StockDriftsStockDriftsTop 50 Portland Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 16.13% | 104.9K | $50.3M | +0.76%(+794) | $264.07(+92.29%) | 2026-03-31 | |
| VZ | VERIZON COMMUNICATIONS INC | 13.93% | 865.0K | $43.4M | +0.00%(+0) | $38.44(+10.71%) | 2026-03-31 | |
| SOBO | SOUTH BOW CORP | 10.36% | 970.1K | $32.3M | +29.16%(+219.02K) | $25.13(+36.76%) | 2026-03-31 | |
| OKLO | OKLO INC | 9.38% | 589.5K | $29.2M | -5.35%(-33.35K) | $8.40(+523.14%) | 2026-03-31 | |
| CI | THE CIGNA GROUP | 6.18% | 72.2K | $19.3M | +0.00%(+0) | $311.29(-7.56%) | 2026-03-31 | |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 6.01% | 422.4K | $18.7M | +0.28%(+1.19K) | $37.54(+22.18%) | 2026-03-31 | |
| TD | TORONTO DOMINION BK ONT | 5.75% | 192.0K | $17.9M | +0.00%(+0) | $58.27(+104.74%) | 2026-03-31 | |
| ELV | ELEVANCE HEALTH INC | 5.46% | 58.1K | $17.0M | +0.00%(+0) | $444.45(-5.98%) | 2026-03-31 | |
| ARES | ARES MANAGEMENT CORPORATION | 4.24% | 121.1K | $13.2M | +26.48%(+25.35K) | $128.25(-8.85%) | 2026-03-31 | |
| DHR | DANAHER CORPORATION | 3.81% | 62.7K | $11.9M | +0.00%(+0) | $221.98(-10.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.01% | +56.12% |
| Top 20 Holdings Unweighted | +23.17% | +86.88% |
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