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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 12 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 USB US Bancorp Financial Services 4,040.0 $216K 0.05% NEW $53.35 +2.8%
222 CAC Camden Natl, Corp. Common Financial Services 4,959.0 $215K 0.05% NEW $43.38 +13.7%
223 D Dominion Energy Inc Common Utilities 3,616.0 $212K 0.05% NEW $58.59 +15.6%
224 DKS Dicks Sporting Goods, Inc. Common Consumer Cyclical 1,056.0 $209K 0.05% NEW $197.97 +15.5%
225 GDX Vaneck Gold Miners ETF 2,436.0 $209K 0.05% NEW $85.77 +3.0%
226 TCAF T. Rowe Price Capital Appreciation Equity ETF 5,390.0 $206K 0.05% NEW $38.22 +6.1%
227 MASS 908 DEVICES INC COM Healthcare 38,629.0 $203K 0.05% NEW $5.25 +48.8%
228 ABT Abbott Labs Common Healthcare 1,613.0 $202K 0.05% NEW $125.29 -30.8%
229 ECF Ellsworth Growth & Income Fd L Common Financial Services 14,327.0 $167K 0.04% NEW $11.63 +13.8%
230 HLN Haleon Plc Spon (ADS) Healthcare 10,601.0 $107K 0.03% NEW $10.11 -8.5%
231 KOS KOSMOS ENERGY LTD COM Energy 29,704.0 $27K 0.01% NEW $0.91 +215.2%
Page 12 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%