Long-term investor
Old Port Advisors @oldportadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001744348).
Record
- Tracked since 2025-06-30 (462 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days -13.4% · 6 months +37.5% · 1 year +69.8% · all +69.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STX · 5.8% · long · since 2025-06-30
- GLW · 4.0% · long · since 2025-06-30
- INTC · 2.6% · long · since 2025-06-30
- 26923N405 · 2.5% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- 00162Q346 · 2.2% · long · since 2025-06-30
- IAU · 2.2% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- BRK-B · 1.7% · long · since 2025-06-30
- 808524797 · 1.7% · long · since 2025-06-30
- JPM · 1.7% · long · since 2025-06-30
- CAT · 1.6% · long · since 2025-06-30