Portland Global Advisors LLC

Portland Global Advisors LLC is a Limited Liability Company based in ME. With a team of eight members, four of whom are in advisory roles, the number of clients the firm serves remains undisclosed. Boasting an SEC-approved status, the firm was registered on April 11, 1997.

• CRAFTSBURY, LIMITED LIABILITY COMPANY

  MEMBER owns more than 5% but less than 10%

• DEREK CICHON JASKULSKI

  CFO owns more than 10% but less than 25%

• JOHN BARKER SULLIVAN

  CEO owns more than 25% but less than 50%

• LESLIE KATHRYN KLENK

  CHIEF COMPLIANCE OFFICER owns less than 5%

• RICHARD SCOTT FREEMAN STRABLEY

  PRESIDENT owns more than 25% but less than 50%

• BERNARD MANEY DEVINE

  MEMBER owns 75% or more

• JOHN DEVINE

  MANAGER

• Casco Capital Management LP
• Robinson Smith Wealth Advisors LLC
• Forum Investment Advisors LLC
• Guidance Point Retirement Services LLC
• Headinvest LLC
• Vigilant Capital Management LLC
• H M Payson & Co
• Aries Wealth Management LLC
• OLD Port Advisors Inc
• Greenbacker Capital Management LLC

• Comparing Portland Global Advisors LLC Q3 2022 vs. Q4 2022 13F Holdings

• SPDR S&P 500 ETF TR TR UNIT $55,087k
• SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP $36,018k
• ISHARES $23,545k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $12,917k
• ISHARES $12,120k
• VANGUARD INDEX FDS TOTAL STK MKT $12,104k
• ISHARES TR RUSSELL 2000 ETF $8,402k
• ISHARES TR CORE S&P MCP ETF $7,353k
• MICROSOFT CORP $6,085k
• VANGUARD INTL EQUITY $6,052k