Dixon Mitchell Investment Counsel Inc.
Annual return '25
-0.6%
SPY '25
+17.7%
Alpha
-18.3ptsvs SPY
Invested
$2.9B
Holdings
141
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IEFA
iShares Core MSCI EAFE ETF
Held since at least Q1 2024
7.8%
02
$TD
Toronto-Dominion Bank/The
Held since at least Q1 2024
4.8%
03
$RY
Royal Bank of Canada
Held since at least Q1 2024
4.6%
04
$MSFT
Microsoft Corp
Held since at least Q1 2024
4.4%
05
$GOOGL
Alphabet Inc
Held since at least Q1 2024
4.4%
06
$WPM
Wheaton Precious Metals Corp
Held since at least Q1 2024
4.2%
07
$MEOH
Methanex Corp
Held since at least Q1 2024
4.0%
08
$V
Visa Inc
Held since at least Q1 2024
4.0%
09
$ICE
Intercontinental Exchange Inc
Held since at least Q1 2024
3.8%
10
$BRK/B
Berkshire Hathaway Inc
Held since at least Q1 2024
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:18 UTC.