Dixon Mitchell Investment Counsel Inc.
โขCIK: 1993485โขFiling: Q4 2025
**Dixon Mitchell Investment Counsel Inc.** manages $3.0B across a diversified portfolio of 145 positions. The firm maintains significant exposure to global technology and financial sectors, highlighted by top holdings including IEFA ($248.3M) and GOOGL ($172.1M). Further concentration is evident in mega-cap technology names like MSFT ($156.8M) and defensive financial plays such as TD ($151.2M). This allocation profile suggests a strategic, large-cap tilt across developed international and domestic markets.
Total AUM
$3.0B
QoQ Performance
+7.8%
Positions
144
Top 10 Concentration
48.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IEFA
GOOGL
MSFT
IEFA8.2%
GOOGL5.7%
MSFT5.2%
TD5.0%
RY4.9%
V4.5%
TMO4.0%
ICE3.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other59.5%
Technology15.0%
Financial13.1%
Consumer6.4%
Healthcare5.5%
Communication0.6%
ETF0.0%
Energy0.0%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW71 new positions
โ39 increased
โ20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023