Portland Global Advisors LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.9ptsvs SPY
Invested
$1.2B
Holdings
150
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STREET SPDR S&P 500 ETF
Q2 2025: Sold 0.8% (127.9k → 126.9k shares)
8.5%
02
$IJH
ISHARES CORE S&P MID-CAP ETF
Q1 2025: Increased +3.2% (683.8k → 705.9k shares)
5.6%
03
$SPTS
SPDR PORTFOLIO SHORT TERM TREA
Q2 2025: Increased +6.3% (1.30M → 1.38M shares)
5.4%
04
$VGSH
VANGUARD SHORT-TERM TREASURY E
Q2 2025: Increased +5.9% (665.7k → 705.3k shares)
5.4%
05
$IVV
ISHARES CORE S&P 500 ETF
Q2 2025: Sold 1.5% (64.6k → 63.6k shares)
4.8%
06
$MDY
SPDR S&P MIDCAP 400 ETF TRUST
Q2 2025: Sold 1.6% (69.3k → 68.2k shares)
4.3%
07
$SPTI
SPDR PORTFOLIO INTERMEDIATE TE
Q2 2025: Sold 0.5% (1.28M → 1.27M shares)
4.3%
08
$VGIT
VANGUARD INTERMEDIATE-TERM TRE
Q2 2025: Sold 0.7% (626.1k → 621.9k shares)
4.2%
09
$IEFA
ISHARES CORE MSCI EAFE ETF
Q2 2025: Increased +4.0% (305.8k → 318.1k shares)
3.4%
10
$VWO
VANGUARD FTSE EMERGING MARKETS
Q1 2025: Sold 2.1% (451.8k → 442.5k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:11 UTC.