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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 2 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HSBC Hsbc Hldgs Plc Spon Adr Financial Services 59,281.0 $5.6M 1.11% $95.09 +9.5%
22 IEFA iShares Core MSCI EAFE ETF 54,317.0 $5.2M 1.03% +2K +2.9% $96.58 +4.2%
23 DEM Wisdomtree Emerging Markets High Dividend 94,200.0 $5.1M 1.00% +2K +2.4% $53.79 +2.4%
24 BSCS Invesco Bulletshares 2028 Corporate Bond ETF 218,795.0 $4.5M 0.88% $20.36 -0.2%
25 RYN Rayonier Inc Common Real Estate 206,793.0 $4.4M 0.87% +2K +0.8% $21.28 -0.3%
26 NGG National Grid Plc Sponsored Adr Utilities 50,971.0 $4.2M 0.83% $82.87 -3.0%
27 FLLA Franklin FTSE Latin America ETF 156,022.0 $4.1M 0.81% +3K +1.9% $26.51 +2.3%
28 RY Royal Bk Cda Common Financial Services 19,191.0 $4.0M 0.78% $206.97 -1.4%
29 MU Micron Technology Inc Common Technology 3,434.0 $4.0M 0.78% -290.0 -7.8% $1154.14 -21.1%
30 BSCR Invesco Bulletshares 2027 Corporate Bond ETF 193,951.0 $3.8M 0.75% -8K -4.0% $19.61 -0.1%
31 WM Waste Management Inc Industrials 16,785.0 $3.7M 0.74% -353.0 -2.1% $222.88 +1.6%
32 MLPX Global X Mlp & Energy Infrastructure ETF 50,693.0 $3.7M 0.74% -28K -35.7% $73.66 +1.0%
33 GSK Gsk Plc Sponsored ADR Healthcare 69,539.0 $3.6M 0.72% +874.0 +1.3% $52.42 -1.2%
34 CVX Chevron Corp, New. Common Energy 20,747.0 $3.4M 0.68% -329.0 -1.6% $165.76 +22.5%
35 VNQI Vanguard Global Ex-U.S. Real Estate ETF 76,018.0 $3.4M 0.67% +2K +3.0% $44.85 +2.1%
36 NVS Novartis Ag Sponsored ADR Healthcare 21,266.0 $3.3M 0.66% +165.0 +0.8% $156.72 +0.8%
37 BSCT Invesco Bulletshares 2029 Corporate Bond ETF 177,576.0 $3.3M 0.65% +5K +3.0% $18.57 -0.4%
38 iShares Ibonds Dec 2027 Term Treasury ETF 147,267.0 $3.3M 0.65% -72K -32.8% $22.37
39 Unilever Plc Spon Adr 54,734.0 $3.3M 0.65% +3K +6.5% $60.12
40 FSLR First Solar Inc Common Energy 13,596.0 $3.2M 0.63% $235.96 -11.7%
Page 2 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%