PORTLAND INVESTMENT COUNSEL INC. Long-Term Concentrated

CIK: 0001081668 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 15, 2024

Total Value ($000): $332 (100.0% shares, 0.0% debt)

Holdings (52)

AMGEN INC 13.2%
Value ($000) $44 Shares 1,000 Est. Cost $43.77 Unrealized
ONC BEIGENE LTD 8.2%
Value ($000) $27 Shares 1,500 Est. Cost $18.12 Unrealized
VZ VERIZON COMMUNICATIONS INC 7.8%
Value ($000) $26 Shares 618,908 Est. Cost $29.64 Unrealized +21.2%
NTR NUTRIEN LTD 7.8%
Value ($000) $26 Shares 307,000 Est. Cost $48.89 Unrealized 0.0%
SBUX STARBUCKS CORP 6.7%
Value ($000) $22 Shares 244,273 Est. Cost $88.61 Unrealized 0.0%
META META PLATFORMS INC 6.7%
Value ($000) $22 Shares 2,649 Est. Cost $265.50 Unrealized +66.9%
OPTU ALTICE USA INC 6.6%
Value ($000) $22 Shares 269,679 Est. Cost $9.14 Unrealized -72.4%
BK BANK NEW YORK MELLON CORP 5.8%
Value ($000) $19 Shares 110,700 Est. Cost $33.25 Unrealized +58.4%
JPM JPMORGAN CHASE & CO 5.0%
Value ($000) $17 Shares 6,302 Est. Cost $127.25 Unrealized +36.4%
ARVN ARVINAS INC 5.0%
Value ($000) $17 Shares 5,000 Est. Cost $43.69 Unrealized 0.0%
BN BROOKFIELD CORP 4.7%
Value ($000) $15 Shares 60,396 Est. Cost $22.16 Unrealized +20.2%
BAM BROOKFIELD ASSET MANAGMT LTD 3.9%
Value ($000) $13 Shares 394,191 Est. Cost $32.47 Unrealized +16.9%
CRESCENT PT ENERGY CORP 2.9%
Value ($000) $10 Shares 108,080 Est. Cost $12.46 Unrealized
TD TORONTO DOMINION BK ONT 2.0%
Value ($000) $7 Shares 109,500 Est. Cost $61.82 Unrealized -2.3%
SMR NUSCALE PWR CORP 2.0%
Value ($000) $7 Shares 40,000 Est. Cost $4.69 Unrealized -23.6%
GOOGL ALPHABET INC 1.9%
Value ($000) $6 Shares 8,336 Est. Cost $109.45 Unrealized +29.7%
BWXT BWX TECHNOLOGIES INC 1.8%
Value ($000) $6 Shares 2,000 Est. Cost $88.00 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION 0.8%
Value ($000) $3 Shares 42,393 Est. Cost $65.08 Unrealized +86.5%
MA MASTERCARD INCORPORATED 0.7%
Value ($000) $2 Shares 1,374 Est. Cost $339.57 Unrealized +33.3%
RY ROYAL BK CDA 0.7%
Value ($000) $2 Shares 22,530 Est. Cost $93.01 Unrealized +6.1%
RDNT RADNET INC 0.5%
Value ($000) $2 Shares 34,500 Est. Cost $29.78 Unrealized +35.3%
LUMN LUMEN TECHNOLOGIES INC 0.5%
Value ($000) $2 Shares 14,000 Est. Cost $3.55 Unrealized -56.0%
BNS BANK NOVA SCOTIA B C 0.4%
Value ($000) $1 Shares 423,391 Est. Cost $43.95 Unrealized -0.4%
DHR DANAHER CORPORATION 0.4%
Value ($000) $1 Shares 52,454 Est. Cost $209.75 Unrealized +15.1%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $1 Shares 2,270 Est. Cost $317.74 Unrealized +17.2%
CCL CARNIVAL CORP 0.4%
Value ($000) $1 Shares 90,702 Est. Cost $12.31 Unrealized +32.1%
ADM ARCHER DANIELS MIDLAND CO 0.3%
Value ($000) $1 Shares 203,262 Est. Cost $54.82 Unrealized 0.0%
CCJ CAMECO CORP 0.3%
Value ($000) $1 Shares 10,500 Est. Cost $43.66 Unrealized 0.0%
DHI D R HORTON INC 0.3%
Value ($000) $1 Shares 35,753 Est. Cost $83.80 Unrealized +75.6%
BBIO BRIDGEBIO PHARMA INC 0.3%
Value ($000) $1 Shares 7,000 Est. Cost $34.01 Unrealized 0.0%
TSLA TESLA INC 0.2%
Value ($000) $1 Shares 3,947 Est. Cost $195.37 Unrealized 0.0%
NOMD NOMAD FOODS LTD 0.2%
Value ($000) $1 Shares 65,601 Est. Cost $21.00 Unrealized -12.3%
CVS CVS HEALTH CORP 0.2%
Value ($000) $1 Shares 193,900 Est. Cost $65.45 Unrealized +8.2%
C CITIGROUP INC 0.2%
Value ($000) $1 Shares 429,700 Est. Cost $45.02 Unrealized +16.7%
LEU CENTRUS ENERGY CORP 0.1%
Value ($000) $0 Shares 6,500 Est. Cost $45.85 Unrealized 0.0%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $0 Shares 8,000 Est. Cost $84.22 Unrealized +4.1%
LNTH LANTHEUS HLDGS INC 0.1%
Value ($000) $0 Shares 7,500 Est. Cost $58.85 Unrealized 0.0%
PERSPECTIVE THERAPEUTICS INC 0.1%
Value ($000) $0 Shares 342,550 Est. Cost $0.00 Unrealized
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $0 Shares 327 Est. Cost $625.92 Unrealized +51.1%
MGA MAGNA INTL INC 0.1%
Value ($000) $0 Shares 177,700 Est. Cost $49.65 Unrealized +3.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $0 Shares 104,087 Est. Cost $251.99 Unrealized +56.1%
BTE BAYTEX ENERGY CORP 0.1%
Value ($000) $0 Shares 280,300 Est. Cost $3.90 Unrealized -20.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $0 Shares 7,180 Est. Cost $126.99 Unrealized +31.4%
CM CANADIAN IMP BK COMM 0.1%
Value ($000) $0 Shares 379,774 Est. Cost $37.48 Unrealized +17.5%
AAPL APPLE INC 0.1%
Value ($000) $0 Shares 5,179 Est. Cost $125.31 Unrealized +43.9%
IOVA IOVANCE BIOTHERAPEUTICS INC 0.1%
Value ($000) $0 Shares 15,000 Est. Cost $6.53 Unrealized +78.3%
SU SUNCOR ENERGY INC 0.1%
Value ($000) $0 Shares 5,600 Est. Cost $31.66 Unrealized 0.0%
MSFT MICROSOFT CORP 0.1%
Value ($000) $0 Shares 2,154 Est. Cost $222.90 Unrealized +79.1%
T AT&T INC 0.1%
Value ($000) $0 Shares 1,440,500 Est. Cost $14.22 Unrealized +9.8%
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $0 Shares 72,815 Est. Cost $12.39 Unrealized -45.1%
PLUG PLUG POWER INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $6.80 Unrealized -45.4%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $0 Shares 1,500 Est. Cost $140.32 Unrealized 0.0%