Holdings
Portland Financial Advisors Inc
As of Jun 30, 2026, Portland Financial Advisors Inc reported 14 positions worth US$7.71M. Largest: Omega Healthcare Investors, Inc., Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Omega Healthcare Investors, Inc. | 48,712 | US$2.32M | −1,980 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,689 | US$1.35M | −2 | Jun 30, 2026 |
| Microsoft Corp. | 1,485 | US$554K | no change | Jun 30, 2026 |
| Exxon Mobil Corporation | 4,017 | US$549K | no change | Jun 30, 2026 |
| Apple Inc | 1,494 | US$432K | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,179 | US$421K | new | Jun 30, 2026 |
| Intel Corporation | 2,375 | US$332K | new | Jun 30, 2026 |
| Blackrock, Inc. | 344 | US$331K | no change | Jun 30, 2026 |
| Verizon Communications Inc. | 7,175 | US$304K | no change | Jun 30, 2026 |
| U.s. Bancorp | 4,491 | US$271K | no change | Jun 30, 2026 |