Old Port Advisors - Portfolio overview

Old Port Advisors has 262 reported holdings in this dataset, with the latest filing dated 2026-04-06.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. STX - Seagate Technology Holdings Plc, 2.84%
2. IAU - iShares Gold (TRUST), 2.83%
3. MSFT - Microsoft Corp Common, 2.56%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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