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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 2 of 12  ·  239 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DEM Wisdomtree Emerging Markets High Dividend 91,990.0 $4.6M 1.05% +19K +26.2% $49.69 +11.4%
22 CSCO Cisco Sys, Inc. Common Technology 58,509.0 $4.5M 1.04% +993.0 +1.7% $77.59 +52.5%
23 GOOGL Alphabet Inc Cap Stk, Cl. Common Communication Services 15,633.0 $4.5M 1.03% -164.0 -1.0% $287.56 +35.2%
24 BSCS Invesco Bulletshares 2028 Corporate Bond ETF 217,954.0 $4.5M 1.02% +19K +9.6% $20.42 -0.3%
25 INTC Intel Corp Common Technology 100,505.0 $4.4M 1.02% $44.13 +179.9%
26 CVX Chevron Corp, New. Common Energy 21,076.0 $4.4M 1.00% +1K +5.6% $206.90 -10.7%
27 FLLA Franklin FTSE Latin America ETF 153,080.0 $4.3M 1.00% +26K +20.3% $28.28 -0.9%
28 NGG National Grid Plc Sponsored Adr Utilities 50,981.0 $4.3M 0.99% +456.0 +0.9% $84.60 +3.6%
29 RYN Rayonier Inc Common Real Estate 205,163.0 $4.2M 0.97% +141K +221.5% $20.62 -0.5%
30 BSCR Invesco Bulletshares 2027 Corporate Bond ETF 201,995.0 $4.0M 0.91% -1K -0.6% $19.63 -0.0%
31 WM Waste Management Inc Industrials 17,138.0 $3.9M 0.91% +175.0 +1.0% $229.79 -5.2%
32 GSK Gsk Plc Sponsored ADR Healthcare 68,665.0 $3.8M 0.87% $55.19 -6.7%
33 ISHARES IBONDS DEC 2028 TERM TREASURY ETF 153,007.0 $3.4M 0.79% +140K +1033.3% $22.28
34 VOD Vodafone Group Plc New Sponsored ADR Communication Services 224,779.0 $3.4M 0.78% +1K +0.6% $15.02 -1.2%
35 VNQI Vanguard Global Ex-U.S. Real Estate ETF 73,779.0 $3.3M 0.76% +14K +23.0% $44.45 +3.4%
36 NVS Novartis Ag Sponsored ADR Healthcare 21,101.0 $3.2M 0.74% +109.0 +0.5% $152.75 -1.3%
37 BSCT Invesco Bulletshares 2029 Corporate Bond ETF 172,457.0 $3.2M 0.74% +26K +18.1% $18.66 -0.4%
38 LYB Lyondellbasell Industries NV Basic Materials 39,469.0 $3.2M 0.73% +7K +23.0% $80.56 -14.3%
39 T At&T, Inc. Common Communication Services 107,963.0 $3.1M 0.72% +3K +3.2% $28.99 -13.7%
40 RY Royal Bk Cda Common Financial Services 19,229.0 $3.1M 0.72% +214.0 +1.1% $161.78 +17.4%
Page 2 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%