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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 12 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ALL Allstate, Corp. Common Financial Services 1,109.0 $230K 0.05% NEW $207.34 +3.1%
222 BABA Alibaba Group Hldg Ltd, Sponsored. ADR Consumer Cyclical 1,819.0 $228K 0.05% -396.0 -17.9% $125.46 +3.2%
223 CEG Constellation Energy, Corp. Common Utilities 806.0 $225K 0.05% +56.0 +7.5% $279.25 +8.9%
224 COF Capital One Finl, Corp. Common Financial Services 1,225.0 $223K 0.05% $182.44 +2.0%
225 TXN Texas Instrs Inc Common Technology 1,146.0 $222K 0.05% NEW $194.14 +66.9%
226 D Dominion Energy Inc Common Utilities 3,548.0 $219K 0.05% -68.0 -1.9% $61.82 +9.2%
227 BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 4,500.0 $216K 0.05% $47.99 +9.9%
228 ASML Asml Holding N V N Y, Registry. American Technology 163.0 $215K 0.05% NEW $1320.83 +23.2%
229 MO Altria Group, Inc. Common Consumer Defensive 3,260.0 $215K 0.05% NEW $65.99 +9.7%
230 VUG Vanguard Growth ETF 491.0 $214K 0.05% $436.35 -79.8%
231 STZ Constellation Brands Inc, Cl. Common Consumer Defensive 1,418.0 $213K 0.05% NEW $149.99 -2.2%
232 IVE iShares S&P 500 Value ETF 995.0 $210K 0.05% NEW $211.15 +7.9%
233 NEE NEXTERA ENERGY INC COM Utilities 2,232.0 $207K 0.05% NEW $92.88 -5.4%
234 MMM 3M Company Common Industrials 1,416.0 $206K 0.05% -14.0 -1.0% $145.23 +5.8%
235 DTE Dte Energy Co Common Utilities 1,400.0 $205K 0.05% NEW $146.22 -1.0%
236 ETN Eaton Corp Plc (SHS) Industrials 570.0 $204K 0.05% NEW $357.67 +13.2%
237 ECF Ellsworth Growth & Income Fd L Common Financial Services 12,416.0 $138K 0.03% -2K -13.3% $11.15 +18.5%
238 KOS KOSMOS ENERGY LTD COM Energy 29,704.0 $83K 0.02% $2.78 +2.9%
239 PFE CALL Pfizer Inc Common Healthcare 1,000.0 $28K 0.01% NEW $28.08 -8.4%
Page 12 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%