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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 10 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 RDVY First Trust Rising Dividend Achievers ETF 5,549.0 $379K 0.09% $68.28 +11.7%
182 TYG Tortoise Energy Infra Corp Common Financial Services 7,506.0 $374K 0.09% $49.85 -8.8%
183 PSX Phillips 66 Common Energy 2,041.0 $372K 0.09% +82.0 +4.2% $182.18 -3.8%
184 VTV Vanguard Value ETF 1,868.0 $367K 0.08% NEW $196.22 +8.1%
185 HPE Hewlett Packard Enterprise Co Common Technology 15,354.0 $366K 0.08% -795.0 -4.9% $23.81 +59.6%
186 ECL Ecolab Inc Common Basic Materials 1,311.0 $349K 0.08% +243.0 +22.8% $266.02 -4.7%
187 TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 7,000.0 $348K 0.08% -340.0 -4.6% $49.75 +0.0%
188 QTEC First Trust Nasdaq-100 Technology Sector Index (FUND) 1,607.0 $347K 0.08% $215.98 +45.6%
189 SFLR Innovator Equity Managed Floor ETF 9,245.0 $327K 0.07% $35.41 +8.7%
190 TT Trane Technologies Plc (SHS) Industrials 758.0 $316K 0.07% +15.0 +2.0% $416.74 +10.2%
191 NUE Nucor Corp Common Basic Materials 1,866.0 $316K 0.07% -158.0 -7.8% $169.10 +41.9%
192 SCHM Schwab U.S. Mid-Cap ETF 9,576.0 $296K 0.07% $30.96 +13.7%
193 VO Vanguard Mid-Cap ETF 1,016.0 $292K 0.07% $287.04 -72.6%
194 ABBV Abbvie, Inc. Common Healthcare 1,327.0 $289K 0.07% +59.0 +4.7% $217.47 -2.2%
195 SYK Stryker Corporation Common Healthcare 873.0 $287K 0.07% $328.59 -5.0%
196 TMUS T-Mobile Us Inc Common Communication Services 1,328.0 $279K 0.06% +171.0 +14.8% $210.04 -8.6%
197 TOL Toll Brothers Inc Common Consumer Cyclical 2,036.0 $278K 0.06% +59.0 +3.0% $136.47 +0.7%
198 VIG Vanguard Dividend Appreciation ETF 1,289.0 $277K 0.06% +47.0 +3.8% $215.07 +8.4%
199 CF Cf Inds Hldgs, Inc. Common Basic Materials 2,103.0 $273K 0.06% NEW $129.84 -7.6%
200 IEMG iShares Core Msci Emerging Markets ETF 3,886.0 $271K 0.06% +568.0 +17.1% $69.75 +19.7%
Page 10 of 12  ·  239 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%