SEC Form 13F

PORTLAND INVESTMENT COUNSEL INC. 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$357,916,684
Positions58

Largest disclosed positions

IssuerTickerClassReported valueReported amount
THE CIGNA GROUPCICOM$62,303,680226,000
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$48,276,12696,477
VERIZON COMMUNICATIONS INCVZCOM$37,860,428894,200
SOUTH BOW CORPSOBOCOM$33,530,328951,824
OKLO INCOKLOCOM CL A$30,847,488589,480
TORONTO DOMINION BK ONTTDCOM NEW$22,700,794186,700
BROOKFIELD ASSET MANAGMT LTDBAMCL A LMT VTG SHS$18,912,230422,387
ARES MANAGEMENT CORPORATIONARESCL A COM STK$13,476,747121,074
DANAHER CORPORATIONDHRCOM$11,934,33462,654
UBER TECHNOLOGIES INCUBERCOM$8,695,280120,500

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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