PORTLAND INVESTMENT COUNSEL INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SOBO | 970K | $32.27M |
 | VZ | 865K | $43.42M |
 | OKLO | 589K | $29.23M |
 | BAM | 422K | $18.72M |
 | TLX | 266K | $2.55M |
 | TD | 192K | $17.93M |
 | CCL | 140K | $3.61M |
 | IOVA | 130K | $456.30K |
 | ARES | 121K | $13.21M |
 | BN | 113K | $4.56M |
 | SMR | 105K | $1.14M |
 | BRK-B | 105K | $50.26M |
 | CI | 72K | $19.26M |
 | DHR | 63K | $11.88M |
 | ELV | 58K | $17.01M |
 | OLMA | 50K | $745.50K |
 | PLUG | 50K | $113.00K |
 | RDNT | 42K | $2.35M |
 | BNS | 38K | $2.62M |
 | CCJ | 33K | $3.53M |
South Bow Corporation
SOBO
Shares Held
970K
Value
$32.27M
Verizon Communications Inc.
VZ
Shares Held
865K
Value
$43.42M
Oklo Inc.
OKLO
Shares Held
589K
Value
$29.23M
Brookfield Asset Management Ltd.
BAM
Shares Held
422K
Value
$18.72M
Telix Pharmaceuticals Limited
TLX
Shares Held
266K
Value
$2.55M
The Toronto-Dominion Bank
TD
Shares Held
192K
Value
$17.93M
Carnival Corporation & plc
CCL
Shares Held
140K
Value
$3.61M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
130K
Value
$456.30K
Ares Management Corporation
ARES
Shares Held
121K
Value
$13.21M
Brookfield Corporation
BN
Shares Held
113K
Value
$4.56M
NuScale Power Corporation
SMR
Shares Held
105K
Value
$1.14M
Berkshire Hathaway Inc.
BRK-B
Shares Held
105K
Value
$50.26M
Cigna Corporation
CI
Shares Held
72K
Value
$19.26M
Danaher Corporation
DHR
Shares Held
63K
Value
$11.88M
Elevance Health Inc.
ELV
Shares Held
58K
Value
$17.01M
Olema Pharmaceuticals, Inc.
OLMA
Shares Held
50K
Value
$745.50K
Plug Power Inc.
PLUG
Shares Held
50K
Value
$113.00K
RadNet, Inc.
RDNT
Shares Held
42K
Value
$2.35M
The Bank of Nova Scotia
BNS
Shares Held
38K
Value
$2.62M
Cameco Corporation
CCJ
Shares Held
33K
Value
$3.53M