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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 5 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UPS United Parcel Service Inc Cl (B) Industrials 16,456.0 $1.6M 0.40% NEW $99.19 +4.9%
82 IFGL iShares International Developed Real Estate ETF 69,344.0 $1.6M 0.39% NEW $23.09 -0.0%
83 SO Southern Co Common Utilities 18,059.0 $1.6M 0.39% NEW $87.20 +7.5%
84 AWK American Wtr Wks Co Inc, New. Common Utilities 11,915.0 $1.6M 0.38% NEW $130.50 -4.5%
85 TFC Truist Finl Corp Common Financial Services 31,154.0 $1.5M 0.38% NEW $49.21 -1.8%
86 MTB M & T Bk Corp Common Financial Services 7,542.0 $1.5M 0.37% NEW $201.47 +6.5%
87 DEO Diageo Plc Spon, Adr. American Consumer Defensive 17,411.0 $1.5M 0.37% NEW $86.27 +0.4%
88 KIM Kimco Rlty Corp Common Real Estate 71,522.0 $1.4M 0.36% NEW $20.27 +20.9%
89 IDXX PUT IDEXX Labs, Inc. Common Healthcare 2,100.0 $1.4M 0.35% NEW $676.53 -18.5%
90 LYB Lyondellbasell Industries NV Basic Materials 32,079.0 $1.4M 0.34% NEW $43.30 +57.2%
91 PNC Pnc Finl Svcs Group Inc Common Financial Services 6,652.0 $1.4M 0.34% NEW $208.72 +5.6%
92 RYN Rayonier Inc Common Real Estate 63,815.0 $1.4M 0.34% NEW $21.65 -4.5%
93 iShares IBonds Dec 2030 Term Treasury ETF 68,324.0 $1.4M 0.33% NEW $19.85
94 SLF Sun Life Financial Inc. Common Financial Services 20,794.0 $1.3M 0.32% NEW $62.40 +15.9%
95 MET Metlife Inc Common Financial Services 16,420.0 $1.3M 0.32% NEW $78.94 +5.4%
96 PPL Ppl Corp Common Utilities 36,878.0 $1.3M 0.32% NEW $35.02 +2.5%
97 INTU Intuit Common Technology 1,879.0 $1.2M 0.31% NEW $662.42 -53.7%
98 XOM Exxon Mobil Corp Common Energy 10,187.0 $1.2M 0.30% NEW $120.34 +23.0%
99 LLY Eli Lilly & Co Common Healthcare 1,131.0 $1.2M 0.30% NEW $1074.81 +0.8%
100 V Visa Inc Com Cl (A) Financial Services 3,418.0 $1.2M 0.29% NEW $350.72 -6.2%
Page 5 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%