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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 10 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AZN Astrazeneca Plc, Sponsored. American Healthcare 2,493.0 $473K 0.09% NEW $189.62 -12.1%
182 POCT Innovator U.S. Equity Power Buffer ETF - October 10,090.0 $468K 0.09% $46.41 +1.9%
183 AMD Advanced Micro Devices, Inc. Common Technology 805.0 $468K 0.09% NEW $580.91 -21.4%
184 NFLX Netflix Inc Common Communication Services 6,492.0 $463K 0.09% -162.0 -2.4% $71.39 +12.1%
185 RTX Rtx Corporation Common Industrials 2,428.0 $461K 0.09% +160.0 +7.0% $189.76 +10.3%
186 FVD First Trust Value Line Dividend Index ETF 9,542.0 $460K 0.09% $48.18 +6.0%
187 RDVY First Trust Rising Dividend Achievers ETF 5,549.0 $450K 0.09% $81.06 +1.6%
188 ASML ASML Holding NV Technology 223.0 $444K 0.09% +60.0 +36.8% $1989.44 -12.5%
189 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 4,880.0 $429K 0.08% NEW $87.87 +2.3%
190 AMGN Amgen, Inc. Common Healthcare 1,181.0 $428K 0.08% -191.0 -13.9% $362.14 +22.6%
191 BLK Blackrock, Inc. Common Financial Services 433.0 $416K 0.08% -14.0 -3.1% $961.60 +21.9%
192 QQQM INVESCO NASDAQ 100 ETF 1,356.0 $411K 0.08% NEW $303.06 -4.0%
193 VTV Vanguard Value ETF 1,868.0 $407K 0.08% $217.97 +4.0%
194 PANW Palo Alto Networks Inc Common Technology 1,158.0 $395K 0.08% NEW $341.02 +2.9%
195 ECL Ecolab Inc Common Basic Materials 1,403.0 $391K 0.08% +92.0 +7.0% $278.61 +3.0%
196 VTWO VANGUARD RUSSELL 2000 ETF 3,189.0 $387K 0.08% NEW $121.42 -0.8%
197 ABBV Abbvie, Inc. Common Healthcare 1,528.0 $385K 0.08% +201.0 +15.2% $251.66 +5.1%
198 TT Trane Technologies Plc (SHS) Industrials 782.0 $384K 0.08% +24.0 +3.2% $491.16 -7.8%
199 NUE Nucor Corp Common Basic Materials 1,700.0 $379K 0.07% -166.0 -8.9% $222.75 +9.8%
200 URI United Rentals Inc Common Industrials 327.0 $371K 0.07% +10.0 +3.1% $1133.11 -4.4%
Page 10 of 14  ·  267 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%