Old Port Advisors Portfolio Holdings
Old Port Advisors
- $338 Billion
- Q1 2025
Old Port Advisors has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $338 Billion distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.8B, Ishares Gold Trust with a value of $8.85B, Ishares Core S&P 500 ETF with a value of $8.84B, Berkshire Hathaway Inc Class B with a value of $8.52B, and Apple Inc. with a value of $8.25B.
Examining the 13F form we can see an decrease of $9.95B in the current position value, from $348B to 338B.
Below you can find more details about Old Port Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$338 Billion
ETFs: $109 Billion
Technology: $57.1 Billion
Financial Services: $36.4 Billion
Healthcare: $22.7 Billion
Utilities: $16.2 Billion
Industrials: $16.2 Billion
Energy: $14.9 Billion
Consumer Defensive: $14.8 Billion
Other: $35.9 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 227
- Current Value $338 Billion
- Prior Value $348 Billion
- Filing
- Period Q1 2025
- Filing Date May 06, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 147 stocks