PORTLAND INVESTMENT COUNSEL INC. — 13F holdings

PORTLAND INVESTMENT COUNSEL INC. reported 58 holdings worth $358M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. CI THE CIGNA GROUP — $62.3M (17.4%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $48.3M (13.5%)
3. VZ VERIZON COMMUNICATIONS INC — $37.9M (10.6%)
4. SOBO SOUTH BOW CORP — $33.5M (9.4%)
5. OKLO OKLO INC — $30.8M (8.6%)
6. TD TORONTO DOMINION BK ONT — $22.7M (6.3%)
7. BAM BROOKFIELD ASSET MANAGMT LTD — $18.9M (5.3%)
8. ARES ARES MANAGEMENT CORPORATION — $13.5M (3.8%)
9. DHR DANAHER CORPORATION — $11.9M (3.3%)
10. UBER UBER TECHNOLOGIES INC — $8.70M (2.4%)