Old Port Advisors Portfolio Holdings
Old Port Advisors
- $367 Billion
- Q2 2025
Old Port Advisors has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $367 Billion distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $15.5B, Ishares Core S&P 500 ETF with a value of $10.1B, Ishares Gold Trust with a value of $9.47B, Berkshire Hathaway Inc Class B with a value of $7.7B, and Jpmorgan Chase & CO with a value of $7.6B.
Examining the 13F form we can see an increase of $28.6B in the current position value, from $338B to 367B.
Below you can find more details about Old Port Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$367 Billion
ETFs: $115 Billion
Technology: $69.9 Billion
Financial Services: $38.6 Billion
Healthcare: $23.3 Billion
Industrials: $18 Billion
Utilities: $16.4 Billion
Energy: $14.5 Billion
Consumer Defensive: $14 Billion
Other: $38.5 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 233
- Current Value $367 Billion
- Prior Value $338 Billion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 16 stocks
- Additional Purchases 82 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks