Stock Taper 
PORTLAND GLOBAL ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apollo Global Management, Inc. | APO | 2.29K | $270.93K |
 Dover Corporation | DOV | 2.04K | $458.65K |
 GE Aerospace | GE | 2.03K | $759.79K |
 Blackstone Inc. | BX | 1.98K | $232.4K |
 The TJX Companies, Inc. | TJX | 1.91K | $289.67K |
 The Home Depot, Inc. | HD | 1.77K | $623.89K |
 Applied Materials, Inc. | AMAT | 1.66K | $1.2M |
 Becton, Dickinson and Company | BDX | 1.44K | $218.37K |
 Agnico Eagle Mines Limited | AEM | 1.34K | $208.18K |
 QUALCOMM Incorporated | QCOM | 1.31K | $242.01K |
 Waters Corporation | WAT | 1.27K | $474.8K |
 Honeywell International Inc. | HON | 1.26K | $281.44K |
 Union Pacific Corporation | UNP | 1.1K | $299.47K |
 Cincinnati Financial Corporation | CINF | 1.09K | $201.8K |
 Visa Inc. | V | 1.06K | $363.68K |
 Illinois Tool Works Inc. | ITW | 983 | $265.87K |
 Carlisle Companies Incorporated | CSL | 925 | $335.54K |
 Eli Lilly and Company | LLY | 886 | $1.06M |
 The Allstate Corporation | ALL | 878 | $208.91K |
 GE Vernova Inc. | GEV | 820 | $963.38K |