PORTLAND GLOBAL ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 2K | $294.28K |
 | IDXX | 2K | $1.23M |
 | APO | 2K | $239.89K |
 | HD | 2K | $698.14K |
 | AMAT | 2K | $338.85K |
 | NFLX | 2K | $1.91M |
 | AEM | 2K | $265.65K |
 | DOV | 2K | $257.75K |
 | QCOM | 1K | $221.70K |
 | BX | 1K | $207.92K |
 | UNP | 1K | $263.08K |
 | CSL | 1K | $353.63K |
 | ABBV | 989 | $228.99K |
 | V | 905 | $308.95K |
 | MA | 886 | $503.97K |
 | LLY | 880 | $671.44K |
 | ACN | 828 | $204.19K |
 | GEV | 815 | $501.14K |
 | AXP | 671 | $222.88K |
 | AVGO | 652 | $215.10K |
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$294.28K
IDEXX Laboratories, Inc.
IDXX
Shares Held
2K
Value
$1.23M
Apollo Global Management, Inc.
APO
Shares Held
2K
Value
$239.89K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$698.14K
Applied Materials, Inc.
AMAT
Shares Held
2K
Value
$338.85K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$1.91M
Agnico Eagle Mines Limited
AEM
Shares Held
2K
Value
$265.65K
Dover Corporation
DOV
Shares Held
2K
Value
$257.75K
QUALCOMM Incorporated
QCOM
Shares Held
1K
Value
$221.70K
Blackstone Inc.
BX
Shares Held
1K
Value
$207.92K
Union Pacific Corporation
UNP
Shares Held
1K
Value
$263.08K
Carlisle Companies Incorporated
CSL
Shares Held
1K
Value
$353.63K
AbbVie Inc.
ABBV
Shares Held
989
Value
$228.99K
Visa Inc.
V
Shares Held
905
Value
$308.95K
Mastercard Incorporated
MA
Shares Held
886
Value
$503.97K
Eli Lilly and Company
LLY
Shares Held
880
Value
$671.44K
Accenture plc
ACN
Shares Held
828
Value
$204.19K
GE Vernova Inc.
GEV
Shares Held
815
Value
$501.14K
American Express Company
AXP
Shares Held
671
Value
$222.88K
Broadcom Inc.
AVGO
Shares Held
652
Value
$215.10K