Fund HoldingsPORTLAND INVESTMENT COUNSEL INC.

Total Portfolio Value
$279.4K
Total Bought
$86.0K
Total Sold
$40.6K
Net Transaction
+$45.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
AT&T INC(T)19,5001,468,200+1,448,7000258.82%+24
CVS HEALTH CORP(CVS)0191,900+191,9000155.42%+15
DANAHER CORPORATION(DHR)5,80252,504+46,7021124.35%+11
MAGNA INTL INC(MGA)0176,000+176,0000103.72%+10
BROOKFIELD ASSET MANAGMT LTD(BAM)118,092289,991+171,8994124.18%+8
CARNIVAL CORP526,100672,889+146,7897124.46%+5
CANADIAN IMP BK COMM(CM)449,640450,966+1,32617227.77%+4
ARES MANAGEMENT CORPORATION(ARES)23,19842,393+19,195251.80%+3
VERIZON COMMUNICATIONS INC(VZ)652,169626,608-25,56121248.45%+2
BANK NOVA SCOTIA B C414,019419,191+5,17219207.30%+2
BANK NEW YORK MELLON CORP174,000172,800-1,200793.22%+2
D R HORTON INC(DHI)34,73934,531-208451.88%+2
CITIGROUP INC(C)725,800606,400-119,400303111.16%+1
BROOKFIELD CORP(BN)40,15460,396+20,242120.87%+1
GOLDMAN SACHS GROUP INC(GS)02,270+2,270010.31%+1
BERKSHIRE HATHAWAY INC DEL104,291104,187-104373713.30%+1
RADNET INC(RDNT)24,50034,500+10,000110.43%+1
NOMAD FOODS LTD(NOMD)43,50065,601+22,101110.40%0
ALTICE USA INC169,170269,679+100,509110.31%0
ROYAL BK CDA(RY)24,05622,728-1,328220.82%0
META PLATFORMS INC(META)3,4533,4530110.44%0
AMAZON COM INC(AMZN)7,5207,380-140110.40%0
MICROSOFT CORP(MSFT)2,2942,264-30110.30%0
JPMORGAN CHASE & CO(JPM)6,6806,302-378110.38%0
APPLE INC(AAPL)5,3115,179-132110.36%0
TORONTO DOMINION BK ONT(TD)115,437108,600-6,837772.51%0
NUSCALE PWR CORP(SMR)15,00040,000+25,000000.05%0
PERSPECTIVE THERAPEUTICS INC0142,550+142,550000.02%0
ALPHABET INC(GOOG)8,4668,336-130110.42%0
IOVANCE BIOTHERAPEUTICS INC(IOVA)15,00015,0000000.04%0
MASTERCARD INCORPORATED(MA)1,3911,374-17110.21%0
PLUG POWER INC(PLUG)12,00025,000+13,000000.04%0
REGENERON PHARMACEUTICALS(REGN)3273270000.10%0
NATIONAL GRID PLC(NGG)3,3003,000-300000.07%0
LUMEN TECHNOLOGIES INC(LUMN)19,00014,000-5,000000.01%-0
LIBERTY LATIN AMERICA LTD(LILA)72,47872,815+337110.19%-0
CRESCENT PT ENERGY CORP108,080108,0800110.27%-0
POINT BIOPHARMA GLOBAL INC20,0000-20,00000-0
BAYTEX ENERGY CORP(BTE)280,300280,3000110.33%-0
BANK MONTREAL QUE223,212136,997-86,21519144.85%-5
FIRST HORIZON CORPORATION(FHN)931,4000-931,400100-10
VODAFONE GROUP PLC NEW(VOD)1,746,6080-1,746,608170-17
Page 1 of 1