PORTLAND GLOBAL ADVISORS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UL | 97K | $5.55M |
 | CHD | 85K | $7.92M |
 | MKC | 66K | $3.32M |
 | PANW | 56K | $8.97M |
 | XYL | 49K | $5.82M |
 | CHKP | 45K | $6.45M |
 | TXN | 41K | $8.05M |
 | CL | 41K | $3.54M |
 | FMX | 40K | $4.49M |
 | IBM | 37K | $8.97M |
 | AAPL | 34K | $8.58M |
 | MSFT | 33K | $12.38M |
 | FDX | 29K | $10.49M |
 | ROK | 29K | $10.24M |
 | HSY | 27K | $5.69M |
 | AMGN | 25K | $8.76M |
 | HUBB | 24K | $11.92M |
 | ENTA | 24K | $306.59K |
 | CRWD | 23K | $8.98M |
 | MICC | 21K | $311.56K |
Unilever PLC
UL
Shares Held
97K
Value
$5.55M
Church & Dwight Co., Inc.
CHD
Shares Held
85K
Value
$7.92M
McCormick & Company, Incorporated
MKC
Shares Held
66K
Value
$3.32M
Palo Alto Networks, Inc.
PANW
Shares Held
56K
Value
$8.97M
Xylem Inc.
XYL
Shares Held
49K
Value
$5.82M
Check Point Software Technologies Ltd.
CHKP
Shares Held
45K
Value
$6.45M
Texas Instruments Incorporated
TXN
Shares Held
41K
Value
$8.05M
Colgate-Palmolive Company
CL
Shares Held
41K
Value
$3.54M
Fomento Económico Mexicano, S.A.B. de C.V.
FMX
Shares Held
40K
Value
$4.49M
International Business Machines Corporation
IBM
Shares Held
37K
Value
$8.97M
Apple Inc.
AAPL
Shares Held
34K
Value
$8.58M
Microsoft Corporation
MSFT
Shares Held
33K
Value
$12.38M
FedEx Corporation
FDX
Shares Held
29K
Value
$10.49M
Rockwell Automation, Inc.
ROK
Shares Held
29K
Value
$10.24M
The Hershey Company
HSY
Shares Held
27K
Value
$5.69M
Amgen Inc.
AMGN
Shares Held
25K
Value
$8.76M
Hubbell Incorporated
HUBB
Shares Held
24K
Value
$11.92M
Enanta Pharmaceuticals, Inc.
ENTA
Shares Held
24K
Value
$306.59K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
23K
Value
$8.98M
The Magnum Ice Cream Company N.V.
MICC
Shares Held
21K
Value
$311.56K