| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2009 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 23 | Q2 2024 | 4.7% |
| TYLER TECHNOLOGIES INC | 23 | Q2 2024 | 3.3% |
| APPLE INC | 23 | Q2 2024 | 2.6% |
| SPDR SER TR | 23 | Q2 2024 | 2.9% |
| SCHWAB STRATEGIC TR | 23 | Q2 2024 | 2.3% |
| VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 2.2% |
| PFIZER INC | 23 | Q2 2024 | 2.1% |
| INTEL CORP | 23 | Q2 2024 | 2.4% |
| JPMORGAN CHASE & CO. | 23 | Q2 2024 | 1.7% |
| NATIONAL GRID PLC | 23 | Q2 2024 | 2.1% |
View Old Port Advisors's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-06-26 |
| 13F-HR | 2024-06-26 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-08 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-12 |
View Old Port Advisors's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.