Portland Investment Counsel
$357M 13F equity value
58 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Portland Investment Counsel covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CI | THE CIGNA GROUP | 226,000 | $62M | 17.4% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 96,477 | $48M | 13.5% |
| VZ | VERIZON COMMUNICATIONS INC | 894,200 | $38M | 10.6% |
| SOBO | SOUTH BOW CORP | 951,824 | $34M | 9.4% |
| OKLO | OKLO INC | 589,480 | $31M | 8.6% |
| TD | TORONTO DOMINION BK ONT | 186,700 | $23M | 6.4% |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 422,387 | $19M | 5.3% |
| ARES | ARES MANAGEMENT CORPORATION | 121,074 | $13M | 3.8% |
| DHR | DANAHER CORPORATION | 62,654 | $12M | 3.3% |
| UBER | UBER TECHNOLOGIES INC | 120,500 | $9M | 2.4% |
Track Portland Investment Counsel's 13F portfolio: $357M in reported holdings, 58 positions. Top holdings and quarterly changes on SentiSense.
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