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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 11 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VTI Vanguard Total Stock Market ETF 994.0 $368K 0.07% NEW $369.87 +2.2%
202 TXN TXN - Texas Instruments Inc Technology 1,225.0 $365K 0.07% +79.0 +6.9% $298.07 -13.1%
203 IEMG iShares Core Msci Emerging Markets ETF 4,386.0 $363K 0.07% +500.0 +12.9% $82.84 -1.7%
204 VIG Vanguard Dividend Appreciation ETF 1,520.0 $360K 0.07% +231.0 +17.9% $236.62 +3.2%
205 SFLR Innovator Equity Managed Floor ETF 9,245.0 $357K 0.07% $38.58 +0.9%
206 VZ Verizon Communications Inc Communication Services 8,371.0 $354K 0.07% -945.0 -10.1% $42.34 +17.9%
207 SCHM Schwab U.S. Mid-Cap ETF 9,580.0 $353K 0.07% $36.87 -2.7%
208 PSX Phillips 66 Common Energy 2,063.0 $349K 0.07% +22.0 +1.1% $169.05 +41.8%
209 VEA Vanguard FTSE Developed Markets ETF 4,892.0 $349K 0.07% NEW $71.25 +3.2%
210 TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 7,000.0 $348K 0.07% $49.77 +0.3%
211 QCOM Qualcomm Inc Common Technology 1,872.0 $346K 0.07% -151.0 -7.5% $184.80 -13.3%
212 TOL Toll Brothers Inc Common Consumer Cyclical 2,075.0 $342K 0.07% +39.0 +1.9% $164.75 -10.4%
213 MASS 908 DEVICES INC COM Healthcare 38,629.0 $336K 0.07% $8.70 +21.8%
214 VO Vanguard Mid-Cap ETF 4,014.0 $323K 0.06% +3K +295.1% $80.56 +2.7%
215 EMR Emerson Elec Co Common Industrials 2,233.0 $320K 0.06% +193.0 +9.5% $143.15 +9.5%
216 TYG Tortoise Energy Infra Corp Common Financial Services 7,409.0 $318K 0.06% -97.0 -1.3% $42.87 +1.4%
217 WELL Welltower Inc Common Real Estate 1,378.0 $313K 0.06% +132.0 +10.6% $226.97 +5.8%
218 TJX TJX Companies Inc. Consumer Cyclical 2,032.0 $308K 0.06% NEW $151.50 -7.4%
219 VOOG VANGUARD S&P 500 GROWTH ETF 3,714.0 $307K 0.06% +3K +500.0% $82.62 +1.0%
220 KR Kroger Co Common Consumer Defensive 5,484.0 $305K 0.06% -972.0 -15.1% $55.53 +5.3%
Page 11 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%