Michael J. Porro & Co. Financial Advisors, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 134 distinct positions held by the firm, with a total value of approximately $16.55 million.
The portfolio is heavily weighted toward technology and semiconductor stocks. The largest position is held in Coherent Corp, with 11,047,587 shares valued at $38,385,000. Other major holdings include Enpro Inc with 2,356,977 shares valued at $7,696,000, and Everpure Inc with 2,324,353 shares valued at $17,773,000.
Major technology names appear throughout the portfolio. Microsoft Corp is held with 2,853,869 shares valued at $5,564,000. Apple Inc is held with 3,668,870 shares valued at $11,017,000. Amazon.com Inc is held with 1,030,484 shares valued at $4,136,000. Alphabet Inc Class C is held with 2,452,310 shares valued at $7,197,000.
The portfolio also includes significant positions in semiconductor and industrial companies. NVIDIA Corporation is held with 2,781,688 shares valued at $12,180,000. Tower Semiconductor Ltd is held with 3,728,715 shares valued at $16,395,000. Qualcomm Inc is held with 2,801,089 shares valued at $15,220,000. Marvell Technology Inc is held with 4,894,754 shares valued at $18,526,000.
Other notable holdings include 3M Co with 267,760 shares valued at $1,631,000, Boeing Co with 1,316,862 shares valued at $7,078,000, and Costco Wholesale Corporation with 966,357 shares valued at $1,062,000.
The filing indicates that all positions are held as sole voting power and sole dispositive power.
