Michael J. Porro & Co. Financial Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the end of the period ending June 30, 2026. The filing lists a total of 139 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, with technology and healthcare stocks representing significant portions of the holdings. Major technology positions include Apple Inc., Microsoft Corporation, NVIDIA Corporation, Broadcom Inc., and Advanced Micro Devices Inc. In the healthcare sector, the firm holds shares in Pfizer Inc., Merck & Co. Inc., AbbVie Inc., and Johnson Controls International Shs.
The filing also includes a substantial number of exchange-traded funds (ETFs). The firm holds shares in the Invesco S&P 500 Equal Weight ETF, the Invesco QQQ Trust Unit Ser 1, the iShares 20 Year Treasury Bond ETF, and the iShares Russell 2000 ETF. Additionally, the portfolio includes various other industrial, energy, and consumer staples companies, such as Caterpillar Inc., Exxon Mobil Corp., and Procter & Gamble Co.
The filing indicates that all positions are held in common stock, with sole voting and dispositive rights attributed to the firm.
