Old Port Advisors
Old Port Advisors is a registered investment advisor headquartered in Portland, Maine, founded in 1994. The firm offers fiduciary wealth management, financial planning, and advisory services to individuals, institutions, family offices, retirement plans, and endowments. With about 13 employees, Old Port Advisors provides investment management, financial planning, and retirement plan consulting, tailored to the unique goals and circumstances of its clients. It is SEC-registered and operates with a strong fiduciary duty to act in clients’ best interests.
Investment Strategy
Old Port Advisors develops individual investment strategies and portfolio structures for each client, designed to achieve long-term investment objectives tailored to their specific needs and risk tolerance. The firm's approach incorporates a disciplined process for investment selection, ongoing monitoring, and periodic review. Their services encompass retirement, education, estate planning, and risk management, all coordinated with clients’ other advisors for integrated financial advice. Portfolios are structured for diversification and are regularly rebalanced to match clients’ changing life circumstances and market conditions.
Top Holdings
Equity Positions (237)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp Common | 4.01% | $16.0M | 30,819 | $377.36 | $517.95 | +$484.2K |
I IAU | iShares Gold (TRUST) | 2.82% | $11.2M | 154,437 | $40.82 | $72.77 | +$1.8M |
A AAPL | Apple, Inc. Common | 2.19% | $8.7M | 34,172 | $193.47 | $254.63 | +$1.5M |
S STX | Seagate Technology Holdings Plc | 2.02% | $8.1M | 34,144 | $85.57 | $236.06 | +$2.9M |
J JPM | JP Morgan Chase & Co. Common | 2.02% | $8.0M | 25,452 | $170.10 | $315.43 | +$432.2K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
I IDXX | IDEXX Labs, Inc. Common | Bought | Put | $1.3M | 21 | $638.89 | $638.89 | +21 | +$1.3M |