13F Filings History of Portland Financial Advisors Inc

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$47,027,171
Signature - Title
Gabriel Markiz - President
Location
Port Washington, NY
Summary
This page shows a list of all the recent 13F filings made by Portland Financial Advisors Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Portland Financial Advisors Inc reported 77 stock holdings with total value $47,027,171 as of Q4 2025. Top holdings included VO, USFR, STIP, OHI, and SPY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 77 $47,027,171 +$879,499 -$1,060,725 -$181,226 VO, USFR, STIP, OHI, SPY 13F-HR 06 Feb 2026, 11:56
Q3 2025 78 $46,910,323 +$3,811,825 -$491,310 +$3,320,515 VO, USFR, STIP, SPY, OHI 13F-HR 28 Oct 2025, 13:04
Q2 2025 67 $41,652,752 +$1,427,650 -$286,218 +$1,141,432 USFR, VO, STIP, SPY, OHI 13F-HR 29 Jul 2025, 09:19
Q1 2025 64 $39,098,735 +$2,827,550 -$1,028,603 +$1,798,947 USFR, STIP, VO, OHI, SPY 13F-HR 08 May 2025, 09:34
Q4 2024 64 $37,176,427 $0 $0 $0 USFR, STIP, SPY, VO, OHI 13F-HR 04 Feb 2025, 12:34