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Portfolio (Quarterly) Guide ↗

Dixon Mitchell Investment Counsel Inc.

· CIK 0001993485
13F Portfolio $3.0B AUM 145 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New
Page 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NVO Novo Nordisk A/S Healthcare 50.0 $3K NEW $50.88 -13.1%
142 WCC WESCO International Inc Industrials 10.0 $2K NEW $244.60 +48.6%
143 CVE Cenovus Energy Inc Energy 140.0 $2K NEW $16.94 +70.7%
144 Leidos HLDGS Inc 10.0 $2K NEW $180.40
145 Orion Digital Corp 713.0 $775.0 NEW $1.09
Page 8 of 8  ·  145 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 28.8%
Industrials 18.1%
Technology 12.2%
Communication Services 9.6%
Healthcare 8.8%
Basic Materials 7.9%
Consumer Cyclical 7.8%
Utilities 3.5%
Energy 3.0%
Real Estate 0.4%