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| Old Port Advisors Inc
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|---|---|
| CRD # | 108228 |
| SEC # | 801-60130 |
| CIK # | 0001744348 |
| AUM | 782.8 M (2026-05-13) |
| Employees | 14 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 207-774-6552 |
| Address | 130 Middle Street Portland, ME 04101-7104 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001744348 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Seagate Technology PLC | 12.6 | ||
| iShares Comex Gold Trust | 12.5 | ||
| Microsoft Corp | 11.3 | ||
| Corning Inc /NY | 11.3 | ||
| Apple Inc | 9.4 | ||
| J P Morgan Chase & Co | 7.4 | ||
| Nvidia Corp | 6.7 | ||
| Broadcom Inc | 6.3 | ||
| Caterpillar Inc | 5.3 | ||
| International Business Machines Corp | 5.0 | ||
| HSBC Holdings PLC | 4.9 | ||
| Cisco Systems Inc | 4.5 | ||
| Alphabet Inc | 4.5 | ||
| Intel Corp | 4.4 | ||
| Chevron Corp | 4.4 | ||
| National Grid PLC | 4.3 | ||
| Rayonier Inc | 4.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 601 | 288.6 |
| (b) Individuals (high net worth individuals) | 215 | 392.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 97.4 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,245 | 782.8 |
| By Discretionary | ||
| Discretionary | 2,218 | 728.7 |
| Non-Discretionary | 27 | 54.1 |
| Total | 2,245 | 782.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 782.8 | |
| Total | 2,245 | 782.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001744348] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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✚
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