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PORTLAND GLOBAL ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
NVIDIA CorporationNVDA5.88K$1.18M
JPMorgan Chase & Co.JPM5.52K$1.81M
Bristol-Myers Squibb CompanyBMY5.29K$305.04K
3M CompanyMMM4.34K$702.13K
Emerson Electric Co.EMR4.33K$619.7K
Berkshire Hathaway Inc.BRK-B4.02K$2.01M
McDonald's CorporationMCD4K$1.08M
Alphabet Inc.GOOG3.98K$1.41M
MercadoLibre, Inc.MELI3.79K$6.44M
Mastercard IncorporatedMA3.55K$1.82M
Walmart Inc.WMT3.4K$385.65K
Matson, Inc.MATX2.97K$571.12K
Unum GroupUNM2.92K$261.5K
NextEra Energy, Inc.NEE2.87K$252.25K
The Sherwin-Williams CompanySHW2.87K$988.89K
Cintas CorporationCTAS2.8K$475.54K
Philip Morris International Inc.PM2.76K$498.77K
Marsh & McLennan Companies, Inc.MRSH2.74K$456.51K
Oracle CorporationORCL2.52K$369.6K
Taiwan Semiconductor Manufacturing Company LimitedTSM2.41K$1.15M