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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTU Intuit Common Technology 1,843.0 $481K 0.10% -110.0 -5.6% $261.00 +41.7%
62 SPY SPDR S&P 500 Etf (TRUST) Financial Services 634.0 $474K 0.09% -40.0 -5.9% $747.04 +2.2%
63 NFLX Netflix Inc Common Communication Services 6,492.0 $463K 0.09% -162.0 -2.4% $71.39 +12.1%
64 AMGN Amgen, Inc. Common Healthcare 1,181.0 $428K 0.08% -191.0 -13.9% $362.14 +22.6%
65 BLK Blackrock, Inc. Common Financial Services 433.0 $416K 0.08% -14.0 -3.1% $961.60 +21.9%
66 NUE Nucor Corp Common Basic Materials 1,700.0 $379K 0.07% -166.0 -8.9% $222.75 +9.8%
67 VZ Verizon Communications Inc Communication Services 8,371.0 $354K 0.07% -945.0 -10.1% $42.34 +18.5%
68 QCOM Qualcomm Inc Common Technology 1,872.0 $346K 0.07% -151.0 -7.5% $184.80 -14.2%
69 TYG Tortoise Energy Infra Corp Common Financial Services 7,409.0 $318K 0.06% -97.0 -1.3% $42.87 +1.6%
70 KR Kroger Co Common Consumer Defensive 5,484.0 $305K 0.06% -972.0 -15.1% $55.53 +6.4%
71 MCD Mcdonalds Corp Common Consumer Cyclical 1,109.0 $300K 0.06% -228.0 -17.1% $270.32 +0.8%
72 CAC Camden Natl, Corp. Common Financial Services 5,423.0 $294K 0.06% -194.0 -3.5% $54.22 +4.9%
73 TSLA Tesla Inc Common Consumer Cyclical 678.0 $285K 0.06% -50.0 -6.9% $420.82 -17.1%
74 SYK Stryker Corporation Common Healthcare 814.0 $256K 0.05% -59.0 -6.8% $314.84 +4.1%
75 AGG iShares Core U.S. Aggregate Bond ETF 2,326.0 $230K 0.04% -47.0 -2.0% $98.98 -1.4%
76 GEF GREIF INC CL A Consumer Cyclical 3,040.0 $226K 0.04% -579.0 -16.0% $74.49 +15.4%
77 DTE Dte Energy Co Common Utilities 1,342.0 $204K 0.04% -58.0 -4.1% $152.37 -11.0%
78 ECF Ellsworth Growth & Income Fd L Common Financial Services 11,967.0 $158K 0.03% -449.0 -3.6% $13.21 -6.0%
Page 4 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%