Stock Taper 
PORTLAND INVESTMENT COUNSEL INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Arvinas, Inc. | ARVN | 14K | $116.34K |
 Sysco Corporation | SYY | 12.13K | $1.01M |
 Bloom Energy Corporation | BE | 12K | $3.63M |
 NVIDIA Corporation | NVDA | 11.3K | $2.26M |
 Schrödinger, Inc. | SDGR | 10K | $162.5K |
 Relay Therapeutics, Inc. | RLAY | 10K | $187.1K |
 BWX Technologies, Inc. | BWXT | 10K | $1.95M |
 United Parcel Service, Inc. | UPS | 9.1K | $978.25K |
 Amazon.com, Inc. | AMZN | 8.82K | $2.1M |
 Apple Inc. | AAPL | 7.54K | $2.18M |
 Alphabet Inc. | GOOGL | 6.79K | $2.43M |
 JPMorgan Chase & Co. | JPM | 5.75K | $1.88M |
 Space Exploration Technologies Corp. | SPCX | 4.06K | $693.69K |
 Coinbase Global, Inc. | COIN | 3.9K | $570.87K |
 Salesforce, Inc. | CRM | 3.88K | $607.06K |
 Constellation Energy Corporation | CEG | 3.4K | $844.46K |
 Microsoft Corporation | MSFT | 3.28K | $1.22M |
 Meta Platforms, Inc. | META | 3.26K | $1.83M |
 BeOne Medicines AG | ONC | 3K | $854.91K |
 ICON Public Limited Company | ICLR | 3K | $521.13K |