Portland Global Advisors LLC
Top Portfolio Positions
85 positions ·
$327,933,126 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
122,346 | $79,566,497 | 24.26% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
65,441 | $40,361,391 | 12.31% | |
| MSFT |
Microsoft Corp
Technology
|
33,438 | $12,377,744 | 3.77% | |
| HUBB |
Hubbell Inc
Industrials
|
24,293 | $11,921,546 | 3.64% | |
| FDX |
Fedex Corp
Industrials
|
29,440 | $10,485,939 | 3.20% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
28,523 | $10,236,334 | 3.12% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
82,308 | $9,764,198 | 2.98% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
22,994 | $8,977,087 | 2.74% | |
| PANW |
Palo Alto Networks Inc
Technology
|
55,922 | $8,965,415 | 2.73% | |
| IBM |
International Business Machines Corp
Technology
|
36,987 | $8,965,278 | 2.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FORA
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,750 | 25,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $53,000 | 25,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56,250 | 25,000 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||