Fund HoldingsDixon Mitchell Investment Counsel Inc.

Total Portfolio Value
$2.16B
Total Bought
$108.14M
Total Sold
$112.32M
Net Transaction
-$4.18M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Alphabet Inc(GOOG)0783,545+783,5450148,3256.85%+148,325
Fortinet Inc(FTNT)130,459299,989+169,53010,11728,3431.31%+18,226
Visa Inc(V)0395,909+395,9090125,1235.78%+125,123
Methanex Corp(MEOH)01,180,935+1,180,935058,9902.73%+58,990
Thermo Fisher Scientific Inc(TMO)0110,555+110,555057,5582.66%+57,558
Roper Technologies Inc(ROP)0106,295+106,295055,2572.55%+55,257
Shopify Inc(SHOP)202,527203,279+75216,24321,6241.00%+5,381
TopBuild Corp38,21362,601+24,38815,54519,4900.90%+3,945
AMETEK Inc390,328383,607-6,72167,07469,1493.20%+2,075
Amazon.com Inc(AMZN)301,777262,586-39,19156,23057,6092.66%+1,379
Intercontinental Exchange Inc(ICE)667,023728,133+61,110107,290108,5155.01%+1,225
Manulife Financial Corp(MFC)550,226559,985+9,75916,27917,1940.79%+915
Mastercard Inc(MA)37,22936,555-67418,38419,2490.89%+865
Domino's Pizza Inc(DPZ)122,747127,622+4,87552,88353,5712.48%+688
ATS Corp(ATS)336,525336,52509,77510,2580.47%+483
Agnico Eagle Mines Ltd(AEM)01,143+1,1430890.00%+89
ARK Innovation ETF
INNOVATION ETF
6,4486,44803063660.02%+60
Costco Wholesale Corp(COST)063+630580.00%+58
Sun Life Financial Inc(SLF)0750+7500450.00%+45
Enbridge Inc(ENB)387967+58016410.00%+25
Invesco QQQ Trust Series 11,0611,06105195420.03%+24
Bank of America Corp0500+5000220.00%+22
NVIDIA Corp(NVDA)0146+1460200.00%+20
Bank of Montreal02,444+2,44402370.01%+237
TC Energy Corp(TRP)01,921+1,9210910.00%+91
Citigroup Inc(C)0186+1860130.00%+13
Parker-Hannifin Corp(PH)019+190120.00%+12
Morgan Stanley(MS)086+860110.00%+11
Grayscale Bitcoin Trust ETF(GBTC)425425021310.00%+10
Goldman Sachs Group Inc/The(GS)017+170100.00%+10
South Bow Corp(SOBO)0379+379090.00%+9
Palo Alto Networks Inc(PANW)048+48090.00%+9
UnitedHealth Group Inc(UNH)015+15080.00%+8
DR Horton Inc(DHI)0388+3880540.00%+54
Freeport-McMoRan Inc(FCX)0197+197080.00%+8
Gilead Sciences Inc(GILD)076+76070.00%+7
Eli Lilly & Co(LLY)09+9070.00%+7
Walmart Inc(WMT)075+75070.00%+7
Trade Desk Inc/The(TTD)056+56070.00%+7
Brookfield Asset Management Lt(BAM)0120+120070.00%+7
Blackrock Inc(BLK)06+6060.00%+6
Stantec Inc(STN)077+77060.00%+6
Restaurant Brands Internationa(QSR)084+84060.00%+6
iShares S&P 100 ETF45045001251300.01%+5
SPDR S&P 500 ETF Trust(SPY)41541502392440.01%+5
Johnson & Johnson(JNJ)035+35050.00%+5
Linde PLC(LIN)012+12050.00%+5
Advanced Micro Devices Inc(AMD)041+41050.00%+5
Grayscale Bitcoin Mini Trust E(BTC)085+85040.00%+4
Veralto Corp(VLTO)031+31030.00%+3
Vanguard Consumer Discretionar
CONSUM DIS ETF
8585029320.00%+3
Vanguard S&P 500 ETF03+3020.00%+2
Fortis Inc/Canada(FTS)0598+5980250.00%+25
Vanguard Financials ETF
FINANCIALS ETF
200200022240.00%+2
Vanguard Mega Cap Growth ETF5050016170.00%+1
POET Technologies Inc(POET)7207200340.00%+1
Vanguard Small-Cap Growth ETF353509100.00%0
Teck Resources Ltd(TECK)05+5000.00%0
Mogo Inc7137130110.00%0
iShares Core S&P Mid-Cap ETF1,7501,75001091090.01%-0
GE HealthCare Technologies Inc(GEHC)220000.00%-0
Gildan Activewear Inc(GIL)540540025250.00%-0
Vanguard High Dividend Yield E360360046460.00%-0
ARK Genomic Revolution ETF
GENOMIC REV ETF
1701700440.00%-0
CVS Health Corp(CVS)01,168+1,1680520.00%+52
iShares 0-3 Month Treasury Bon1,4721,47201481480.01%-1
Vanguard Small-Cap Value ETF235235047470.00%-1
Open Text Corp(OTEX)0145+145040.00%+4
Vanguard Short-Term Bond ETF707707056550.00%-1
Fortive Corp(FTV)326326026240.00%-1
Grayscale Bitcoin Mini Trust B4250-42520-2
Brookfield Renewable Partners
PARTNERSHIP UNIT
525525015120.00%-3
Vanguard Health Care ETF
HEALTH CAR ETF
100100028250.00%-3
Lightspeed Commerce Inc(LSPD)2,5002,500041380.00%-3
Vanguard FTSE All-World ex-US0600+6000340.00%+34
Veren Inc04,509+4,5090230.00%+23
iShares MSCI India ETF
MSCI INDIA ETF
1,1001,100064580.00%-6
iShares Core U.S. Aggregate Bo01,884+1,88401830.01%+183
Nuvei Corp4550-455150-15
Coca-Cola Co/The(KO)1,5211,5210110950.00%-15
Cameco Corp(CCJ)3500-350170-17
BCE Inc(BCE)000000
West Fraser Timber Co Ltd(WFG)1,000132-86898110.00%-86
Baytex Energy Corp(BTE)03,031+3,031080.00%+8
Microsoft Corp(MSFT)0203,047+203,047085,5843.96%+85,584
Suncor Energy Inc(SU)04,875+4,87501740.01%+174
Waste Connections Inc(WCN)69,04070,633+1,59312,35512,1110.56%-244
Alphabet Inc(GOOG)05,457+5,45701,0390.05%+1,039
S&P Global Inc(SPGI)16,21516,081-1348,3778,0090.37%-368
Nutrien Ltd(NTR)185,568189,725+4,1578,9278,4850.39%-442
Brookfield Corp(BN)1,757,0351,617,414-139,62193,42292,9614.30%-460
Triple Flag Precious Metals Co(TFPM)563,989563,98909,1438,4700.39%-672
Bank of Nova Scotia/The743,141740,975-2,16640,53639,7901.84%-746
Oracle Corp(ORCL)170,461169,068-1,39329,04728,1731.30%-873
HCA Healthcare Inc(HCA)51,41166,557+15,14620,89919,9770.92%-922
Middleby Corp/The(MIDD)225,210221,956-3,25431,33330,0641.39%-1,270
Rogers Communications Inc(RCI)152,042154,928+2,8866,1774,8140.22%-1,363
Colliers International Group I(CIGI)86,01186,011013,06811,6910.54%-1,377
iShares Core MSCI EAFE ETF
CORE MSCI EAFE
720,178779,239+59,06156,21054,7652.53%-1,445
TFI International Inc(TFII)0538,701+538,701072,7903.36%+72,790
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