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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 8 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DE Deere &, Co. Common Industrials 1,354.0 $630K 0.15% NEW $465.57 +13.8%
142 JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 12,269.0 $625K 0.15% NEW $50.94 -0.0%
143 COST Costco Whsl Corp, New. Common Consumer Defensive 721.0 $622K 0.15% NEW $862.35 +16.5%
144 AMP Ameriprise Financial, Inc. Common Financial Services 1,258.0 $617K 0.15% NEW $490.45 -7.3%
145 XEL Xcel Energy Inc Common Utilities 8,245.0 $609K 0.15% NEW $73.86 +9.8%
146 WPC Wp Carey Inc Common Real Estate 9,336.0 $601K 0.15% NEW $64.36 +16.1%
147 NFLX Netflix Inc Common Communication Services 6,367.0 $597K 0.15% NEW $93.75 -6.4%
148 COP Conocophil, Conocophillips. Common Energy 6,322.0 $592K 0.14% NEW $93.61 +24.5%
149 GNR SPDR S&P Global Natural Resources ETF 9,467.0 $588K 0.14% NEW $62.14 +19.2%
150 KLAC Kla Corp Com (NEW) Technology 471.0 $572K 0.14% NEW $1215.09 +65.7%
151 KO Coca Cola, Co. Common Consumer Defensive 8,050.0 $563K 0.14% NEW $69.91 +15.6%
152 SPY SPDR S&P 500 Etf (TRUST) Financial Services 824.0 $562K 0.14% NEW $681.97 +10.0%
153 GOOG Alphabet Inc Cap Stk, Cl. Common Communication Services 1,768.0 $555K 0.14% NEW $313.80 +22.5%
154 ANET Arista Networks, Inc. Common Technology 4,203.0 $551K 0.14% NEW $131.03 +21.1%
155 iShares Ibonds Dec 2029 Term Treasury ETF 24,981.0 $548K 0.14% NEW $21.94
156 PDEC Innovator U.S. Equity Power Buffer ETF - December 12,380.0 $537K 0.13% NEW $43.38 +5.4%
157 PG Procter And Gamble Co Common Consumer Defensive 3,710.0 $532K 0.13% NEW $143.31 -0.2%
158 RSP Invesco S&P 500 Equal Weight ETF 2,643.0 $506K 0.12% NEW $191.58 +8.5%
159 AXP American Express, Co. Common Financial Services 1,285.0 $475K 0.12% NEW $369.95 -15.9%
160 BLK Blackrock, Inc. Common Financial Services 442.0 $473K 0.12% NEW $1070.35 +0.6%
Page 8 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%