Dixon Mitchell Investment Counsel Inc.

Q2 2026 13F-HR Holdings

Location
Vancouver, A1
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
144
Total value ($000)
$3,074,732
Net value change ($000)
+198,368 (6.9%)
New positions
12
Sold out positions
8
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TD 54,071 38.8%
RY 47,369 36.2%
BRK-B 29,319 28.0%
TXN 27,618 55.7%
Thomson Reuters Corp 26,141 NEW
TFII 23,598 24.5%
V 22,222 19.2%
HEI 19,916 36.1%
GOOGL 16,804 13.3%
APP 15,164 NEW
Top Reduces (Value $000, Stocks/ETFs)
IEFA -116,734 -52.1%
MEOH -27,417 -23.6%
TRI -27,297 -100.0%
LOW -26,442 -53.0%
ICE -20,072 -18.2%
ACWX -17,426 -100.0%
WPM -11,821 -9.7%
NFLX -9,759 -25.6%
CNQ -9,379 -11.2%
BGSI -9,207 -11.8%
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