account_balance
Investment manager · 13F filer · SEC CIK 1081668
Portland Investment Counsel Inc.
Reported value$339Mas of Sep 30, 2026
Positions57 2 new, 3 sold out
Top 10 weight79.2%CI alone is 18%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CICigna Group
18.1%
VZVerizon Communications Inc
12.1%
BRK-BBerkshire Hathaway Inc
10.4%Trimmed −26%
SOBOSouth Bow Corp
9.3%
TDToronto Dominion Bank
6.5%
OKLOOklo Inc.
6.3%
BAMBrookfield Asset Management Ltd.
5.3%Trimmed −5%
DHRDanaher Corp
4.7%Added +14%
ARESAres Management Corp
4.1%
UBERUber Technologies, Inc
2.4%
BNBrookfield Corp
1.2%
BIL1.1%
CICigna Group
18.1%
VZVerizon Communications Inc
12.1%
BRK-BBerkshire Hathaway Inc
10.4%−26%
SOBOSouth Bow Corp
9.3%
TDToronto Dominion Bank
6.5%
OKLOOklo Inc.
6.3%
BAMBrookfield Asset Management Ltd.
5.3%
DHR4.7%ARES4.1%UBERBNBIL
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CI Cigna Group 18.1% HeldVZ Verizon Communications Inc 12.1% HeldBRK-B Berkshire Hathaway Inc 10.4% Trimmed −26%SOBO South Bow Corp 9.3% HeldTD Toronto Dominion Bank 6.5% HeldOKLO Oklo Inc. 6.3% HeldBAM Brookfield Asset Management Ltd. 5.3% Trimmed −5%DHR Danaher Corp 4.7% Added +14%ARES Ares Management Corp 4.1% HeldUBER Uber Technologies, Inc 2.4% HeldBN Brookfield Corp 1.2% Held
BIL SPDR Series Trust 1.1% Added +17%
What changed
Biggest moves since Jun 30, 2026
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