DOSSIER · 13F-HR · Q3 2026

Michael J. Porro & Co. Financial Advisors, Inc.

$166M in tracked AUM across 134 positions as of Q3 2026.

MJ
CIK 0002158818 · last filed Sep 30, 2026
Total AUM
$166M
as of Q3 2026
Holdings
134
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Michael J. Porro & Co. Financial Advisors, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
COHR
COHERENT CORP
$11M38K6.7%
02
DELL
DELL TECHNOLOGIES INC
$8M15K4.9%
03
MRVL
MARVELL TECHNOLOGY INC
$5M19K3.0%
04
BE
BLOOM ENERGY CORP
$4M16K2.7%
05
ITGR
INTEGER HLDGS CORP
$4M30K2.3%
06
N07059210
ASML HLDG NV
$4M2K2.3%
07
M87915274
TOWER SEMICONDUCTOR LTD
$4M16K2.3%
08
AAPL
APPLE INC
$4M11K2.2%
09
SMTC
SEMTECH CORP
$3M19K2.0%
10
INTC
INTEL CORP
$3M27K2.0%

Filing history

2026Q3Sep 30
$166M▼ 5.8%
134 positionsView →
2026Q2Jun 30
$176M▲ 38.1%
139 positionsView →
2026Q1Mar 31
$127M▲ 6.6%
135 positionsView →
2025Q4Dec 31
$119M—
130 positionsView →