Holdings
Portland Investment Counsel Inc.
As of Jun 30, 2026, Portland Investment Counsel Inc. reported 52 positions worth US$349M. Largest: The Cigna Group, Berkshire Hathaway Inc. and Verizon Communications Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| The Cigna Group | 226K | US$62.3M | +154K | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 96,477 | US$48.3M | −8,400 | Jun 30, 2026 |
| Verizon Communications Inc. | 894K | US$37.9M | +29,200 | Jun 30, 2026 |
| South Bow Corp | 952K | US$33.5M | −18,237 | Jun 30, 2026 |
| Oklo Inc. | 589K | US$30.8M | no change | Jun 30, 2026 |
| Toronto-dominion Bank | 187K | US$22.7M | −5,300 | Jun 30, 2026 |
| Brookfield Asset Management Inc | 422K | US$18.9M | no change | Jun 30, 2026 |
| Ares Management Corporation | 121K | US$13.5M | no change | Jun 30, 2026 |
| Danaher Corporation | 62,654 | US$11.9M | no change | Jun 30, 2026 |
| Uber Technologies, Inc. | 121K | US$8.7M | new | Jun 30, 2026 |