Dixon Mitchell Investment Counsel Inc.

Q1 2026 13F-HR Holdings

Location
Vancouver, A1
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$2,876,364
Net value change ($000)
-155,472 (-5.1%)
New positions
14
Sold out positions
19
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPOT 54,331 NEW
MEOH 34,598 42.5%
TFPM 24,008 127.9%
NFLX 20,559 117.1%
CDNS 18,495 7281.5%
WPM 12,044 11.0%
CNQ 10,533 14.4%
UBER 8,014 46.2%
HDB 6,543 NEW
MELI 5,790 67.6%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -45,421 -26.4%
AAPL -33,880 -99.6%
MSFT -29,562 -18.9%
BN -26,834 -24.7%
IEFA -24,073 -9.7%
MIDD -22,395 -99.6%
BGSI -20,919 -21.1%
TMO -19,571 -16.0%
V -19,353 -14.3%
RY -17,902 -12.0%
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