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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 12 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MCD Mcdonalds Corp Common Consumer Cyclical 1,109.0 $300K 0.06% -228.0 -17.1% $270.32 +0.8%
222 PNW Pinnacle West Cap Corp Common Utilities 2,786.0 $298K 0.06% +376.0 +15.6% $107.00 -8.7%
223 CAC Camden Natl, Corp. Common Financial Services 5,423.0 $294K 0.06% -194.0 -3.5% $54.22 +4.9%
224 SCHF Schwab International Equity ETF 10,590.0 $293K 0.06% NEW $27.70 +2.2%
225 DSI iShares Msci Kld 400 Social ETF 2,037.0 $290K 0.06% $142.39 +2.5%
226 TSLA Tesla Inc Common Consumer Cyclical 678.0 $285K 0.06% -50.0 -6.9% $420.82 -17.1%
227 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4,205.0 $284K 0.06% +156.0 +3.9% $67.56 -1.2%
228 DAUG Ft Vest U.S. Equity Deep Buffer Etf - (AUGUST) 6,028.0 $282K 0.06% $46.85 +1.4%
229 ALL Allstate, Corp. Common Financial Services 1,165.0 $277K 0.06% +56.0 +5.0% $237.94 +9.4%
230 DELL Dell Technologies Inc, Cl. Common Technology 631.0 $272K 0.05% NEW $431.46 +0.4%
231 ETN Eaton Corp Plc (SHS) Industrials 629.0 $268K 0.05% +59.0 +10.3% $426.12 -4.1%
232 D Dominion Energy Inc Common Utilities 3,924.0 $268K 0.05% +376.0 +10.6% $68.29 -2.5%
233 PAYX Paychex Inc Common Industrials 2,711.0 $267K 0.05% NEW $98.34 +28.1%
234 VUG Vanguard Growth ETF 3,053.0 $263K 0.05% +3K +521.8% $86.14 +0.9%
235 SYK Stryker Corporation Common Healthcare 814.0 $256K 0.05% -59.0 -6.8% $314.84 +4.1%
236 OMC Omnicom Group Inc Common Communication Services 3,496.0 $255K 0.05% +258.0 +8.0% $72.83 +22.1%
237 FDL First Trust Morningstar Dividend Leaders Index (FUND) 5,144.0 $250K 0.05% $48.66 +9.9%
238 MMM 3M Company Common Industrials 1,543.0 $250K 0.05% +127.0 +9.0% $161.91 +10.6%
239 COF Capital One Finl, Corp. Common Financial Services 1,238.0 $248K 0.05% +13.0 +1.1% $200.63 +7.8%
240 GS Goldman Sachs Group Inc Common Financial Services 244.0 $247K 0.05% NEW $1010.46 +2.6%
Page 12 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%