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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 $337,973,945
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 31,334 $11,762,285 3.48%
2.
Ishares Trust
 IAU 150,107 $8,850,309 2.62%
3.
Ishares Trust
 IEF 15,726 $8,836,627 2.61%
4.
Berkshire Hathaway Inc
 BRK.A 15,996 $8,519,152 2.52%
5.
Apple Inc.
 AAPL 37,149 $8,251,936 2.44%
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)