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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 13 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ITW Illinois Tool Wks Inc Common Industrials 900.0 $243K 0.05% NEW $270.48 +5.0%
242 BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 4,500.0 $239K 0.05% $53.02 +2.4%
243 FIXD First Trust Tcw Opportunistic Fixed Income ETF 5,451.0 $238K 0.05% $43.61 -1.8%
244 TIP iShares Tips Bond ETF 2,127.0 $233K 0.05% $109.43 -2.0%
245 AGG iShares Core U.S. Aggregate Bond ETF 2,326.0 $230K 0.04% -47.0 -2.0% $98.98 -1.4%
246 CF Cf Inds Hldgs, Inc. Common Basic Materials 2,101.0 $227K 0.04% $108.26 +19.4%
247 GEF GREIF INC CL A Consumer Cyclical 3,040.0 $226K 0.04% -579.0 -16.0% $74.49 +15.4%
248 IVE iShares S&P 500 Value ETF 995.0 $226K 0.04% $227.06 +4.7%
249 GDX Vaneck Gold Miners ETF 2,898.0 $219K 0.04% $75.45 +37.2%
250 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 2,467.0 $219K 0.04% NEW $88.60 -37.5%
251 CGBL CAPITAL GROUP CORE BALANCED ETF 5,755.0 $218K 0.04% NEW $37.96 +0.6%
252 ADI Analog Devices, Inc. Common Technology 546.0 $217K 0.04% NEW $397.30 -6.6%
253 C Citigroup Inc, Com. Common Financial Services 1,518.0 $212K 0.04% NEW $139.96 -5.9%
254 PRF Invesco Ftse Rafi Us 1000 ETF 3,930.0 $212K 0.04% NEW $54.03 +3.9%
255 CL Colgate Palmolive, Co. Common Consumer Defensive 2,265.0 $208K 0.04% NEW $91.68 +0.9%
256 UNH Unitedhealth Group Inc Common Healthcare 497.0 $207K 0.04% NEW $415.63 -4.1%
257 LIN Linde Plc (SHS) Basic Materials 396.0 $206K 0.04% NEW $518.94 -5.6%
258 CVS CVS Health Corp. Common Healthcare 1,983.0 $205K 0.04% NEW $103.44 -9.0%
259 DTE Dte Energy Co Common Utilities 1,342.0 $204K 0.04% -58.0 -4.1% $152.37 -11.0%
260 USB US Bancorp Financial Services 3,384.0 $204K 0.04% NEW $60.40 +3.3%
Page 13 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%