Dixon Mitchell Investment Counsel Inc. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Dixon Mitchell Investment Counsel Inc. opened 11 positions, added to 38, reduced 70, sold out of 2 and left 12 unchanged. The largest increase in value was TD (+$54,071,265); the largest decrease was MEOH (-$27,417,209).
- TD: Country of operation —; Class COM; Shares 2026-03-31 1,499,333; Shares 2026-06-30 1,591,641.
- RY: Country of operation —; Class COM; Shares 2026-03-31 812,192; Shares 2026-06-30 861,023.
- BRKB: Country of operation —; Class COM; Shares 2026-03-31 218,432; Shares 2026-06-30 267,762.
- TXN: Country of operation United States; Class COM; Shares 2026-03-31 255,104; Shares 2026-06-30 258,730.
Two Form 13F-HR filings compared (SEC CIK 1993485): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
TD
Toronto-Dominion Bank/The | | COM | 1,499,333 | 1,591,641 | +92,308 | $139,453,149 | $193,524,414 | +$54,071,265 |
|---|
RY
Royal Bank of Canada | | COM | 812,192 | 861,023 | +48,831 | $130,931,709 | $178,300,968 | +$47,369,259 |
|---|
BRKB
Berkshire Hathaway Inc | | COM | 218,432 | 267,762 | +49,330 | $104,803,436 | $134,122,034 | +$29,318,598 |
|---|
TXN
Texas Instruments Inc | United States | COM | 255,104 | 258,730 | +3,626 | $49,571,319 | $77,189,399 | +$27,618,080 |
|---|
V
Visa Inc | United States | COM | 381,968 | 401,205 | +19,237 | $115,578,389 | $137,799,697 | +$22,221,308 |
|---|
ICE
Intercontinental Exchange Inc | United States | COM | 700,664 | 732,247 | +31,583 | $110,282,534 | $90,211,192 | -$20,071,342 |
|---|
HEI
HEICO Corp | United States | COM | 201,424 | 210,971 | +9,547 | $55,230,461 | $75,145,760 | +$19,915,299 |
|---|
AME
AMETEK Inc | United States | COM | 399,784 | 413,030 | +13,246 | $85,697,698 | $99,928,478 | +$14,230,780 |
|---|
DPZ
Domino's Pizza Inc | United States | COM | 131,944 | 204,298 | +72,354 | $47,340,188 | $60,480,380 | +$13,140,192 |
|---|
CNI
Canadian National Railway Co | | COM | 448,437 | 494,412 | +45,975 | $46,037,569 | $59,004,256 | +$12,966,687 |
|---|
WPM
Wheaton Precious Metals Corp | | COM | 929,304 | 978,187 | +48,883 | $121,890,669 | $110,069,724 | -$11,820,945 |
|---|
UBER
Uber Technologies Inc | United States | COM | 352,423 | 509,439 | +157,016 | $25,349,786 | $36,761,118 | +$11,411,332 |
|---|
SPOT
Spotify Technology SA | | COM | 112,044 | 139,646 | +27,602 | $54,331,256 | $64,115,668 | +$9,784,412 |
|---|
NFLX
Netflix Inc | United States | COM | 396,354 | 397,083 | +729 | $38,114,245 | $28,355,296 | -$9,758,949 |
|---|
CNQ
Canadian Natural Resources Ltd | | COM | 1,702,696 | 1,854,339 | +151,643 | $83,563,829 | $74,184,848 | -$9,378,981 |
|---|
BGSI
BOYD GROUP SERVICES INC | | COM | 612,852 | 726,545 | +113,693 | $78,056,674 | $68,850,102 | -$9,206,572 |
|---|
TMO
Thermo Fisher Scientific Inc | United States | COM | 208,627 | 222,498 | +13,871 | $102,674,852 | $111,687,374 | +$9,012,522 |
|---|
AMZN
Amazon.com Inc | United States | COM | 295,240 | 295,677 | +437 | $61,535,454 | $70,524,091 | +$8,988,637 |
|---|
SE
Sea Ltd | Singapore | COM | 74,000 | 151,130 | +77,130 | $6,127,940 | $14,482,788 | +$8,354,848 |
|---|
CDNS
Cadence Design Systems Inc | United States | COM | 67,473 | 68,177 | +704 | $18,748,723 | $25,588,192 | +$6,839,469 |
|---|
META
Meta Platforms Inc | United States | COM | 64,776 | 76,662 | +11,886 | $37,060,293 | $43,182,938 | +$6,122,645 |
|---|
HCA
HCA Healthcare Inc | United States | COM | 75,190 | 75,600 | +410 | $35,625,507 | $29,510,774 | -$6,114,733 |
|---|
MSFT
Microsoft Corp | United States | COM | 343,473 | 355,109 | +11,636 | $127,235,943 | $132,556,014 | +$5,320,071 |
|---|
BIP
Brookfield Infrastructure Part | | COM | 2,395,222 | 2,502,674 | +107,452 | $86,139,364 | $91,375,163 | +$5,235,799 |
|---|
PAC
Grupo Aeroportuario del Pacifi | | COM | 22,700 | 42,500 | +19,800 | $5,603,949 | $10,759,300 | +$5,155,351 |
|---|
BN
Brookfield Corp | | COM | 2,026,278 | 2,038,905 | +12,627 | $81,846,792 | $86,959,747 | +$5,112,955 |
|---|
HDB
HDFC Bank Ltd | | COM | 263,000 | 434,000 | +171,000 | $6,543,440 | $11,210,220 | +$4,666,780 |
|---|
IBN
ICICI Bank Ltd | | COM | 164,000 | 303,500 | +139,500 | $4,247,600 | $8,810,605 | +$4,563,005 |
|---|
TFPM
Triple Flag Precious Metals Co | | COM | 1,235,887 | 1,276,890 | +41,003 | $42,774,062 | $38,241,449 | -$4,532,613 |
|---|
MELI
MercadoLibre Inc | | COM | 8,300 | 10,910 | +2,610 | $14,350,866 | $18,518,525 | +$4,167,659 |
|---|
JPM
JPMorgan Chase & Co | United States | COM | 89,925 | 89,984 | +59 | $26,504,993 | $29,513,055 | +$3,008,062 |
|---|
CSL
Carlisle Cos Inc | United States | COM | 88,652 | 89,063 | +411 | $29,598,099 | $32,331,545 | +$2,733,446 |
|---|
CERT
Certara Inc | United States | COM | 1,537,876 | 1,545,956 | +8,080 | $8,765,893 | $10,126,012 | +$1,360,119 |
|---|
ROP
Roper Technologies Inc | United States | COM | 146,385 | 150,754 | +4,369 | $51,825,982 | $51,038,687 | -$787,295 |
|---|
MA
Mastercard Inc | United States | COM | 24,035 | 24,142 | +107 | $12,032,312 | $12,422,957 | +$390,645 |
|---|
DHR
Danaher Corp | United States | COM | 185,291 | 186,233 | +942 | $35,223,263 | $35,566,288 | +$343,025 |
|---|
DSGX
Descartes Systems Group Inc/Th | | COM | 340,370 | 351,850 | +11,480 | $24,301,864 | $24,361,040 | +$59,176 |
|---|
TU
TELUS Corp | | COM | 267 | 273 | +6 | $3,503 | $3,005 | -$498 |
|---|