Long-term investor

Portland Investment Counsel Inc. @portlandinvestmentcounse

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001081668).

Record

  • Tracked since 2025-06-30 (450 days), 50 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -1.9% · 1 year n/a · all -37.8%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CI · 17.4% · long · since 2025-06-30
  • BRK-B · 13.5% · long · since 2025-06-30
  • VZ · 10.6% · long · since 2025-12-31
  • SOBO · 9.4% · long · since 2025-06-30
  • OKLO · 8.6% · long · since 2025-06-30
  • 891160509 · 6.3% · long · since 2025-06-30
  • 113004105 · 5.3% · long · since 2025-06-30
  • 03990B101 · 3.8% · long · since 2025-06-30
  • DHR · 3.3% · long · since 2025-06-30
  • 90353T100 · 2.4% · long · since 2026-06-30
  • 11271J107 · 1.3% · long · since 2025-06-30
  • 143658300 · 1.1% · long · since 2025-06-30

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