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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 11 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TSLA Tesla Inc Common Consumer Cyclical 728.0 $271K 0.06% +30.0 +4.3% $371.93 +15.9%
202 EMR Emerson Elec Co Common Industrials 2,040.0 $267K 0.06% -192.0 -8.6% $131.02 +7.3%
203 CAC Camden Natl, Corp. Common Financial Services 5,617.0 $267K 0.06% +658.0 +13.3% $47.45 +4.9%
204 GDX Vaneck Gold Miners ETF 2,898.0 $266K 0.06% +462.0 +19.0% $91.77 -4.2%
205 DAUG Ft Vest U.S. Equity Deep Buffer Etf - (AUGUST) 6,028.0 $263K 0.06% $43.55 +6.8%
206 FDL First Trust Morningstar Dividend Leaders Index (FUND) 5,144.0 $261K 0.06% $50.80 -0.9%
207 QCOM Qualcomm Inc Common Technology 2,023.0 $261K 0.06% -45.0 -2.2% $128.79 +92.0%
208 VOOG VANGUARD S&P 500 GROWTH ETF 619.0 $252K 0.06% NEW $407.69 -79.6%
209 DSI iShares Msci Kld 400 Social ETF 2,037.0 $247K 0.06% -75.0 -3.5% $121.19 +17.1%
210 WELL Welltower Inc Common Real Estate 1,246.0 $246K 0.06% $197.71 +10.0%
211 OMC Omnicom Group Inc Common Communication Services 3,238.0 $244K 0.06% NEW $75.31 -1.2%
212 PNW Pinnacle West Cap Corp Common Utilities 2,410.0 $243K 0.06% -170.0 -6.6% $100.75 +2.5%
213 GEF GREIF INC CL A Consumer Cyclical 3,619.0 $243K 0.06% NEW $67.07 -4.0%
214 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4,049.0 $240K 0.06% +23.0 +0.6% $59.22 +10.3%
215 FIXD First Trust Tcw Opportunistic Fixed Income ETF 5,471.0 $238K 0.06% -3K -33.1% $43.59 -0.3%
216 MASS 908 DEVICES INC COM Healthcare 38,629.0 $236K 0.05% $6.12 +27.5%
217 AGG iShares Core U.S. Aggregate Bond ETF 2,373.0 $236K 0.05% -126.0 -5.0% $99.27 -0.6%
218 TIP iShares Tips Bond ETF 2,131.0 $235K 0.05% -173.0 -7.5% $110.36 +0.4%
219 MRVL Marvell Technology Inc Common Technology 2,349.0 $233K 0.05% NEW $99.05 +109.8%
220 URI United Rentals Inc Common Industrials 317.0 $231K 0.05% -3.0 -0.9% $728.69 +32.2%
Page 11 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%