Long-term investor
Michael J. Porro & Co. Financial Advisors, Inc. @michaeljporrocofinancial
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002158818).
Record
- Tracked since 2025-12-31 (293 days), 126 trades recorded
- Returns: week n/a · month n/a · 90 days -14.9% · 6 months +48.6% · 1 year n/a · all +48.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- COHR · 6.7% · long · since 2025-12-31
- DELL · 4.9% · long · since 2025-12-31
- MRVL · 3.0% · long · since 2025-12-31
- BE · 2.7% · long · since 2025-12-31
- 45826H109 · 2.3% · long · since 2025-12-31
- ASML · 2.3% · long · since 2025-12-31
- TSEM · 2.3% · long · since 2025-12-31
- AAPL · 2.2% · long · since 2025-12-31
- SMTC · 2.0% · long · since 2025-12-31
- INTC · 2.0% · long · since 2025-12-31
- GLW · 1.9% · long · since 2025-12-31
- 042068205 · 1.9% · long · since 2026-03-31