Stock Taper 
PORTLAND INVESTMENT COUNSEL INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 7.54K | $2.18M |
 Amazon.com, Inc. | AMZN | 8.82K | $2.1M |
 United Parcel Service, Inc. | UPS | 9.1K | $978.25K |
 Relay Therapeutics, Inc. | RLAY | 10K | $187.1K |
 Schrödinger, Inc. | SDGR | 10K | $162.5K |
 BWX Technologies, Inc. | BWXT | 10K | $1.95M |
 NVIDIA Corporation | NVDA | 11.3K | $2.26M |
 Bloom Energy Corporation | BE | 12K | $3.63M |
 Sysco Corporation | SYY | 12.13K | $1.01M |
 Arvinas, Inc. | ARVN | 14K | $116.34K |
 Centrus Energy Corp. | LEU | 14.75K | $2.48M |
 Lantheus Holdings, Inc. | LNTH | 18K | $2M |
 Cameco Corporation | CCJ | 32.5K | $3.31M |
 The Bank of Nova Scotia | BNS | 37.8K | $3.29M |
 RadNet, Inc. | RDNT | 42K | $2.59M |
 Olema Pharmaceuticals, Inc. | OLMA | 50K | $625.5K |
 Plug Power Inc. | PLUG | 50K | $135.5K |
 X-Energy, Inc. Class A Common Stock | XE | 60K | $1.1M |
 Danaher Corporation | DHR | 62.65K | $11.93M |
 Berkshire Hathaway Inc. | BRK-B | 96.48K | $48.28M |