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Home > Institutional Investor > Portland Global Advisors Llc > Profile

Instuitional Investor - Portland Global Advisors Llc

Fund Profile
Filing Period:
Fund Name: Portland Global Advisors Llc
Portfolio Value $793,689,552
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 127,851 $71,518,526 9.01%
2.
Ishares Trust
 IEF 705,870 $41,187,514 5.19%
3.
Vanguard Scottsdale Funds
 665,744 $39,072,515 4.92%
4.
Spdr Portfolio Short Term Trea
 1,299,402 $37,994,514 4.79%
5.
Vanguard Scottsdale Funds
 626,132 $37,192,241 4.69%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)