Michael J. Porro & Co. Financial Advisors, Inc. 13F 持仓 · 最近申报 2025年Q4
Michael J. Porro & Co. Financial Advisors 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 130 只证券，申报市值合计 1.19 亿美元。前几大持仓：COHR（6.14%）、AAPL（2.40%）、QCOM（2.14%）。本季前 25 大持仓中：新建仓 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | COHR | COHERENT CORP | $7.3M | 6.14% | 39,693 | 新建仓 |
| 2 | AAPL | APPLE INC | $2.9M | 2.40% | 10,530 | 新建仓 |
| 3 | QCOM | QUALCOMM INC | $2.6M | 2.14% | 14,957 | 新建仓 |
| 4 | ITGR | INTEGER HLDGS CORP | $2.5M | 2.09% | 31,807 | 新建仓 |
| 5 | ASML | ASML HOLDING N V | $2.3M | 1.97% | 2,196 | 新建仓 |
| 6 | GOOG | ALPHABET INC | $2.3M | 1.93% | 7,349 | 新建仓 |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $2.3M | 1.92% | 12,908 | 新建仓 |
| 8 | IWM | ISHARES TR | $2.3M | 1.91% | 9,242 | 新建仓 |
| 9 | MSFT | MICROSOFT CORP | $2.1M | 1.78% | 4,386 | 新建仓 |
| 10 | NVDA | NVIDIA CORPORATION | $2.0M | 1.67% | 10,697 | 新建仓 |
| 11 | FSLR | FIRST SOLAR INC | $1.9M | 1.63% | 7,423 | 新建仓 |
| 12 | TSEM | TOWER SEMICONDUCTOR LTD | $1.9M | 1.62% | 16,497 | 新建仓 |
| 13 | BA | BOEING CO | $1.9M | 1.56% | 8,590 | 新建仓 |
| 14 | GLW | CORNING INC | $1.8M | 1.50% | 20,487 | 新建仓 |
| 15 | VRTX | VERTEX PHARMACEUTICALS INC | $1.7M | 1.45% | 3,818 | 新建仓 |
| 16 | DELL | DELL TECHNOLOGIES INC | $1.7M | 1.42% | 13,451 | 新建仓 |
| 17 | IBM | INTERNATIONAL BUSINESS MACHS | $1.7M | 1.41% | 5,673 | 新建仓 |
| 18 | NPO | ENPRO INC | $1.7M | 1.39% | 7,755 | 新建仓 |
| 19 | QQQ | INVESCO QQQ TR | $1.7M | 1.38% | 2,689 | 新建仓 |
| 20 | XYL | XYLEM INC | $1.6M | 1.38% | 12,046 | 新建仓 |
| 21 | GM | GENERAL MTRS CO | $1.6M | 1.34% | 19,668 | 新建仓 |
| 22 | ACN | ACCENTURE PLC IRELAND | $1.6M | 1.33% | 5,891 | 新建仓 |
| 23 | TSLA | TESLA INC | $1.5M | 1.25% | 3,306 | 新建仓 |
| 24 | SMH | VANECK ETF TRUST | $1.4M | 1.20% | 3,978 | 新建仓 |
| 25 | SPY | SPDR S&P 500 ETF TR | $1.4M | 1.18% | 2,062 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR