Portland Global Advisors LLC Diversified Active

CIK: 0001504941 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 8, 2024

Total Value ($000): $733,555 (100.0% shares, 0.0% debt)

Holdings (134)

SPY SPDR S&P 500 ETF TRUST 9.7%
Value ($000) $71,072 Shares 135,874 Est. Cost $181.14 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 5.6%
Value ($000) $41,420 Shares 74,443 Est. Cost $233.60 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 5.3%
Value ($000) $38,784 Shares 638,526 Est. Cost $85.29 Unrealized
IVV ISHARES CORE S&P 500 ETF 4.3%
Value ($000) $31,434 Shares 59,791 Est. Cost $323.14 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TRE 3.8%
Value ($000) $27,555 Shares 470,628 Est. Cost $21.03 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TE 3.6%
Value ($000) $26,721 Shares 948,242 Est. Cost $28.53 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY E 3.5%
Value ($000) $25,719 Shares 442,896 Est. Cost $51.82 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREA 3.4%
Value ($000) $24,588 Shares 850,218 Est. Cost $29.02 Unrealized
TVGN TEVOGEN BIO HOLDINGS INC 3.0%
Value ($000) $21,683 Shares 5,782,209 Est. Cost $7.50 Unrealized 0.0%
VWO VANGUARD FTSE EMERGING MARKETS 2.8%
Value ($000) $20,636 Shares 494,044 Est. Cost $36.74 Unrealized
EFA ISHARES MSCI EAFE ETF 2.7%
Value ($000) $19,888 Shares 249,031 Est. Cost $60.55 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 2.6%
Value ($000) $18,909 Shares 254,764 Est. Cost $70.69 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BON 2.4%
Value ($000) $17,389 Shares 183,698 Est. Cost $96.39 Unrealized
MSFT MICROSOFT CORP 2.1%
Value ($000) $15,528 Shares 36,908 Est. Cost $45.51 Unrealized +777.2%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.1%
Value ($000) $15,514 Shares 156,025 Est. Cost $98.61 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.1%
Value ($000) $15,480 Shares 73,608 Est. Cost $119.32 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 2.1%
Value ($000) $15,186 Shares 58,429 Est. Cost $81.72 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION- 2.1%
Value ($000) $15,064 Shares 314,558 Est. Cost $45.12 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 1.9%
Value ($000) $14,254 Shares 284,119 Est. Cost $18.18 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US 1.6%
Value ($000) $11,829 Shares 101,242 Est. Cost $95.17 Unrealized
HUBB HUBBELL INC 1.5%
Value ($000) $11,358 Shares 27,366 Est. Cost $185.65 Unrealized +90.3%
BILS SPDR BLOOMBERG 3-12 MONTH T-BI 1.5%
Value ($000) $11,049 Shares 111,134 Est. Cost $99.18 Unrealized
IEMG ISHARES CORE MSCI EMERGING MAR 1.4%
Value ($000) $10,523 Shares 203,929 Est. Cost $41.91 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 1.2%
Value ($000) $8,709 Shares 211,998 Est. Cost $39.12 Unrealized
ROK ROCKWELL AUTOMATION INC 1.2%
Value ($000) $8,556 Shares 29,368 Est. Cost $145.62 Unrealized +91.4%
AAPL APPLE INC 1.1%
Value ($000) $7,790 Shares 45,426 Est. Cost $87.62 Unrealized +105.7%
IBM INTL BUSINESS MACHINES 1.0%
Value ($000) $7,575 Shares 39,670 Est. Cost $106.42 Unrealized +62.1%
INTC INTEL CORP 1.0%
Value ($000) $7,437 Shares 168,377 Est. Cost $36.88 Unrealized +19.4%
TXN TEXAS INSTRUMENTS INC 1.0%
Value ($000) $7,217 Shares 41,429 Est. Cost $58.18 Unrealized +171.4%
PANW PALO ALTO NETWORKS INC 1.0%
Value ($000) $7,142 Shares 25,137 Est. Cost $85.69 Unrealized +84.1%
FDX FEDEX CORP 1.0%
Value ($000) $6,993 Shares 24,135 Est. Cost $137.97 Unrealized +73.8%
CHD CHURCH & DWIGHT CO INC 0.9%
Value ($000) $6,816 Shares 65,340 Est. Cost $46.52 Unrealized +110.3%
AMGN AMGEN INC 0.9%
Value ($000) $6,525 Shares 22,949 Est. Cost $126.29 Unrealized +118.6%
NSC NORFOLK SOUTHERN CORP 0.9%
Value ($000) $6,493 Shares 25,476 Est. Cost $90.52 Unrealized +162.7%
CHKP CHECK POINT SOFTWARE TECH LTD 0.9%
Value ($000) $6,300 Shares 38,414 Est. Cost $96.79 Unrealized +65.6%
DGS WISDOMTREE EMERGING MARKETS SM 0.8%
Value ($000) $5,856 Shares 115,135 Est. Cost $39.70 Unrealized
XYL XYLEM INC 0.8%
Value ($000) $5,518 Shares 42,696 Est. Cost $97.91 Unrealized +20.8%
DEO DIAGEO PLC SP ADR NEW 0.7%
Value ($000) $5,419 Shares 36,431 Est. Cost $110.53 Unrealized
FMX FOMENTO ECONOMICO MEXICANO SAB 0.7%
Value ($000) $5,321 Shares 40,845 Est. Cost $72.05 Unrealized
HSY HERSHEY CO 0.7%
Value ($000) $5,252 Shares 27,002 Est. Cost $103.89 Unrealized +75.3%
UNILEVER PLC SP ADR NEW 0.7%
Value ($000) $5,244 Shares 104,485 Est. Cost $54.17 Unrealized
BK BANK NEW YORK MELLON CORP 0.7%
Value ($000) $5,164 Shares 89,627 Est. Cost $30.88 Unrealized +70.5%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.6%
Value ($000) $4,407 Shares 75,133 Est. Cost $45.90 Unrealized
ETN EATON CORP PLC 0.5%
Value ($000) $3,841 Shares 12,284 Est. Cost $146.69 Unrealized +82.4%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $3,797 Shares 15,345 Est. Cost $136.37 Unrealized +69.1%
MKC MCCORMICK & CO INC NON VTG 0.5%
Value ($000) $3,756 Shares 48,903 Est. Cost $67.11 Unrealized -3.5%
GLOBAL X GENOMICS & BIOTECHNOL 0.4%
Value ($000) $2,755 Shares 242,090 Est. Cost $11.14 Unrealized
MELI MERCADOLIBRE INC 0.4%
Value ($000) $2,750 Shares 1,819 Est. Cost $1229.52 Unrealized +33.1%
AMZN AMAZON.COM INC 0.3%
Value ($000) $2,504 Shares 13,880 Est. Cost $126.48 Unrealized +32.0%
SGOV ISHARES 0-3 MONTH TREASURY BON 0.3%
Value ($000) $2,429 Shares 24,115 Est. Cost $100.66 Unrealized
CB CHUBB LIMITED 0.3%
Value ($000) $2,356 Shares 9,093 Est. Cost $112.72 Unrealized +114.0%
SHEL SHELL PLC SPON ADS 0.3%
Value ($000) $1,959 Shares 29,223 Est. Cost $54.93 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $1,948 Shares 14,764 Est. Cost $96.81 Unrealized +19.6%
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.3%
Value ($000) $1,909 Shares 4,540 Est. Cost $209.05 Unrealized +88.2%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,818 Shares 3,783 Est. Cost $276.65 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,796 Shares 40,189 Est. Cost $24.02 Unrealized +60.9%
MCD MCDONALDS CORP 0.2%
Value ($000) $1,725 Shares 6,117 Est. Cost $88.04 Unrealized +215.8%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value ($000) $1,677 Shares 15,170 Est. Cost $18.28 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $1,589 Shares 5,295 Est. Cost $267.61 Unrealized
ESGD ISHARES ESG AWARE MSCI EAFE ET 0.2%
Value ($000) $1,458 Shares 18,240 Est. Cost $75.66 Unrealized
XOM EXXON MOBILE CORP 0.2%
Value ($000) $1,373 Shares 11,816 Est. Cost $71.71 Unrealized +36.8%
VO VANGUARD MID-CAP ETF 0.2%
Value ($000) $1,362 Shares 5,451 Est. Cost $163.91 Unrealized
EPI WISDOMTREE INDIA EARNINGS FUND 0.2%
Value ($000) $1,330 Shares 30,525 Est. Cost $41.00 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,290 Shares 7,953 Est. Cost $64.62 Unrealized +131.9%
SUSA ISHARES MSCI USA ESG SELECT ET 0.2%
Value ($000) $1,279 Shares 11,720 Est. Cost $79.14 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $1,278 Shares 8,076 Est. Cost $85.17 Unrealized +76.4%
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value ($000) $1,269 Shares 2 Est. Cost $309925.88 Unrealized +91.6%
ISHARES IBONDS DEC 2025 TERM T 0.2%
Value ($000) $1,163 Shares 50,051 Est. Cost $23.23 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM T 0.2%
Value ($000) $1,154 Shares 50,834 Est. Cost $22.71 Unrealized
IBTE ISHARES IBONDS DEC 2024 TERM T 0.2%
Value ($000) $1,130 Shares 47,207 Est. Cost $23.94 Unrealized
IDXX IDEXX LABORATORIES INC 0.1%
Value ($000) $1,054 Shares 1,952 Est. Cost $174.39 Unrealized +213.4%
GNMA ISHARES GNMA BOND ETF 0.1%
Value ($000) $1,050 Shares 24,196 Est. Cost $43.39 Unrealized
SHW SHERWIN WILLIAMS CO 0.1%
Value ($000) $1,031 Shares 2,969 Est. Cost $193.12 Unrealized +62.3%
NFLX NETFLIX INC 0.1%
Value ($000) $966 Shares 1,590 Est. Cost $43.65 Unrealized +29.2%
SUB ISHARES SHORT-TERM NATIONAL MU 0.1%
Value ($000) $877 Shares 8,377 Est. Cost $106.95 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMA 0.1%
Value ($000) $825 Shares 20,490 Est. Cost $38.01 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $770 Shares 6,255 Est. Cost $66.81 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $761 Shares 3,706 Est. Cost $79.44 Unrealized +127.5%
GOOGL ALPHABET INC CAP STOCK CL A 0.1%
Value ($000) $754 Shares 4,995 Est. Cost $133.69 Unrealized +6.2%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $746 Shares 3,725 Est. Cost $62.74 Unrealized +176.7%
COLD AMERICOLD REALTY TRUST INC 0.1%
Value ($000) $688 Shares 27,595 Est. Cost $33.87 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $657 Shares 844 Est. Cost $186.45 Unrealized +276.8%
FITB FIFTH THIRD BANCORP 0.1%
Value ($000) $631 Shares 16,959 Est. Cost $12.01 Unrealized +169.4%
XJH ISHARES ESG SCREENED S&P MID-C 0.1%
Value ($000) $606 Shares 14,740 Est. Cost $41.08 Unrealized
GOOG ALPHABET INC CAP STOCK CL C 0.1%
Value ($000) $594 Shares 3,903 Est. Cost $135.01 Unrealized +6.1%
ATNI ATN INTL INC 0.1%
Value ($000) $574 Shares 18,229 Est. Cost $29.76 Unrealized +6.3%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $567 Shares 4,995 Est. Cost $44.61 Unrealized +122.8%
OEF ISHARES S&P 100 ETF 0.1%
Value ($000) $548 Shares 2,213 Est. Cost $86.59 Unrealized
VOTE TCW TRANSFORM 500 ETF 0.1%
Value ($000) $544 Shares 8,875 Est. Cost $42.74 Unrealized
MMM 3M CO 0.1%
Value ($000) $523 Shares 4,926 Est. Cost $67.37 Unrealized +17.7%
GIS GENERAL MILLS INC 0.1%
Value ($000) $504 Shares 7,204 Est. Cost $35.15 Unrealized +72.4%
EMXC ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $501 Shares 8,695 Est. Cost $46.01 Unrealized
GE GENERAL ELECTRIC CO NEW 0.1%
Value ($000) $496 Shares 2,828 Est. Cost $64.81 Unrealized +79.6%
VYM VANGUARD HIGH DIVIDEND YIELD I 0.1%
Value ($000) $496 Shares 4,099 Est. Cost $111.63 Unrealized
CTAS CINTAS CORP 0.1%
Value ($000) $491 Shares 715 Est. Cost $72.90 Unrealized +108.1%
IWC ISHARES MICRO-CAP ETF 0.1%
Value ($000) $479 Shares 3,950 Est. Cost $61.70 Unrealized
CSL CARLISLE COS INC 0.1%
Value ($000) $470 Shares 1,200 Est. Cost $294.97 Unrealized +12.5%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $461 Shares 9,105 Est. Cost $53.91 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $447 Shares 2,261 Est. Cost $158.09 Unrealized +17.8%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $441 Shares 2,145 Est. Cost $191.17 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $431 Shares 1,123 Est. Cost $192.12 Unrealized +81.4%
ENTA ENANTA PHARMACEUTICALS INC 0.1%
Value ($000) $426 Shares 24,375 Est. Cost $9.32 Unrealized +42.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD S 0.1%
Value ($000) $418 Shares 3,075 Est. Cost $57.07 Unrealized
WESTROCK CO 0.1%
Value ($000) $414 Shares 8,369 Est. Cost $41.52 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value ($000) $410 Shares 12,710 Est. Cost $32.06 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $352 Shares 2,800 Est. Cost $73.20 Unrealized +53.5%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $336 Shares 1,631 Est. Cost $122.61 Unrealized +47.1%
MATX MATSON INC 0.0%
Value ($000) $334 Shares 2,971 Est. Cost $66.28 Unrealized +66.0%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $325 Shares 444 Est. Cost $418.22 Unrealized +69.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $324 Shares 3,836 Est. Cost $99.77 Unrealized
KELLANOVA 0.0%
Value ($000) $311 Shares 5,430 Est. Cost $40.29 Unrealized +29.0%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $309 Shares 898 Est. Cost $208.50 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $305 Shares 1,720 Est. Cost $113.33 Unrealized +39.1%
ACWI ISHARES MSCI ACWI ETF 0.0%
Value ($000) $300 Shares 2,726 Est. Cost $101.08 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $297 Shares 511 Est. Cost $252.29 Unrealized +121.1%
VTWV VANGUARD RUSSELL 2000 VALUE ET 0.0%
Value ($000) $294 Shares 2,100 Est. Cost $87.21 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $292 Shares 1,796 Est. Cost $119.15 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $285 Shares 509 Est. Cost $516.16 Unrealized +4.4%
WAT WATERS CORP 0.0%
Value ($000) $279 Shares 811 Est. Cost $285.91 Unrealized +15.0%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $276 Shares 2,336 Est. Cost $114.04 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $275 Shares 1,624 Est. Cost $118.34 Unrealized +25.5%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $274 Shares 5,054 Est. Cost $32.20 Unrealized +43.4%
JUST GOLDMAN SACHS JUST U.S. LARGE 0.0%
Value ($000) $268 Shares 3,570 Est. Cost $2.48 Unrealized
FNLC FIRST BANCORP INC ME 0.0%
Value ($000) $263 Shares 10,690 Est. Cost $21.89 Unrealized +0.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $252 Shares 2,755 Est. Cost $48.36 Unrealized +75.7%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $231 Shares 2,026 Est. Cost $104.46 Unrealized
SONY SONY GROUP CORP SP ADR 0.0%
Value ($000) $227 Shares 2,646 Est. Cost $94.69 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $222 Shares 1,425 Est. Cost $145.01 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $222 Shares 1,189 Est. Cost $173.89 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $218 Shares 3,412 Est. Cost $53.46 Unrealized +3.6%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $217 Shares 1,911 Est. Cost $96.07 Unrealized +15.3%
APO APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $202 Shares 1,800 Est. Cost $102.73 Unrealized 0.0%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $202 Shares 1,269 Est. Cost $158.81 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ET 0.0%
Value ($000) $200 Shares 739 Est. Cost $270.80 Unrealized