Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Portland Global Advisors LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Portland Global Advisors LLC (CIK 1504941) reported $938.1M across 145 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($79.6M, 8.48%), IJH ($52.4M, 5.58%), SPTS ($51.0M, 5.43%), VGSH ($50.7M, 5.41%), IVV ($45.2M, 4.81%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STREET SPDR S&P 500 ETF$79.6M8.48%122,346Trimmed
2IJHISHARES CORE S&P MID-CAP ETF$52.4M5.58%775,486Added
3SPTSSPDR PORTFOLIO SHORT TERM TREA$51.0M5.43%1.7MAdded
4VGSHVANGUARD SHORT-TERM TREASURY E$50.7M5.41%866,281Added
5IVVISHARES CORE S&P 500 ETF$45.2M4.81%69,121Added
6MDYSPDR S&P MIDCAP 400 ETF TRUST$40.4M4.30%65,441Trimmed
7SPTISPDR PORTFOLIO INTERMEDIATE TE$40.1M4.27%1.4MAdded
8VGITVANGUARD INTERMEDIATE-TERM TRE$39.8M4.24%667,704Added
9IEFAISHARES CORE MSCI EAFE ETF$31.9M3.40%352,248Added
10VWOVANGUARD FTSE EMERGING MARKETS$23.2M2.47%428,878Trimmed
11EFAISHARES MSCI EAFE ETF$22.7M2.42%233,458Trimmed
12VEAVANGUARD FTSE DEVELOPED MARKET$20.9M2.23%326,609Added
13STIPISHARES 0-5 YEAR TIPS BOND ETF$19.7M2.10%190,454Added
14VTIPVANGUARD SHORT-TERM INFLATION-$19.4M2.06%387,498Added
15VSSVANGUARD FTSE ALL-WORLD EX-US$18.1M1.93%123,899Added
16IEFISHARES 7-10 YEAR TREASURY BON$18.0M1.92%188,771Trimmed
17VTIVANGUARD TOTAL STOCK MARKET ET$18.0M1.91%55,974Trimmed
18IEMGISHARES CORE MSCI EMERGING MAR$17.7M1.88%253,371Added
19GNMAISHARES GNMA BOND ETF$17.3M1.84%390,279Added
20IWMISHARES RUSSELL 2000 ETF$14.9M1.59%59,981Trimmed
21MSFTMICROSOFT CORP$12.4M1.32%33,438Trimmed
22EWJISHARES MSCI JAPAN ETF$12.0M1.28%141,781Added
23SGOVISHARES 0-3 MONTH TREASURY BON$11.9M1.27%118,047Added
24HUBBHUBBELL INC$11.9M1.27%24,293Trimmed
25FDXFEDEX CORP$10.5M1.12%29,440Trimmed

Source: SEC Form 13F filings · as of 2026-03-31