Portland Global Advisors LLC Purchases in Q2 2025

Portland Global Advisors LLC

  • $847 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
12.3K
+ 4.02%
$67.83 - $84.09 $833K - $1.03M
318K $26.6M
EWJ
Ishares Msci Japan ETF

ETFs
30.8K
+ 28.73%
$61.32 - $75.28 $1.89M - $2.32M
138K $10.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.23K
+ 4.64%
$104.23 - $134.39 $545K - $703K
118K $15.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.53K
+ 0.22%
$51.16 - $62.02 $78.4K - $95.1K
707K $43.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
81.5K
+ 6.28%
$29.07 - $29.38 $2.37M - $2.4M
1.38M $40.4M
VGSH
Vanguard

ETFs
39.5K
+ 5.94%
$58.32 - $58.95 $2.3M - $2.33M
705K $41.5M
IDNA
Ishares Tr Genomics Immunology

ETFs
102K
New
$17.92 - $21.5 $1.83M - $2.2M
102K $2.1M
VEA
Vanguard Ftse Developed Market

ETFs
1.84K
+ 0.61%
$45.65 - $57.01 $84.1K - $105K
301K $17.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
413
+ 0.09%
$39.89 - $49.46 $16.5K - $20.4K
443K $21.9M
DGS
Wisdomtree Emerging Markets Sm

ETFs
4.33K
+ 3.24%
$43.34 - $55.24 $188K - $239K
138K $7.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.97K
+ 157.41%
$320.42 - $424.58 $630K - $835K
3.22K $1.37M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.12K
New
$272.36 - $339.57 $577K - $719K
2.12K $718K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.17K
New
$212.1 - $244.27 $671K - $773K
3.17K $691K
VEU
Vanguard Ftse All World Ex Us

ETFs
2.54K
+ 4.12%
$54.19 - $67.22 $138K - $171K
64.3K $4.32M
JPM
Jpmorgan Chase & CO

Financial Services
1.33K
+ 34.22%
$210.28 - $289.91 $279K - $384K
5.2K $1.51M
XYL
Xylem Inc.

Industrials
470
+ 1.03%
$102.86 - $129.5 $48.3K - $60.9K
46.2K $5.97M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
258
+ 6.57%
$456.74 - $568.03 $118K - $147K
4.19K $2.38M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.81K
New
$166.82 - $194.23 $302K - $352K
1.81K $351K
MA
Mastercard Inc

Financial Services
551
New
$479.92 - $590.74 $264K - $325K
551 $309K
TJX
Tjx Companies Inc

Consumer Cyclical
2.05K
New
$119.13 - $135.03 $245K - $277K
2.05K $253K
IDXX
Idexx Laboratories Inc

Healthcare
52
+ 2.79%
$361.04 - $536.34 $18.8K - $27.9K
1.92K $1.03M
ORCL
Oracle Corp

Technology
72
+ 2.5%
$122.82 - $218.63 $8.84K - $15.7K
2.95K $644K
HD
Home Depot, Inc.

Consumer Cyclical
653
+ 65.69%
$335.24 - $380.78 $219K - $249K
1.65K $603K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
500
New
$376.48 - $440.65 $188K - $220K
500 $220K
VTV
Vanguard Value ETF

ETFs
1.2K
+ 79.93%
$153.67 - $176.74 $184K - $212K
2.7K $477K
AXP
American Express CO

Financial Services
671
New
$231.39 - $318.98 $155K - $214K
671 $214K
WMT
Walmart Inc.

Consumer Defensive
2.09K
New
$81.79 - $99.98 $171K - $209K
2.09K $204K
UNP
Union Pacific Corp

Industrials
888
New
$208.27 - $238.46 $185K - $212K
888 $204K
EWX
Spdr S&P Emerging Markets Smal

ETFs
3.26K
New
$49.89 - $62.13 $163K - $203K
3.26K $202K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.77K
+ 8.66%
$22.81 - $22.97 $200K - $201K
110K $2.52M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.96K
+ 6.17%
$100.35 - $100.71 $196K - $197K
33.7K $3.39M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
7.49K
+ 7.03%
$22.3 - $22.57 $167K - $169K
114K $2.57M
GOOGL
Alphabet Inc.

Communication Services
296
+ 6.13%
$144.7 - $178.6 $42.8K - $52.9K
5.12K $902K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.27K
+ 6.31%
$23.29 - $23.38 $146K - $147K
106K $2.47M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
230
+ 1.39%
$73.02 - $90.22 $16.8K - $20.8K
16.8K $1.5M
GE
General Electric CO

Industrials
7
+ 0.29%
$166.81 - $257.39 $1.17K - $1.8K
2.43K $626K
ADI
Analog Devices Inc

Technology
173
+ 6.74%
$164.6 - $238.02 $28.5K - $41.2K
2.74K $651K
VO
Vanguard Mid Cap ETF

ETFs
10
+ 0.2%
$228.54 - $279.83 $2.29K - $2.8K
4.94K $1.38M
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
710
+ 17.03%
$70.34 - $87.93 $49.9K - $62.4K
4.88K $429K
GLD
Spdr Gold Trust

ETFs
270
+ 29.61%
$273.71 - $316.29 $73.9K - $85.4K
1.18K $360K
IEMG
Ishares Inc

ETFs
1.82K
+ 0.74%
N/A
247K $13.2M
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 20.93%
$908.13 - $1056.85 $57.2K - $66.6K
364 $360K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
955
+ 7.14%
$34.28 - $41.6 $32.7K - $39.7K
14.3K $594K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
365
+ 2.83%
$30.87 - $39.17 $11.3K - $14.3K
13.3K $519K
AMAT
Applied Materials Inc

Technology
24
+ 1.47%
$126.95 - $183.52 $3.05K - $4.4K
1.66K $302K
PM
Philip Morris International Inc.

Consumer Defensive
40
+ 1.77%
$149.23 - $184.95 $5.97K - $7.4K
2.31K $419K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
155
+ 0.92%
$33.46 - $41.33 $5.19K - $6.41K
17.1K $704K
CTAS
Cintas Corp

Industrials
36
+ 1.3%
$190.11 - $227.66 $6.84K - $8.2K
2.8K $623K
ABT
Abbott Laboratories

Healthcare
297
+ 14.77%
$123.95 - $138.08 $36.8K - $41K
2.31K $313K
Activity Summary
Buys All Purchases 70 New Holdings 11 Increased Positions 59 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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