Old Port Advisors Q2 2025 Filing

Filed July 16, 2025

Portfolio Value

$366.6B

Holdings

233

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
LLYEli Lilly & Co Common
$990.9M
OKEOneok Inc New Common
$990.7M
ORCLOracle Corp Common
$989.8M
MCKMckesson Corp Common
$967.3M
GQ9SPDR Gold (SHARES)
$957.2M
NLYAnnaly Capital Management Inc, Com. Real
$943.8M
DDOGDatadog Inc Cl, A. Common
$940.7M
IVWiShares S&P 500 Growth ETF
$926.6M
MAMastercard Incorporated Cl (A)
$922.0M
FFC0Oaktree Specialty Lending Corp
$915.3M
ADMArcher Daniels Midland, Co. Common
$892.0M
RPMRpm Intl Inc Common
$888.4M
TFCTruist Finl Corp Common
$883.7M
BXBlackstone, Inc. Common
$864.5M
NFLXNetflix Inc Common
$835.7M
SPGSimon Ppty Group Inc New Common
$834.3M
LIESun Life Financial Inc. Common
$821.8M
DISDisney Walt, Co. Common
$820.0M
NEMNewmont Corp Common
$819.1M
PEPPepsico Inc Common
$814.6M
IBTKiShares IBonds Dec 2030 Term Treasury ETF
$812.6M
GILDGilead Sciences Inc Common
$811.7M
DYHTarget Corp Common
$794.1M
GEVGE Vernova Inc Common
$784.7M
IBMSiShares Ibonds Dec 2029 Term Treasury ETF
$778.8M
BACBank America, Corp. Common
$764.5M
JNJJohnson & Johnson Common
$763.6M
LOWLowes Cos Inc Common
$763.5M
COSTCostco Whsl Corp, New. Common
$742.4M
A4SAmeriprise Financial, Inc. Common
$737.2M
PCHPotlatchdeltic Corporation Common
$729.7M
UNMUnum Group Common
$726.8M
PPLPpl Corp Common
$707.8M
SCHWSchwab Charles Corp Common
$698.8M
ATOAtmos Energy, Corp. Common
$671.2M
KOCoca Cola, Co. Common
$651.8M
UNPUnion Pac Corp Common
$633.1M
PGProcter And Gamble Co Common
$618.5M
UDECInnovator U.S. Equity Ultra Buffer ETF - December
$614.9M
VLOValero Energy Corp Common
$609.9M
TSMTaiwan Semiconductor Mfg Ltd Sponsored (ADS)
$599.7M
WPCWp Carey Inc Common
$591.2M
XELXcel Energy Inc Common
$579.2M
COPConocophil, Conocophillips. Common
$576.4M
MRKMerck & Co Inc Common
$555.8M
DRIDarden Restaurants, Inc. Common
$551.9M
GNRSPDR S&P Global Natural Resources ETF
$540.1M
TMOThermo Fisher Scientific Inc Common
$536.6M
MUMicron Technology Inc Common
$534.2M
AMATApplied Matls, Inc. Common
$533.8M
MASS908 DEVICES INC COM
$525.0M
TDToronto Dominion Bk Ont Com (NEW)
$524.9M
CEF/USprott Physical Gold & Silver Tr (UNIT)
$509.9M
RSPInvesco S&P 500 Equal Weight ETF
$509.9M
CNPCenterpoint Energy, Inc. Common
$463.1M
BLKBlackrock, Inc. Common
$457.5M
ANETArista Networks, Inc. Common
$448.6M
SRESempra Common
$443.6M
KLACKla Corp Com (NEW)
$437.1M
FVDFirst Trust Value Line Dividend Index ETF
$434.3M
MRNAModerna Inc Common
$433.6M
PDECInnovator U.S. Equity Power Buffer ETF - December
$426.1M
OEFiShares S&P 100 ETF
$423.0M
QTECFirst Trust Nasdaq-100 Technology Sector Index (FUND)
$417.8M
SDVYFirst Trust Smid Cap Rising Dividend Achievers ETF
$410.1M
AXPAmerican Express, Co. Common
$394.9M
CWBSPDR Bloomberg Convertible Securities ETF
$389.6M
HPEHewlett Packard Enterprise Co Common
$379.0M
FIXDFirst Trust Tcw Opportunistic Fixed Income ETF
$373.8M
RTXRtx Corporation Common
$371.4M
BACVerizon Communications Inc Common
$363.4M
SYKStryker Corporation Common
$354.1M
DEDeere &, Co. Common
$353.4M
ROPRoper Technologies Inc Common
$353.1M
TYGTortoise Energy Infra Corp Common
$351.6M
CMGChipotle Mexican Grill, Inc. Common
$348.5M
RDVYFirst Trust Rising Dividend Achievers ETF
$348.1M
GEHCGE Healthcare Technologies Inc Common (STOCK)
$343.8M
AMGNAmgen, Inc. Common
$340.6M
VOVanguard Mid-Cap ETF
$331.7M
SFLRInnovator Equity Managed Floor ETF
$330.5M
TTTrane Technologies Plc (SHS)
$329.8M
TRVTravelers Companies Inc Common
$329.1M
NUENucor Corp Common
$323.1M
QCOMQualcomm Inc Common
$320.8M
KRKroger Co Common
$306.7M
FISVFiserv Inc Common
$306.0M
MCDMcdonalds Corp Common
$305.6M
TIPiShares Tips Bond ETF
$298.8M
ECLEcolab Inc Common
$289.1M
PNWPinnacle West Cap Corp Common
$287.2M
TMUST-Mobile Us Inc Common
$283.7M
SCHMSchwab U.S. Mid-Cap ETF
$282.5M
BABAAlibaba Group Hldg Ltd, Sponsored. ADR
$271.5M
BSXBoston Scientific, Corp. Common
$267.3M
AGGiShares Core U.S. Aggregate Bond ETF
$262.3M
VUGVanguard Growth ETF
$260.9M
USBUS Bancorp
$259.2M
COFCapital One Finl, Corp. Common
$258.9M
ADBEAdobe, Inc. Common
$258.8M
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