Fund HoldingsDixon Mitchell Investment Counsel Inc.

Total Portfolio Value
$1.99B
Total Bought
$185.87M
Total Sold
$174.85M
Net Transaction
+$11.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
0617,993+617,993044,8912.25%+44,891
Alphabet Inc(GOOG)754,624753,141-1,483113,895137,7676.91%+23,872
AMETEK Inc253,377381,623+128,24646,34363,8923.21%+17,549
Zoetis Inc(ZTS)081,697+81,697014,3100.72%+14,310
Apple Inc(AAPL)0224,290+224,290047,4662.38%+47,466
Microsoft Corp(MSFT)192,316195,507+3,19180,91187,8934.41%+6,982
Shopify Inc(SHOP)095,313+95,31306,3270.32%+6,327
Royal Bank of Canada(RY)785,633798,106+12,47379,31585,1584.27%+5,843
Amazon.com Inc(AMZN)278,361286,060+7,69950,21155,8512.80%+5,640
Texas Instruments Inc(TXN)250,673248,864-1,80943,67048,6282.44%+4,958
Methanex Corp(MEOH)01,075,320+1,075,320052,0852.61%+52,085
Netflix Inc(NFLX)38,53939,577+1,03823,40626,9831.35%+3,577
Thomson Reuters Corp0220,544+220,544037,2311.87%+37,231
Oracle Corp(ORCL)0162,183+162,183023,1331.16%+23,133
ATS Corp(ATS)138,625238,625+100,0004,6697,7200.39%+3,051
Middleby Corp/The(MIDD)149,904211,275+61,37124,10326,1741.31%+2,071
Booking Holdings Inc(BKNG)03,772+3,772015,1010.76%+15,101
Carlisle Cos Inc(CSL)65,67367,312+1,63925,73427,5551.38%+1,821
Manulife Financial Corp(MFC)494,845509,478+14,63312,37113,6310.68%+1,261
Domino's Pizza Inc(DPZ)47,01247,237+22523,39824,6411.24%+1,243
JPMorgan Chase & Co(JPM)134,300137,460+3,16026,90028,0861.41%+1,185
Roper Technologies Inc(ROP)85,26086,426+1,16647,81748,8962.45%+1,079
Danaher Corp(DHR)121,895124,752+2,85730,47331,5201.58%+1,048
Alphabet Inc(GOOG)5,9078,086+2,1798991,4830.07%+584
Invesco QQQ Trust Series 101,061+1,06105090.03%+509
Waste Connections Inc(WCN)62,18063,210+1,03010,70011,1440.56%+444
S&P Global Inc(SPGI)015,162+15,16206,8310.34%+6,831
SPDR S&P 500 ETF Trust(SPY)0415+41502270.01%+227
iShares Core U.S. Aggregate Bo02,232+2,23202170.01%+217
Vanguard FTSE Europe ETF02,800+2,80001870.01%+187
Intercontinental Exchange Inc(ICE)667,159670,088+2,92991,93092,0884.62%+158
iShares S&P 100 ETF0450+45001190.01%+119
iShares Core S&P Mid-Cap ETF01,750+1,75001020.01%+102
iShares Core S&P 500 ETF0141+1410770.00%+77
iShares MSCI India ETF
MSCI INDIA ETF
01,100+1,1000610.00%+61
Vanguard Short-Term Bond ETF0707+7070540.00%+54
Vanguard Small-Cap Value ETF0270+2700500.00%+50
Brookfield Corp(BN)1,732,1961,742,374+10,17872,55272,5993.64%+47
Vanguard High Dividend Yield E0360+3600430.00%+43
Vanguard FTSE All-World ex-US0710+7100420.00%+42
Veren Inc04,509+4,5090360.00%+36
NVIDIA Corp(NVDA)0253+2530310.00%+31
Vanguard Health Care ETF
HEALTH CAR ETF
0100+1000270.00%+27
Vanguard Consumer Discretionar
CONSUM DIS ETF
085+850270.00%+27
Vanguard Financials ETF
FINANCIALS ETF
0200+2000200.00%+20
Costco Wholesale Corp(COST)019+190160.00%+16
Vanguard Mega Cap Growth ETF050+500160.00%+16
SAP SE(SAP)059+590120.00%+12
Suncor Energy Inc(SU)08,032+8,03203060.02%+306
ING Groep NV(ING)0600+6000100.00%+10
Vanguard Small-Cap Growth ETF035+35090.00%+9
American Express Co(AXP)035+35080.00%+8
PepsiCo Inc(PEP)048+48080.00%+8
Goldman Sachs Group Inc/The(GS)200200084900.00%+7
Johnson & Johnson(JNJ)046+46070.00%+7
iShares 0-3 Month Treasury Bon063+63060.00%+6
Duke Energy Corp(DUK)060+60060.00%+6
Sanofi SA(SNY)0100+100050.00%+5
UnitedHealth Group Inc(UNH)017+17090.00%+9
Coca-Cola Co/The(KO)1,5211,521094980.00%+4
Diageo PLC(DEO)028+28040.00%+4
Walmart Inc(WMT)2,2652,070-1951371400.01%+3
Adobe Inc(ADBE)06+6030.00%+3
GE Vernova Inc(GEV)018+18030.00%+3
NIKE Inc(NKE)040+40030.00%+3
National Grid PLC(NGG)050+50030.00%+3
Prologis Inc(PLD)022+22020.00%+2
Taiwan Semiconductor Manufactu(TSM)014+14020.00%+2
Home Depot Inc/The(HD)07+7020.00%+2
BlackRock Inc(BLK)03+3020.00%+2
RELX PLC(RELX)051+51020.00%+2
ICICI Bank Ltd(IBN)080+80020.00%+2
AstraZeneca PLC(AZN)027+27020.00%+2
Cameco Corp(CCJ)0350+3500170.00%+17
Aon PLC(AON)07+7020.00%+2
ASML Holding NV
N Y REGISTRY SHS
02+2020.00%+2
AT&T Inc(T)1,3001,300023250.00%+2
Novartis AG(NVS)016+16020.00%+2
Baxter International Inc050+50020.00%+2
Labcorp Holdings Inc(LH)07+7010.00%+1
Sony Group Corp(SONY)016+16010.00%+1
InterContinental Hotels Group(IHG)012+12010.00%+1
HDFC Bank Ltd(HDB)017+17010.00%+1
Unilever PLC(UL)019+19010.00%+1
SK Telecom Co Ltd(SKM)043+43010.00%+1
POET Technologies Inc(POET)0720+720010.00%+1
Wells Fargo & Co(WFC)0200+2000120.00%+12
Gen Digital Inc(GEN)080+80020.00%+2
International Flavors & Fragra(IFF)017+17020.00%+2
Pfizer Inc(PFE)0660+6600180.00%+18
Brookfield Business Corp(BBUC)000000
Viatris Inc(VTRS)068+68010.00%+1
Brookfield Reinsurance Ltd000000
Brookfield Business Partners L000000
GE HealthCare Technologies Inc(GEHC)027+27020.00%+2
Mogo Inc0713+713010.00%+1
Warner Bros Discovery Inc(WBD)0289+289020.00%+2
Algonquin Power & Utilities Co01,000+1,000060.00%+6
Vontier Corp(VNT)000000
Fortis Inc/Canada(FTS)1,5131,518+560590.00%-1
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