account_balance

Investment manager · 13F filer · SEC CIK 1504941

Portland Global Advisors LLC

Reported value$1.07Bas of Sep 30, 2026

Positions150 5 new, 9 sold out

Top 10 weight44.6%SPY alone is 8%

FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

SPYSPDR S&P 500 ETF Trust

8.4%Trimmed −2%

IJHiShares Core S&P Mid-Cap ETF

5.8%Added +5%

IVViShares Core S&P 500 ETF

5.3%Added +3%

SPTISPDR Portfolio Intermediate Te

3.8%Added +4%

VGITVanguard Intermediate-Term Tre

3.8%Added +4%

MDYSPDR S&P Midcap 400 ETF Trust

3.7%Trimmed −6%

SPTSSPDR Portfolio Short Term Trea

3.6%Trimmed −12%

VGSHVanguard Short-Term Treasury E

3.6%Trimmed −12%

IEFAiShares Core MSCI EAFE ETF

3.3%Added +3%

IEFiShares 7-10 Year Treasury Bon

3.3%Added +6%

GNMAiShares Gnma Bond ETF

3.1%Added +95%

VWOVanguard Ftse Emerging Markets

2.3%

SPYSPDR S&P 500 ETF Trust

8.4%Trimmed −2%

IJHiShares Core S&P Mid-Cap ETF

5.8%Added +5%

IVViShares Core S&P 500 ETF

5.3%+3%

SPTISPDR Portfolio Intermediate Te

3.8%+4%

VGITVanguard Intermediate-Term Tre

3.8%+4%

MDYSPDR S&P Midcap 400 ETF Trust

3.7%

SPTSSPDR Portfolio Short Term Trea

3.6%

VGSHVanguard Short-Term Treasury E

3.6%

IEFAiShares Core MSCI EAFE ETF

3.3%

IEF3.3%

GNMA3.1%

VWO

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

SPY SPDR S&P 500 ETF Trust 8.4% Trimmed −2%

IJH iShares Core S&P Mid-Cap ETF 5.8% Added +5%

IVV iShares Core S&P 500 ETF 5.3% Added +3%

SPTI SPDR Portfolio Intermediate Te 3.8% Added +4%

VGIT Vanguard Intermediate-Term Tre 3.8% Added +4%

MDY SPDR S&P Midcap 400 ETF Trust 3.7% Trimmed −6%

SPTS SPDR Portfolio Short Term Trea 3.6% Trimmed −12%

VGSH Vanguard Short-Term Treasury E 3.6% Trimmed −12%

IEFA iShares Core MSCI EAFE ETF 3.3% Added +3%

IEF iShares 7-10 Year Treasury Bon 3.3% Added +6%

GNMA iShares Gnma Bond ETF 3.1% Added +95%

VWO Vanguard Ftse Emerging Markets 2.3% Trimmed −2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 13, 2026 filing

add_circleNew

RLY $15.7M
IBTK $4.13M
SCHB $301K
RTX $248K

arrow_upwardAdded

VOO +149%
GNMA +95%
APH +49%
MA +44%

arrow_downwardTrimmed

TXN −45%
CRWD −15%
PANW −14%
VGSH −12%

remove_circleSold out

IBTH $3.88M
MKC $3.25M
FDXF $2.15M
MICC $315K

Portland Global Advisors LLC

Where the money is

Biggest moves since Jun 30, 2026

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