Fund HoldingsDixon Mitchell Investment Counsel Inc.

Total Portfolio Value
$2.20B
Total Bought
$256.32M
Total Sold
$46.75M
Net Transaction
+$209.56M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Brookfield Infrastructure Part
LP INT UNIT
01,587,548+1,587,548055,7832.54%+55,783
Domino's Pizza Inc(DPZ)47,237122,747+75,51024,64152,8832.41%+28,241
Brookfield Corp(BN)1,742,3741,757,035+14,66172,59993,4224.25%+20,822
Royal Bank of Canada(RY)798,106817,838+19,73285,158102,1884.65%+17,030
Toronto-Dominion Bank/The(TD)01,452,493+1,452,493091,9484.18%+91,948
Intercontinental Exchange Inc(ICE)670,088667,023-3,06592,088107,2904.88%+15,202
Lowe's Cos Inc(LOW)0253,036+253,036068,5353.12%+68,535
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
617,993720,178+102,18544,89156,2102.56%+11,319
Fortinet Inc(FTNT)0130,459+130,459010,1170.46%+10,117
Shopify Inc(SHOP)95,313202,527+107,2146,32716,2430.74%+9,916
Bank of Nova Scotia/The0743,141+743,141040,5361.84%+40,536
Oracle Corp(ORCL)162,183170,461+8,27823,13329,0471.32%+5,914
HCA Healthcare Inc(HCA)051,411+51,411020,8990.95%+20,899
Middleby Corp/The(MIDD)211,275225,210+13,93526,17431,3331.43%+5,160
Apple Inc(AAPL)224,290225,664+1,37447,46652,5802.39%+5,113
Danaher Corp(DHR)124,752131,440+6,68831,52036,5781.66%+5,058
Carlisle Cos Inc(CSL)67,31271,065+3,75327,55531,9611.45%+4,406
Colliers International Group I(CIGI)086,011+86,011013,0680.59%+13,068
Canadian Pacific Kansas City L(CP)0260,437+260,437022,3361.02%+22,336
AMETEK Inc381,623390,328+8,70563,89267,0743.05%+3,182
Texas Instruments Inc(TXN)248,864250,422+1,55848,62851,7302.35%+3,101
Comcast Corp(CCZ)0722,196+722,196030,1661.37%+30,166
Manulife Financial Corp(MFC)509,478550,226+40,74813,63116,2790.74%+2,648
Zoetis Inc(ZTS)81,69786,764+5,06714,31016,9520.77%+2,642
Netflix Inc(NFLX)39,57741,766+2,18926,98329,6231.35%+2,640
Mastercard Inc(MA)037,229+37,229018,3840.84%+18,384
JPMorgan Chase & Co(JPM)137,460144,932+7,47228,08630,5601.39%+2,475
ATS Corp(ATS)238,625336,525+97,9007,7209,7750.44%+2,055
Berkshire Hathaway Inc0230,355+230,3550106,0234.82%+106,023
Booking Holdings Inc(BKNG)3,7724,000+22815,10116,8530.77%+1,752
TopBuild Corp038,213+38,213015,5450.71%+15,545
S&P Global Inc(SPGI)15,16216,215+1,0536,8318,3770.38%+1,546
Waste Connections Inc(WCN)63,21069,040+5,83011,14412,3550.56%+1,210
Rogers Communications Inc(RCI)0152,042+152,04206,1770.28%+6,177
Triple Flag Precious Metals Co(TFPM)0563,989+563,98909,1430.42%+9,143
Amazon.com Inc(AMZN)286,060301,777+15,71755,85156,2302.56%+379
iShares 0-3 Month Treasury Bon631,472+1,40961480.01%+142
Nutrien Ltd(NTR)0185,568+185,56808,9270.41%+8,927
ARK Innovation ETF
INNOVATION ETF
06,448+6,44803060.01%+306
Coca-Cola Co/The(KO)1,5211,5210981100.01%+12
SPDR S&P 500 ETF Trust(SPY)41541502272390.01%+12
Invesco QQQ Trust Series 11,0611,06105095190.02%+9
Lightspeed Commerce Inc(LSPD)02,500+2,5000410.00%+41
iShares Core S&P Mid-Cap ETF1,7501,75001021090.00%+7
West Fraser Timber Co Ltd(WFG)01,000+1,0000980.00%+98
iShares S&P 100 ETF45045001191250.01%+6
Vanguard High Dividend Yield E360360043460.00%+3
iShares MSCI India ETF
MSCI INDIA ETF
1,1001,100061640.00%+3
Vanguard Consumer Discretionar
CONSUM DIS ETF
8585027290.00%+2
Grayscale Bitcoin Mini Trust B0425+425020.00%+2
Vanguard Financials ETF
FINANCIALS ETF
200200020220.00%+2
Brookfield Renewable Partners
PARTNERSHIP UNIT
0525+5250150.00%+15
POET Technologies Inc(POET)7207200130.00%+2
Vanguard Health Care ETF
HEALTH CAR ETF
100100027280.00%+2
Vanguard Short-Term Bond ETF707707054560.00%+1
Vanguard Small-Cap Growth ETF35350990.00%+1
Nuvei Corp0455+4550150.00%+15
Vanguard Mega Cap Growth ETF5050016160.00%0
ARK Genomic Revolution ETF
GENOMIC REV ETF
0170+170040.00%+4
Mogo Inc7137130110.00%-0
Cameco Corp(CCJ)350350017170.00%-1
Viatris Inc(VTRS)680-6810-1
Enbridge Inc(ENB)0387+3870160.00%+16
Veralto Corp(VLTO)000000
SK Telecom Co Ltd(SKM)430-4310-1
Fortive Corp(FTV)0326+3260260.00%+26
Nice Ltd(NICE)000000
Unilever PLC(UL)190-1910-1
Walt Disney Co/The(DIS)000000
HDFC Bank Ltd(HDB)170-1710-1
Grayscale Bitcoin Trust BTC(GBTC)0425+4250210.00%+21
InterContinental Hotels Group(IHG)120-1210-1
Sony Group Corp(SONY)160-1610-1
Labcorp Holdings Inc(LH)70-710-1
Gildan Activewear Inc(GIL)0540+5400250.00%+25
International Flavors & Fragra(IFF)170-1720-2
Baxter International Inc500-5020-2
Novartis AG(NVS)160-1620-2
Medtronic PLC(MDT)000000
GE HealthCare Technologies Inc(GEHC)272-25200.00%-2
Gen Digital Inc(GEN)800-8020-2
ASML Holding NV
N Y REGISTRY SHS
20-220-2
Aon PLC(AON)70-720-2
AstraZeneca PLC(AZN)270-2720-2
Warner Bros Discovery Inc(WBD)2890-28920-2
ICICI Bank Ltd(IBN)800-8020-2
Brookfield Asset Management Lt(BAM)000000
RELX PLC(RELX)510-5120-2
BlackRock Inc(BLK)30-320-2
Vanguard Small-Cap Value ETF270235-3550470.00%-2
Home Depot Inc/The(HD)70-720-2
Accenture PLC
SHS CLASS A
000000
Taiwan Semiconductor Manufactu(TSM)140-1420-2
Prologis Inc(PLD)220-2220-2
B2Gold Corp(BTG)000000
National Grid PLC(NGG)500-5030-3
NIKE Inc(NKE)400-4030-3
GE Vernova Inc(GEV)180-1830-3
Adobe Inc(ADBE)60-630-3
Diageo PLC(DEO)280-2840-4
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