Old Port Advisors Purchases in Q3 2025

Old Port Advisors

  • $398 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DUK
Duke Energy Corp

Utilities
836
+ 4.41%
$116.31 - $125.93 $97.2K - $105K
19.8K $2.45B
ITW
Illinois Tool Works Inc

Industrials
792
New
$252.31 - $269.41 $200K - $213K
792 $207M
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.55K
New
$42.04 - $45.23 $191K - $206K
4.55K $206M
TJX
Tjx Companies Inc

Consumer Cyclical
1.41K
New
$121.35 - $144.54 $171K - $204K
1.41K $204M
IWF
Ishares Russell 1000 Gr ETF

ETFs
435
New
$420.11 - $472.68 $183K - $206K
435 $204M
NVS
Novartis Ag

Healthcare
295
+ 1.45%
$113.5 - $129.73 $33.5K - $38.3K
20.7K $2.65B
JNJ
Johnson & Johnson

Healthcare
13
+ 0.26%
$155.17 - $185.42 $2.02K - $2.41K
5.01K $929M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
55
+ 2.08%
$224.68 - $282.71 $12.4K - $15.5K
2.7K $755M
PWR
Quanta Services, Inc.

Industrials
6
+ 0.15%
$372.29 - $421.68 $2.23K - $2.53K
3.95K $1.64B
BX
Blackstone Inc.

Financial Services
13
+ 0.22%
$152.77 - $188.68 $1.99K - $2.45K
5.79K $990M
TOL
Toll Brothers, Inc.

Consumer Cyclical
123
+ 5.68%
$113.78 - $148.0 $14K - $18.2K
2.29K $316M
SNY
Sanofi

Healthcare
2.33K
+ 5.77%
$45.07 - $51.35 $105K - $119K
42.7K $2.01B
DEO
Diageo PLC

Consumer Defensive
1.56K
+ 9.38%
$93.64 - $115.33 $146K - $180K
18.2K $1.73B
DDOG
Datadog, Inc.

Technology
11
+ 0.16%
$124.52 - $155.15 $1.37K - $1.71K
7.01K $999M
XOM
Exxon Mobil Corp

Energy
20
+ 0.2%
$105.83 - $117.22 $2.12K - $2.34K
10.1K $1.14B
PSX
Phillips 66

Energy
71
+ 3.78%
$118.37 - $139.46 $8.4K - $9.9K
1.95K $265M
DD
Du Pont De Nemours, Inc.

Basic Materials
147
+ 4.9%
$69.9 - $78.26 $10.3K - $11.5K
3.15K $245M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
38
+ 3.46%
$201.83 - $230.93 $7.67K - $8.78K
1.14K $253M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
71
+ 0.61%
$35.42 - $38.65 $2.51K - $2.74K
11.7K $445M
AXP
American Express CO

Financial Services
38
+ 3.07%
$294.27 - $342.31 $11.2K - $13K
1.28K $424M
AMGN
Amgen Inc

Healthcare
74
+ 6.07%
$271.18 - $309.22 $20.1K - $22.9K
1.29K $365M
TMUS
T Mobile Us, Inc.

Communication Services
74
+ 6.21%
$226.02 - $259.01 $16.7K - $19.2K
1.27K $303M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
154
+ 5.82%
$97.75 - $100.75 $15.1K - $15.5K
2.8K $281M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 0.96%
$291.67 - $316.99 $2.92K - $3.17K
1.06K $321M
MA
Mastercard Inc

Financial Services
7
+ 0.43%
$550.18 - $598.96 $3.85K - $4.19K
1.65K $937M
LLY
Eli Lilly & CO

Healthcare
47
+ 3.7%
$625.65 - $812.69 $29.4K - $38.2K
1.32K $1.01B
ZTS
Zoetis Inc.

Healthcare
165
+ 11.15%
$141.13 - $159.19 $23.3K - $26.3K
1.65K $241M
AMZN
Amazon Com Inc

Consumer Cyclical
1
+ 0.01%
$211.65 - $238.24 $212 - $238
7.3K $1.6B
TT
Trane Technologies PLC

Industrials
24
+ 3.18%
$398.96 - $472.54 $9.58K - $11.3K
778 $328M
KR
Kroger CO

Consumer Defensive
57
+ 1.33%
$64.52 - $74.35 $3.68K - $4.24K
4.33K $292M
IP
International Paper CO

Consumer Cyclical
174
+ 0.29%
$45.32 - $55.68 $7.89K - $9.69K
60.5K $2.81B
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.67%
$150.47 - $161.22 $3.91K - $4.19K
3.91K $600M
DE
Deere & CO

Industrials
9
+ 1.29%
$457.26 - $524.37 $4.12K - $4.72K
704 $322M
V
Visa Inc.

Financial Services
29
+ 0.85%
$332.09 - $358.86 $9.63K - $10.4K
3.42K $1.17B
NGG
National Grid PLC

Utilities
462
+ 0.93%
$67.98 - $74.38 $31.4K - $34.4K
50.2K $3.65B
TGT
Target Corp

Consumer Defensive
60
+ 0.75%
$86.56 - $107.43 $5.19K - $6.45K
8.11K $727M
NFLX
Netflix Inc

Communication Services
16
+ 2.56%
$1147.87 - $1297.18 $18.4K - $20.8K
640 $767M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.21K
+ 10.29%
$48.34 - $67.22 $155K - $216K
34.4K $1.69B
Activity Summary
Buys All Purchases 89 New Holdings 13 Increased Positions 76 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 1
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