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Portfolio (Quarterly) Guide ↗

Old Port Advisors

· CIK 0001744348
13F Portfolio $407M AUM 231 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 231 New
Page 11 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DSI iShares Msci Kld 400 Social ETF 2,112.0 $272K 0.07% NEW $128.83 +10.2%
202 TOL Toll Brothers Inc Common Consumer Cyclical 1,977.0 $267K 0.07% NEW $135.22 +1.6%
203 DAUG Ft Vest U.S. Equity Deep Buffer Etf - (AUGUST) 6,028.0 $267K 0.07% NEW $44.34 +4.9%
204 CEG Constellation Energy, Corp. Common Utilities 750.0 $265K 0.07% NEW $353.27 -14.1%
205 URI United Rentals Inc Common Industrials 320.0 $259K 0.06% NEW $809.46 +19.0%
206 TIP iShares Tips Bond ETF 2,304.0 $253K 0.06% NEW $109.91 +0.8%
207 PSX Phillips 66 Common Energy 1,959.0 $253K 0.06% NEW $129.04 +35.8%
208 AGG iShares Core U.S. Aggregate Bond ETF 2,499.0 $250K 0.06% NEW $99.88 -1.2%
209 BSX Boston Scientific, Corp. Common Healthcare 2,558.0 $244K 0.06% NEW $95.35 -39.4%
210 VUG Vanguard Growth ETF 490.0 $239K 0.06% NEW $488.28 -82.0%
211 TMUS T-Mobile Us Inc Common Communication Services 1,157.0 $235K 0.06% NEW $203.06 -5.5%
212 SPMD SPDR Portfolio S&P 400 Mid Cap ETF 4,026.0 $233K 0.06% NEW $57.91 +12.8%
213 WELL Welltower Inc Common Real Estate 1,247.0 $231K 0.06% NEW $185.61 +17.2%
214 IWD iShares Russell 1000 Value ETF 1,098.0 $231K 0.06% NEW $210.34 +13.2%
215 MMM 3M Company Common Industrials 1,430.0 $229K 0.06% NEW $160.10 -3.9%
216 PNW Pinnacle West Cap Corp Common Utilities 2,580.0 $229K 0.06% NEW $88.70 +16.4%
217 FDL First Trust Morningstar Dividend Leaders Index (FUND) 5,144.0 $228K 0.06% NEW $44.34 +13.5%
218 IEMG iShares Core Msci Emerging Markets ETF 3,318.0 $223K 0.06% NEW $67.22 +24.3%
219 BOCT INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER 4,500.0 $222K 0.06% NEW $49.42 +6.7%
220 TJX Tjx Cos Inc New Common Consumer Cyclical 1,420.0 $218K 0.05% NEW $153.60 +3.4%
Page 11 of 12  ·  231 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 31.0%
Financial Services 19.0%
Healthcare 10.4%
Industrials 8.0%
Utilities 7.0%
Communication Services 6.2%
Energy 5.1%
Consumer Cyclical 4.8%
Consumer Defensive 3.5%
Basic Materials 2.8%