Portland Global Advisors LLC
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.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 9.23% | $78.4M | 126,859 | $164.50 | $617.85 | +$6.9M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 5.17% | $43.9M | 707,403 | $45.25 | $62.02 | +$2.7M |
V VGSH | VANGUARD SHORT-TERM TREASURY E | 4.88% | $41.5M | 705,265 | $59.14 | $58.78 | +$2.4M |
S SPTS | SPDR PORTFOLIO SHORT TERM TREA | 4.76% | $40.4M | 1,380,951 | $29.48 | $29.29 | +$2.5M |
I IVV | ISHARES CORE S&P 500 ETF | 4.65% | $39.5M | 63,649 | $430.59 | $620.90 | +$3.2M |