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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 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COST Costco Whsl Corp, New. Common Consumer Defensive 789.0 $738K 0.14% -54.0 -6.4% $935.50 +3.2%
142 ANET Arista Networks, Inc. Common Technology 4,273.0 $726K 0.14% -86.0 -2.0% $169.88 +12.8%
143 ATO Atmos Energy, Corp. Common Utilities 4,157.0 $716K 0.14% -248.0 -5.6% $172.26 -2.7%
144 SCHW Schwab Charles Corp Common Financial Services 7,686.0 $709K 0.14% $92.27 +22.0%
145 TMO Thermo Fisher Scientific Inc Common Healthcare 1,411.0 $708K 0.14% +117.0 +9.0% $501.51 +25.6%
146 UDEC Innovator U.S. Equity Ultra Buffer ETF - December 16,875.0 $703K 0.14% $41.68 +1.9%
147 ORCL Oracle Corp Common Technology 4,761.0 $698K 0.14% +35.0 +0.7% $146.56 -1.1%
148 HPE Hewlett Packard Enterprise Co Common Technology 15,210.0 $686K 0.14% -144.0 -0.9% $45.11 +20.7%
149 COP ConocoPhillips Energy 6,454.0 $671K 0.13% +238.0 +3.8% $103.96 +26.7%
150 WPC Wp Carey Inc Common Real Estate 9,330.0 $667K 0.13% $71.50 -0.3%
151 XEL Xcel Energy Inc Common Utilities 8,059.0 $647K 0.13% -145.0 -1.8% $80.30 -3.9%
152 MRVL Marvell Technology Inc Common Technology 2,166.0 $645K 0.13% -183.0 -7.8% $297.89 -17.7%
153 GOOG Alphabet Inc., Class C 1,826.0 $645K 0.13% +20.0 +1.1% $353.33
154 GNR SPDR S&P Global Natural Resources ETF 9,224.0 $621K 0.12% -221.0 -2.3% $67.31 +16.6%
155 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 12,059.0 $615K 0.12% -968.0 -7.4% $51.00 -0.1%
156 DIS Disney Walt, Co. Common Communication Services 6,379.0 $614K 0.12% $96.25 +14.9%
157 AMP Ameriprise Financial, Inc. Common Financial Services 1,313.0 $602K 0.12% +41.0 +3.2% $458.86 +21.6%
158 SRE SRE - Sempra Energy Utilities 6,436.0 $597K 0.12% +1K +21.9% $92.71 -9.2%
159 iShares iBonds Dec 20231 Term Treasury ETF 28,829.0 $582K 0.12% +6K +23.6% $20.19
160 CNP Centerpoint Energy, Inc. Common Utilities 13,031.0 $574K 0.11% -100.0 -0.8% $44.04 -11.5%
Page 8 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%