03/31 -234.182 K $ -0.50 %
2025/09/30 TXN Texas Instruments Inc 1.68% 47.209 M $ 256711 2021/03/31 -6.071 M $ -11.50 %
2025/09/30 DHR Danaher Corp 1.29% 36.279 M $ 182598 2013/03/31 127.609 K $ 0.36 %
2025/09/30 TRI Thomson Reuters Corp 1.18% 33.126 M $ 213286 2023/06/30 -9.733 M $ -22.82 %
2025/09/30 BLD TopBuild Corp 1.15% 32.402 M $ 82810 2021/09/30 5.398 M $ 20.71 %
2025/09/30 DSGX Descartes Systems Group Inc/Th 1.14% 31.961 M $ 339370 2025/06/30 -624.882 K $ -7.32 %
2025/09/30 AAPL Apple Inc 1.13% 31.790 M $ 124618 2012/12/31 6.107 M $ 24.06 %
2025/09/30 HCA HCA Healthcare Inc 1.12% 31.627 M $ 74104 2015/06/30 3.096 M $ 11.24 %
2025/09/30 CSL Carlisle Cos Inc 1.01% 28.322 M $ 86029 2017/09/30 -3.731 M $ -11.89 %
2025/09/30 FTNT Fortinet Inc 1.00% 28.045 M $ 333554 2024/09/30 -6.995 M $ -20.47 %
2025/09/30 JPM JPMorgan Chase & Co 0.99% 27.928 M $ 88361 2015/12/31 2.184 M $ 8.78 %
2025/09/30 CP Canadian Pacific Kansas City L 0.78% 21.799 M $ 291973 2023/06/30 -1.411 M $ -6.03 %
2025/09/30 NFLX Netflix Inc 0.77% 21.776 M $ 18113 2022/03/31 -2.467 M $ -10.44 %
2025/09/30 SGOV iShares 0-3 Month Treasury Bon 0.71% 20.004 M $ 198647 2024/06/30 14.000 $ 0.01 %
2025/09/30 MIDD Middleby Corp/The 0.71% 19.864 M $ 149305 2018/09/30 -1.975 M $ -7.68 %
2025/09/30 WCN Waste Connections Inc 0.70% 19.655 M $ 111779 2020/06/30 -1.192 M $ -5.85 %
2025/09/30 MFC Manulife Financial Corp 0.70% 19.607 M $ 628779 2006/12/31 -502.718 K $ -2.53 %
2025/09/30 TFPM.TO Triple Flag Precious Metals Co 0.59% 16.514 M $ 563989 2022/09/30 4.766 M $ 35.71 %
2025/09/30 ZTS Zoetis Inc 0.49% 13.848 M $ 94643 2024/03/31 -883.879 K $ -6.18 %
2025/09/30 MA Mastercard Inc 0.48% 13.486 M $ 23664 2015/06/30 157.645 K $ 1.22 %
2025/09/30 NTR Nutrien Ltd 0.45% 12.568 M $ 213829 2018/03/31 99.527 K $ 0.80 %
2025/09/30 CMCSA Comcast Corp 0.42% 11.847 M $ 376313 2016/09/30 -2.149 M $ -11.95 %
2025/09/30 SHOP Shopify Inc 0.42% 11.709 M $ 78794 2024/06/30 2.538 M $ 28.90 %
2025/09/30 CIGI Colliers International Group I 0.41% 11.578 M $ 74011 2016/03/31 2.285 M $ 19.64 %
2025/09/30 CERT Certara Inc 0.38% 10.587 M $ 866380 2025/09/30 0.000 $ 0.00 %
2025/09/30 ACWX iShares MSCI ACWI ex U.S. ETF 0.34% 9.589 M $ 147500 2025/09/30 0.000 $ 0.00 %
2025/09/30 ATS ATS Corp 0.20% 5.718 M $ 218525 2023/06/30 -2.284 M $ -17.85 %
2025/09/30 MELI MercadoLibre Inc 0.06% 1.729 M $ 740 2025/09/30 0.000 $ 0.00 %
2025/09/30 AGG iShares Core U.S. Aggregate Bo 0.06% 1.654 M $ 16497 2024/03/31 16.384 K $ 1.06 %
2025/09/30 GOOG Alphabet Inc 0.03% 967.381 K $ 3972 2020/09/30 262.787 K $ 37.30 %
2025/09/30 BNS Bank of Nova Scotia/The 0.01% 402.284 K $ 5692 2006/12/31 52.724 K $ 14.60 %
2025/09/30 ORCL Oracle Corp 0.01% 281.521 K $ 346 2012/09/30 4.061 M $ 28.35 %
2025/09/30 BKNG Booking Holdings Inc 0.01% 280.762 K $ 39 2019/03/31 -15.598 K $ -5.08 %
2025/09/30 SPY SPDR S&P 500 ETF Trust 0.01% 277.225 K $ 415 2023/09/30 20.056 K $ 7.80 %
2025/09/30 OEF iShares S&P 100 ETF 0.00% 132.803 K $ 399 2024/03/31 11.367 K $ 9.36 %
2025/09/30 SLF Sun Life Financial Inc 0.00% 118.982 K $ 1981 2024/12/31 -1.893 K $ -9.67 %
2025/09/30 IJH iShares Core S&P Mid-Cap ETF 0.00% 114.205 K $ 1750 2024/03/31 5.670 K $ 5.22 %
2025/09/30 KO Coca-Cola Co/The 0.00% 101.648 K $ 1521 2024/03/31 -6.738 K $ -6.22 %
2025/09/30 QQQ Invesco QQQ Trust Series 1 0.00% 65.516 K $ 109 2021/09/30 5.311 K $ 8.82 %
2025/09/30 BSV Vanguard Short-Term Bond ETF 0.00% 55.789 K $ 707 2024/03/31 148.000 $ 0.27 %
2025/09/30 GBTC Grayscale Bitcoin Trust ETF 0.00% 38.152 K $ 425 2024/03/31 2.099 K $ 5.82 %
2025/09/30 GIL Gildan Activewear Inc 0.00% 31.234 K $ 322 2025/09/30 0.000 $ 0.00 %
2025/09/30 LSPD Lightspeed Commerce Inc 0.00% 28.874 K $ 2500 2024/03/31 -400.000 $ -1.37 %
2025/09/30 SPGI S&P Global Inc 0.00% 17.522 K $ 3 2018/12/31 -892.000 $ -3.08 %
2025/09/30 SU Suncor Energy Inc 0.00% 15.487 K $ 370 2023/03/31 1.613 K $ 11.66 %
2025/09/30 ENB Enbridge Inc 0.00% 14.331 K $ 111 2010/06/30 529.000 $ 3.02 %
2025/09/30 RCI Rogers Communications Inc 0.00% 11.001 K $ 175 2010/12/31 639.000 $ 5.33 %
2025/09/30 ARKK ARK Innovation ETF 0.00% 10.960 K $ 127 2023/03/31 2.033 K $ 22.78 %
2025/09/30 Baytex Energy Corp 0.00% 7.172 K $ 3031 2023/03/31 1.727 K $ 31.58 %
2025/09/30 OTEX Open Text Corp 0.00% 5.421 K $ 145 2025/09/30 0.000 $ 0.00 %
2025/09/30 BTC Grayscale Bitcoin Mini Trust E 0.00% 4.304 K $ 85 2024/12/31 244.000 $ 6.03 %
2025/09/30 TU TELUS Corp 0.00% 4.126 K $ 257 2025/03/31 0.000 $ 0.00 %
2025/09/30 MOGO Mogo Inc 0.00% 1.317 K $ 713 2024/03/31 392.000 $ 43.14 %
2025/09/30 CVS CVS Health Corp 0.00% 0.000 $ 0 2015/09/30 0.000 $ 0.00 %