Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Portland Global Advisors LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001504941-26-000001

Total Value
$931.7M
Positions
150
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (150)

#IssuerTicker / CUSIPSharesValue% of Filing
1STATE STREET SPDR S&P 500 ETFSPY123,770$84.4M9.06%
2ISHARES CORE S&P MID-CAP ETF464287507753,414$49.7M5.34%
3SPDR PORTFOLIO SHORT TERM TREA78468R1011,643,042$48.1M5.16%
4VANGUARD SHORT-TERM TREASURY E92206C102814,006$47.8M5.13%
5ISHARES CORE S&P 500 ETF46428720065,950$45.2M4.85%
6SPDR S&P MIDCAP 400 ETF TRUSTMDY66,505$40.1M4.31%
7SPDR PORTFOLIO INTERMEDIATE TE78464A6721,367,824$39.4M4.23%
8VANGUARD INTERMEDIATE-TERM TRE92206C706656,370$39.3M4.22%
9ISHARES CORE MSCI EAFE ETF46432F842343,404$30.7M3.30%
10VANGUARD FTSE EMERGING MARKETS922042858429,628$23.1M2.48%
11ISHARES MSCI EAFE ETF464287465238,998$23.0M2.46%
12VANGUARD FTSE DEVELOPED MARKET921943858323,176$20.2M2.17%
13VANGUARD TOTAL STOCK MARKET ET92290876958,869$19.7M2.12%
14ISHARES 0-5 YEAR TIPS BOND ETF46429B747186,931$19.1M2.05%
15VANGUARD SHORT-TERM INFLATION-922020805379,958$18.8M2.02%
16ISHARES 7-10 YEAR TREASURY BON464287440189,750$18.2M1.96%
17VANGUARD FTSE ALL-WORLD EX-US922042718122,406$17.5M1.88%
18ISHARES GNMA BOND ETF46429B333380,968$17.0M1.82%
19ISHARES CORE MSCI EMERGING MAR46434G103251,171$16.9M1.81%
20MICROSOFT CORPMSFT34,534$16.7M1.79%
21ISHARES RUSSELL 2000 ETF46428765560,144$14.8M1.59%
22ISHARES MSCI JAPAN ETF46434G822140,228$11.3M1.22%
23ROCKWELL AUTOMATION INCROK28,611$11.1M1.19%
24HUBBELL INCHUBB24,401$10.8M1.16%
25INTL BUSINESS MACHINESINTR35,901$10.6M1.14%
26CROWDSTRIKE HOLDINGS INC CL ACRWD22,235$10.4M1.12%
27BANK NEW YORK MELLON CORP06405810082,436$9.6M1.03%
28APPLE INCAAPL34,127$9.3M1.00%
29ISHARES MSCI EMERGING MARKETS464287234163,185$8.9M0.96%
30PALO ALTO NETWORKS INCPANW48,098$8.9M0.95%
31FEDEX CORPFDX29,982$8.7M0.93%
32ISHARES 0-3 MONTH TREASURY BON46436E71884,397$8.5M0.91%
33WISDOMTREE EMERGING MARKETS SMWT143,794$8.2M0.88%
34CHECK POINT SOFTWARE TECH LTDM2246510443,986$8.2M0.88%
35AMGEN INCAMGN24,731$8.1M0.87%
36TEXAS INSTRUMENTS INC88250810441,191$7.1M0.77%
37MERCADOLIBRE INCMELI3,423$6.9M0.74%
38CHURCH & DWIGHT CO INCCHD80,392$6.7M0.72%
39XYLEM INCXYL47,684$6.5M0.70%
40UNILEVER PLC SP ADR NEWUNLYF97,512$6.4M0.68%
41HERSHEY COHSY30,759$5.6M0.60%
42IDEXX LABORATORIES INC45168D1048,147$5.5M0.59%
43SPDR BLOOMBERG 3-12 MONTH T-BI78468R52349,836$4.9M0.53%
44VANGUARD FTSE ALL-WORLD EX-US92204277566,552$4.9M0.53%
45EATON CORP PLCETN13,760$4.4M0.47%
46MCCORMICK & CO INC NON VTGMKC-V61,523$4.2M0.45%
47FOMENTO ECONOMICO MEXICANO SAB34441910640,002$4.0M0.43%
48AMAZON.COM INCAMZN14,046$3.2M0.35%
49ISHARES IBONDS DEC 2027 TERM T46436E841142,114$3.2M0.34%
50ISHARES IBONDS DEC 2026 TERM T46436E858139,045$3.2M0.34%
51ISHARES IBONDS DEC 2028 TERM T46436E833141,011$3.2M0.34%
52CHUBB LIMITEDCB9,639$3.0M0.32%
53VANGUARD S&P 500 ETF9229083634,495$2.8M0.30%
54ISHARES GENOMICS IMMUNOLOGY AN46435U192103,004$2.7M0.29%
55ISHARES RUSSELL 3000 ETF4642876896,067$2.3M0.25%
56BERKSHIRE HATHAWAY INC CL B NEBRK-A4,111$2.1M0.22%
57ANALOG DEVICES INCADI7,259$2.0M0.21%
58ALPHABET INC CAP STOCK CL AGOOG6,125$1.9M0.21%
59ISHARES CORE S&P SMALL CAP ETF46428780413,943$1.7M0.18%
60JPMORGAN CHASE & COVYLD5,158$1.7M0.18%
61ISHARES ESG AWARE MSCI EAFE ET46435G51616,355$1.6M0.17%
62ISHARES RUSSELL 1000 GROWTH ET4642876143,215$1.5M0.16%
63BERKSHIRE HATHAWAY INC CL ABRK-A2$1.5M0.16%
64NETFLIX INCNFLX15,980$1.5M0.16%
65VANGUARD MID-CAP ETF9229086294,943$1.4M0.15%
66JOHNSON & JOHNSONJNJ6,661$1.4M0.15%
67MCDONALDS CORPMCD4,445$1.4M0.15%
68ISHARES MSCI USA ESG SELECT ET4642888029,680$1.3M0.14%
69MERCK & CO INCMRK12,158$1.3M0.14%
70EXXON MOBILE CORPXOM10,314$1.2M0.13%
71ALPHABET INC CAP STOCK CL CGOOG3,705$1.2M0.12%
72US BANCORP DELUSB-PS20,950$1.1M0.12%
73SHERWIN WILLIAMS COSHW3,091$1.0M0.11%
74PROCTER AND GAMBLE CO7427181096,955$996,7210.11%
75ELI LILLY & COLLY886$952,1660.10%
76ISHARES RUSSELL 1000 ETF4642876222,117$790,5720.08%
77ISHARES ESG AWARE MSCI USA SMA46435U66317,050$783,9590.08%
78FIFTH THIRD BANCORPFITBM16,341$764,9220.08%
79GE AEROSPACE INC3696043012,433$749,4370.08%
80ISHARES S&P 100 ETF4642871012,147$736,3570.08%
81TAIWAN SEMICONDUCTOR MFG LTD S8740391002,421$735,7180.08%
82INTEL CORPINTC19,622$724,0520.08%
83ISHARES SELECT DIVIDEND ETF4642871684,750$670,4150.07%
843M COMMM4,100$656,3420.07%
85ISHARES ESG SCREENED S&P MID-C46436E55114,335$640,0580.07%
86EMERSON ELECTRIC COEMR4,613$612,2370.07%
87SHELL PLC SPON ADSRYDAF8,205$602,9030.06%
88HOME DEPOT INCHD1,733$596,3250.06%
89ISHARES ESG AWARE MSCI EM ETF46434G86313,275$586,3570.06%
90ORACLE CORPORCL-PD2,922$569,5270.06%
91VANGUARD VALUE ETF9229087442,924$558,4550.06%
92HONEYWELL INTL INC4385161062,851$556,2020.06%
93VANGUARD GROWTH ETF9229087361,138$555,1850.06%
94ISHARES RUSSELL 1000 VALUE ETF4642875982,601$547,0940.06%
95GE VERNOVA INCGEV820$535,9270.06%
96CINTAS CORPCTAS2,796$525,8440.06%
97MARSH COM5717481022,739$508,1390.05%
98FLEXSHARES MORNINGSTAR US MARKFLEX2,021$502,5930.05%
99MASTERCARD INCORPORATED CL AMA858$489,8150.05%
100GOLDMAN SACHS JUST U.S. LARGENVGLF4,880$471,8740.05%
101SPDR GOLD SHARESGLD1,165$461,7010.05%
102BECTON DICKINSON & COBDX2,374$460,7220.05%
103APPLIED MATERIALS INC0382221051,655$425,3180.05%
104ISHARES S&P 500 GROWTH ETF4642873093,395$418,4680.04%
105ISHARES MSCI EMERGING MARKETS46434G7645,340$388,1110.04%
106ISHARES MSCI ACWI ETF4642882572,726$385,7020.04%
107NVIDIA CORPORATIONNVDA2,060$384,1900.04%
108ENANTA PHARMACEUTICALS INCENTA24,275$382,8170.04%
109MATSON INCMATX2,971$367,0670.04%
110VISA INC CL AV989$346,8520.04%
111CARLISLE COS INC1423391001,075$343,8490.04%
112MAGNUM ICE CREAM CO NV ORDMICC21,556$341,6630.04%
113TCW TRANSFORM 500 ETF29287L1064,223$338,7820.04%
114COSTCO WHOLESALE CORP22160K105389$335,4500.04%
115GENERAL MILLS INC3703341047,211$335,3110.04%
116THERMO FISHER SCIENTIFIC INCTMO559$323,9130.03%
117TJX COS INC8725401092,062$316,7440.03%
118PHILIP MORRIS INTL INC7181721091,957$313,9030.03%
119ISHARES S&P MID-CAP 400 VALUE4642877052,312$304,2360.03%
120SONY GROUP CORP SP ADRSNEJF10,970$280,8320.03%
121ISHARES MICRO-CAP ETF4642888691,770$279,1290.03%
122ISHARES RUSSELL MID-CAP GROWTH4642874812,026$277,4400.03%
123WISDOMTREE INDIA EARNINGS FUNDWT5,920$274,0370.03%
124BRISTOL-MYERS SQUIBB COCELG-RI4,961$267,5960.03%
125DOVER CORPDOV1,345$262,5980.03%
126S&P GLOBAL INCSPGI492$257,1140.03%
127UNION PACIFIC CORPUNP1,101$254,6830.03%
128ISHARES S&P 500 VALUE ETF4642874081,189$252,1510.03%
129AMERICAN EXPRESS COAXP681$251,9360.03%
130WAL-MART INCWMT2,239$249,4470.03%
131LINDE PLCLIN573$244,3210.03%
132SPDR DOW JONES INDUSTRIAL AVER78467X109500$240,2850.03%
133VANGUARD RUSSELL 2000 VALUE ET92206C6491,500$239,8950.03%
134NEXTERA ENERGY INCNEE-PW2,984$239,5560.03%
135ABBOTT LABORATORIESABLZF1,908$239,0530.03%
136ROPER TECHNOLOGIES INCROP512$227,9070.02%
137AGNICO EAGLE MINES LTDAEM1,342$227,5090.02%
138UNUM GROUPUNMA2,925$226,6870.02%
139ABBVIE INCABBV989$225,9770.02%
140QUALCOMM INCQCOM1,310$224,0150.02%
141ACCENTURE PLC IRELAND CLASS AACN828$222,1520.02%
142WATERS CORP941848103582$221,0610.02%
143ISHARES AGENCY BOND ETF4642881662,000$220,5000.02%
144BROADCOM INCAVGO631$218,3890.02%
145AMPHENOL CORP CL A0320951011,591$215,0080.02%
146SPDR S&P EMERGING MARKETS SMAL78463X7563,260$214,0390.02%
147DANAHER CORPORATION235851102922$211,0640.02%
148RTX CORPORATIONRTX1,108$203,2070.02%
149ISHARES BIOTECHNOLOGY ETF4642875561,200$202,5240.02%
150FORIAN INCFORA25,000$53,0000.01%