Portland Financial Advisors Inc
Portland Financial Advisors Inc reported 89 holdings worth US$54.8M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 10, 2026
Portland Financial Advisors Inc reported 89 holdings worth US$54.8M as of Jun 30, 2026. Largest: Omega Healthcare Investors, Inc., Berkshire Hathaway Inc. and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$54.8M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Omega Healthcare Investors, Inc. | 48,712 | US$2.32M | 4.2% |
| Berkshire Hathaway Inc. | 2,689 | US$1.35M | 2.5% |
| Microsoft Corp. | 1,485 | US$554K | 1.0% |
| Exxon Mobil Corporation | 4,017 | US$549K | 1.0% |
| Apple Inc | 1,494 | US$432K | 0.79% |
| Alphabet Inc (google) Class C | 1,179 | US$421K | 0.77% |
| Intel Corporation | 2,375 | US$332K | 0.61% |
| Blackrock, Inc. | 344 | US$331K | 0.60% |
| Verizon Communications Inc. | 7,175 | US$304K | 0.55% |
| U.s. Bancorp | 4,491 | US$271K | 0.49% |
| Pfizer, Inc. | 9,232 | US$222K | 0.41% |
| Eli Lilly And Company | 182 | US$218K | 0.40% |
| Meta Platforms, Inc. | 364 | US$205K | 0.37% |
| Tesla, Inc. | 486 | US$204K | 0.37% |