Fund HoldingsPortland Global Advisors LLC

Total Portfolio Value
$795.52M
Total Bought
$52.41M
Total Sold
$18.89M
Net Transaction
+$33.52M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
CROWDSTRIKE HOLDINGS INC CL A(CRWD)6,48027,046+20,5662,4837,5860.95%+5,103
ISHARES CORE S&P MID-CAP ETF0676,005+676,005042,1295.30%+42,129
SPDR S&P 500 ETF TRUST(SPY)133,323132,602-72172,55776,0829.56%+3,525
ISHARES ESG SCREENED S&P MID-C243,163304,077+60,9148,55911,9711.50%+3,412
SPDR PORTFOLIO SHORT TERM TREA
ST SHO TREAS ETF
940,7781,027,547+86,76927,16030,2203.80%+3,060
ISHARES CORE S&P 500 ETF62,24264,233+1,99134,06137,0514.66%+2,990
VANGUARD SHORT-TERM TREASURY E
SHORT TERM TREAS
489,870530,392+40,52228,40831,3043.93%+2,896
VANGUARD FTSE EMERGING MARKETS490,201493,738+3,53721,45123,6252.97%+2,174
SPDR S&P MIDCAP 400 ETF TRUST(MDY)071,661+71,661040,8225.13%+40,822
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
266,622273,817+7,19519,36721,3712.69%+2,004
SPDR PORTFOLIO INTERMEDIATE TE
ST INTER ETF
1,011,6471,038,686+27,03928,34630,1843.79%+1,838
HUBBELL INC(HUBB)027,832+27,832011,9221.50%+11,922
VANGUARD INTERMEDIATE-TERM TRE
INTER TERM TREAS
501,017511,999+10,98229,17430,9353.89%+1,761
ISHARES CORE MSCI EMERGING MAR
CORE MSCI EMKT
215,337229,922+14,58511,52713,2001.66%+1,673
INTL BUSINESS MACHINES(IBM)039,137+39,13708,6521.09%+8,652
ISHARES RUSSELL 2000 ETF074,943+74,943016,5542.08%+16,554
ISHARES MSCI EAFE ETF0248,016+248,016020,7422.61%+20,742
VANGUARD FTSE DEVELOPED MARKET293,651300,096+6,44514,51215,8481.99%+1,336
MERCADOLIBRE INC(MELI)2,9622,970+84,8686,0940.77%+1,227
BANK NEW YORK MELLON CORP90,13591,180+1,0455,3986,5520.82%+1,154
UNILEVER PLC SP ADR NEW(UL)104,195105,900+1,7055,7306,8790.86%+1,150
VANGUARD FTSE ALL-WORLD EX-US101,944103,968+2,02411,97713,0961.65%+1,118
CHECK POINT SOFTWARE TECH LTD
ORD
40,65840,512-1466,7097,8110.98%+1,103
APPLE INC(AAPL)40,88740,867-208,6129,5221.20%+910
NORFOLK SOUTHERN CORP(NSC)024,831+24,83106,1710.78%+6,171
VANGUARD TOTAL STOCK MARKET ET59,71659,096-62015,97516,7342.10%+759
DIAGEO PLC SP ADR NEW(DEO)039,298+39,29805,5150.69%+5,515
MCCORMICK & CO INC NON VTG(MKC)051,788+51,78804,2620.54%+4,262
ISHARES MSCI EMERGING MARKETS204,805203,880-9258,7239,3501.18%+627
FEDEX CORP(FDX)24,31828,798+4,4807,2927,8810.99%+590
SPDR BLOOMBERG 3-12 MONTH T-BI
ST STR BL 12 ETF
0111,488+111,488011,1021.40%+11,102
WISDOMTREE EMERGING MARKETS SM(WT)120,698126,200+5,5026,2096,7770.85%+568
TEXAS INSTRUMENTS INC(TXN)38,28338,632+3497,4477,9801.00%+533
CHUBB LIMITED
COM
9,56510,211+6462,4402,9450.37%+505
ISHARES RUSSELL 1000 GROWTH ET01,257+1,25704720.06%+472
UNUM GROUP(UNM)07,001+7,00104160.05%+416
ISHARES 0-5 YEAR TIPS BOND ETF
0-5 YR TIPS ETF
164,623165,428+80516,37816,7612.11%+383
VANGUARD SHORT-TERM INFLATION-332,598335,156+2,55816,14416,5272.08%+382
HERSHEY CO(HSY)28,32729,024+6975,2075,5660.70%+359
AMGEN INC(AMGN)23,15323,550+3977,2347,5880.95%+354
EATON CORP PLC(ETN)12,49712,827+3303,9184,2510.53%+333
ISHARES GNMA BOND ETF
GNMA BOND ETF
141,850142,973+1,1236,1096,4040.80%+294
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
55,24156,594+1,3533,7704,0490.51%+279
GLOBAL X GENOMICS & BIOTECHNOL0259,615+259,61502,9210.37%+2,921
MCDONALDS CORP(MCD)05,917+5,91701,8020.23%+1,802
ISHARES CORE S&P SMALL CAP ETF15,69516,540+8451,6741,9350.24%+260
SHERWIN WILLIAMS CO(SHW)02,969+2,96901,1330.14%+1,133
ATN INTL INC23,78723,78705427690.10%+227
ABBOTT LABORATORIES01,911+1,91102180.03%+218
ISHARES RUSSELL 2000 VALUE ETF01,240+1,24002070.03%+207
ISHARES RUSSELL 2000 GROWTH ET0727+72702060.03%+206
SPDR S&P EMERGING MARKETS SMAL
ST MARKE CAP ETF
03,260+3,26002030.03%+203
CHURCH & DWIGHT CO INC(CHD)66,22567,430+1,2056,8667,0610.89%+195
BERKSHIRE HATHAWAY INC CL B NE4,5404,430-1101,8472,0390.26%+192
PALO ALTO NETWORKS INC(PANW)25,66125,975+3148,6998,8781.12%+179
3M CO(MMM)4,9264,92605036730.08%+170
BERKSHIRE HATHAWAY INC CL A2201,2241,3820.17%+158
XYLEM INC(XYL)43,23144,558+1,3275,8636,0170.76%+153
US BANCORP DEL(USB)021,962+21,96201,0040.13%+1,004
ISHARES ESG AWARE MSCI EAFE ET
ESG AW MSCI EAFE
18,39018,840+4501,4491,5860.20%+137
VANGUARD FTSE ALL-WORLD EX-US74,30871,273-3,0354,3574,4900.56%+133
KELLANOVA5,4305,43003134380.06%+125
FIFTH THIRD BANCORP(FITB)16,95916,95906197270.09%+108
VANGUARD MID-CAP ETF05,121+5,12101,3510.17%+1,351
ISHARES RUSSELL 3000 ETF5,2955,29501,6341,7300.22%+96
ISHARES MSCI USA ESG SELECT ET11,72011,72001,3171,4110.18%+94
JOHNSON & JOHNSON(JNJ)07,769+7,76901,2590.16%+1,259
CINTAS CORP(CTAS)7152,860+2,1455015890.07%+88
GENERAL ELECTRIC CO NEW(GE)2,8282,82804505330.07%+84
ORACLE CORP(ORCL)3,0002,975-254245070.06%+83
NETFLIX INC(NFLX)1,5901,622+321,0731,1500.14%+77
VANGUARD S&P 500 ETF3,8803,824-561,9412,0180.25%+77
GENERAL MILLS INC(GIS)7,2647,234-304605340.07%+75
ISHARES ESG AWARE MSCI USA SMA
ESG AWARE MSCI
20,59020,690+1007938650.11%+73
SONY GROUP CORP SP ADR(SONY)2,6462,947+3012252850.04%+60
WATERS CORP(WAT)81181102352920.04%+57
PHILIP MORRIS INTL INC(PM)2,7552,75502793340.04%+55
GOLDMAN SACHS JUST U.S. LARGE3,7204,220+5002913460.04%+55
NEXTERA ENERGY INC(NEE)3,4123,507+952422960.04%+55
PROCTER AND GAMBLE CO(PG)8,1018,027-741,3361,3900.17%+54
CARLISLE COS INC(CSL)1,2001,20004865400.07%+53
BRISTOL-MYERS SQUIBB CO(BMY)5,0545,05402102610.03%+52
ISHARES ESG AWARE MSCI EM ETF
ESG AWR MSCI EM
12,71013,010+3004264740.06%+48
VANGUARD HIGH DIVIDEND YIELD I4,0994,09904865250.07%+39
ISHARES MICRO-CAP ETF3,9623,96204524890.06%+37
HOME DEPOT INC(HD)1,1231,040-833874210.05%+35
MATSON INC(MATX)2,9712,97103894240.05%+35
S&P GLOBAL INC(SPGI)49049002192530.03%+35
IDEXX LABORATORIES INC(IDXX)01,857+1,85709380.12%+938
JPMORGAN CHASE & CO(JPM)3,7253,72507537850.10%+32
VANGUARD RUSSELL 2000 VALUE ET
VNG RUS2000VAL
2,1002,10002823090.04%+27
ISHARES S&P 100 ETF2,1912,19105796060.08%+27
TCW TRANSFORM 500 ETF
TRANSFRM 500 ETF
07,270+7,27004870.06%+487
EXXON MOBILE CORP11,81611,81601,3601,3850.17%+25
VANGUARD MID-CAP VALUE ETF1,4251,42502142390.03%+25
ISHARES S&P 500 GROWTH ETF3,7103,829+1193433670.05%+23
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)3,0253,153+1285265480.07%+22
ISHARES S&P MID-CAP 400 VALUE2,3362,312-242652860.04%+21
ISHARES MSCI EMERGING MARKETS
MSCI EMRG CHN
8,6958,746+515155340.07%+20
ISHARES MSCI ACWI ETF2,7262,72603063260.04%+19
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