PORTLAND GLOBAL ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UL | 98K | $6.38M |
 | BK | 82K | $9.57M |
 | CHD | 80K | $6.74M |
 | MKC | 62K | $4.19M |
 | PANW | 48K | $8.86M |
 | XYL | 48K | $6.49M |
 | CHKP | 44K | $8.16M |
 | TXN | 41K | $7.15M |
 | FMX | 40K | $4.04M |
 | IBM | 36K | $10.63M |
 | MSFT | 35K | $16.70M |
 | AAPL | 34K | $9.28M |
 | HSY | 31K | $5.60M |
 | FDX | 30K | $8.66M |
 | ROK | 29K | $11.13M |
 | FORA | 25K | $53.00K |
 | AMGN | 25K | $8.09M |
 | HUBB | 24K | $10.84M |
 | ENTA | 24K | $382.82K |
 | CRWD | 22K | $10.42M |
Unilever PLC
UL
Shares Held
98K
Value
$6.38M
The Bank of New York Mellon Corporation
BK
Shares Held
82K
Value
$9.57M
Church & Dwight Co., Inc.
CHD
Shares Held
80K
Value
$6.74M
McCormick & Company, Incorporated
MKC
Shares Held
62K
Value
$4.19M
Palo Alto Networks, Inc.
PANW
Shares Held
48K
Value
$8.86M
Xylem Inc.
XYL
Shares Held
48K
Value
$6.49M
Check Point Software Technologies Ltd.
CHKP
Shares Held
44K
Value
$8.16M
Texas Instruments Incorporated
TXN
Shares Held
41K
Value
$7.15M
Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
40K
Value
$4.04M
International Business Machines Corporation
IBM
Shares Held
36K
Value
$10.63M
Microsoft Corporation
MSFT
Shares Held
35K
Value
$16.70M
Apple Inc.
AAPL
Shares Held
34K
Value
$9.28M
The Hershey Company
HSY
Shares Held
31K
Value
$5.60M
FedEx Corporation
FDX
Shares Held
30K
Value
$8.66M
Rockwell Automation, Inc.
ROK
Shares Held
29K
Value
$11.13M
Forian Inc.
FORA
Shares Held
25K
Value
$53.00K
Amgen Inc.
AMGN
Shares Held
25K
Value
$8.09M
Hubbell Incorporated
HUBB
Shares Held
24K
Value
$10.84M
Enanta Pharmaceuticals, Inc.
ENTA
Shares Held
24K
Value
$382.82K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
22K
Value
$10.42M