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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 9 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DRI Darden Restaurants, Inc. Common Consumer Cyclical 2,536.0 $497K 0.11% +76.0 +3.1% $196.02 +4.0%
162 OEF iShares S&P 100 ETF 1,530.0 $487K 0.11% +177.0 +13.1% $318.07 +17.4%
163 RSP Invesco S&P 500 Equal Weight ETF 2,530.0 $485K 0.11% -113.0 -4.3% $191.88 +8.2%
164 AMGN Amgen, Inc. Common Healthcare 1,372.0 $483K 0.11% +100.0 +7.9% $351.86 -4.5%
165 iShares iBonds Dec 20231 Term Treasury ETF 23,321.0 $476K 0.11% NEW $20.40
166 PG Procter And Gamble Co Common Consumer Defensive 3,247.0 $469K 0.11% -463.0 -12.5% $144.44 -1.0%
167 VZ Verizon Communications Inc Communication Services 9,316.0 $468K 0.11% +2K +21.3% $50.20 -3.7%
168 KR Kroger Co Common Consumer Defensive 6,456.0 $467K 0.11% +1K +22.9% $72.36 -10.8%
169 SDVY First Trust Smid Cap Rising Dividend Achievers ETF 11,696.0 $461K 0.11% $39.43 +6.6%
170 UNP Union Pac Corp Common Industrials 1,867.0 $453K 0.10% $242.62 +11.7%
171 FVD First Trust Value Line Dividend Index ETF 9,542.0 $449K 0.10% $47.03 +1.6%
172 CSX Csx, Corp. Common Industrials 10,930.0 $449K 0.10% +1K +14.2% $41.05 +13.5%
173 TRV Travelers Companies Inc Common Financial Services 1,533.0 $447K 0.10% +333.0 +27.8% $291.68 +4.5%
174 SPY SPDR S&P 500 Etf (TRUST) Financial Services 674.0 $438K 0.10% -150.0 -18.2% $650.48 +15.4%
175 RTX Rtx Corporation Common Industrials 2,268.0 $438K 0.10% +42.0 +1.9% $192.93 -7.2%
176 POCT Innovator U.S. Equity Power Buffer ETF - October 10,090.0 $435K 0.10% $43.11 +7.0%
177 BLK Blackrock, Inc. Common Financial Services 447.0 $430K 0.10% +5.0 +1.1% $961.73 +12.0%
178 MCD Mcdonalds Corp Common Consumer Cyclical 1,337.0 $416K 0.10% +299.0 +28.8% $310.80 -10.1%
179 CWB SPDR Bloomberg Convertible Securities ETF 4,534.0 $415K 0.10% $91.52 +16.6%
180 AXP American Express, Co. Common Financial Services 1,347.0 $407K 0.09% +62.0 +4.8% $302.48 +2.7%
Page 9 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%