PORTLAND INVESTMENT COUNSEL INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VZ | 865K | $35.23M |
 | SOBO | 751K | $20.66M |
 | OKLO | 623K | $44.63M |
 | MOS | 541K | $13.04M |
 | BAM | 421K | $22.19M |
 | TLX | 266K | $2.06M |
 | TD | 192K | $18.10M |
 | CCL | 140K | $4.27M |
 | IOVA | 130K | $354.90K |
 | BN | 106K | $4.87M |
 | BRK-B | 104K | $52.41M |
 | ARES | 96K | $15.59M |
 | LILAK | 83K | $618.62K |
 | CI | 72K | $19.87M |
 | LILA | 71K | $526.14K |
 | SMR | 70K | $991.90K |
 | DHR | 63K | $14.43M |
 | ELV | 58K | $20.37M |
 | PLUG | 50K | $98.50K |
 | OLMA | 50K | $1.25M |
Verizon Communications Inc.
VZ
Shares Held
865K
Value
$35.23M
South Bow Corporation
SOBO
Shares Held
751K
Value
$20.66M
Oklo Inc.
OKLO
Shares Held
623K
Value
$44.63M
The Mosaic Company
MOS
Shares Held
541K
Value
$13.04M
Brookfield Asset Management Ltd.
BAM
Shares Held
421K
Value
$22.19M
Telix Pharmaceuticals Limited
TLX
Shares Held
266K
Value
$2.06M
The Toronto-Dominion Bank
TD
Shares Held
192K
Value
$18.10M
Carnival Corporation & plc
CCL
Shares Held
140K
Value
$4.27M
Iovance Biotherapeutics, Inc.
IOVA
Shares Held
130K
Value
$354.90K
Brookfield Corporation
BN
Shares Held
106K
Value
$4.87M
Berkshire Hathaway Inc.
BRK-B
Shares Held
104K
Value
$52.41M
Ares Management Corporation
ARES
Shares Held
96K
Value
$15.59M
Liberty Latin America Ltd.
LILAK
Shares Held
83K
Value
$618.62K
Cigna Corporation
CI
Shares Held
72K
Value
$19.87M
Liberty Latin America Ltd.
LILA
Shares Held
71K
Value
$526.14K
NuScale Power Corporation
SMR
Shares Held
70K
Value
$991.90K
Danaher Corporation
DHR
Shares Held
63K
Value
$14.43M
Elevance Health Inc.
ELV
Shares Held
58K
Value
$20.37M
Plug Power Inc.
PLUG
Shares Held
50K
Value
$98.50K
Olema Pharmaceuticals, Inc.
OLMA
Shares Held
50K
Value
$1.25M