Old Port Advisors
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationportland, ME
- CIK0001744348
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
224 | $337.97 M | MSFT, IAU, IVV, BRK.B | 13F-HR | May 6, 2025 | 000174434825000003 | ||
229 | $347.92 M | MSFT, AAPL, DSTL, IVV | 13F-HR | Jan 2, 2025 | 000174434825000001 | ||
238 | $360.01 M | MSFT, AAPL, DSTL, IVV | 13F-HR | Oct 24, 2024 | 000174434824000004 | ||
225 | $334.87 M | MSFT, AAPL, DSTL, SCHD | 13F-HR | Jul 18, 2024 | 000174434824000003 | ||
222 | $326.67 M | MSFT, SCHD, DSTL, IVV | 13F-HR | Jun 26, 2024 | 000174434824000002 | ||
218 | $301.07 M | MSFT, AAPL, SCHD, BRK.B | 13F-HR | Jun 26, 2024 | 000174434824000001 | ||
206 | $275.58 M | MSFT, AAPL, SCHD, BRK.B | 13F-HR | Nov 14, 2023 | 000174434823000004 | ||
210 | $277.91 M | MSFT, AAPL, SCHD, BRK.B | 13F-HR | Apr 12, 2023 | 000174434823000001 | ||
216 | $265.46 M | MSFT, AAPL, SCHD, PFE | 13F-HR | Jan 11, 2023 | 000175496023000008 | ||
215 | $251.44 M | MSFT, AAPL, KRE, BRK.B | 13F-HR | Oct 13, 2022 | 000175496022000243 | ||
219 | $258.50 M | MSFT, AAPL, PFE, KRE | 13F-HR | Jul 8, 2022 | 000175496022000157 | ||
226 | $293.77 M | MSFT, AAPL, TYL, KRE | 13F-HR | Apr 12, 2022 | 000175496022000082 | ||
227 | $295.25 M | MSFT, AAPL, TYL, KRE | 13F-HR | Jan 12, 2022 | 000175496022000003 | ||
215 | $275.99 M | MSFT, TYL, AAPL, KRE | 13F-HR | Oct 12, 2021 | 000175496021000178 | ||
219 | $277.95 M | MSFT, TYL, AAPL, KRE | 13F-HR | Jul 20, 2021 | 000175496021000111 | ||
213 | $254.84 M | MSFT, TYL, KRE, AAPL | 13F-HR | Apr 8, 2021 | 000175496021000045 | ||
192 | $230.14 M | MSFT, TYL, AAPL, KRE | 13F-HR | Jan 8, 2021 | 000175496021000002 | ||
181 | $202.50 M | MSFT, TYL, AAPL, KRE | 13F-HR | Oct 8, 2020 | 000175496020000061 | ||
172 | $191.03 M | MSFT, TYL, KRE, 1848782D | 13F-HR | Jul 8, 2020 | 000175496020000041 | ||
172 | $163.89 M | MSFT, TYL, KRE, 1848782D | 13F-HR | Apr 17, 2020 | 000108514620001148 | ||
177 | $207.11 M | MSFT, TYL, KRE, 1848782D | 13F-HR | Jan 9, 2020 | 000108514620000052 | ||
175 | $191.00 M | MSFT, TYL, KRE, VYM | 13F-HR | Oct 10, 2019 | 000108514619002499 | ||
178 | $194.93 M | MSFT, TYL, VYM, WM | 13F-HR | Jul 12, 2019 | 000108514619001864 | ||
177 | $190.68 M | MSFT, TYL, 1848782D, WM | 13F-HR | Apr 8, 2019 | 000108514619001094 | ||
173 | $178.54 M | MSFT, TYL, PFE, 1848782D | 13F-HR | Jan 30, 2019 | 000108514619000269 | ||
167 | $185.44 M | MSFT, TYL, RYN, 1848782D | 13F-HR | Sep 24, 2018 | 000108514618002214 |