Portland Global Advisors LLC Diversified Active

Location: Portland, ME

CIK: 0001504941 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $932M (100.0% shares, 0.0% debt)

Holdings (150)

SPY STATE STREET SPDR S&P 500 ETF 9.1%
Value $84.4M Shares 123,770 Est. Cost $181.14 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 5.3%
Value $49.73M Shares 753,414 Est. Cost $89.66 Unrealized
SPTS SPDR PORTFOLIO SHORT TERM TREA 5.2%
Value $48.11M Shares 1,643,042 Est. Cost $29.10 Unrealized
VGSH VANGUARD SHORT-TERM TREASURY E 5.1%
Value $47.81M Shares 814,006 Est. Cost $59.15 Unrealized
IVV ISHARES CORE S&P 500 ETF 4.8%
Value $45.17M Shares 65,950 Est. Cost $437.81 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 4.3%
Value $40.12M Shares 66,505 Est. Cost $233.60 Unrealized
SPTI SPDR PORTFOLIO INTERMEDIATE TE 4.2%
Value $39.45M Shares 1,367,824 Est. Cost $28.46 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM TRE 4.2%
Value $39.34M Shares 656,370 Est. Cost $59.14 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 3.3%
Value $30.72M Shares 343,404 Est. Cost $72.96 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 2.5%
Value $23.1M Shares 429,628 Est. Cost $40.34 Unrealized
EFA ISHARES MSCI EAFE ETF 2.5%
Value $22.95M Shares 238,998 Est. Cost $61.21 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKET 2.2%
Value $20.19M Shares 323,176 Est. Cost $42.56 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ET 2.1%
Value $19.74M Shares 58,869 Est. Cost $103.35 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 2.1%
Value $19.14M Shares 186,931 Est. Cost $99.14 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION- 2.0%
Value $18.79M Shares 379,958 Est. Cost $49.56 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BON 2.0%
Value $18.25M Shares 189,750 Est. Cost $96.13 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US 1.9%
Value $17.54M Shares 122,406 Est. Cost $111.27 Unrealized
GNMA ISHARES GNMA BOND ETF 1.8%
Value $16.97M Shares 380,968 Est. Cost $43.10 Unrealized
IEMG ISHARES CORE MSCI EMERGING MAR 1.8%
Value $16.88M Shares 251,171 Est. Cost $53.56 Unrealized
MSFT MICROSOFT CORP 1.8%
Value $16.7M Shares 34,534 Est. Cost $45.51 Unrealized +999.8%
IWM ISHARES RUSSELL 2000 ETF 1.6%
Value $14.8M Shares 60,144 Est. Cost $133.33 Unrealized
EWJ ISHARES MSCI JAPAN ETF 1.2%
Value $11.32M Shares 140,228 Est. Cost $70.04 Unrealized
ROK ROCKWELL AUTOMATION INC 1.2%
Value $11.13M Shares 28,611 Est. Cost $151.66 Unrealized +147.4%
HUBB HUBBELL INC 1.2%
Value $10.84M Shares 24,401 Est. Cost $188.62 Unrealized +131.8%
IBM INTL BUSINESS MACHINES 1.1%
Value $10.63M Shares 35,901 Est. Cost $108.65 Unrealized +175.0%
CRWD CROWDSTRIKE HOLDINGS INC CL A 1.1%
Value $10.42M Shares 22,235 Est. Cost $299.14 Unrealized +70.2%
BK BANK NEW YORK MELLON CORP 1.0%
Value $9.57M Shares 82,436 Est. Cost $31.26 Unrealized +253.5%
AAPL APPLE INC 1.0%
Value $9.278M Shares 34,127 Est. Cost $87.62 Unrealized +206.3%
EEM ISHARES MSCI EMERGING MARKETS 1.0%
Value $8.928M Shares 163,185 Est. Cost $39.26 Unrealized
PANW PALO ALTO NETWORKS INC 1.0%
Value $8.86M Shares 48,098 Est. Cost $137.49 Unrealized +46.7%
FDX FEDEX CORP 0.9%
Value $8.661M Shares 29,982 Est. Cost $163.84 Unrealized +59.6%
SGOV ISHARES 0-3 MONTH TREASURY BON 0.9%
Value $8.472M Shares 84,397 Est. Cost $100.60 Unrealized
DGS WISDOMTREE EMERGING MARKETS SM 0.9%
Value $8.231M Shares 143,794 Est. Cost $48.72 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.9%
Value $8.162M Shares 43,986 Est. Cost $112.72 Unrealized +71.5%
AMGN AMGEN INC 0.9%
Value $8.095M Shares 24,731 Est. Cost $136.29 Unrealized +131.8%
TXN TEXAS INSTRUMENTS INC 0.8%
Value $7.146M Shares 41,191 Est. Cost $66.33 Unrealized +157.4%
MELI MERCADOLIBRE INC 0.7%
Value $6.895M Shares 3,423 Est. Cost $1469.75 Unrealized +42.9%
CHD CHURCH & DWIGHT CO INC 0.7%
Value $6.741M Shares 80,392 Est. Cost $54.70 Unrealized +55.9%
XYL XYLEM INC 0.7%
Value $6.494M Shares 47,684 Est. Cost $101.23 Unrealized +41.8%
UL UNILEVER PLC SP ADR NEW 0.7%
Value $6.377M Shares 97,512 Est. Cost $65.40 Unrealized
HSY HERSHEY CO 0.6%
Value $5.598M Shares 30,759 Est. Cost $112.88 Unrealized +61.3%
IDXX IDEXX LABORATORIES INC 0.6%
Value $5.512M Shares 8,147 Est. Cost $563.38 Unrealized +20.9%
BILS SPDR BLOOMBERG 3-12 MONTH T-BI 0.5%
Value $4.945M Shares 49,836 Est. Cost $99.21 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX-US 0.5%
Value $4.896M Shares 66,552 Est. Cost $48.16 Unrealized
ETN EATON CORP PLC 0.5%
Value $4.383M Shares 13,760 Est. Cost $166.27 Unrealized +113.1%
MKC MCCORMICK & CO INC NON VTG 0.4%
Value $4.19M Shares 61,523 Est. Cost $67.38 Unrealized -2.2%
FMX FOMENTO ECONOMICO MEXICANO SAB 0.4%
Value $4.043M Shares 40,002 Est. Cost $83.68 Unrealized
AMZN AMAZON.COM INC 0.3%
Value $3.242M Shares 14,046 Est. Cost $152.03 Unrealized +50.5%
IBTH ISHARES IBONDS DEC 2027 TERM T 0.3%
Value $3.193M Shares 142,114 Est. Cost $22.28 Unrealized
IBTG ISHARES IBONDS DEC 2026 TERM T 0.3%
Value $3.181M Shares 139,045 Est. Cost $22.81 Unrealized
IBTI ISHARES IBONDS DEC 2028 TERM T 0.3%
Value $3.154M Shares 141,011 Est. Cost $22.36 Unrealized
CB CHUBB LIMITED 0.3%
Value $3.009M Shares 9,639 Est. Cost $129.19 Unrealized +126.3%
VOO VANGUARD S&P 500 ETF 0.3%
Value $2.819M Shares 4,495 Est. Cost $348.48 Unrealized
IDNA ISHARES GENOMICS IMMUNOLOGY AN 0.3%
Value $2.698M Shares 103,004 Est. Cost $20.51 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.3%
Value $2.347M Shares 6,067 Est. Cost $283.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B NE 0.2%
Value $2.066M Shares 4,111 Est. Cost $214.41 Unrealized +132.0%
ADI ANALOG DEVICES INC 0.2%
Value $1.969M Shares 7,259 Est. Cost $225.66 Unrealized +11.1%
GOOGL ALPHABET INC CAP STOCK CL A 0.2%
Value $1.917M Shares 6,125 Est. Cost $148.35 Unrealized +92.5%
IJR ISHARES CORE S&P SMALL CAP ETF 0.2%
Value $1.676M Shares 13,943 Est. Cost $90.67 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $1.662M Shares 5,158 Est. Cost $118.21 Unrealized +161.9%
ESGD ISHARES ESG AWARE MSCI EAFE ET 0.2%
Value $1.555M Shares 16,355 Est. Cost $76.05 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ET 0.2%
Value $1.522M Shares 3,215 Est. Cost $405.44 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.2%
Value $1.51M Shares 2 Est. Cost $309925.88 Unrealized +140.8%
NFLX NETFLIX INC 0.2%
Value $1.498M Shares 15,980 Est. Cost $101.46 Unrealized +6.3%
VO VANGUARD MID-CAP ETF 0.2%
Value $1.435M Shares 4,943 Est. Cost $163.91 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.378M Shares 6,661 Est. Cost $86.50 Unrealized +127.8%
MCD MCDONALDS CORP 0.1%
Value $1.359M Shares 4,445 Est. Cost $90.46 Unrealized +237.3%
SUSA ISHARES MSCI USA ESG SELECT ET 0.1%
Value $1.349M Shares 9,680 Est. Cost $79.14 Unrealized
MRK MERCK & CO INC 0.1%
Value $1.28M Shares 12,158 Est. Cost $96.81 Unrealized -3.7%
XOM EXXON MOBILE CORP 0.1%
Value $1.241M Shares 10,314 Est. Cost $72.16 Unrealized +60.0%
GOOG ALPHABET INC CAP STOCK CL C 0.1%
Value $1.163M Shares 3,705 Est. Cost $146.88 Unrealized +94.9%
USB US BANCORP DEL 0.1%
Value $1.118M Shares 20,950 Est. Cost $24.24 Unrealized +101.0%
SHW SHERWIN WILLIAMS CO 0.1%
Value $1.002M Shares 3,091 Est. Cost $209.90 Unrealized +59.2%
PG PROCTER AND GAMBLE CO 0.1%
Value $997K Shares 6,955 Est. Cost $71.29 Unrealized +106.4%
LLY ELI LILLY & CO 0.1%
Value $952K Shares 886 Est. Cost $287.90 Unrealized +231.9%
IWB ISHARES RUSSELL 1000 ETF 0.1%
Value $791K Shares 2,117 Est. Cost $339.57 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMA 0.1%
Value $784K Shares 17,050 Est. Cost $38.01 Unrealized
FITB FIFTH THIRD BANCORP 0.1%
Value $765K Shares 16,341 Est. Cost $12.01 Unrealized +263.4%
GE GE AEROSPACE INC 0.1%
Value $749K Shares 2,433 Est. Cost $64.81 Unrealized +364.1%
OEF ISHARES S&P 100 ETF 0.1%
Value $736K Shares 2,147 Est. Cost $86.59 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD S 0.1%
Value $736K Shares 2,421 Est. Cost $61.80 Unrealized
INTC INTEL CORP 0.1%
Value $724K Shares 19,622 Est. Cost $36.71 Unrealized +2.9%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value $670K Shares 4,750 Est. Cost $66.81 Unrealized
MMM 3M CO 0.1%
Value $656K Shares 4,100 Est. Cost $67.37 Unrealized +142.2%
XJH ISHARES ESG SCREENED S&P MID-C 0.1%
Value $640K Shares 14,335 Est. Cost $41.11 Unrealized
EMR EMERSON ELECTRIC CO 0.1%
Value $612K Shares 4,613 Est. Cost $44.61 Unrealized +196.7%
SHEL SHELL PLC SPON ADS 0.1%
Value $603K Shares 8,205 Est. Cost $54.93 Unrealized
HD HOME DEPOT INC 0.1%
Value $596K Shares 1,733 Est. Cost $264.57 Unrealized +37.8%
ESGE ISHARES ESG AWARE MSCI EM ETF 0.1%
Value $586K Shares 13,275 Est. Cost $32.35 Unrealized
ORCL ORACLE CORP 0.1%
Value $570K Shares 2,922 Est. Cost $78.53 Unrealized +203.1%
VTV VANGUARD VALUE ETF 0.1%
Value $558K Shares 2,924 Est. Cost $147.90 Unrealized
HON HONEYWELL INTL INC 0.1%
Value $556K Shares 2,851 Est. Cost $79.44 Unrealized +145.5%
VUG VANGUARD GROWTH ETF 0.1%
Value $555K Shares 1,138 Est. Cost $362.33 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value $547K Shares 2,601 Est. Cost $199.12 Unrealized
GEV GE VERNOVA INC 0.1%
Value $536K Shares 820 Est. Cost $349.19 Unrealized +74.4%
CTAS CINTAS CORP 0.1%
Value $526K Shares 2,796 Est. Cost $162.06 Unrealized +16.1%
MRSH MARSH COM 0.1%
Value $508K Shares 2,739 Est. Cost $223.19 Unrealized -16.5%
TILT FLEXSHARES MORNINGSTAR US MARK 0.1%
Value $503K Shares 2,021 Est. Cost $248.69 Unrealized
MA MASTERCARD INCORPORATED CL A 0.1%
Value $490K Shares 858 Est. Cost $559.79 Unrealized -0.1%
JUST GOLDMAN SACHS JUST U.S. LARGE 0.1%
Value $472K Shares 4,880 Est. Cost $69.35 Unrealized
GLD SPDR GOLD SHARES 0.0%
Value $462K Shares 1,165 Est. Cost $291.95 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value $461K Shares 2,374 Est. Cost $136.37 Unrealized +39.0%
AMAT APPLIED MATERIALS INC 0.0%
Value $425K Shares 1,655 Est. Cost $123.11 Unrealized +94.5%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value $418K Shares 3,395 Est. Cost $99.65 Unrealized
EMXC ISHARES MSCI EMERGING MARKETS 0.0%
Value $388K Shares 5,340 Est. Cost $46.01 Unrealized
ACWI ISHARES MSCI ACWI ETF 0.0%
Value $386K Shares 2,726 Est. Cost $101.08 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value $384K Shares 2,060 Est. Cost $174.29 Unrealized +6.8%
ENTA ENANTA PHARMACEUTICALS INC 0.0%
Value $383K Shares 24,275 Est. Cost $10.43 Unrealized +21.8%
MATX MATSON INC 0.0%
Value $367K Shares 2,971 Est. Cost $66.28 Unrealized +61.5%
V VISA INC CL A 0.0%
Value $347K Shares 989 Est. Cost $312.51 Unrealized +8.9%
CSL CARLISLE COS INC 0.0%
Value $344K Shares 1,075 Est. Cost $294.97 Unrealized +9.4%
MICC MAGNUM ICE CREAM CO NV ORD 0.0%
Value $342K Shares 21,556 Est. Cost $15.68 Unrealized 0.0%
VOTE TCW TRANSFORM 500 ETF 0.0%
Value $339K Shares 4,223 Est. Cost $42.74 Unrealized
COST COSTCO WHOLESALE CORP 0.0%
Value $335K Shares 389 Est. Cost $542.27 Unrealized +67.0%
GIS GENERAL MILLS INC 0.0%
Value $335K Shares 7,211 Est. Cost $35.15 Unrealized +35.0%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $324K Shares 559 Est. Cost $325.63 Unrealized +73.6%
TJX TJX COS INC 0.0%
Value $317K Shares 2,062 Est. Cost $126.15 Unrealized +17.1%
PM PHILIP MORRIS INTL INC 0.0%
Value $314K Shares 1,957 Est. Cost $50.42 Unrealized +204.6%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value $304K Shares 2,312 Est. Cost $114.04 Unrealized
SONY SONY GROUP CORP SP ADR 0.0%
Value $281K Shares 10,970 Est. Cost $36.98 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value $279K Shares 1,770 Est. Cost $61.70 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value $277K Shares 2,026 Est. Cost $104.46 Unrealized
EPI WISDOMTREE INDIA EARNINGS FUND 0.0%
Value $274K Shares 5,920 Est. Cost $41.00 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $268K Shares 4,961 Est. Cost $33.57 Unrealized +41.6%
DOV DOVER CORP 0.0%
Value $263K Shares 1,345 Est. Cost $113.33 Unrealized +60.4%
SPGI S&P GLOBAL INC 0.0%
Value $257K Shares 492 Est. Cost $423.77 Unrealized +16.6%
UNP UNION PACIFIC CORP 0.0%
Value $255K Shares 1,101 Est. Cost $219.42 Unrealized +3.6%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value $252K Shares 1,189 Est. Cost $173.89 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value $252K Shares 681 Est. Cost $280.51 Unrealized +27.3%
WMT WAL-MART INC 0.0%
Value $249K Shares 2,239 Est. Cost $95.06 Unrealized +12.8%
LIN LINDE PLC 0.0%
Value $244K Shares 573 Est. Cost $470.63 Unrealized -9.2%
DIA SPDR DOW JONES INDUSTRIAL AVER 0.0%
Value $240K Shares 500 Est. Cost $440.65 Unrealized
VTWV VANGUARD RUSSELL 2000 VALUE ET 0.0%
Value $240K Shares 1,500 Est. Cost $87.21 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value $240K Shares 2,984 Est. Cost $54.04 Unrealized +52.7%
ABT ABBOTT LABORATORIES 0.0%
Value $239K Shares 1,908 Est. Cost $110.89 Unrealized +14.8%
ROP ROPER TECHNOLOGIES INC 0.0%
Value $228K Shares 512 Est. Cost $516.16 Unrealized -10.5%
AEM AGNICO EAGLE MINES LTD 0.0%
Value $228K Shares 1,342 Est. Cost $136.83 Unrealized +22.7%
UNM UNUM GROUP 0.0%
Value $227K Shares 2,925 Est. Cost $54.69 Unrealized +39.8%
ABBV ABBVIE INC 0.0%
Value $226K Shares 989 Est. Cost $201.95 Unrealized +12.7%
QCOM QUALCOMM INC 0.0%
Value $224K Shares 1,310 Est. Cost $122.21 Unrealized +39.8%
ACN ACCENTURE PLC IRELAND CLASS A 0.0%
Value $222K Shares 828 Est. Cost $260.61 Unrealized -2.5%
WAT WATERS CORP 0.0%
Value $221K Shares 582 Est. Cost $367.96 Unrealized 0.0%
AGZ ISHARES AGENCY BOND ETF 0.0%
Value $221K Shares 2,000 Est. Cost $110.25 Unrealized
AVGO BROADCOM INC 0.0%
Value $218K Shares 631 Est. Cost $305.74 Unrealized +16.8%
APH AMPHENOL CORP CL A 0.0%
Value $215K Shares 1,591 Est. Cost $133.54 Unrealized 0.0%
EWX SPDR S&P EMERGING MARKETS SMAL 0.0%
Value $214K Shares 3,260 Est. Cost $62.03 Unrealized
DHR DANAHER CORPORATION 0.0%
Value $211K Shares 922 Est. Cost $219.54 Unrealized 0.0%
RTX RTX CORPORATION 0.0%
Value $203K Shares 1,108 Est. Cost $173.32 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.0%
Value $203K Shares 1,200 Est. Cost $168.77 Unrealized
FORA FORIAN INC 0.0%
Value $53,000 Shares 25,000 Est. Cost $2.04 Unrealized +7.2%