PORTLAND INVESTMENT COUNSEL INC. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$365.4M
Holdings
52
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (52 positions)
| Stock | Value |
|---|---|
OKLOOKLO INC | $85.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $50.7M |
BNSBANK NOVA SCOTIA B C | $26.5M |
BAMBROOKFIELD ASSET MANAGMT LTD | $23.5M |
TDTORONTO DOMINION BK ONT | $22.5M |
SOBOSOUTH BOW CORP | $21.3M |
MGAMAGNA INTL INC | $20.9M |
CITHE CIGNA GROUP | $20.8M |
ELVELEVANCE HEALTH INC | $18.8M |
ARESARES MANAGEMENT CORPORATION | $14.5M |
DHRDANAHER CORPORATION | $11.8M |
BNBROOKFIELD CORP | $4.1M |
LEUCENTRUS ENERGY CORP | $3.5M |
RDNTRADNET INC | $3.2M |
CCLCARNIVAL CORP | $3.2M |
NVDANVIDIA CORPORATION | $2.3M |
CCOCAMECO CORP | $2.0M |
GOOGLALPHABET INC | $2.0M |
GSGOLDMAN SACHS GROUP INC | $1.8M |
METAMETA PLATFORMS INC | $1.7M |
SMRNUSCALE PWR CORP | $1.6M |
AMZNAMAZON COM INC | $1.6M |
AAPLAPPLE INC | $1.6M |
BEBLOOM ENERGY CORP | $1.5M |
MSFTMICROSOFT CORP | $1.4M |
BWXTBWX TECHNOLOGIES INC | $1.3M |
TLXTELIX PHARMACEUTICAL LTD | $1.2M |
BILSPDR SER TR | $1.1M |
CEGCONSTELLATION ENERGY CORP | $1.1M |
ONCBEONE MEDICINES LTD | $1.0M |
JPMJPMORGAN CHASE & CO | $946K |
LNTHLANTHEUS HLDGS INC | $923K |
ISREURPERSPECTIVE THERAPEUTICS INC | $858K |
MAMASTERCARD INCORPORATED | $775K |
UPSUNITED PARCEL SERVICE INC | $760K |
HEIHEICO CORP | $724K |
LILALIBERTY LATIN AMERICA LTD | $698K |
LLYELI LILLY & CO | $660K |
BTEBAYTEX ENERGY CORP | $656K |
LILALIBERTY LATIN AMERICA LTD | $589K |
ICLRICON PLC | $525K |
COINCOINBASE GLOBAL INC | $515K |
CRMSALESFORCE INC | $498K |
OLMAOLEMA PHARMACEUTICALS INC | $490K |
AMGNAMGEN INC | $423K |
GEVGE VERNOVA INC | $369K |
IOVAIOVANCE BIOTHERAPEUTICS INC | $282K |
SDGRSCHRODINGER INC | $201K |
ARVNARVINAS INC | $119K |
PLUNPLUG POWER INC | $117K |
BCYCBICYCLE THERAPEUTICS PLC | $116K |
RLAYRELAY THERAPEUTICS INC | $52K |