Michael J. Porro & Co. Financial Advisors, Inc. 13F Holdings · last filed Q4 2025
Michael J. Porro & Co. Financial Advisors, Inc. reported 130 securities worth $119.29M in its SEC 13F filing for Q4 2025 (period ended 2025-12-31). Top holdings: COHR (6.14%), AAPL (2.40%), QCOM (2.14%). Among its top 25 positions this quarter: 25 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | $7.3M | 6.14% | 39,693 | New |
| 2 | AAPL | APPLE INC | $2.9M | 2.40% | 10,530 | New |
| 3 | QCOM | QUALCOMM INC | $2.6M | 2.14% | 14,957 | New |
| 4 | ITGR | INTEGER HLDGS CORP | $2.5M | 2.09% | 31,807 | New |
| 5 | ASML | ASML HOLDING N V | $2.3M | 1.97% | 2,196 | New |
| 6 | GOOG | ALPHABET INC | $2.3M | 1.93% | 7,349 | New |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $2.3M | 1.92% | 12,908 | New |
| 8 | IWM | ISHARES TR | $2.3M | 1.91% | 9,242 | New |
| 9 | MSFT | MICROSOFT CORP | $2.1M | 1.78% | 4,386 | New |
| 10 | NVDA | NVIDIA CORPORATION | $2.0M | 1.67% | 10,697 | New |
| 11 | FSLR | FIRST SOLAR INC | $1.9M | 1.63% | 7,423 | New |
| 12 | TSEM | TOWER SEMICONDUCTOR LTD | $1.9M | 1.62% | 16,497 | New |
| 13 | BA | BOEING CO | $1.9M | 1.56% | 8,590 | New |
| 14 | GLW | CORNING INC | $1.8M | 1.50% | 20,487 | New |
| 15 | VRTX | VERTEX PHARMACEUTICALS INC | $1.7M | 1.45% | 3,818 | New |
| 16 | DELL | DELL TECHNOLOGIES INC | $1.7M | 1.42% | 13,451 | New |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $1.7M | 1.41% | 5,673 | New |
| 18 | NPO | ENPRO INC | $1.7M | 1.39% | 7,755 | New |
| 19 | QQQ | INVESCO QQQ TR | $1.7M | 1.38% | 2,689 | New |
| 20 | XYL | XYLEM INC | $1.6M | 1.38% | 12,046 | New |
| 21 | GM | GENERAL MTRS CO | $1.6M | 1.34% | 19,668 | New |
| 22 | ACN | ACCENTURE PLC IRELAND | $1.6M | 1.33% | 5,891 | New |
| 23 | TSLA | TESLA INC | $1.5M | 1.25% | 3,306 | New |
| 24 | SMH | VANECK ETF TRUST | $1.4M | 1.20% | 3,978 | New |
| 25 | SPY | SPDR S&P 500 ETF TR | $1.4M | 1.18% | 2,062 | New |
Source: SEC Form 13F filings · as of 2025-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR