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Portfolio (Quarterly) Guide ↗

Old Port Advisors

· CIK 0001744348
13F Portfolio $434M AUM 239 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 20 New 109 Added 67 Reduced 12 Exited
Page 6 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TMUS T-Mobile Us Inc Common Communication Services 1,328.0 $279K 0.06% +171.0 +14.8% $210.04 -9.0%
102 TOL Toll Brothers Inc Common Consumer Cyclical 2,036.0 $278K 0.06% +59.0 +3.0% $136.47 +1.0%
103 VIG Vanguard Dividend Appreciation ETF 1,289.0 $277K 0.06% +47.0 +3.8% $215.07 +8.5%
104 IEMG iShares Core Msci Emerging Markets ETF 3,886.0 $271K 0.06% +568.0 +17.1% $69.75 +19.9%
105 TSLA Tesla Inc Common Consumer Cyclical 728.0 $271K 0.06% +30.0 +4.3% $371.93 +16.6%
106 CAC Camden Natl, Corp. Common Financial Services 5,617.0 $267K 0.06% +658.0 +13.3% $47.45 +5.9%
107 GDX Vaneck Gold Miners ETF 2,898.0 $266K 0.06% +462.0 +19.0% $91.77 -3.6%
108 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4,049.0 $240K 0.06% +23.0 +0.6% $59.22 +10.5%
109 CEG Constellation Energy, Corp. Common Utilities 806.0 $225K 0.05% +56.0 +7.5% $279.25 +8.0%
Page 6 of 6  ·  109 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.0%
Financial Services 17.4%
Healthcare 10.2%
Industrials 8.3%
Energy 7.3%
Utilities 6.7%
Communication Services 6.1%
Consumer Cyclical 4.2%
Consumer Defensive 3.9%
Basic Materials 3.7%