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Home > Institutional Investor > Old Port Advisors > Profile

Instuitional Investor - Old Port Advisors

Fund Profile
Filing Period:
Fund Name: Old Port Advisors
Portfolio Value $366,568,597
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 31,118 $15,478,339 4.22%
2.
Ishares Trust
 IEF 16,216 $10,068,402 2.75%
3.
Ishares Trust
 IAU 151,816 $9,467,246 2.58%
4.
Berkshire Hathaway Inc
 BRK.A 15,841 $7,695,097 2.1%
5.
Jpmorgan Chase & Co
 JPM 26,201 $7,596,065 2.07%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)