StockDriftsStockDriftsTop 50 Michael J Porro & CO Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | 6.67% | 38.4K | $11.0M | -1.00%(-386) | $146.15(+58.76%) | 2026-09-30 | |
| DELL | DELL TECHNOLOGIES INC | 4.92% | 15.1K | $8.1M | +0.00%(+0) | $135.08(+237.17%) | 2026-09-30 | |
| MRVL | MARVELL TECHNOLOGY INC | 2.96% | 18.5K | $4.9M | -3.09%(-590) | $87.26(+171.71%) | 2026-09-30 | |
| BE | BLOOM ENERGY CORP | 2.67% | 16.0K | $4.4M | +5.27%(+799) | $95.94(+135.79%) | 2026-09-30 | |
| ITGR | INTEGER HLDGS CORP | 2.32% | 30.4K | $3.8M | -2.31%(-720) | $90.88(+39.47%) | 2026-09-30 | |
| ASML | ASML HLDG NV | 2.31% | 2.1K | $3.8M | -0.66%(-14) | $1018.98(+61.64%) | 2026-09-30 | |
| TSEM | TOWER SEMICONDUCTOR LTD | 2.25% | 16.4K | $3.7M | -0.62%(-102) | $94.86(+111.15%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.22% | 11.0K | $3.7M | -1.33%(-149) | $263.50(+30.15%) | 2026-09-30 | |
| SMTC | SEMTECH CORP | 2% | 18.6K | $3.3M | -1.06%(-199) | $72.57(+95.98%) | 2026-09-30 | |
| INTC | INTEL CORP | 1.99% | 27.5K | $3.3M | -3.24%(-920) | $35.69(+157.85%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +46.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.93% |
Michael J Porro & CO Financial Advisors INC reports $165.55M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are COHR (6.7%), DELL (4.9%) and MRVL (3.0%). The top 20 holdings account for 46.77% of reported assets. Its disclosed equity book has returned +46.06% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Michael J Porro & CO Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2158818). View Michael J Porro & CO Financial Advisors INC’s 13F filings on SEC