account_balance
Investment manager · 13F filer · SEC CIK 2158818
Michael J. Porro & Co. Financial Advisors, Inc.
Reported value$166Mas of Sep 30, 2026
Positions134 11 new, 16 sold out
Top 10 weight30.3%COHR alone is 7%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
COHRCoherent Corp.
6.7%
DELLDell Technologies Inc.
4.9%
MRVLMarvell Technology, Inc.
3.0%Trimmed −3%
BEBloom Energy Corp
2.7%Added +5%
ITGRInteger Holdings Corp
2.3%Trimmed −2%
ASMLASML Holding NV
2.3%
TSEMTower Semiconductor Ltd
2.3%
AAPLApple Inc.
2.2%
SMTCSemtech Corp
2.0%
INTCIntel Corp
2.0%Trimmed −3%
GLWCorning Inc
1.9%
ARMArm Holdings PLC
1.9%
COHRCoherent Corp.
6.7%
DELLDell Technologies Inc.
4.9%
MRVLMarvell Technology, Inc.
3.0%−3%
BEBloom Energy Corp
2.7%+5%
ITGRInteger Holdings Corp
2.3%−2%
ASMLASML Holding NV
2.3%
TSEMTower Semiconductor Ltd
2.3%
AAPLApple Inc.
2.2%
SMTCSemtech Corp
2.0%
INTC2.0%GLW1.9%ARM1.9%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
COHR Coherent Corp. 6.7% HeldDELL Dell Technologies Inc. 4.9% HeldMRVL Marvell Technology, Inc. 3.0% Trimmed −3%BE Bloom Energy Corp 2.7% Added +5%ITGR Integer Holdings Corp 2.3% Trimmed −2%ASML ASML Holding NV 2.3% HeldTSEM Tower Semiconductor Ltd 2.3% HeldAAPL Apple Inc. 2.2% HeldSMTC Semtech Corp 2.0% HeldINTC Intel Corp 2.0% Trimmed −3%GLW Corning Inc 1.9% HeldARM Arm Holdings PLC 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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