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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AGG iShares Core U.S. Aggregate Bond ETF 2,373.0 $236K 0.05% -126.0 -5.0% $99.27 -0.6%
62 TIP iShares Tips Bond ETF 2,131.0 $235K 0.05% -173.0 -7.5% $110.36 +0.4%
63 URI United Rentals Inc Common Industrials 317.0 $231K 0.05% -3.0 -0.9% $728.69 +32.1%
64 BABA Alibaba Group Hldg Ltd, Sponsored. ADR Consumer Cyclical 1,819.0 $228K 0.05% -396.0 -17.9% $125.46 +3.2%
65 D Dominion Energy Inc Common Utilities 3,548.0 $219K 0.05% -68.0 -1.9% $61.82 +8.8%
66 MMM 3M Company Common Industrials 1,416.0 $206K 0.05% -14.0 -1.0% $145.23 +6.1%
67 ECF Ellsworth Growth & Income Fd L Common Financial Services 12,416.0 $138K 0.03% -2K -13.3% $11.15 +18.3%
Page 4 of 4  ·  67 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%