Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIXON MITCHELL INVESTMENT COUNSEL INC | 04-18-2024 | 03-31-2024 | 184 | 2,008,241,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Visa Inc | COM | 1 | $120,809,267 | 432,884 | 0.01 | 432,884 | +Inf | 03-31-2024 | |
| Alphabet Inc | COM | 2 | $113,895,400 | 754,624 | 0.01 | 754,624 | +Inf | 03-31-2024 | |
| Berkshire Hathaway Inc | COM | 3 | $105,752,790 | 251,481 | 0.01 | 251,481 | +Inf | 03-31-2024 | |
| ALPHABET INC | CAP STK CL A | Liquidated | $0 | 0 | 0.01 | 0.01 | 709,342 | 1819.20 | 03-31-2024 |
