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Disclosery

13F-HR filed by Michael J. Porro & Co. Financial Advisors, Inc.

Michael J. Porro & Co. Financial Advisors, Inc. filed this 13F-HR for the quarter ended 2025-12-31, accepted by EDGAR 2026-10-08 16:58:40 UTC, with 130 holding rows worth $119,286,406.

Accession
0001754960-26-000818
Filer
CIK 2158818
Filed
2026-10-08
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q4 2025

A holdings report, 130 entries on the cover page, a total value of $119,286,406 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,286,406 with VALUE read as dollars as filed, 13F file number 028-27222. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
COHERENT CORP COM19247G107Stock39,693$7,326,137dollars as filed
Apple Inc037833100COM10,530$2,862,551dollars as filed
Qualcomm Incorporated747525103COM14,957$2,558,395dollars as filed
INTEGER HLDGS CORP45826H109COM31,807$2,494,623dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK2,196$2,349,413dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,349$2,306,116dollars as filed
Palantir Technologies Inc. Class A69608A108COM12,908$2,294,397dollars as filed
iShares Russell 2000 ETF464287655SHS9,242$2,275,011dollars as filed
Microsoft Corp594918104COM4,386$2,121,176dollars as filed
NVIDIA Corp67066G104COM10,697$1,994,993dollars as filed
FIRST SOLAR INC COM336433107Stock7,423$1,939,110dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock16,497$1,937,078dollars as filed
Boeing Company097023105COM8,590$1,865,061dollars as filed
CORNING INC219350105COM20,487$1,793,842dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM3,818$1,730,928dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock13,451$1,693,212dollars as filed
International Business Machines Corporation459200101COM5,673$1,680,399dollars as filed
ENPRO INC29355X107COM7,755$1,660,578dollars as filed
INVESCO QQQ TR46090E103COM2,689$1,651,607dollars as filed
XYLEM INC COM98419M100Stock12,046$1,640,390dollars as filed
GENERAL MTRS CO COM37045V100Stock19,668$1,599,402dollars as filed
Accenture Plc Class AG1151C101COM5,891$1,580,555dollars as filed
Tesla Motors, Inc88160R101COM3,306$1,486,774dollars as filed
VANECK ETF TRUST92189F676COM3,978$1,432,597dollars as filed
SPY78462F103SHS2,062$1,406,119dollars as filed
SEMTECH CORP COM816850101Stock18,827$1,387,362dollars as filed
HOWMET AEROSPACE INC COM443201108Stock6,635$1,360,308dollars as filed
SYMBOTIC INC87151X101CLASS A COM22,746$1,353,387dollars as filed
BLOOM ENERGY CORP093712107COM15,200$1,320,728dollars as filed
ISHARES TR46428743220 YR TR BD ETF14,770$1,287,353dollars as filed
EVERPURE INC CL A74624M102Stock19,003$1,273,391dollars as filed
PROSHARES TR74347X633ULTRA FNCLS NEW13,766$1,263,443dollars as filed
SENSATA TECHNOLOGIES HLDG PLg8060n102SHS36,369$1,210,724dollars as filed
STERLING INFRASTRUCTURE INC COM859241101Stock3,916$1,199,197dollars as filed
Merck & Co.,Inc.58933Y105COM11,139$1,172,491dollars as filed
Adobe Inc00724F101COM3,305$1,156,717dollars as filed
SHARKNINJA INC COM SHSG8068L108Stock10,270$1,149,213dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR43,717$1,134,019dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS3,707$1,126,520dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock2,938$1,126,194dollars as filed
CVS Health Corporation126650100COM14,006$1,111,516dollars as filed
FIDELITY NATIONAL FINANCIAL31620R303FNF GROUP COM20,109$1,097,750dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 12,210$1,062,060dollars as filed
Verizon Communications Inc92343V104COM25,942$1,056,618dollars as filed
MARVELL TECHNOLOGY INC573874104COM12,409$1,054,517dollars as filed
Intel Corp458140100COM28,282$1,043,598dollars as filed
TTM TECHNOLOGIES INC87305R109COM14,646$1,010,574dollars as filed
TUTOR PERINI CORP901109108COM14,859$995,850dollars as filed
AbbVie,Inc.00287Y109COM4,249$970,854dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock4,463$968,739dollars as filed
VALE S A91912E105SPONSORED ADS72,936$950,356dollars as filed
Amazon.com, Inc023135106COM4,068$938,976dollars as filed
WATTS WATER TECHNOLOGIES INC CL A942749102Stock3,398$937,916dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock33,467$937,411dollars as filed
NOVO-NORDISK A S ADR670100205ADR18,341$933,190dollars as filed
BLACKSTONE INC09260D107COM6,040$931,006dollars as filed
Costco Wholesale Corporation22160K105COM1,076$928,297dollars as filed
WOODSIDE ENERGY GROUP LTD SPONSORED ADR980228308ADR58,893$918,142dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM25,839$828,398dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock6,904$826,754dollars as filed
AT&T Inc00206R102COM32,642$810,834dollars as filed
Comcast Corp20030N101COM27,089$809,690dollars as filed
Schlumberger Limited806857108COM20,568$789,400dollars as filed
QXO INC COM NEW82846H405Stock36,690$707,750dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM1,467$687,671dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS4,075$655,953dollars as filed
GLAUKOS CORP COM377322102Stock5,571$629,022dollars as filed
GENERAC HLDGS INC368736104COM4,574$623,756dollars as filed
SOLS83443Q103COM12,600$612,108dollars as filed
WYNDHAM HOTELS & RESORTS INC98311A105COM8,096$611,734dollars as filed
VTI922908769COM1,710$573,312dollars as filed
CARDINAL HEALTH INC14149Y108COM2,783$571,907dollars as filed
HARMONIC INC413160102COM57,635$570,010dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock18,644$569,388dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS1,358$560,542dollars as filed
JAZZ PHARMACEUTICALS PLC SHS USDG50871105Stock3,273$556,410dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK16,749$553,554dollars as filed
Vanguard S&P 500 ETF922908363COM882$553,132dollars as filed
VEECO INSTRS INC DEL COM922417100Stock19,118$546,392dollars as filed
Abbott Laboratories002824100COM4,249$532,357dollars as filed
ILLUMINA INC452327109COM3,834$502,867dollars as filed
UIPATH INC90364P105CL A30,391$498,108dollars as filed
Pfizer Inc.717081103COM19,680$490,032dollars as filed
CLEVELAND-CLIFFS INC NEW COM185899101Stock33,927$450,551dollars as filed
TRAVEL PLUS LEISURE CO COM894164102Stock6,378$449,840dollars as filed
AMCOR PLCG0250X107ORD53,800$448,692dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM2,256$432,159dollars as filed
PEMBINA PIPELINE CORP COM706327103Stock11,106$422,694dollars as filed
INVESCO LTD SHSG491BT108Stock14,511$381,204dollars as filed
FACTSET RESH SYS INC COM303075105Stock1,253$363,608dollars as filed
Lam Research Corporation512807306COM2,100$359,478dollars as filed
AZENTA INC114340102COM10,568$351,492dollars as filed
ALLIANCEBERNSTEIN HLDG L P01881G106UNIT LTD PARTN9,063$348,744dollars as filed
ARES CAPITAL CORP04010L103COM17,161$347,167dollars as filed
GENPACT LIMITED SHSG3922B107Stock7,332$342,991dollars as filed
Cisco Systems,Inc.17275R102COM4,435$341,628dollars as filed
GLOBUS MED INC CL A379577208Stock3,863$337,279dollars as filed
Broadcom Inc.11135F101COM960$332,256dollars as filed
FEDEX CORP COM31428X106Stock1,130$326,412dollars as filed
Raytheon Technologies Corporation75513E101COM1,776$325,718dollars as filed
Salesforce.com, Inc79466L302COM1,207$319,746dollars as filed
UnitedHealth Group Inc91324P102COM959$316,575dollars as filed
EXXON MOBIL CORP30231G102COM2,595$312,282dollars as filed
MUELLER WTR PRODS INC COM SER A624758108Stock12,953$308,540dollars as filed
QORVO INC COM74736K101Stock3,597$303,982dollars as filed
T-Mobile US,Inc.872590104COM1,452$294,814dollars as filed
HEALTHCARE SVCS GROUP INC421906108COM15,295$292,440dollars as filed
3M CO COM88579Y101Stock1,823$291,862dollars as filed
TECK RESOURCES LTD CL B878742204Stock5,833$279,342dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS1,000$275,390dollars as filed
ENBRIDGE INC COM29250N105Stock5,744$274,736dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN15,365$253,369dollars as filed
ORMAT TECHNOLOGIES INC686688102COM2,258$249,441dollars as filed
Eaton Corp. PlcG29183103COM752$239,520dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR4,184$236,898dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR3,529$230,797dollars as filed
Vanguard Mid-Cap ETF922908629SHS793$230,144dollars as filed
META PLATFORMS INC CL A30303M102COM346$228,391dollars as filed
Home Depot, Inc437076102COM654$225,041dollars as filed
PRUDENTIAL FINL INC COM744320102Stock1,986$224,180dollars as filed
TREX CO INC89531P105COM6,094$213,778dollars as filed
Netflix, Inc64110L106COM2,190$205,334dollars as filed
GREENBRIER COS INC393657101COM4,386$204,990dollars as filed
PALO ALTO NETWORKS INC697435105COM1,099$202,436dollars as filed
FORD MTR CO COM345370860Stock14,672$192,500dollars as filed
WOLVERINE WORLD WIDE INC978097103COM10,095$183,224dollars as filed
O-I GLASS INC67098H104COM11,790$174,020dollars as filed
TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10294821608ADR17,734$171,133dollars as filed
ENERGY RECOVERY INC29270J100COM10,450$140,971dollars as filed
VALLEY NATL BANCORP919794107COM11,015$128,655dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000818this filing2026-10-08