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Portland Global Advisors LLC

CIK:0001504941
Investment Adviser
$400M AUM
140 holdings
Portland, ME, US
Founded:1995
8 employees
Latest filing:Jun 30, 2025

Portland Global Advisors LLC is an independent registered investment adviser headquartered in Portland, Maine. Founded in 1995, the firm provides investment management services to individuals, families, endowments, foundations, and institutional clients. It focuses on delivering personalized portfolio solutions across equity and fixed income markets and employs a team of professionals based in Portland.

Investment Strategy

Portland Global Advisors follows a disciplined, research-driven investment approach designed to meet the specific objectives of its clients. The firm manages portfolios across global equity and fixed income markets, emphasizing long-term growth, risk management, and diversification. Investment decisions are guided by fundamental analysis, macroeconomic trends, and sustainability of corporate earnings. The firm works closely with clients to develop customized asset allocations and adapt to changing market conditions.

Latest 13F Filing Activity

Portland Global Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 140 equity positions with a total 13F market value of $849M. The fund increased holdings in SPDR S&P 500 Etf Trust, Microsoft Corp., Ishares Core Msci Eafe Etf among other positions. Portland Global Advisors LLC reduced exposure to Global X Genomics & Biotechnol, Ishares Russell 2000 Etf, SPDR Bloomberg 3-12 Month T-bi among others.

Top Buys
S
SPYSPDR S&P 500 ETF TRUST
+$6.9M
M
MSFTMICROSOFT CORP
+$4.2M
I
IEFAISHARES CORE MSCI EAFE ETF
+$3.4M
I
IVVISHARES CORE S&P 500 ETF
+$3.2M
E
EWJISHARES MSCI JAPAN ETF
+$3.0M
Top Sells
G
GNOMGLOBAL X GENOMICS & BIOTECHNOL
-$2.1M
I
IWMISHARES RUSSELL 2000 ETF
-$1.7M
B
BILSSPDR BLOOMBERG 3-12 MONTH T-BI
-$1.6M
A
AAPLAPPLE INC
-$1.2M
B
BDXBECTON DICKINSON & CO
-$953.2K

Top Holdings

S
SPYSPDR S&P 500 ETF TRUST
+9.2%$78.4M
I
IJHISHARES CORE S&P MID-CAP ETF
+5.2%$43.9M
V
VGSHVANGUARD SHORT-TERM TREASURY E
+4.9%$41.5M
S
SPTSSPDR PORTFOLIO SHORT TERM TREA
+4.8%$40.4M
I
IVVISHARES CORE S&P 500 ETF
+4.7%$39.5M

Equity Positions (140)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR S&P 500 ETF TRUST9.23%$78.4M126,859$164.50$617.85+$6.9M
ISHARES CORE S&P MID-CAP ETF5.17%$43.9M707,403$45.25$62.02+$2.7M
VANGUARD SHORT-TERM TREASURY E4.88%$41.5M705,265$59.14$58.78+$2.4M
SPDR PORTFOLIO SHORT TERM TREA4.76%$40.4M1,380,951$29.48$29.29+$2.5M
ISHARES CORE S&P 500 ETF4.65%$39.5M63,649$430.59$620.90+$3.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+4.4%
SOAP, DETERGENTS, CLEANG PREPARATIONS, PERFUMES, COSMETICS
+1.5%
ELECTRONIC COMPONENTS & ACCESSORIES
+1.2%
MEASURING & CONTROLLING DEVICES, NEC
+1.2%
COMPUTER & OFFICE EQUIPMENT
+1.2%