Michael J. Porro & Co. Financial Advisors, Inc. has filed its latest Form 13F-HR, disclosing equity holdings as of March 31, 2026. The filing lists a total of 135 separate positions held by the firm.
The portfolio is heavily weighted toward technology and semiconductor companies. The largest positions include NVIDIA Corporation with 1,827,715 shares, Broadcom Inc. with 297,130 shares, and Marvell Technology Inc. with 1,891,459 shares. Other major technology holdings include Microsoft Corporation (2,104,448 shares), Taiwan Semiconductor Manufacturing Co. (1,151,396 shares), and Palantir Technologies Inc. (1,804,510 shares).
Outside of the technology sector, the portfolio includes significant stakes in consumer and industrial companies. Costco Wholesale Corporation holds 1,072,657 shares, while Woodside Energy Group Ltd. holds 1,385,780 shares. The filing also lists substantial positions in Pfizer Inc. (451,695 shares), Johnson & Johnson (896,222 shares), and Novo Nordisk A/S (726,401 shares).
The filing indicates that Michael J. Porro & Co. acts as the sole voting and dispositive power holder for all listed positions.
