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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KIM Kimco Rlty Corp Common Real Estate 63,906.0 $1.6M 0.32% -1K -1.7% $25.35 -4.5%
22 AWK American Wtr Wks Co Inc, New. Common Utilities 11,946.0 $1.6M 0.31% -314.0 -2.6% $131.58 +6.3%
23 ILF iShares Latin America 40 ETF 45,285.0 $1.5M 0.30% -3K -5.6% $33.75 +3.0%
24 PNC Pnc Finl Svcs Group Inc Common Financial Services 5,858.0 $1.4M 0.28% -135.0 -2.2% $246.20 -1.0%
25 MET Metlife Inc Common Financial Services 15,017.0 $1.3M 0.25% -507.0 -3.3% $84.61 +13.7%
26 iShares Ibonds Dec 2026 Term Treasury ETF 51,552.0 $1.2M 0.23% -16K -23.3% $22.89
27 IFGL iShares International Developed Real Estate ETF 52,151.0 $1.2M 0.23% -2K -4.4% $22.30 +2.4%
28 ADM Archer Daniels Midland, Co. Common Consumer Defensive 15,001.0 $1.1M 0.23% -726.0 -4.6% $76.40 +2.3%
29 iShares IBonds Dec 2030 Term Treasury ETF 57,705.0 $1.1M 0.22% -4K -6.7% $19.54
30 EUDG Wisdomtree Europe Quality Dividend Growth 28,911.0 $1.1M 0.22% -175.0 -0.6% $38.87 +3.9%
31 ASGI Abrdn Global Infrastructure Income Fund Financial Services 43,461.0 $1.0M 0.20% -3K -7.3% $23.25 +7.1%
32 OKE Oneok Inc New Common Energy 11,610.0 $1.0M 0.20% -274.0 -2.3% $86.94 +7.0%
33 MRNA Moderna Inc Common Healthcare 13,386.0 $937K 0.18% -225.0 -1.6% $70.03 +98.3%
34 MCK Mckesson Corp Common Healthcare 1,237.0 $935K 0.18% -71.0 -5.4% $755.70 +15.6%
35 UTES Virtus Reaves Utilities ETF 10,875.0 $889K 0.17% -11K -50.1% $81.74 -9.3%
36 GLD SPDR Gold (SHARES) Financial Services 2,402.0 $885K 0.17% -34.0 -1.4% $368.38 +15.8%
37 FLRN SPDR Bloomberg Investment Grade Floating Rate ETF 28,398.0 $876K 0.17% -2K -5.1% $30.85 -0.1%
38 MA Mastercard Incorporated Cl (A) Financial Services 1,672.0 $859K 0.17% -41.0 -2.4% $513.55 +16.8%
39 RPM Rpm Intl Inc Common Basic Materials 7,437.0 $827K 0.16% -638.0 -7.9% $111.15 -4.3%
40 PEP Pepsico Inc Common Consumer Defensive 6,029.0 $816K 0.16% -101.0 -1.6% $135.41 +6.8%
Page 2 of 4  ·  78 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%