Old Port Advisors Portfolio Stock Holdings

Old Port Advisors disclosed 237 stock positions valued at approximately $433.2 million in its latest SEC 13F filing. The largest holdings include Seagate Technology Holdings Plc, iShares Gold (TRUST), and Microsoft Corp Common. The filing reflects positions held as of March 31, 2026 and was filed on April 6, 2026.

Report Period
March 31, 2026
No. of Stocks
237
Portfolio Value
$433.2M
Holdings by Sector
Old Port Advisors Portfolio Holdings in Q1 2026

235 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Seagate Technology Holdings PlcSTXOther2.90%32,066-1,209-3.63%$12,562,141
iShares Gold (TRUST)IAUOther2.89%142,136-2,771-1.91%$12,530,710
Microsoft Corp CommonMSFTTechnology2.62%30,630-230-0.75%$11,338,133
Corning, Inc. CommonGLWTechnology2.62%83,360-1,725-2.03%$11,334,398
Applied Finance, Valuation Large Cap ETFVSLUOther2.40%248,497+40,520+19.48%$10,389,668
ALPS/Smith Core Plus, Bond. ExchangeSMTHOther2.29%385,989+46,601+13.73%$9,941,144
Apple, Inc. CommonAAPLTechnology2.17%37,060+412+1.12%$9,405,402
Schwab Us Dividend Equity ETFSCHDOther1.89%266,891+7,323+2.82%$8,188,213
Berkshire Hathaway Inc Del Cl, B. CommonBRK-BFinancial Services1.75%15,841+39+0.25%$7,591,021
JP Morgan Chase & Co. CommonJPMFinancial Services1.72%25,278+26+0.10%$7,435,701
Distillate Us Fundamental Stability &, Value. ExchangeDSTLOther1.64%122,872+2,031+1.68%$7,111,823
Nvidia Corporation CommonNVDATechnology1.54%38,212-87-0.23%$6,664,128
Invesco Short Term Treasury ETFTBLLOther1.48%60,586+13,245+27.98%$6,394,852
Broadcom, Inc. CommonAVGOTechnology1.46%20,383-391-1.88%$6,308,753
Global X Mlp & Energy Infrastructure ETFMLPXOther1.34%78,793+36+0.05%$5,825,987
Caterpillar, Inc. CommonCATIndustrials1.21%7,420+39+0.53%$5,256,773
International Business Machs CommonIBMTechnology1.15%20,565-46-0.22%$4,984,743
iShares Ibonds Dec 2027 Term Treasury ETFIBTHOther1.13%219,098-108,811-33.18%$4,914,358
Hsbc Hldgs Plc Spon AdrHSBCFinancial Services1.12%59,040-513-0.86%$4,870,175
iShares Core Msci Eafe ETFIEFAOther1.10%52,766+1,529+2.98%$4,776,908
Wisdomtree Emerging Markets High DividendDEMOther1.06%91,990+19,081+26.17%$4,570,967
Cisco Sys, Inc. CommonCSCOTechnology1.05%58,509+993+1.73%$4,539,686
Alphabet Inc Cap Stk, Cl. CommonGOOGLCommunication Services1.04%15,633-164-1.04%$4,495,431
Invesco Bulletshares 2028 Corporate Bond ETFBSCSOther1.03%217,954+19,082+9.60%$4,451,275
Intel Corp CommonINTCTechnology1.02%100,505+12+0.01%$4,435,271
Chevron Corp, New. CommonCVXEnergy1.01%21,076+1,124+5.63%$4,360,665
Franklin FTSE Latin America ETFFLLAOther1.00%153,080+25,850+20.32%$4,329,102
National Grid Plc Sponsored AdrNGGUtilities1.00%50,981+456+0.90%$4,313,021
Rayonier Inc CommonRYNReal Estate0.98%205,163+141,348+221.50%$4,230,460
Invesco Bulletshares 2027 Corporate Bond ETFBSCROther0.92%201,995-1,117-0.55%$3,964,153
Waste Management IncWMIndustrials0.91%17,138+175+1.03%$3,938,223
Gsk Plc Sponsored ADRGSKHealthcare0.87%68,665+338+0.49%$3,789,621
ISHARES IBONDS DEC 2028 TERM TREASURY ETFIBTIOther0.79%153,007+139,506+1033.30%$3,409,465
Vodafone Group Plc New Sponsored ADRVODCommunication Services0.78%224,779+1,292+0.58%$3,376,181
Vanguard Global Ex-U.S. Real Estate ETFVNQIOther0.76%73,779+13,789+22.99%$3,279,477
Novartis Ag Sponsored ADRNVSHealthcare0.74%21,101+109+0.52%$3,223,201
Invesco Bulletshares 2029 Corporate Bond ETFBSCTOther0.74%172,457+26,460+18.12%$3,218,117
Lyondellbasell Industries NVLYBOther0.73%39,469+7,390+23.04%$3,179,633
At&T, Inc. CommonTCommunication Services0.72%107,963+3,370+3.22%$3,129,844
Royal Bk Cda CommonRYFinancial Services0.72%19,229+214+1.13%$3,110,822
Pfizer Inc CommonPFEHealthcare0.71%109,406+7,983+7.87%$3,072,115
Invesco Bulletshares 2026 Corporate Bond ETFBSCQOther0.71%156,794-17,630-10.11%$3,062,187
Invesco Senior Loan ETFBKLNOther0.70%148,847+5,902+4.13%$3,037,965
JP Morgan Ultra-Short Income ETFJPSTOther0.70%59,673+2,241+3.90%$3,020,060
iShares Core S&P 500 ETFIVVOther0.68%4,493-1,298-22.41%$2,934,867
National Fuel Gas Co CommonNFGEnergy0.68%31,127+453+1.48%$2,924,657
Enbridge Inc CommonENBEnergy0.67%53,706+1,292+2.46%$2,907,661
Vanguard High Dividend Yield Index ETFVYMOther0.67%19,587-813-3.99%$2,900,858
Rio Tinto Plc Sponsored ADRRIOBasic Materials0.66%30,738+688+2.29%$2,867,548
Tyler Technologies Inc CommonTYLTechnology0.66%8,372+27+0.32%$2,866,405
IDEXX Labs, Inc. CommonIDXXHealthcare0.65%4,999-174-3.36%$2,808,888
Walmart Inc CommonWMTConsumer Defensive0.64%22,312+74+0.33%$2,772,891
First Solar Inc CommonFSLRTechnology0.62%13,643+13,643+100.00%$2,691,218
Citizens Finl Group, Inc. CommonCFGFinancial Services0.62%44,597+1,668+3.89%$2,674,482
Newmont Corp CommonNEMBasic Materials0.61%24,351+2,273+10.30%$2,635,996
Vanguard Short-Term Bond ETFBSVOther0.57%31,358+149+0.48%$2,458,770
Edison Intl CommonEIXUtilities0.57%33,450+1,821+5.76%$2,447,871
Honeywell Intl Inc CommonHONIndustrials0.56%10,792+318+3.04%$2,439,229
Oaktree Specialty Lending CorpOCSLFinancial Services0.55%212,288+47,419+28.76%$2,398,852
Cardinal Health, Inc. CommonCAHHealthcare0.55%11,241-11-0.10%$2,375,336
International Paper Co CommonIPConsumer Cyclical0.54%65,614+3,778+6.11%$2,342,423
Shell Plc Spon (ADS)SHELEnergy0.54%25,127+2,449+10.80%$2,336,811
Lockheed Martin Corp CommonLMTIndustrials0.52%3,737+287+8.32%$2,258,613
Bristol-Myers Squibb, Co. CommonBMYHealthcare0.52%37,116+1,238+3.45%$2,251,086
Sanofi Sponsored ADRSNYHealthcare0.52%46,589+2,502+5.68%$2,244,681
SPDR S&P Emerging Markets Dividend ETFEDIVOther0.51%56,112-11,229-16.67%$2,215,300
Gilead Sciences Inc CommonGILDHealthcare0.50%15,693+1,890+13.69%$2,187,133
Quanta Svcs Inc CommonPWRIndustrials0.50%3,972+19+0.48%$2,180,768
Schwab U.S. Large-Cap Growth ETFSCHGOther0.49%73,215-2,185-2.90%$2,132,744
Simon Property Group IncSPGReal Estate0.47%10,942+1,323+13.75%$2,040,938
Ford Mtr Co CommonFConsumer Cyclical0.45%170,364+20,880+13.97%$1,966,005
Exxon Mobil Corp CommonXOMEnergy0.44%11,355+1,168+11.47%$1,926,534
Bce Inc, Com. CommonBCECommunication Services0.44%76,259+6,229+8.89%$1,924,778
Amazon Com, Inc. CommonAMZNConsumer Cyclical0.43%8,939+307+3.56%$1,861,687
iShares Asia/Pacific Dividend ETFDVYAOther0.42%37,968-10,441-21.57%$1,832,476
Genuine Parts Co CommonGPCConsumer Cyclical0.41%16,924+891+5.56%$1,789,698
Public Svc Enterprise Grp Inc CommonPEGUtilities0.41%22,082-148-0.67%$1,787,536
Virtus Reaves Utilities ETFUTESOther0.40%21,774+336+1.57%$1,739,749
iShares Latin America 40 ETFILFOther0.39%47,953-14,694-23.46%$1,703,301
American Wtr Wks Co Inc, New. CommonAWKUtilities0.39%12,260+345+2.90%$1,668,515
Southern Co CommonSOUtilities0.38%17,103-956-5.29%$1,650,783
Truist Finl Corp CommonTFCFinancial Services0.37%35,145+3,991+12.81%$1,615,636
GE AerospaceGEIndustrials0.37%5,660+81+1.45%$1,606,108
Ppl Corp CommonPPLUtilities0.37%41,771+4,893+13.27%$1,595,648
United Parcel Service Inc Cl (B)UPSIndustrials0.36%15,743-713-4.33%$1,548,796
iShares Ibonds Dec 2026 Term Treasury ETFIBTGOther0.36%67,209-15,020-18.27%$1,540,094
Diageo Plc Spon, Adr. AmericanDEOConsumer Defensive0.35%20,529+3,118+17.91%$1,528,354
M & T Bk Corp CommonMTBFinancial Services0.35%7,364-178-2.36%$1,522,286
Sun Life Financial Inc. CommonSLFFinancial Services0.35%24,190+3,396+16.33%$1,513,326
Meta Platforms Inc METACommunication Services0.34%2,595-25-0.95%$1,484,811
Kimco Rlty Corp CommonKIMReal Estate0.34%64,998-6,524-9.12%$1,460,512
Johnson & Johnson CommonJNJHealthcare0.31%5,573+482+9.47%$1,362,239
GE Vernova Inc CommonGEVUtilities0.29%1,455-9-0.61%$1,270,070
Micron Technology Inc CommonMUTechnology0.29%3,724-193-4.93%$1,258,278
Pnc Finl Svcs Group Inc CommonPNCFinancial Services0.29%5,993-659-9.91%$1,246,979
iShares International Developed Real Estate ETFIFGLOther0.28%54,556-14,788-21.33%$1,219,872
iShares IBonds Dec 2030 Term Treasury ETFIBTKOther0.28%61,833-6,491-9.50%$1,219,347
Archer Daniels Midland, Co. CommonADMConsumer Defensive0.26%15,727+723+4.82%$1,143,196
Cummins, Inc. CommonCMIIndustrials0.26%2,104+15+0.72%$1,132,050
Mckesson Corp CommonMCKHealthcare0.26%1,308+25+1.95%$1,131,995
Old Port Advisors Options Holdings in Q1 2026

2 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IDXXIDEXX Laboratories, Inc.PUT2,000$1,123,780
Q1 2026PFEPfizer, Inc.CALL1,000$28,080

Notional value represents the total exposure of the options position.