Holdings
Portland Global Advisors LLC
As of Jun 30, 2026, Portland Global Advisors LLC reported 80 positions worth US$237M. Largest: Palo Alto Networks, Inc., Crowdstrike Holdings, Inc. and Rockwell Automation, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Palo Alto Networks, Inc. | 55,176 | US$18.8M | −746 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 20,678 | US$15.8M | −2,316 | Jun 30, 2026 |
| Rockwell Automation, Inc. | 28,238 | US$14M | −285 | Jun 30, 2026 |
| Microsoft Corp. | 35,620 | US$13.3M | +2,182 | Jun 30, 2026 |
| Hubbell Inc | 24,153 | US$12.6M | −140 | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 81,021 | US$11.7M | −1,287 | Jun 30, 2026 |
| Texas Instruments Incorporated | 37,224 | US$11.1M | −4,266 | Jun 30, 2026 |
| International Business Machines Corporation | 37,872 | US$10.6M | +885 | Jun 30, 2026 |
| Apple Inc | 33,422 | US$9.67M | −370 | Jun 30, 2026 |
| Amgen Inc. | 24,945 | US$9.03M | +47 | Jun 30, 2026 |