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Portfolio (Quarterly) Guide ↗

Dixon Mitchell Investment Counsel Inc.

· CIK 0001993485
13F Portfolio $3.1B AUM 144 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 34 Added 75 Reduced 8 Exited
Page 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BTC Grayscale Bitcoin Mini Trust E Financial Services 85.0 $2K $25.95 +33.0%
142 ZTS Zoetis Inc Healthcare 18.0 $1K -482.0 -96.4% $71.83 +8.1%
143 VSNT Versant Media Group CL A Industrials 19.0 $684.0 $36.00 +9.4%
144 ORIO Orion Digital Corp Technology 713.0 $623.0 $0.87 -5.2%
Page 8 of 8  ·  144 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 28.7%
Industrials 18.2%
Technology 12.4%
Communication Services 10.7%
Healthcare 8.0%
Basic Materials 7.9%
Consumer Cyclical 7.2%
Utilities 3.5%
Energy 3.2%
Real Estate 0.3%