Portland Financial Advisors Inc
Portland Financial Advisors Inc reported 89 positions worth $54.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VO (4.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VO | SH | $2.7M | 4.89% | 33,253 | — | — | |
| ▸ 2 | USFR | SH | $2.6M | 4.68% | 50,966 | — | — | |
| ▸ 3 | STIP | SH | $2.4M | 4.32% | 23,173 | — | — | |
| ▸ 4 | OHI | SH | $2.3M | 4.24% | 48,712 | — | — | |
| ▸ 5 | SPY | SH | $2.2M | 3.96% | 2,908 | — | — | |
| ▸ 6 | VYM | SH | $1.7M | 3.17% | 11,004 | — | — | |
| ▸ 7 | SPSB | SH | $1.7M | 3.07% | 56,023 | — | — | |
| ▸ 8 | ACWV | SH | $1.4M | 2.48% | 11,328 | — | — | |
| ▸ 9 | FLRN | SH | $1.3M | 2.42% | 43,084 | — | — | |
| ▸ 10 | IVV | SH | $1.3M | 2.42% | 1,774 | — | — |
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Frequently Asked Questions
What stocks does Portland Financial Advisors Inc hold as of Q2 2026?
Portland Financial Advisors Inc reported 89 positions worth $54.8M in its Q2 2026 13F filing. Largest positions: VO (4.9%), USFR (4.7%), STIP (4.3%), OHI (4.2%) and SPY (4.0%).
What did Portland Financial Advisors Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Portland Financial Advisors Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.