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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 9 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SRE Sempra Common Utilities 5,339.0 $471K 0.12% NEW $88.29 +4.0%
162 CNP Centerpoint Energy, Inc. Common Utilities 12,119.0 $465K 0.11% NEW $38.34 +12.4%
163 OEF iShares S&P 100 ETF 1,353.0 $464K 0.11% NEW $342.97 +8.8%
164 DRI Darden Restaurants, Inc. Common Consumer Cyclical 2,460.0 $453K 0.11% NEW $184.00 +10.6%
165 SDVY First Trust Smid Cap Rising Dividend Achievers ETF 11,696.0 $448K 0.11% NEW $38.32 +9.7%
166 POCT Innovator U.S. Equity Power Buffer ETF - October 10,090.0 $443K 0.11% NEW $43.92 +5.0%
167 FVD First Trust Value Line Dividend Index ETF 9,542.0 $440K 0.11% NEW $46.08 +3.8%
168 UNP Union Pac Corp Common Industrials 1,870.0 $433K 0.11% NEW $231.32 +17.5%
169 AMGN Amgen, Inc. Common Healthcare 1,272.0 $416K 0.10% NEW $327.32 +2.5%
170 RTX Rtx Corporation Common Industrials 2,226.0 $408K 0.10% NEW $183.43 -2.6%
171 CWB SPDR Bloomberg Convertible Securities ETF 4,534.0 $404K 0.10% NEW $89.20 +19.8%
172 HPE Hewlett Packard Enterprise Co Common Technology 16,149.0 $388K 0.10% NEW $24.02 +58.2%
173 RDVY First Trust Rising Dividend Achievers ETF 5,549.0 $385K 0.10% NEW $69.47 +9.9%
174 QTEC First Trust Nasdaq-100 Technology Sector Index (FUND) 1,607.0 $370K 0.09% NEW $230.21 +36.6%
175 TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF 7,340.0 $366K 0.09% NEW $49.85 -0.2%
176 FIXD First Trust Tcw Opportunistic Fixed Income ETF 8,174.0 $362K 0.09% NEW $44.32 -1.9%
177 QCOM Qualcomm Inc Common Technology 2,068.0 $354K 0.09% NEW $171.05 +45.3%
178 TRV Travelers Companies Inc Common Financial Services 1,200.0 $348K 0.09% NEW $290.06 +5.3%
179 CSX Csx, Corp. Common Industrials 9,572.0 $347K 0.09% NEW $36.25 +28.2%
180 SFLR Innovator Equity Managed Floor ETF 9,245.0 $341K 0.08% NEW $36.86 +4.5%
Page 9 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%