MondegarAI
Portland Global Advisors LLC

Q3 2024 · 13F-HR

Portland Global Advisors LLCholdings as filed

Filed 2024-11-13 · accession 0001504941-24-000005

$795.5M
Reported value
135
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$76.1M9.56%132,602CommonNONE
464287507IJHISHARES CORE S&P MID-CAP ETF$42.1M5.30%676,005CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$40.8M5.13%71,661CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$37.1M4.66%64,233CommonNONE
92206C102VGSHVANGUARD SHORT-TERM TREASURY E$31.3M3.93%530,392CommonNONE
92206C706VGITVANGUARD INTERMEDIATE-TERM TRE$30.9M3.89%511,999CommonNONE
78468R101SPTSSPDR PORTFOLIO SHORT TERM TREA$30.2M3.80%1,027,547CommonNONE
78464A672SPTISPDR PORTFOLIO INTERMEDIATE TE$30.2M3.79%1,038,686CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS$23.6M2.97%493,738CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$21.4M2.69%273,817CommonNONE
464287465EFAISHARES MSCI EAFE ETF$20.7M2.61%248,016CommonNONE
464287440IEFISHARES 7-10 YEAR TREASURY BON$17.1M2.15%174,584CommonNONE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$16.8M2.11%165,428CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ET$16.7M2.10%59,096CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$16.6M2.08%74,943CommonNONE
922020805VTIPVANGUARD SHORT-TERM INFLATION-$16.5M2.08%335,156CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$15.8M1.99%300,096CommonNONE
594918104MSFTMICROSOFT CORP$15.7M1.98%36,526CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING MAR$13.2M1.66%229,922CommonNONE
922042718VSSVANGUARD FTSE ALL-WORLD EX-US$13.1M1.65%103,968CommonNONE
443510607HUBBHUBBELL INC$11.9M1.50%27,832CommonNONE
78468R523BILSSPDR BLOOMBERG 3-12 MONTH T-BI$11.1M1.40%111,488CommonNONE
037833100AAPLAPPLE INC$9.5M1.20%40,867CommonNONE
464287234EEMISHARES MSCI EMERGING MARKETS$9.3M1.18%203,880CommonNONE
697435105PANWPALO ALTO NETWORKS INC$8.9M1.12%25,975CommonNONE
459200101IBMINTL BUSINESS MACHINES$8.7M1.09%39,137CommonNONE
773903109ROKROCKWELL AUTOMATION INC$8.3M1.05%30,986CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$8.0M1.00%38,632CommonNONE
31428X106FDXFEDEX CORP$7.9M0.99%28,798CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LTD$7.8M0.98%40,512CommonNONE
031162100AMGNAMGEN INC$7.6M0.95%23,550CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC CL A$7.6M0.95%27,046CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$7.1M0.89%67,430CommonNONE
904767704UNILEVER PLC SP ADR NEW$6.9M0.86%105,900CommonNONE
97717W281DGSWISDOMTREE EMERGING MARKETS SM$6.8M0.85%126,200CommonNONE
064058100BKBANK NEW YORK MELLON CORP$6.6M0.82%91,180CommonNONE
46429B333GNMAISHARES GNMA BOND ETF$6.4M0.80%142,973CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$6.2M0.78%24,831CommonNONE
58733R102MELIMERCADOLIBRE INC$6.1M0.77%2,970CommonNONE
98419M100XYLXYLEM INC$6.0M0.76%44,558CommonNONE
46436E718SGOVISHARES 0-3 MONTH TREASURY BON$5.9M0.75%58,883CommonNONE
427866108HSYHERSHEY CO$5.6M0.70%29,024CommonNONE
25243Q205DEODIAGEO PLC SP ADR NEW$5.5M0.69%39,298CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO SAB$4.5M0.56%45,512CommonNONE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$4.5M0.56%71,273CommonNONE
579780206MKCMCCORMICK & CO INC NON VTG$4.3M0.54%51,788CommonNONE
G29183103ETNEATON CORP PLC$4.3M0.53%12,827CommonNONE
46434G822EWJISHARES MSCI JAPAN ETF$4.0M0.51%56,594CommonNONE
075887109BDXBECTON DICKINSON & CO$3.2M0.41%13,421CommonNONE
H1467J104CBCHUBB LIMITED$2.9M0.37%10,211CommonNONE
37954Y434GNOMEURGLOBAL X GENOMICS & BIOTECHNOL$2.9M0.37%259,615CommonNONE
023135106AMZNAMAZON.COM INC$2.9M0.36%15,336CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B NE$2.0M0.26%4,430CommonNONE
922908363VOOVANGUARD S&P 500 ETF$2.0M0.25%3,824CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$1.9M0.24%16,540CommonNONE
46436E858IBTGISHARES IBONDS DEC 2026 TERM T$1.8M0.23%79,401CommonNONE
46436E866ISHARES IBONDS DEC 2025 TERM T$1.8M0.23%77,370CommonNONE
580135101MCDMCDONALDS CORP$1.8M0.23%5,917CommonNONE
46436E874IBTEISHARES IBONDS DEC 2024 TERM T$1.8M0.22%73,383CommonNONE
464287689IWVISHARES RUSSELL 3000 ETF$1.7M0.22%5,295CommonNONE
58933Y105MRKMERCK & CO INC$1.6M0.21%14,389CommonNONE
46435G516ESGDISHARES ESG AWARE MSCI EAFE ET$1.6M0.20%18,840CommonNONE
780259305SHELSHELL PLC SPON ADS$1.5M0.18%22,265CommonNONE
464288802SUSAISHARES MSCI USA ESG SELECT ET$1.4M0.18%11,720CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.4M0.17%8,027CommonNONE
30231G102XOMEXXON MOBILE CORP$1.4M0.17%11,816CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC CL A$1.4M0.17%2CommonNONE
922908629VOVANGUARD MID-CAP ETF$1.4M0.17%5,121CommonNONE
97717W422EPIWISDOMTREE INDIA EARNINGS FUND$1.3M0.16%24,955CommonNONE
478160104JNJJOHNSON & JOHNSON$1.3M0.16%7,769CommonNONE
64110L106NFLXNETFLIX INC$1.2M0.14%1,622CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.1M0.14%2,969CommonNONE
902973304USBUS BANCORP DEL$1.0M0.13%21,962CommonNONE
45168D104IDXXIDEXX LABORATORIES INC$938,1940.12%1,857CommonNONE
032654105ADIANALOG DEVICES INC$911,7030.11%3,961CommonNONE
46435U663ESMLISHARES ESG AWARE MSCI USA SMA$865,2560.11%20,690CommonNONE
02079K305GOOGLALPHABET INC CAP STOCK CL A$828,4210.10%4,995CommonNONE
46625H100JPMJPMORGAN CHASE & CO$785,4530.10%3,725CommonNONE
00215F107ATNIATN INTL INC$769,2720.10%23,787CommonNONE
316773100FITBFIFTH THIRD BANCORP$726,5240.09%16,959CommonNONE
438516106HONHONEYWELL INTL INC$717,2840.09%3,470CommonNONE
02079K107GOOGALPHABET INC CAP STOCK CL C$685,9810.09%4,103CommonNONE
88165K101TEVOGEN BIO HOLDINGS INC$683,2040.09%1,854,517CommonNONE
88579Y101MMM3M CO$673,3840.08%4,926CommonNONE
464287168DVYISHARES SELECT DIVIDEND ETF$649,0110.08%4,805CommonNONE
532457108LLYELI LILLY & CO$644,9640.08%728CommonNONE
46436E551XJHISHARES ESG SCREENED S&P MID-C$636,0190.08%15,040CommonNONE
464287101OEFISHARES S&P 100 ETF$606,3810.08%2,191CommonNONE
172908105CTASCINTAS CORP$588,8170.07%2,860CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD S$547,5820.07%3,153CommonNONE
142339100CSLCARLISLE COS INC$539,7000.07%1,200CommonNONE
291011104EMREMERSON ELECTRIC CO$535,3660.07%4,895CommonNONE
46434G764EMXCISHARES MSCI EMERGING MARKETS$534,4680.07%8,746CommonNONE
370334104GISGENERAL MILLS INC$534,2310.07%7,234CommonNONE
369604301GEGENERAL ELECTRIC CO NEW$533,3040.07%2,828CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD I$525,4920.07%4,099CommonNONE
68389X105ORCLORACLE CORP$506,9400.06%2,975CommonNONE
464288869IWCISHARES MICRO-CAP ETF$488,5940.06%3,962CommonNONE
29287L106VOTETCW TRANSFORM 500 ETF$487,3810.06%7,270CommonNONE
46434G863ESGEISHARES ESG AWARE MSCI EM ETF$473,6940.06%13,010CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ET$471,7590.06%1,257CommonNONE
458140100INTCINTEL CORP$455,4760.06%19,415CommonNONE
487836108KKELLANOVA$438,2550.06%5,430CommonNONE
57686G105MATXMATSON INC$423,7240.05%2,971CommonNONE
437076102HDHOME DEPOT INC$421,4080.05%1,040CommonNONE
91529Y106UNMUNUM GROUP$416,1390.05%7,001CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$378,5440.05%427CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$366,6270.05%3,829CommonNONE
381430396JUSTGOLDMAN SACHS JUST U.S. LARGE$345,7020.04%4,220CommonNONE
29251M106ENTAENANTA PHARMACEUTICALS INC$343,7970.04%33,185CommonNONE
718172109PMPHILIP MORRIS INTL INC$334,4570.04%2,755CommonNONE
260003108DOVDOVER CORP$329,7930.04%1,720CommonNONE
038222105AMATAPPLIED MATERIALS INC$329,5440.04%1,631CommonNONE
464288257ACWIISHARES MSCI ACWI ETF$325,8930.04%2,726CommonNONE
92206C649VTWVVANGUARD RUSSELL 2000 VALUE ET$309,0150.04%2,100CommonNONE
65339F101NEENEXTERA ENERGY INC$296,4470.04%3,507CommonNONE
941848103WATWATERS CORP$291,8710.04%811CommonNONE
464287705IJJISHARES S&P MID-CAP 400 VALUE$285,8090.04%2,312CommonNONE
922908736VUGVANGUARD GROWTH ETF$285,2600.04%743CommonNONE
835699307SONYSONY GROUP CORP SP ADR$284,5920.04%2,947CommonNONE
776696106ROPROPER TECHNOLOGIES INC$283,2280.04%509CommonNONE
922908744VTVVANGUARD VALUE ETF$261,8550.03%1,500CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$261,4940.03%5,054CommonNONE
78409V104SPGIS&P GLOBAL INC$253,1440.03%490CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$250,5210.03%405CommonNONE
747525103QCOMQUALCOMM INC$244,3620.03%1,437CommonNONE
922908512VOEVANGUARD MID-CAP VALUE ETF$238,9300.03%1,425CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROWTH$237,6300.03%2,026CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$234,4350.03%1,189CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$224,8380.03%1,800CommonNONE
002824100ABTABBOTT LABORATORIES$217,8730.03%1,911CommonNONE
31866P102FNLCFIRST BANCORP INC ME$212,2710.03%8,065CommonNONE
464287630IWNISHARES RUSSELL 2000 VALUE ETF$206,8570.03%1,240CommonNONE
464287648IWOISHARES RUSSELL 2000 GROWTH ET$206,4680.03%727CommonNONE
78463X756EWXSPDR S&P EMERGING MARKETS SMAL$203,3590.03%3,260CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.