PORTLAND INVESTMENT COUNSEL INC.

data from 31/03/2026

Capitalization

$ 311.618 M

-6.17%

Performance

$ 889.845 M

127,303.87%

Average holding period

11 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PORTLAND INVESTMENT COUNSEL INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 BRK-B BERKSHIRE HATHAWAY INC DEL 16.13% 50.257 M $ 104877 2017/12/31 -2.441 M $ -4.66 %
2026/03/31 VZ VERIZON COMMUNICATIONS INC 13.93% 43.423 M $ 865000 2025/12/31 8.192 M $ 23.25 %
2026/03/31 SOBO SOUTH BOW CORP 10.36% 32.273 M $ 970061 2024/12/31 4.394 M $ 21.27 %
2026/03/31 OKLO OKLO INC 9.38% 29.232 M $ 589480 2024/06/30 -13.808 M $ -30.94 %
2026/03/31 CI THE CIGNA GROUP 6.18% 19.259 M $ 72200 2024/12/31 -612.256 K $ -3.08 %
2026/03/31 BAM BROOKFIELD ASSET MANAGMT LTD 6.01% 18.724 M $ 422387 2022/12/31 -3.344 M $ -15.07 %
2026/03/31 TD TORONTO DOMINION BK ONT 5.75% 17.932 M $ 192000 2017/12/31 -170.880 K $ -0.94 %
2026/03/31 ELV ELEVANCE HEALTH INC 5.46% 17.009 M $ 58100 2024/12/31 -3.358 M $ -16.49 %
2026/03/31 ARES ARES MANAGEMENT CORPORATION 4.24% 13.209 M $ 121074 2020/03/31 -5.028 M $ -32.25 %
2026/03/31 DHR DANAHER CORPORATION 3.81% 11.879 M $ 62654 2019/03/31 -2.464 M $ -17.07 %
2026/03/31 BN BROOKFIELD CORP 1.46% 4.559 M $ 112663 2022/12/31 -573.045 K $ -11.77 %
2026/03/31 CCL CARNIVAL CORP 1.16% 3.613 M $ 139602 2023/06/30 -650.545 K $ -15.23 %
2026/03/31 CCJ CAMECO CORP 1.13% 3.534 M $ 32500 2024/03/31 513.600 K $ 18.70 %
2026/03/31 BNS BANK NOVA SCOTIA B C 0.84% 2.621 M $ 37800 2017/12/31 0.000 $ 0.00 %
2026/03/31 LEU CENTRUS ENERGY CORP 0.82% 2.560 M $ 14750 2024/03/31 -778.162 K $ -28.49 %
2026/03/31 TLX TELIX PHARMACEUTICAL LTD 0.82% 2.548 M $ 266200 2025/09/30 553.696 K $ 26.84 %
2026/03/31 BE BLOOM ENERGY CORP 0.78% 2.439 M $ 18000 2025/03/31 874.800 K $ 55.93 %
2026/03/31 RDNT RADNET INC 0.75% 2.347 M $ 42000 2023/06/30 -649.319 K $ -21.64 %
2026/03/31 BWXT BWX TECHNOLOGIES INC 0.66% 2.045 M $ 10000 2024/03/31 221.550 K $ 18.31 %
2026/03/31 NVDA NVIDIA CORPORATION 0.63% 1.971 M $ 11300 2024/12/31 -124.992 K $ -6.45 %
2026/03/31 GOOGL ALPHABET INC 0.63% 1.952 M $ 6787 2021/03/31 -173.933 K $ -8.11 %
2026/03/31 GS GOLDMAN SACHS GROUP INC 0.62% 1.927 M $ 2278 2017/12/31 -74.305 K $ -3.73 %
2026/03/31 AAPL APPLE INC 0.61% 1.912 M $ 7535 2021/03/31 -110.841 K $ -6.62 %
2026/03/31 META META PLATFORMS INC 0.60% 1.863 M $ 3257 2019/03/31 -263.088 K $ -13.21 %
2026/03/31 AMZN AMAZON COM INC 0.59% 1.838 M $ 8825 2021/03/31 -160.555 K $ -9.70 %
2026/03/31 JPM JPMORGAN CHASE & CO 0.54% 1.692 M $ 5752 2021/03/31 -84.180 K $ -8.68 %
2026/03/31 BIL SPDR SER TR 0.46% 1.446 M $ 15774 2024/09/30 7.753 K $ 0.28 %
2026/03/31 LNTH LANTHEUS HLDGS INC 0.44% 1.365 M $ 18000 2024/03/31 167.399 K $ 13.97 %
2026/03/31 LLY ELI LILLY & CO 0.43% 1.341 M $ 1458 2024/12/31 -180.779 K $ -14.35 %
2026/03/31 GEV GE VERNOVA INC 0.42% 1.309 M $ 1500 2025/09/30 328.994 K $ 33.56 %
2026/03/31 MSFT MICROSOFT CORP 0.39% 1.214 M $ 3279 2021/03/31 -299.167 K $ -23.27 %
2026/03/31 SMR NUSCALE PWR CORP 0.37% 1.138 M $ 105000 2023/09/30 -233.100 K $ -23.50 %
2026/03/31 PERSPECTIVE THERAPEUTICS INC 0.33% 1.043 M $ 250000 2023/06/30 946.500 K $ 137.67 %
2026/03/31 CEG CONSTELLATION ENERGY CORP 0.30% 949.450 K $ 3400 2024/03/31 -251.667 K $ -20.95 %
2026/03/31 UPS UNITED PARCEL SERVICE INC 0.29% 895.258 K $ 9100 2025/06/30 -7.371 K $ -0.82 %
2026/03/31 ONC BEONE MEDICINES LTD 0.29% 890.910 K $ 3000 2024/03/31 -20.519 K $ -2.25 %
2026/03/31 MA MASTERCARD INCORPORATED 0.27% 840.428 K $ 1682 2021/03/31 -97.072 K $ -12.33 %
2026/03/31 HEI HEICO CORP 0.25% 765.566 K $ 2792 2024/09/30 -110.831 K $ -15.05 %
2026/03/31 OLMA OLEMA PHARMACEUTICALS INC 0.24% 745.500 K $ 50000 2024/09/30 -504.500 K $ -40.36 %
2026/03/31 CRM SALESFORCE INC 0.23% 723.346 K $ 3875 2025/09/30 -243.795 K $ -29.42 %
2026/03/31 COIN COINBASE GLOBAL INC 0.22% 681.852 K $ 3905 2025/09/30 -161.649 K $ -22.25 %
2026/03/31 AMGEN INC 0.17% 527.775 K $ 1500 2024/03/31 36.810 K $ 7.50 %
2026/03/31 REGN REGENERON PHARMACEUTICALS 0.16% 505.307 K $ 654 2026/03/31 0.000 $ 0.00 %
2026/03/31 IOVA IOVANCE BIOTHERAPEUTICS INC 0.15% 456.300 K $ 130000 2023/09/30 101.399 K $ 28.57 %
2026/03/31 ICLR ICON PLC 0.11% 331.980 K $ 3000 2024/09/30 -214.680 K $ -39.27 %
2026/03/31 PANW PALO ALTO NETWORKS INC 0.09% 287.935 K $ 1796 2026/03/31 0.000 $ 0.00 %
2026/03/31 CRWD CROWDSTRIKE HLDGS INC 0.09% 279.534 K $ 716 2026/03/31 0.000 $ 0.00 %
2026/03/31 PLTR PALANTIR TECHNOLOGIES INC 0.09% 277.201 K $ 1895 2026/03/31 0.000 $ 0.00 %
2026/03/31 ZS ZSCALER INC 0.08% 235.547 K $ 1679 2026/03/31 0.000 $ 0.00 %
2026/03/31 NUVL NUVALENT INC 0.07% 204.900 K $ 2000 2025/12/31 3.719 K $ 1.85 %
2026/03/31 ARVN ARVINAS INC 0.05% 148.400 K $ 14000 2025/03/31 -17.639 K $ -10.62 %
2026/03/31 SDGR SCHRODINGER INC 0.04% 113.600 K $ 10000 2025/06/30 -65.199 K $ -36.47 %
2026/03/31 PLUG PLUG POWER INC 0.04% 113.000 K $ 50000 2023/09/30 14.499 K $ 14.72 %
2026/03/31 RLAY RELAY THERAPEUTICS INC 0.03% 99.500 K $ 10000 2024/09/30 14.899 K $ 17.61 %
2026/03/31 BCYC BICYCLE THERAPEUTICS PLC 0.02% 69.600 K $ 15000 2025/03/31 -36.600 K $ -34.46 %
2026/03/31 MOS MOSAIC CO NEW 0.00% 0.000 $ 0 2025/12/31 0.000 $ 0.00 %
2026/03/31 LILA LIBERTY LATIN AMERICA LTD 0.00% 0.000 $ 0 2025/09/30 0.000 $ 0.00 %
2026/03/31 LILAK LIBERTY LATIN AMERICA LTD 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2026/03/31 BTEGF BAYTEX ENERGY CORP 0.00% 0.000 $ 0 2023/03/31 0.000 $ 0.00 %