Dixon Mitchell Investment Counsel Inc.

Q3 2025 13F-HR Holdings

Location
Vancouver, A1
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
75
Total value ($000)
$2,811,517
Net value change ($000)
+238,377 (9.3%)
New positions
6
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 84,638 51.8%
GOOGL 37,303 38.9%
DSGX 23,423 274.3%
SGOV 19,856 13416.2%
WPM 19,265 25.9%
TMO 17,362 20.4%
RY 14,322 12.2%
MEOH 13,684 20.2%
TD 11,302 9.4%
CERT 10,587 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -14,042 -98.0%
TRI -9,523 -22.3%
ICE -8,823 -7.3%
ATS -7,081 -55.3%
CNI -6,508 -12.0%
CMCSA -6,145 -34.2%
FTNT -6,131 -17.9%
MIDD -5,847 -22.7%
TXN -5,605 -10.6%
ROP -5,539 -10.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type