Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Portland Global Advisors LLC (CIK 1504941) reported $1.05B across 154 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($90.3M, 8.58%), IJH ($63.3M, 6.01%), IVV ($54.5M, 5.18%), MDY ($44.9M, 4.26%), SPTS ($44.1M, 4.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STREET SPDR S&P 500 ETF | $90.3M | 8.58% | 120,983 | Trimmed |
| 2 | IJH | ISHARES CORE S&P MID-CAP ETF | $63.3M | 6.01% | 820,804 | Added |
| 3 | IVV | ISHARES CORE S&P 500 ETF | $54.5M | 5.18% | 72,750 | Added |
| 4 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $44.9M | 4.26% | 63,792 | Trimmed |
| 5 | SPTS | SPDR PORTFOLIO SHORT TERM TREA | $44.1M | 4.19% | 1.5M | Trimmed |
| 6 | VGSH | VANGUARD SHORT-TERM TREASURY E | $44.0M | 4.18% | 756,714 | Trimmed |
| 7 | SPTI | SPDR PORTFOLIO INTERMEDIATE TE | $41.3M | 3.92% | 1.5M | Added |
| 8 | VGIT | VANGUARD INTERMEDIATE-TERM TRE | $41.0M | 3.90% | 695,107 | Added |
| 9 | IEF | ISHARES 7-10 YEAR TREASURY BON | $35.0M | 3.33% | 370,555 | Added |
| 10 | IEFA | ISHARES CORE MSCI EAFE ETF | $34.6M | 3.29% | 358,502 | Added |
| 11 | VWO | VANGUARD FTSE EMERGING MARKETS | $25.5M | 2.43% | 427,673 | Trimmed |
| 12 | VEA | VANGUARD FTSE DEVELOPED MARKET | $23.9M | 2.27% | 335,574 | Added |
| 13 | EFA | ISHARES MSCI EAFE ETF | $23.5M | 2.23% | 225,974 | Trimmed |
| 14 | IEMG | ISHARES CORE MSCI EMERGING MAR | $21.0M | 1.99% | 253,287 | Trimmed |
| 15 | VTI | VANGUARD TOTAL STOCK MARKET ET | $20.5M | 1.95% | 55,487 | Trimmed |
| 16 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $19.7M | 1.87% | 192,435 | Added |
| 17 | VTIP | VANGUARD SHORT-TERM INFLATION- | $19.6M | 1.86% | 390,446 | Added |
| 18 | VSS | VANGUARD FTSE ALL-WORLD EX-US | $19.3M | 1.83% | 124,832 | Added |
| 19 | PANW | PALO ALTO NETWORKS INC | $18.8M | 1.79% | 55,176 | Trimmed |
| 20 | IWM | ISHARES RUSSELL 2000 ETF | $18.2M | 1.73% | 60,455 | Added |
| 21 | GNMA | ISHARES GNMA BOND ETF | $18.1M | 1.72% | 408,574 | Added |
| 22 | CRWD | CROWDSTRIKE HOLDINGS INC CL A | $15.8M | 1.50% | 20,678 | Trimmed |
| 23 | ROK | ROCKWELL AUTOMATION INC | $14.0M | 1.33% | 28,238 | Trimmed |
| 24 | EWJ | ISHARES MSCI JAPAN ETF | $13.3M | 1.27% | 142,870 | Added |
| 25 | MSFT | MICROSOFT CORP | $13.3M | 1.26% | 35,620 | Added |
Source: SEC Form 13F filings · as of 2026-06-30