MondegarAI
Portland Global Advisors LLC

Q4 2024 · 13F-HR

Portland Global Advisors LLCholdings as filed

Filed 2025-02-12 · accession 0001504941-25-000001

$790.2M
Reported value
134
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TRUST$76.3M9.66%130,254CommonNONE
464287507IJHISHARES CORE S&P MID-CAP ETF$42.6M5.39%683,771CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$39.9M5.05%70,064CommonNONE
464287200IVVISHARES CORE S&P 500 ETF$37.7M4.77%63,975CommonNONE
92206C102VGSHVANGUARD SHORT-TERM TREASURY E$35.4M4.49%609,187CommonNONE
92206C706VGITVANGUARD INTERMEDIATE-TERM TRE$34.7M4.39%598,180CommonNONE
78468R101SPTSSPDR PORTFOLIO SHORT TERM TREA$34.7M4.39%1,194,790CommonNONE
78464A672SPTISPDR PORTFOLIO INTERMEDIATE TE$34.0M4.30%1,219,842CommonNONE
46432F842IEFAISHARES CORE MSCI EAFE ETF$20.0M2.53%284,249CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKETS$19.9M2.52%451,834CommonNONE
464287465EFAISHARES MSCI EAFE ETF$18.4M2.33%244,005CommonNONE
46429B747STIPISHARES 0-5 YEAR TIPS BOND ETF$18.1M2.29%179,622CommonNONE
922020805VTIPVANGUARD SHORT-TERM INFLATION-$17.6M2.23%364,373CommonNONE
922908769VTIVANGUARD TOTAL STOCK MARKET ET$17.1M2.16%58,931CommonNONE
464287440IEFISHARES 7-10 YEAR TREASURY BON$17.0M2.15%183,848CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$16.6M2.11%75,311CommonNONE
46429B333GNMAISHARES GNMA BOND ETF$15.6M1.98%364,378CommonNONE
594918104MSFTMICROSOFT CORP$15.5M1.96%36,670CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED MARKET$14.3M1.81%299,599CommonNONE
46434G103IEMGISHARES CORE MSCI EMERGING MAR$12.7M1.61%242,881CommonNONE
922042718VSSVANGUARD FTSE ALL-WORLD EX-US$12.4M1.58%108,720CommonNONE
443510607HUBBHUBBELL INC$11.2M1.42%26,796CommonNONE
037833100AAPLAPPLE INC$9.8M1.24%38,983CommonNONE
697435105PANWPALO ALTO NETWORKS INC$9.3M1.17%50,989CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC CL A$9.2M1.17%26,951CommonNONE
773903109ROKROCKWELL AUTOMATION INC$8.8M1.11%30,818CommonNONE
459200101IBMINTL BUSINESS MACHINES$8.5M1.08%38,761CommonNONE
31428X106FDXFEDEX CORP$8.0M1.02%28,541CommonNONE
464287234EEMISHARES MSCI EMERGING MARKETS$7.7M0.98%184,422CommonNONE
M22465104CHKPCHECK POINT SOFTWARE TECH LTD$7.6M0.96%40,606CommonNONE
882508104TXNTEXAS INSTRUMENTS INC$7.2M0.91%38,361CommonNONE
171340102CHDCHURCH & DWIGHT CO INC$7.0M0.89%67,324CommonNONE
064058100BKBANK NEW YORK MELLON CORP$6.9M0.87%89,642CommonNONE
97717W281DGSWISDOMTREE EMERGING MARKETS SM$6.3M0.80%129,427CommonNONE
78468R523BILSSPDR BLOOMBERG 3-12 MONTH T-BI$6.3M0.80%63,487CommonNONE
031162100AMGNAMGEN INC$6.2M0.78%23,755CommonNONE
904767704UNILEVER PLC SP ADR NEW$6.1M0.77%107,066CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$5.8M0.73%24,667CommonNONE
98419M100XYLXYLEM INC$5.2M0.66%44,979CommonNONE
58733R102MELIMERCADOLIBRE INC$5.2M0.65%3,040CommonNONE
427866108HSYHERSHEY CO$5.0M0.63%29,275CommonNONE
G29183103ETNEATON CORP PLC$4.3M0.54%12,830CommonNONE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$4.1M0.52%71,273CommonNONE
579780206MKCMCCORMICK & CO INC NON VTG$4.0M0.50%52,139CommonNONE
46434G822EWJISHARES MSCI JAPAN ETF$3.9M0.49%57,633CommonNONE
344419106FMXFOMENTO ECONOMICO MEXICANO SAB$3.4M0.43%39,762CommonNONE
023135106AMZNAMAZON.COM INC$3.4M0.42%15,285CommonNONE
46436E718SGOVISHARES 0-3 MONTH TREASURY BON$3.3M0.42%32,771CommonNONE
H1467J104CBCHUBB LIMITED$2.8M0.35%10,137CommonNONE
37954Y434GNOMEURGLOBAL X GENOMICS & BIOTECHNOL$2.6M0.33%268,988CommonNONE
075887109BDXBECTON DICKINSON & CO$2.4M0.30%10,621CommonNONE
46436E841IBTHISHARES IBONDS DEC 2027 TERM T$2.1M0.27%96,425CommonNONE
46436E858IBTGISHARES IBONDS DEC 2026 TERM T$2.1M0.27%91,933CommonNONE
46436E866ISHARES IBONDS DEC 2025 TERM T$2.1M0.26%89,781CommonNONE
922908363VOOVANGUARD S&P 500 ETF$2.1M0.26%3,880CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B NE$2.0M0.25%4,435CommonNONE
464287804IJRISHARES CORE S&P SMALL CAP ETF$1.8M0.23%16,021CommonNONE
464287689IWVISHARES RUSSELL 3000 ETF$1.8M0.22%5,275CommonNONE
580135101MCDMCDONALDS CORP$1.5M0.19%5,158CommonNONE
64110L106NFLXNETFLIX INC$1.4M0.18%1,626CommonNONE
46435G516ESGDISHARES ESG AWARE MSCI EAFE ET$1.4M0.18%18,800CommonNONE
464288802SUSAISHARES MSCI USA ESG SELECT ET$1.4M0.18%11,700CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC CL A$1.4M0.17%2CommonNONE
922908629VOVANGUARD MID-CAP ETF$1.3M0.17%5,029CommonNONE
58933Y105MRKMERCK & CO INC$1.3M0.16%12,982CommonNONE
30231G102XOMEXXON MOBILE CORP$1.3M0.16%11,832CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.2M0.15%7,303CommonNONE
780259305SHELSHELL PLC SPON ADS$1.2M0.15%19,535CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.14%7,635CommonNONE
97717W422EPIWISDOMTREE INDIA EARNINGS FUND$1.1M0.14%23,980CommonNONE
902973304USBUS BANCORP DEL$1.1M0.13%21,962CommonNONE
824348106SHWSHERWIN WILLIAMS CO$1.0M0.13%2,969CommonNONE
02079K305GOOGLALPHABET INC CAP STOCK CL A$959,9400.12%5,071CommonNONE
46625H100JPMJPMORGAN CHASE & CO$896,0360.11%3,738CommonNONE
46435U663ESMLISHARES ESG AWARE MSCI USA SMA$870,0140.11%20,690CommonNONE
032654105ADIANALOG DEVICES INC$852,8140.11%4,014CommonNONE
02079K107GOOGALPHABET INC CAP STOCK CL C$797,6900.10%4,189CommonNONE
438516106HONHONEYWELL INTL INC$779,9980.10%3,453CommonNONE
45168D104IDXXIDEXX LABORATORIES INC$767,3450.10%1,856CommonNONE
316773100FITBFIFTH THIRD BANCORP$688,0650.09%16,274CommonNONE
46436E551XJHISHARES ESG SCREENED S&P MID-C$626,7030.08%14,980CommonNONE
464287101OEFISHARES S&P 100 ETF$625,6490.08%2,166CommonNONE
464287168DVYISHARES SELECT DIVIDEND ETF$623,6270.08%4,750CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD S$607,8740.08%3,078CommonNONE
291011104EMREMERSON ELECTRIC CO$606,6370.08%4,895CommonNONE
88579Y101MMM3M CO$604,8610.08%4,686CommonNONE
532457108LLYELI LILLY & CO$565,1040.07%732CommonNONE
921946406VYMVANGUARD HIGH DIVIDEND YIELD I$522,9910.07%4,099CommonNONE
172908105CTASCINTAS CORP$522,5220.07%2,860CommonNONE
464288869IWCISHARES MICRO-CAP ETF$504,1790.06%3,867CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH ET$501,5730.06%1,249CommonNONE
29287L106VOTETCW TRANSFORM 500 ETF$500,0670.06%7,270CommonNONE
46434G764EMXCISHARES MSCI EMERGING MARKETS$484,9100.06%8,745CommonNONE
68389X105ORCLORACLE CORP$479,0900.06%2,875CommonNONE
370334104GISGENERAL MILLS INC$459,3990.06%7,204CommonNONE
142339100CSLCARLISLE COS INC$442,6080.06%1,200CommonNONE
487836108KKELLANOVA$439,6670.06%5,430CommonNONE
46434G863ESGEISHARES ESG AWARE MSCI EM ETF$431,0650.05%12,910CommonNONE
437076102HDHOME DEPOT INC$410,3840.05%1,055CommonNONE
369604301GEGENERAL ELECTRIC CO NEW$404,6330.05%2,426CommonNONE
57686G105MATXMATSON INC$400,6100.05%2,971CommonNONE
00215F107ATNIATN INTL INC$399,8590.05%23,787CommonNONE
22160K105COSTCOSTCO WHOLESALE CORP$392,1640.05%428CommonNONE
458140100INTCINTEL CORP$389,2510.05%19,414CommonNONE
464287309IVWISHARES S&P 500 GROWTH ETF$350,2780.04%3,450CommonNONE
381430396JUSTGOLDMAN SACHS JUST U.S. LARGE$346,6690.04%4,170CommonNONE
91529Y106UNMUNUM GROUP$344,9210.04%4,723CommonNONE
718172109PMPHILIP MORRIS INTL INC$331,5640.04%2,755CommonNONE
464288257ACWIISHARES MSCI ACWI ETF$320,3050.04%2,726CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$306,4990.04%5,419CommonNONE
922908736VUGVANGUARD GROWTH ETF$304,9570.04%743CommonNONE
92206C649VTWVVANGUARD RUSSELL 2000 VALUE ET$303,6810.04%2,100CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$297,2880.04%1,800CommonNONE
835699307SONYSONY GROUP CORP SP ADR$290,6330.04%13,735CommonNONE
260003108DOVDOVER CORP$289,8420.04%1,545CommonNONE
464287705IJJISHARES S&P MID-CAP 400 VALUE$288,9080.04%2,312CommonNONE
038222105AMATAPPLIED MATERIALS INC$265,2500.03%1,631CommonNONE
776696106ROPROPER TECHNOLOGIES INC$264,6040.03%509CommonNONE
464287481IWPISHARES RUSSELL MID-CAP GROWTH$256,7950.03%2,026CommonNONE
922908744VTVVANGUARD VALUE ETF$253,9500.03%1,500CommonNONE
65339F101NEENEXTERA ENERGY INC$251,4170.03%3,507CommonNONE
78409V104SPGIS&P GLOBAL INC$244,0350.03%490CommonNONE
941848103WATWATERS CORP$243,7340.03%657CommonNONE
36828A101GEVGE VERNOVA INC$231,8960.03%705CommonNONE
464287408IVEISHARES S&P 500 VALUE ETF$226,9560.03%1,189CommonNONE
747525103QCOMQUALCOMM INC$224,6920.03%1,463CommonNONE
002824100ABTABBOTT LABORATORIES$216,1530.03%1,911CommonNONE
92826C839VVISA INC CL A$214,9070.03%680CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$210,6930.03%405CommonNONE
464287648IWOISHARES RUSSELL 2000 GROWTH ET$209,2450.03%727CommonNONE
872540109TJXTJX COS INC$207,3100.03%1,716CommonNONE
693475105PNCPNC FINANCIAL SERVICES GROUP I$206,9280.03%1,073CommonNONE
464287630IWNISHARES RUSSELL 2000 VALUE ETF$203,5710.03%1,240CommonNONE
29251M106ENTAENANTA PHARMACEUTICALS INC$190,8140.02%33,185CommonNONE

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.