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Portfolio (Quarterly) Guide ↗

Old Port Advisors

· CIK 0001744348
13F Portfolio $508M AUM 267 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 36 New 102 Added 78 Reduced 8 Exited
Page 6 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MMM 3M Company Common Industrials 1,543.0 $250K 0.05% +127.0 +9.0% $161.91 +10.6%
102 COF Capital One Finl, Corp. Common Financial Services 1,238.0 $248K 0.05% +13.0 +1.1% $200.63 +7.8%
Page 6 of 6  ·  102 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 38.7%
Financial Services 15.8%
Healthcare 9.4%
Industrials 7.7%
Utilities 5.6%
Energy 5.1%
Communication Services 4.7%
Consumer Cyclical 4.0%
Consumer Defensive 3.1%
Real Estate 3.0%