Data as of Q4 2025 (Dec 31, 2025)

Dixon Mitchell Investment Counsel Inc.

โ€ขCIK: 1993485โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

BYD
BOYD GROUP INC
NEW
3.3% of portfolio
BN
Brookfield Corp
+47.2%
3.6% of portfolio
ROP
Roper Technologies Inc
+54.1%
2.2% of portfolio
MSFT
Microsoft Corp
+13.7%
5.2% of portfolio
UBER
Uber Technologies Inc
NEW
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

MFC
Manulife Financial Corp
-97.7%
0.0% of portfolio
BLD
TopBuild Corp
-57.7%
0.5% of portfolio
SGOV
iShares 0-3 Month Treasury Bon
-99.0%
0.0% of portfolio
CMCSA
Comcast Corp
-99.7%
0.0% of portfolio
NTR
Nutrien Ltd
-96.9%
0.0% of portfolio

Sector Breakdown

Other59.5%
Technology15.0%
Financial13.1%
Consumer6.4%
Healthcare5.5%
Communication0.6%
ETF0.0%
Energy0.0%

๐Ÿšช Exited Positionssold since Q3 2025

BTE
Baytex Energy Corp
SOLD
$7.2K

Changes from Q3 2025

NEW71 new positions
โ†‘39 increased
โ†“20 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023