Stock Taper 
PORTLAND GLOBAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Berkshire Hathaway Inc. | BRK-A | 2 | $1.5M |
 Costco Wholesale Corporation | COST | 394 | $368.57K |
 Linde plc | LIN | 488 | $253.24K |
 S&P Global Inc. | SPGI | 492 | $200.37K |
 Thermo Fisher Scientific Inc. | TMO | 547 | $274.24K |
 Broadcom Inc. | AVGO | 556 | $210.03K |
 American Express Company | AXP | 671 | $226.97K |
 Corning Inc | GLW | 813 | $207.66K |
 GE Vernova Inc. | GEV | 820 | $963.38K |
 The Allstate Corporation | ALL | 878 | $208.91K |
 Eli Lilly and Company | LLY | 886 | $1.06M |
 Carlisle Companies Incorporated | CSL | 925 | $335.54K |
 Illinois Tool Works Inc. | ITW | 983 | $265.87K |
 Visa Inc. | V | 1.06K | $363.68K |
 Cincinnati Financial Corporation | CINF | 1.09K | $201.8K |
 Union Pacific Corporation | UNP | 1.1K | $299.47K |
 Honeywell International Inc. | HON | 1.26K | $281.44K |
 Waters Corporation | WAT | 1.27K | $474.8K |
 QUALCOMM Incorporated | QCOM | 1.31K | $242.01K |
 Agnico Eagle Mines Limited | AEM | 1.34K | $208.18K |