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Dixon Mitchell Investment Counsel Inc.

· CIK 0001993485
13F Portfolio $2.9B AUM 140 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 11 Added 56 Reduced 19 Exited
Page 7 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BSV Vanguard Short-Term Bond ETF 707.0 $55K 0.00% $78.41 -0.8%
122 KO Coca-Cola Co/The Consumer Defensive 512.0 $39K 0.00% -398.0 -43.7% $76.58 +5.1%
123 CMCSA Comcast Corp Communication Services 497.0 $36K 0.00% -744.0 -60.0% $72.32 -65.8%
124 GIL Gildan Activewear Inc Consumer Cyclical 322.0 $30K 0.00% $93.10 -38.7%
125 GBTC Grayscale Bitcoin Trust ETF Financial Services 425.0 $22K 0.00% $52.76 +16.5%
126 LSPD Lightspeed Commerce Inc Technology 2,500.0 $22K 0.00% $8.91 -1.2%
127 SPGI S&P Global Inc Financial Services 3.0 $15K 0.00% $5104.00 -92.1%
128 RCI Rogers Communications Inc Communication Services 175.0 $12K -160.0 -47.8% $69.98 -49.0%
129 SPYM SPDR Series TR State Stret ETF 130.0 $10K NEW $76.53 +13.7%
130 MICC Magnum Ice Cream Company Consumer Defensive 606.0 $9K $14.95 +0.5%
131 ARKK ARK Innovation ETF 127.0 $9K $67.59 +10.8%
132 TU TELUS Corp Communication Services 267.0 $4K +6.0 +2.3% $13.12 -5.6%
133 OTEX Open Text Corp Technology 145.0 $3K -115.0 -44.2% $22.21 +0.8%
134 SMMD iShares TR Russell 2500 ETF 34.0 $3K NEW $76.35 +11.1%
135 BTC Grayscale Bitcoin Mini Trust E Financial Services 85.0 $3K $29.99 +16.6%
136 SCZ iShares MSCI EAFE Small-Cap ET 20.0 $2K NEW $78.40 +7.4%
137 IUSB iShares TR Core Universal ETF 26.0 $1K NEW $46.19 -1.1%
138 VSNT Versant Media Group CL A Industrials 19.0 $703.0 NEW $37.00 +20.1%
139 ORIO Orion Digital Corp Technology 713.0 $685.0 NEW $0.96 -1.2%
140 USHY iShares TR ETF 16.0 $589.0 NEW $36.81 -0.1%
Page 7 of 7  ·  140 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 27.0%
Industrials 17.0%
Technology 11.1%
Communication Services 11.1%
Basic Materials 10.4%
Healthcare 7.9%
Consumer Cyclical 7.7%
Utilities 3.7%
Energy 3.7%
Real Estate 0.4%