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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 9 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PDEC Innovator U.S. Equity Power Buffer ETF - December 12,380.0 $568K 0.11% $45.89 +2.0%
162 OEF iShares S&P 100 ETF 1,530.0 $560K 0.11% $365.87 +3.3%
163 CSX Csx, Corp. Common Industrials 11,665.0 $554K 0.11% +735.0 +6.7% $47.53 +8.4%
164 QTEC First Trust Nasdaq-100 Technology Sector Index (FUND) 1,607.0 $538K 0.11% $334.69 -6.7%
165 IMAR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH 17,460.0 $532K 0.10% NEW $30.45 +3.0%
166 DUK Duke Energy Corp Utilities 4,196.0 $531K 0.10% -401.0 -8.7% $126.59 -4.1%
167 UNP Union Pac Corp Common Industrials 1,943.0 $528K 0.10% +76.0 +4.1% $272.00 +13.7%
168 RSP Invesco S&P 500 Equal Weight ETF 2,471.0 $526K 0.10% -59.0 -2.3% $212.74 +4.2%
169 Annaly Capital Management Inc, Com. Real 23,107.0 $517K 0.10% -2K -8.7% $22.36
170 DRI Darden Restaurants, Inc. Common Consumer Cyclical 2,462.0 $507K 0.10% -74.0 -2.9% $205.99 +7.7%
171 AXP American Express, Co. Common Financial Services 1,493.0 $505K 0.10% +146.0 +10.8% $338.25 -0.4%
172 SDVY First Trust Smid Cap Rising Dividend Achievers ETF 11,696.0 $505K 0.10% $43.14 +1.4%
173 CEF Sprott Physical Gold & Silver Tr (UNIT) Financial Services 12,461.0 $501K 0.10% -300.0 -2.4% $40.23 +17.8%
174 CAG Conagra Brands, Inc. Common Consumer Defensive 37,090.0 $499K 0.10% -3K -6.5% $13.46 +20.2%
175 CWB SPDR Bloomberg Convertible Securities ETF 4,534.0 $489K 0.10% $107.82 -4.0%
176 iShares Ibonds Dec 2029 Term Treasury ETF 22,564.0 $489K 0.10% -404.0 -1.8% $21.65
177 TRV Travelers Companies Inc Common Financial Services 1,474.0 $487K 0.10% -59.0 -3.9% $330.12 +11.1%
178 PG Procter And Gamble Co Common Consumer Defensive 3,302.0 $484K 0.10% +55.0 +1.7% $146.65 -1.0%
179 INTU Intuit Common Technology 1,843.0 $481K 0.10% -110.0 -5.6% $261.00 +37.7%
180 SPY SPDR S&P 500 Etf (TRUST) Financial Services 634.0 $474K 0.09% -40.0 -5.9% $747.04 +2.5%
Page 9 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%