Michael J. Porro & Co. Financial Advisors, Inc.
Q3 2026 13F filing
Updated 20 days ago134 disclosed positions worth $165.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C COHERENT CORP | $11M | 38.4K | 6.67% | Trimmed(-1.0%) |
| 2 | D DELL TECHNOLOGIES INC | $8.1M | 15.1K | 4.92% | Unchanged |
| 3 | M MARVELL TECHNOLOGY INC | $4.9M | 18.5K | 2.96% | Trimmed(-3.1%) |
| 4 | B BLOOM ENERGY CORP | $4.4M | 16.0K | 2.67% | Added(+5.3%) |
| 5 | I INTEGER HLDGS CORP | $3.8M | 30.4K | 2.32% | Trimmed(-2.3%) |
| 6 | A ASML HLDG NV | $3.8M | 2.1K | 2.31% | Trimmed(-0.7%) |
| 7 | T TOWER SEMICONDUCTOR LTD | $3.7M | 16.4K | 2.25% | Trimmed(-0.6%) |
| 8 | A APPLE INC | $3.7M | 11.0K | 2.22% | Trimmed(-1.3%) |
| 9 | S SEMTECH CORP | $3.3M | 18.6K | 2.00% | Trimmed(-1.1%) |
| 10 | I INTEL CORP | $3.3M | 27.5K | 1.99% | Trimmed(-3.2%) |
| 11 | G CORNING INC | $3.2M | 20.9K | 1.95% | Trimmed(-0.1%) |
| 12 | A ARM HOLDINGS PLC | $3.1M | 10.8K | 1.89% | Trimmed(-0.1%) |
| 13 | E ISHARES TR | $2.9M | 10.6K | 1.78% | Trimmed(-0.0%) |
| 14 | M MICROSOFT CORP | $2.9M | 5.6K | 1.72% | Trimmed(-5.2%) |
| 15 | Q QUALCOMM INC | $2.8M | 15.2K | 1.69% | Unchanged |
| 16 | N NVIDIA CORPORATION | $2.8M | 12.2K | 1.68% | Added(+21.3%) |
| 17 | G ALPHABET INC | $2.5M | 7.2K | 1.48% | Trimmed(-0.3%) |
| 18 | H VANECK ETF TRUST | $2.4M | 3.9K | 1.45% | Added(+0.3%) |
| 19 | N ENPRO INC | $2.4M | 7.7K | 1.42% | Trimmed(-0.4%) |
| 20 | E EVERPURE INC | $2.3M | 17.8K | 1.40% | Trimmed(-1.1%) |
| 21 | S STMICROELECTRONICS N V | $2.3M | 43.1K | 1.39% | Trimmed(-0.5%) |
| 22 | V VERTEX PHARMACEUTICALS INC | $2.3M | 4.4K | 1.38% | Added(+14.8%) |
| 23 | P PALANTIR TECHNOLOGIES INC | $2.2M | 11.5K | 1.30% | Trimmed(-0.7%) |
| 24 | Q INVESCO QQQ TR | $2M | 2.6K | 1.18% | Added(+0.1%) |
| 25 | S STERLING INFRASTRUCTURE INC | $1.9M | 3.9K | 1.14% | Trimmed(-1.5%) |
| 26 | S SHARKNINJA INC | $1.8M | 10.1K | 1.09% | Trimmed(-0.1%) |
| 27 | M MERCK & CO INC | $1.6M | 11.0K | 0.96% | Trimmed(-1.0%) |
| 28 | T TAIWAN SEMICONDUCTOR MANUFAC | $1.6M | 3.4K | 0.94% | Unchanged |
| 29 | C CROWDSTRIKE HLDGS INC | $1.6M | 5.9K | 0.94% | Added(+300.0%) |
| 30 | X XYLEM INC | $1.5M | 14.9K | 0.91% | Trimmed(-1.0%) |
| 31 | H HOWMET AEROSPACE INC | $1.5M | 6.6K | 0.90% | Unchanged |
| 32 | G GENERAL MTRS CO | $1.5M | 19.2K | 0.89% | Trimmed(-0.3%) |
| 33 | S STATE STR SPDR S&P 500 ETF T | $1.4M | 1.9K | 0.86% | Trimmed(-1.2%) |
| 34 | T TTM TECHNOLOGIES INC | $1.4M | 11.6K | 0.86% | Trimmed(-2.6%) |
| 35 | E ISHARES TR | $1.4M | 18.3K | 0.86% | Trimmed(-15.6%) |
| 36 | S SENSATA TECHNOLOGIES HLDG PL | $1.4M | 33.3K | 0.84% | Trimmed(-2.2%) |
| 37 | B BOEING CO | $1.3M | 7.1K | 0.80% | Trimmed(-3.7%) |
| 38 | T TESLA INC | $1.3M | 3.6K | 0.78% | Added(+16.4%) |
| 39 | F FIRST SOLAR INC | $1.3M | 7.3K | 0.77% | Trimmed(-0.1%) |
| 40 | M MOTOROLA SOLUTIONS INC | $1.3M | 2.9K | 0.77% | Trimmed(-0.1%) |
| 41 | W WOODSIDE ENERGY GROUP LTD | $1.2M | 56.2K | 0.75% | Trimmed(-1.5%) |
| 42 | T TUTOR PERINI CORP | $1.2M | 14.6K | 0.73% | Trimmed(-1.4%) |
| 43 | W WATTS WATER TECHNOLOGIES INC | $1.2M | 3.4K | 0.72% | Unchanged |
| 44 | A ACCENTURE PLC IRELAND | $1.2M | 6.3K | 0.70% | Added(+6.4%) |
| 45 | I INTERNATIONAL BUSINESS MACHS | $1.2M | 5.3K | 0.70% | Trimmed(-1.7%) |
| 46 | N NXP SEMICONDUCTORS N V | $1.1M | 4.7K | 0.67% | Trimmed(-0.6%) |
| 47 | C CVS HEALTH CORP | $1.1M | 13.0K | 0.67% | Trimmed(-1.7%) |
| 48 | D STATE STR SPDR DOW JONES IND | $1.1M | 2.1K | 0.66% | Added(+0.6%) |
| 49 | A ABBVIE INC | $1.1M | 4.0K | 0.64% | Unchanged |
| 50 | A AMAZON COM INC | $1M | 4.1K | 0.62% | Added(+15.5%) |