PORTLAND INVESTMENT COUNSEL INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RDNT | 42K | $3.20M |
 | CCJ | 24K | $2.01M |
 | BE | 18K | $1.52M |
 | LNTH | 18K | $923.22K |
 | BCYC | 15K | $116.10K |
 | ARVN | 14K | $119.28K |
 | NVDA | 12K | $2.29M |
 | RLAY | 10K | $52.20K |
 | SDGR | 10K | $200.60K |
 | UPS | 9K | $760.12K |
 | GOOGL | 8K | $2.01M |
 | AMZN | 7K | $1.56M |
 | BWXT | 7K | $1.29M |
 | AAPL | 6K | $1.56M |
 | CEG | 3K | $1.12M |
 | JPM | 3K | $946.29K |
 | ICLR | 3K | $525.00K |
 | MSFT | 3K | $1.37M |
 | GS | 2K | $1.79M |
 | META | 2K | $1.65M |
RadNet, Inc.
RDNT
Shares Held
42K
Value
$3.20M
Cameco Corporation
CCJ
Shares Held
24K
Value
$2.01M
Bloom Energy Corporation
BE
Shares Held
18K
Value
$1.52M
Lantheus Holdings, Inc.
LNTH
Shares Held
18K
Value
$923.22K
Bicycle Therapeutics plc
BCYC
Shares Held
15K
Value
$116.10K
Arvinas, Inc.
ARVN
Shares Held
14K
Value
$119.28K
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.29M
Relay Therapeutics, Inc.
RLAY
Shares Held
10K
Value
$52.20K
Schrödinger, Inc.
SDGR
Shares Held
10K
Value
$200.60K
United Parcel Service, Inc.
UPS
Shares Held
9K
Value
$760.12K
Alphabet Inc.
GOOGL
Shares Held
8K
Value
$2.01M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.56M
BWX Technologies, Inc.
BWXT
Shares Held
7K
Value
$1.29M
Apple Inc.
AAPL
Shares Held
6K
Value
$1.56M
Constellation Energy Corporation
CEG
Shares Held
3K
Value
$1.12M
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$946.29K
ICON Public Limited Company
ICLR
Shares Held
3K
Value
$525.00K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.37M
The Goldman Sachs Group, Inc.
GS
Shares Held
2K
Value
$1.79M
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.65M