Dixon Mitchell Investment Counsel
Dixon Mitchell Investment Counsel reported 144 stocks worth $3.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are TD (6.3%), RY (5.8%) and GOOGL (4.7%). Compared with Q1 2026, the fund opened new positions in TRI, APP and GMAB, added to TD, RY and V, trimmed GOOGL, TFII and IEFA and sold out of ACWX, BKNG and SPYM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TD Toronto Dominion BK Ont | $194M | 6.3% | 1.6M | +92K (+6%) | 8 of 8 | |
| 2 |  RY Royal BK Cda | $178M | 5.8% | 861K | +49K (+6%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $143M | 4.7% | 401K | −39K (−9%) | 8 of 8 | |
| 4 |  V Visa Inc | $138M | 4.5% | 401K | +19K (+5%) | 8 of 8 | |
| 5 |  BRK.B Berkshire Hathaway Inc Del | $134M | 4.4% | 268K | +49K (+23%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $133M | 4.3% | 355K | +12K (+3%) | 8 of 8 | |
| 7 |  TFII Tfi Intl Inc | $120M | 3.9% | 834K | −51K (−6%) | 8 of 8 | |
| 8 |  TMO Thermo Fisher Scientific Inc | $112M | 3.6% | 222K | +14K (+7%) | 8 of 8 | |
| 9 |  WPM Wheaton Precious Metals Corp | $110M | 3.6% | 978K | +49K (+5%) | 8 of 8 | |
| 10 |  IEFA Ishares TR | $107M | 3.5% | 1.1M | −1.4M (−55%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
THOMSON REUTERS CORP | $27.3M | 303K |
 ACWX Ishares TR | $17.4M | 255K |
 BKNG Booking Hldgs Inc | $219K | 39 |
 SPYM Spdr Series Trust | $10K | 130 |
 SMMD Ishares TR | $3K | 34 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Dixon Mitchell Investment Counsel 13F FAQ
What does Dixon Mitchell Investment Counsel own?
Dixon Mitchell Investment Counsel reported 144 stocks worth $3.1B in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are TD (6.3%), RY (5.8%) and GOOGL (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Dixon Mitchell Investment Counsel buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 38 added to, 75 trimmed and 8 sold out. New positions include TRI, APP and GMAB. It sold all of ACWX, BKNG and SPYM.
When will Dixon Mitchell Investment Counsel file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Dixon Mitchell Investment Counsel's portfolio worth?
The Q2 2026 filing reports $3.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.