Michael J. Porro & Co. Financial Advisors, Inc. — 13F holdings

Michael J. Porro & Co. Financial Advisors, Inc. reported 134 holdings worth $166M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. COHR COHERENT CORP — $11.0M (6.7%)
2. DELL Dell Technologies Inc — $8.15M (4.9%)
3. MRVL MARVELL TECHNOLOGY INC — $4.89M (3.0%)
4. BE BLOOM ENERGY CORP — $4.42M (2.7%)
5. ITGR INTEGER HLDGS CORP — $3.84M (2.3%)
6. ASML ASML Holding N V — $3.83M (2.3%)
7. TSEM TOWER SEMICONDUCTOR LTD — $3.73M (2.3%)
8. AAPL APPLE INC — $3.67M (2.2%)
9. SMTC SEMTECH CORP — $3.32M (2.0%)
10. INTC Intel Corp — $3.30M (2.0%)