Dixon Mitchell Investment Counsel Inc. 13F 持仓 · 2026年Q2
Dixon Mitchell Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 144 只证券，申报市值合计 30.75 亿美元。前几大持仓：TD（6.29%）、RY（5.80%）、GOOGL（4.67%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TD | Toronto-Dominion Bank/The | $193.5M | 6.29% | 1.6M | 增持 |
| 2 | RY | Royal Bank of Canada | $178.3M | 5.80% | 861,023 | 增持 |
| 3 | GOOGL | Alphabet Inc | $143.5M | 4.67% | 400,684 | 减持 |
| 4 | V | Visa Inc | $137.8M | 4.48% | 401,205 | 增持 |
| 5 | BRKB | Berkshire Hathaway Inc | $134.1M | 4.36% | 267,762 | 增持 |
| 6 | MSFT | Microsoft Corp | $132.6M | 4.31% | 355,109 | 增持 |
| 7 | TFII | TFI International Inc | $120.0M | 3.90% | 833,692 | 减持 |
| 8 | TMO | Thermo Fisher Scientific Inc | $111.7M | 3.63% | 222,498 | 增持 |
| 9 | WPM | Wheaton Precious Metals Corp | $110.1M | 3.58% | 978,187 | 增持 |
| 10 | IEFA | iShares Core MSCI EAFE ETF | $107.4M | 3.49% | 1.1M | 减持 |
| 11 | AME | AMETEK Inc | $99.9M | 3.25% | 413,030 | 增持 |
| 12 | BIP | Brookfield Infrastructure Part | $91.4M | 2.97% | 2.5M | 增持 |
| 13 | ICE | Intercontinental Exchange Inc | $90.2M | 2.93% | 732,247 | 增持 |
| 14 | MEOH | Methanex Corp | $88.5M | 2.88% | 1.9M | 减持 |
| 15 | BN | Brookfield Corp | $87.0M | 2.83% | 2.0M | 增持 |
| 16 | TXN | Texas Instruments Inc | $77.2M | 2.51% | 258,730 | 增持 |
| 17 | HEI | HEICO Corp | $75.1M | 2.44% | 210,971 | 增持 |
| 18 | CNQ | Canadian Natural Resources Ltd | $74.2M | 2.41% | 1.9M | 增持 |
| 19 | AMZN | Amazon.com Inc | $70.5M | 2.29% | 295,677 | 增持 |
| 20 | BGSI | BOYD GROUP SERVICES INC | $68.9M | 2.24% | 726,545 | 增持 |
| 21 | SPOT | Spotify Technology SA | $64.1M | 2.09% | 139,646 | 增持 |
| 22 | DPZ | Domino's Pizza Inc | $60.5M | 1.97% | 204,298 | 增持 |
| 23 | CNI | Canadian National Railway Co | $59.0M | 1.92% | 494,412 | 增持 |
| 24 | ROP | Roper Technologies Inc | $51.0M | 1.66% | 150,754 | 增持 |
| 25 | META | Meta Platforms Inc | $43.2M | 1.40% | 76,662 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR