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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 3 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE Pfizer Inc Common Healthcare 109,406.0 $3.1M 0.71% +8K +7.9% $28.08 -8.3%
42 BSCQ Invesco Bulletshares 2026 Corporate Bond ETF 156,794.0 $3.1M 0.70% -18K -10.1% $19.53 -0.0%
43 BKLN Invesco Senior Loan ETF 148,847.0 $3.0M 0.70% +6K +4.1% $20.41 +0.4%
44 JP Morgan Ultra-Short Income ETF 59,673.0 $3.0M 0.69% +2K +3.9% $50.61
45 IVV iShares Core S&P 500 ETF 4,493.0 $2.9M 0.68% -1K -22.4% $653.21 +15.3%
46 Unilever Plc Spon Adr 51,391.0 $2.9M 0.67% +2K +3.0% $56.97
47 NFG National Fuel Gas Co Common Energy 31,127.0 $2.9M 0.67% +453.0 +1.5% $93.96 -15.1%
48 ENB Enbridge Inc Common Energy 53,706.0 $2.9M 0.67% +1K +2.5% $54.14 +5.5%
49 VYM Vanguard High Dividend Yield Index ETF 19,587.0 $2.9M 0.67% -813.0 -4.0% $148.10 +7.1%
50 RIO Rio Tinto Plc Sponsored ADR Basic Materials 30,738.0 $2.9M 0.66% +688.0 +2.3% $93.29 +14.2%
51 TYL Tyler Technologies Inc Common Technology 8,372.0 $2.9M 0.66% $342.38 -9.9%
52 IDXX IDEXX Labs, Inc. Common Healthcare 4,999.0 $2.8M 0.65% -174.0 -3.4% $561.89 -0.6%
53 TOTALENERGIES SE ACT 30,578.0 $2.8M 0.64% NEW $90.98
54 WMT Walmart Inc Common Consumer Defensive 22,312.0 $2.8M 0.64% $124.28 -4.8%
55 FSLR First Solar Inc Common Energy 13,643.0 $2.7M 0.62% NEW $197.26 +36.7%
56 CFG Citizens Finl Group, Inc. Common Financial Services 44,597.0 $2.7M 0.62% +2K +3.9% $59.97 +5.7%
57 NEM Newmont Corp Common Basic Materials 24,351.0 $2.6M 0.61% +2K +10.3% $108.25 +2.3%
58 BSV Vanguard Short-Term Bond ETF 31,358.0 $2.5M 0.57% $78.41 -0.6%
59 EIX Edison Intl Common Utilities 33,450.0 $2.4M 0.56% +2K +5.8% $73.18 -2.5%
60 HON Honeywell Intl Inc Common Industrials 10,792.0 $2.4M 0.56% +318.0 +3.0% $226.02 +2.5%
Page 3 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%