PORTLAND INVESTMENT COUNSEL INC.
Top Portfolio Positions
52 positions ·
$308,471,518 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
104,877 | $50,257,058 | 16.29% | |
| VZ |
Verizon Communications Inc
Communication Services
|
865,000 | $43,423,000 | 14.08% | |
| SOBO |
South Bow Corp
Energy
|
970,061 | $32,322,432 | 10.48% | |
| OKLO |
Oklo Inc.
Utilities
|
589,480 | $29,232,313 | 9.48% | |
| CI |
Cigna Group
Healthcare
|
72,200 | $19,259,350 | 6.24% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
422,387 | $18,775,102 | 6.09% | |
| TD |
Toronto Dominion Bank
Financial Services
|
192,000 | $17,915,520 | 5.81% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
58,100 | $17,008,775 | 5.51% | |
| ARES |
Ares Management Corp
Financial Services
|
121,074 | $13,209,173 | 4.28% | |
| DHR |
Danaher Corp /De/
Healthcare
|
62,654 | $11,879,198 | 3.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LILA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $525,429 | 71,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $589,419 | 71,100 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||