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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GS Goldman Sachs Group Inc Common Financial Services 244.0 $247K 0.05% NEW $1010.46 +2.6%
22 ITW Illinois Tool Wks Inc Common Industrials 900.0 $243K 0.05% NEW $270.48 +5.0%
23 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 2,467.0 $219K 0.04% NEW $88.60 -37.5%
24 CGBL CAPITAL GROUP CORE BALANCED ETF 5,755.0 $218K 0.04% NEW $37.96 +0.6%
25 ADI Analog Devices, Inc. Common Technology 546.0 $217K 0.04% NEW $397.30 -6.6%
26 C Citigroup Inc, Com. Common Financial Services 1,518.0 $212K 0.04% NEW $139.96 -5.9%
27 PRF Invesco Ftse Rafi Us 1000 ETF 3,930.0 $212K 0.04% NEW $54.03 +3.9%
28 CL Colgate Palmolive, Co. Common Consumer Defensive 2,265.0 $208K 0.04% NEW $91.68 +0.9%
29 UNH Unitedhealth Group Inc Common Healthcare 497.0 $207K 0.04% NEW $415.63 -4.1%
30 LIN Linde Plc (SHS) Basic Materials 396.0 $206K 0.04% NEW $518.94 -5.6%
31 CVS CVS Health Corp. Common Healthcare 1,983.0 $205K 0.04% NEW $103.44 -9.0%
32 USB US Bancorp Financial Services 3,384.0 $204K 0.04% NEW $60.40 +3.3%
33 HLT Hilton Worldwide Hldgs Inc Common Consumer Cyclical 614.0 $203K 0.04% NEW $330.46 -0.1%
34 FLO FLOWERS FOODS INC COM Consumer Defensive 11,890.0 $94K 0.02% NEW $7.90 -7.8%
35 SITE CTRS CORP COM 13,765.0 $55K 0.01% NEW $3.97
36 PROP PRAIRIE OPER CO COM Financial Services 28,035.0 $20K 0.00% NEW $0.72 -29.2%
Page 2 of 2  ·  36 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%