Stock Taper 
PORTLAND GLOBAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Becton, Dickinson and Company | BDX | 1.44K | $218.37K |
 Applied Materials, Inc. | AMAT | 1.66K | $1.2M |
 The Home Depot, Inc. | HD | 1.77K | $623.89K |
 The TJX Companies, Inc. | TJX | 1.91K | $289.67K |
 Blackstone Inc. | BX | 1.98K | $232.4K |
 GE Aerospace | GE | 2.03K | $759.79K |
 Dover Corporation | DOV | 2.04K | $458.65K |
 Apollo Global Management, Inc. | APO | 2.29K | $270.93K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.41K | $1.15M |
 Oracle Corporation | ORCL | 2.52K | $369.6K |
 Marsh & McLennan Companies, Inc. | MRSH | 2.74K | $456.51K |
 Philip Morris International Inc. | PM | 2.76K | $498.77K |
 Cintas Corporation | CTAS | 2.8K | $475.54K |
 The Sherwin-Williams Company | SHW | 2.87K | $988.89K |
 NextEra Energy, Inc. | NEE | 2.87K | $252.25K |
 Unum Group | UNM | 2.92K | $261.5K |
 Matson, Inc. | MATX | 2.97K | $571.12K |
 Walmart Inc. | WMT | 3.4K | $385.65K |
 Mastercard Incorporated | MA | 3.55K | $1.82M |
 MercadoLibre, Inc. | MELI | 3.79K | $6.44M |