13F
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Portland Global Advisors LLC

13F equity value
$938M
Positions
146
Top 10 concentration
48.4%
Quarters / total new picks
25 / 94
13F equity value over time
$0M$469M$938M2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 25 quarters, returned +1.3% per quarter — versus +1.6% per quarter from simply owning every 13F stock. It beat that baseline in only 56.0% of quarters (excess t = 1.77, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+5.7%
t-stat
1.77
Quarterly win rate
56%
Annualized excess
-2.2%
$1 → follow vs universe
$1.18 vs $1.35
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320190331: universe 0.98520190630: universe 1.05920190930: universe 1.13920191231: universe 0.91920200630: universe 1.01520200930: universe 1.24520201231: universe 1.30220210331: universe 1.31320210630: universe 1.41820210930: universe 1.27320211231: universe 1.08320220331: universe 1.16320221231: universe 1.08020230630: universe 1.04220231231: universe 1.08820240331: universe 1.11320240630: universe 1.21420240930: universe 1.20320241231: universe 1.12320250630: universe 1.15820250930: universe 1.30320251231: universe 1.348 20180331: follow 1.02420180630: follow 0.86620180930: follow 0.90720190331: follow 0.92120190630: follow 0.95620190930: follow 1.01820191231: follow 0.91120200630: follow 0.88320200930: follow 0.93020201231: follow 0.64120210331: follow 0.73320210630: follow 0.80320210930: follow 0.75320211231: follow 0.65720220331: follow 0.74920221231: follow 0.79820230630: follow 0.86220231231: follow 0.93020240331: follow 0.92220240630: follow 1.08520240930: follow 1.18420241231: follow 1.25620250630: follow 1.28220250930: follow 1.34220251231: follow 1.180 0.59 1.06 1.53 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 146 · 2026 Q1

Ticker Value Weight QoQ
SPY $80M
8.5%
HOLD
IJH $52M
5.6%
ADD
SPTS $51M
5.4%
ADD
VGSH $51M
5.4%
ADD
IVV $45M
4.8%
ADD
MDY $40M
4.3%
HOLD
SPTI $40M
4.3%
ADD
VGIT $40M
4.2%
HOLD
IEFA $32M
3.4%
ADD
VWO $23M
2.5%
HOLD
EFA $23M
2.4%
TRIM
VEA $21M
2.2%
HOLD
STIP $20M
2.1%
HOLD
VTIP $19M
2.1%
HOLD
VSS $18M
1.9%
HOLD
IEF $18M
1.9%
HOLD
VTI $18M
1.9%
TRIM
IEMG $18M
1.9%
HOLD
GNMA $17M
1.8%
ADD
IWM $15M
1.6%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

CLCVXTVZ

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.