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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 6 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PNC Pnc Finl Svcs Group Inc Common Financial Services 5,858.0 $1.4M 0.28% -135.0 -2.2% $246.20 -1.0%
102 KLAC Kla Corp Com (NEW) Technology 4,754.0 $1.4M 0.28% +4K +892.5% $301.71 -39.8%
103 TSM Taiwan Semiconductor Mfg Ltd Sponsored (ADS) Technology 2,683.0 $1.3M 0.25% +165.0 +6.5% $477.57 -14.1%
104 MET Metlife Inc Common Financial Services 15,017.0 $1.3M 0.25% -507.0 -3.3% $84.61 +13.7%
105 V Visa Inc Com Cl (A) Financial Services 3,682.0 $1.3M 0.25% +279.0 +8.2% $343.12 +11.5%
106 HD Home Depot Inc Common Consumer Cyclical 3,456.0 $1.2M 0.24% +103.0 +3.1% $352.64 -4.3%
107 VLO Valero Energy Corp Common Energy 4,605.0 $1.2M 0.24% +47.0 +1.0% $260.45 +32.8%
108 iShares Ibonds Dec 2026 Term Treasury ETF 51,552.0 $1.2M 0.23% -16K -23.3% $22.89
109 Honeywell Intl Inc Common 5,268.0 $1.2M 0.23% NEW $223.90
110 HONEYWELL AEROSPACE INC COM 5,268.0 $1.2M 0.23% NEW $221.08
111 IFGL iShares International Developed Real Estate ETF 52,151.0 $1.2M 0.23% -2K -4.4% $22.30 +2.4%
112 ADM Archer Daniels Midland, Co. Common Consumer Defensive 15,001.0 $1.1M 0.23% -726.0 -4.6% $76.40 +2.3%
113 IJH iShares Core S&P Mid-Cap ETF 14,714.0 $1.1M 0.22% $77.11 -1.2%
114 iShares IBonds Dec 2030 Term Treasury ETF 57,705.0 $1.1M 0.22% -4K -6.7% $19.54
115 EUDG Wisdomtree Europe Quality Dividend Growth 28,911.0 $1.1M 0.22% -175.0 -0.6% $38.87 +3.9%
116 BSCU Invesco BulletShares 2030 Corporate Bond ETF 67,156.0 $1.1M 0.22% +14K +25.7% $16.64 -0.9%
117 TGT Target Corp Common Consumer Defensive 8,444.0 $1.1M 0.22% $130.62 +30.1%
118 BAC Bank America, Corp. Common Financial Services 18,899.0 $1.1M 0.21% +841.0 +4.7% $56.98 +9.4%
119 IDXX PUT IDEXX Labs, Inc. Common Healthcare 2,000.0 $1.1M 0.21% $526.44 +6.3%
120 LFSC F/m Emerald Life Sciences Innovation ETF 22,613.0 $1.0M 0.20% NEW $45.20 +5.1%
Page 6 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%