account_balance
Investment manager · 13F filer · SEC CIK 1744348
Old Port Advisors
Reported value$498Mas of Sep 30, 2026
Positions270 14 new, 10 sold out
Top 10 weight26.3%STX alone is 5%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
STXSeagate Technology Holdings PLC
5.5%Trimmed −2%
MSFTMicrosoft Corp
3.1%
VSLUApplied Finance, Valuation Large Cap ETF
2.7%
GLWCorning Inc
2.4%
IAUiShares Gold Trust
2.4%Added +4%
SMTHALPS/Smith Core Plus, Bond. Exchange
2.2%Added +6%
INTCIntel Corp
2.2%Trimmed −2%
AAPLApple Inc.
2.2%Trimmed −12%
NVDANVIDIA Corp
1.7%
SCHDSchwab US Dividend Equity ETF
1.7%−2%
BRK-BBerkshire Hathaway Inc
1.7%−2%
JPMJPMorgan Chase & Co
1.7%
STXSeagate Technology Holdings PLC
5.5%Trimmed −2%
MSFTMicrosoft Corp
3.1%
VSLUApplied Finance, Valuation Large Cap ETF
2.7%
GLWCorning Inc
2.4%
IAUiShares Gold Trust
2.4%+4%
SMTHALPS/Smith Core Plus, Bond. Exchange
2.2%
INTCIntel Corp
2.2%
AAPLApple Inc.
2.2%
NVDANVIDIA Corp
1.7%
SCHD1.7%
BRK-B1.7%JPM1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
STX Seagate Technology Holdings PLC 5.5% Trimmed −2%MSFT Microsoft Corp 3.1% Held
VSLU Applied Finance, Valuation Large Cap ETF 2.7% Held
GLW Corning Inc 2.4% HeldIAU iShares Gold Trust 2.4% Added +4%SMTH ALPS/Smith Core Plus, Bond. Exchange 2.2% Added +6%
INTC Intel Corp 2.2% Trimmed −2%AAPL Apple Inc. 2.2% Trimmed −12%NVDA NVIDIA Corp 1.7% HeldSCHD Schwab US Dividend Equity ETF 1.7% Trimmed −2%
BRK-B Berkshire Hathaway Inc 1.7% Trimmed −2%JPM JPMorgan Chase & Co 1.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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