Portland, MECIK 20487504 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
51 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Merck & Co Inc | 106.4K | $11.28M | 7.8% | −1.8K | Reduced |
| 2 | New York Times Co | 153.0K | $10.62M | 7.3% | −4.1K | Reduced |
| 3 | Johnson & Johnson | 51.0K | $10.55M | 7.3% | −935 | Reduced |
| 4 | 3m Co |
| 55.4K |
| $8.87M |
| 6.1% |
| −979 |
| Reduced |
| 5 | United Parcel Service Inc | 83.2K | $8.25M | 5.7% | −4.0K | Reduced |
| 6 | Sysco Corp | 93.8K | $6.92M | 4.8% | −3.2K | Reduced |
| 7 | Smucker J M Co | 69.0K | $6.75M | 4.6% | −4.4K | Reduced |
| 8 | Fastenal Co | 166.6K | $6.69M | 4.6% | −5.0K | Reduced |
| 9 | Pepsico Inc | 43.3K | $6.21M | 4.3% | −1.6K | Reduced |
| 10 | Kimberly-Clark Corp | 56.9K | $5.81M | 4.0% | +23.1K | Added |
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