Universe · entity
PORTLAND INVESTMENT COUNSEL INC.
Institutional manager (13F) · CIK 1081668
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $311M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $50M | 104,877 |
| 2 | VERIZON COMMUNICATIONS INC | $43M | 865,000 |
| 3 | SOUTH BOW CORP | $32M | 970,061 |
| 4 | OKLO INC | $29M | 589,480 |
| 5 | THE CIGNA GROUP | $19M | 72,200 |
| 6 | BROOKFIELD ASSET MANAGMT LTD | $19M | 422,387 |
| 7 | TORONTO DOMINION BK ONT | $18M | 192,000 |
| 8 | ELEVANCE HEALTH INC | $17M | 58,100 |
| 9 | ARES MANAGEMENT CORPORATION | $13M | 121,074 |
| 10 | DANAHER CORPORATION | $12M | 62,654 |
| 11 | BROOKFIELD CORP | $5M | 112,663 |
| 12 | CARNIVAL CORP | $4M | 139,602 |
| 13 | CAMECO CORP | $4M | 32,500 |
| 14 | BANK NOVA SCOTIA B C | $3M | 37,800 |
| 15 | CENTRUS ENERGY CORP | $3M | 14,750 |
| 16 | TELIX PHARMACEUTICAL LTD | $3M | 266,200 |
| 17 | BLOOM ENERGY CORP | $2M | 18,000 |
| 18 | RADNET INC | $2M | 42,000 |
| 19 | BWX TECHNOLOGIES INC | $2M | 10,000 |
| 20 | NVIDIA CORPORATION | $2M | 11,300 |
| 21 | ALPHABET INC | $2M | 6,787 |
| 22 | GOLDMAN SACHS GROUP INC | $2M | 2,278 |
| 23 | APPLE INC | $2M | 7,535 |
| 24 | META PLATFORMS INC | $2M | 3,257 |
| 25 | AMAZON COM INC | $2M | 8,825 |
| 26 | JPMORGAN CHASE & CO | $2M | 5,752 |
| 27 | SPDR SER TR | $1M | 15,774 |
| 28 | LANTHEUS HLDGS INC | $1M | 18,000 |
| 29 | ELI LILLY & CO | $1M | 1,458 |
| 30 | GE VERNOVA INC | $1M | 1,500 |
| 31 | MICROSOFT CORP | $1M | 3,279 |
| 32 | NUSCALE PWR CORP | $1M | 105,000 |
| 33 | PERSPECTIVE THERAPEUTICS INC | $1M | 250,000 |
| 34 | CONSTELLATION ENERGY CORP | $949k | 3,400 |
| 35 | UNITED PARCEL SERVICE INC | $895k | 9,100 |
| 36 | BEONE MEDICINES LTD | $891k | 3,000 |
| 37 | MASTERCARD INCORPORATED | $840k | 1,682 |
| 38 | HEICO CORP | $766k | 2,792 |
| 39 | OLEMA PHARMACEUTICALS INC | $746k | 50,000 |
| 40 | SALESFORCE INC | $723k | 3,875 |
| 41 | COINBASE GLOBAL INC | $682k | 3,905 |
| 42 | AMGEN INC | $528k | 1,500 |
| 43 | REGENERON PHARMACEUTICALS | $505k | 654 |
| 44 | IOVANCE BIOTHERAPEUTICS INC | $456k | 130,000 |
| 45 | ICON PLC | $332k | 3,000 |
| 46 | PALO ALTO NETWORKS INC | $288k | 1,796 |
| 47 | CROWDSTRIKE HLDGS INC | $280k | 716 |
| 48 | PALANTIR TECHNOLOGIES INC | $277k | 1,895 |
| 49 | ZSCALER INC | $236k | 1,679 |
| 50 | NUVALENT INC | $205k | 2,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.