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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON Honeywell Intl Inc Common Industrials 10,792 $2.4M 0.56% SOLD
2 XOM Exxon Mobil Corp Common Energy 11,355 $1.9M 0.44% SOLD
3 TMUS T-Mobile Us Inc Common Communication Services 1,328 $279K 0.06% SOLD
4 BABA Alibaba Group Hldg Ltd, Sponsored. ADR Consumer Cyclical 1,819 $228K 0.05% SOLD
5 MO Altria Group, Inc. Common Consumer Defensive 3,260 $215K 0.05% SOLD
6 STZ Constellation Brands Inc, Cl. Common Consumer Defensive 1,418 $213K 0.05% SOLD
7 NEE NEXTERA ENERGY INC COM Utilities 2,232 $207K 0.05% SOLD
8 PFE CALL Pfizer Inc Common Healthcare 1,000 $28K 0.01% SOLD
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%