Guardian Partners
Latest statistics and disclosures from Guardian Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RY, TD, KBWB, BMO, ENB, and represent 21.20% of Guardian Partners's stock portfolio.
- Added to shares of these 10 stocks: RING (+$28M), EWJV (+$15M), BA, BABA, SNOW, EXE, PANW, OKE, BHP, GIB.
- Started 14 new stock positions in SNOW, FBTC, AMAT, EXE, OKE, APH, BA, BBU, EPRX, BABA. PANW, J, GLD, HIG.
- Reduced shares in these 10 stocks: VUG (-$23M), GDX (-$7.9M), XHB (-$6.0M), , DFEM, SIL, KBWB, FCX, MP, .
- Sold out of its positions in DEO, SIL, PLTR, DIA, CRM, TTD, UPS, WAT, DXJ.
- Guardian Partners was a net seller of stock by $-13M.
- Guardian Partners has $1.2B in assets under management (AUM), dropping by 6.18%.
- Central Index Key (CIK): 0001884799
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Portfolio Holdings for Guardian Partners
Guardian Partners holds 179 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Rbc Cad (RY) | 5.9 | $70M | 473k | 147.51 |
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| Toronto Dominion Bk Ont Com New (TD) | 4.5 | $53M | 657k | 80.58 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 3.8 | $45M | -4% | 581k | 77.11 |
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| Bank Of Montreal Cadcom (BMO) | 3.7 | $44M | 339k | 130.67 |
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| Enbridge (ENB) | 3.3 | $39M | 778k | 49.71 |
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| Bk Nova Cad (BNS) | 3.2 | $38M | -2% | 588k | 64.73 |
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| Microsoft Corporation (MSFT) | 2.8 | $33M | 64k | 519.71 |
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| Ishares Msci Gbl Gold Mn (RING) | 2.6 | $31M | +913% | 469k | 65.57 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $28M | 89k | 310.71 |
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| Cibc Cad (CM) | 2.1 | $25M | -2% | 306k | 80.59 |
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| Apple (AAPL) | 2.0 | $24M | 93k | 255.45 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $23M | -49% | 47k | 481.86 |
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| Canadian Natl Ry (CNI) | 1.9 | $23M | 238k | 94.69 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.7 | $20M | 293k | 68.03 |
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| Nutrien (NTR) | 1.7 | $20M | 344k | 56.74 |
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| Ing Groep Sponsored Adr (ING) | 1.6 | $19M | 712k | 26.09 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.5 | $17M | 309k | 55.87 |
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| Emerson Electric (EMR) | 1.5 | $17M | 131k | 131.19 |
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| Johnson & Johnson (JNJ) | 1.4 | $17M | 92k | 186.05 |
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| Ishares Tr Msci Jp Value (EWJV) | 1.4 | $17M | +933% | 428k | 38.77 |
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| McDonald's Corporation (MCD) | 1.4 | $16M | 54k | 300.52 |
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| Canadian Natural Resources (CNQ) | 1.3 | $15M | -3% | 483k | 31.81 |
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| Fortis (FTS) | 1.3 | $15M | 300k | 50.52 |
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| Duke Energy Corp Com New (DUK) | 1.3 | $15M | 123k | 122.39 |
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| Imperial Oil Com New (IMO) | 1.2 | $15M | 160k | 90.25 |
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| Wal-Mart Stores (WMT) | 1.1 | $13M | -4% | 128k | 101.96 |
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| Rogers Communications CL B (RCI) | 1.1 | $13M | +3% | 370k | 34.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $13M | 53k | 244.90 |
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| Sap Se Spon Adr (SAP) | 1.1 | $13M | 47k | 269.99 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $13M | 22k | 573.77 |
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| Telus Ord (TU) | 1.1 | $13M | -4% | 791k | 15.85 |
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| Pepsi (PEP) | 1.0 | $12M | -2% | 86k | 143.14 |
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| National Grid Sponsored Adr Ne (NGG) | 1.0 | $12M | 166k | 72.86 |
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| Oracle Corporation (ORCL) | 1.0 | $12M | 40k | 289.01 |
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| Suncor Energy (SU) | 0.9 | $11M | 267k | 41.37 |
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| Costco Wholesale Corporation (COST) | 0.9 | $11M | 12k | 917.34 |
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| Chevron Corporation (CVX) | 0.9 | $11M | 69k | 154.58 |
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| Abcellera Biologics (ABCL) | 0.9 | $11M | 1.8M | 5.96 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $10M | 35k | 288.47 |
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| Pembina Pipeline Corp (PBA) | 0.8 | $9.9M | +2% | 248k | 40.01 |
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| Magna Intl Inc cl a (MGA) | 0.8 | $9.6M | 203k | 47.55 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.8 | $9.6M | -29% | 300k | 32.07 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $9.4M | 57k | 167.20 |
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| Tc Energy Corp (TRP) | 0.8 | $9.2M | -3% | 171k | 53.99 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.8 | $9.1M | 182k | 49.76 |
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| American Express Company (AXP) | 0.8 | $9.0M | 28k | 328.56 |
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| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.7 | $8.8M | 565k | 15.65 |
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| Sun Life Financial (SLF) | 0.7 | $8.8M | -2% | 147k | 60.30 |
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| Global X Fds Global X Copper (COPX) | 0.7 | $8.8M | -5% | 145k | 60.53 |
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| Emera (EMA) | 0.7 | $8.5M | 177k | 47.74 |
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| Agnico (AEM) | 0.7 | $8.1M | 47k | 170.55 |
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| Open Text Corp (OTEX) | 0.7 | $8.0M | +2% | 214k | 37.21 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $8.0M | +2% | 134k | 59.17 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $7.9M | 12k | 668.45 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $7.9M | 71k | 111.22 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $7.8M | +5% | 43k | 180.39 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.7 | $7.7M | 127k | 60.46 |
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| AFLAC Incorporated (AFL) | 0.6 | $7.2M | 65k | 110.75 |
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| Nike CL B (NKE) | 0.5 | $6.2M | +8% | 84k | 74.20 |
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| Bhp Group Sponsored Ads (BHP) | 0.5 | $6.0M | +12% | 108k | 55.75 |
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| Manulife Finl Corp (MFC) | 0.5 | $5.8M | 184k | 31.52 |
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| UnitedHealth (UNH) | 0.4 | $4.9M | +3% | 14k | 348.30 |
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| American Electric Power Company (AEP) | 0.4 | $4.8M | -4% | 43k | 112.75 |
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| Wells Fargo & Company (WFC) | 0.4 | $4.7M | 58k | 80.87 |
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| Qualcomm (QCOM) | 0.4 | $4.5M | -5% | 27k | 166.49 |
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| Starbucks Corporation (SBUX) | 0.4 | $4.5M | 53k | 84.40 |
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| Cme (CME) | 0.4 | $4.4M | +13% | 17k | 265.84 |
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| Astrazeneca Sponsored Adr (AZN) | 0.3 | $3.8M | 45k | 84.36 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.3 | $3.7M | +5% | 100k | 37.02 |
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| Walt Disney Company (DIS) | 0.3 | $3.7M | 33k | 112.95 |
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| Bce Com New (BCE) | 0.3 | $3.6M | -2% | 154k | 23.51 |
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| Intuit (INTU) | 0.3 | $3.4M | 5.0k | 679.50 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.3M | 4.0k | 825.42 |
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| Thomson Reuters Corp. (TRI) | 0.3 | $3.1M | 21k | 152.91 |
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| Amazon (AMZN) | 0.3 | $3.1M | -8% | 14k | 220.63 |
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| Danaher Corporation (DHR) | 0.3 | $3.0M | 14k | 212.88 |
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| NVIDIA Corporation (NVDA) | 0.3 | $3.0M | +13% | 16k | 187.24 |
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| Nasdaq Omx (NDAQ) | 0.3 | $3.0M | -13% | 35k | 86.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.0M | -2% | 12k | 245.54 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $2.9M | -37% | 43k | 67.63 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $2.8M | 84k | 33.22 |
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| Unilever Spon Adr New (UL) | 0.2 | $2.7M | 47k | 58.81 |
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| Waste Connections (WCN) | 0.2 | $2.3M | 13k | 175.37 |
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| Broadcom (AVGO) | 0.2 | $2.3M | -5% | 7.0k | 333.39 |
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| Cameco Corporation (CCJ) | 0.2 | $2.2M | -18% | 26k | 83.66 |
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| Goldman Sachs (GS) | 0.2 | $2.1M | -27% | 2.7k | 785.51 |
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| Blackrock (BLK) | 0.2 | $2.1M | 1.8k | 1141.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.0M | 4.0k | 498.20 |
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| Uber Technologies (UBER) | 0.2 | $2.0M | -12% | 21k | 96.61 |
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| Illumina (ILMN) | 0.2 | $1.9M | +20% | 18k | 102.26 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | 31k | 60.37 |
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| Boeing Company (BA) | 0.2 | $1.8M | NEW | 8.5k | 215.20 |
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| Pfizer (PFE) | 0.2 | $1.8M | 67k | 27.21 |
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| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.8M | +42% | 20k | 90.10 |
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| Booking Holdings (BKNG) | 0.1 | $1.8M | 329.00 | 5350.56 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.1 | $1.7M | 64k | 26.74 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.7M | -19% | 11k | 149.93 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.7M | NEW | 9.1k | 182.78 |
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| On Hldg Namen Akt A (ONON) | 0.1 | $1.5M | +28% | 37k | 40.96 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.5M | +3% | 20k | 74.97 |
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| Snowflake Com Shs (SNOW) | 0.1 | $1.5M | NEW | 6.3k | 230.55 |
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| Verisk Analytics (VRSK) | 0.1 | $1.4M | 5.7k | 249.55 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $1.4M | NEW | 13k | 109.18 |
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| Corning Incorporated (GLW) | 0.1 | $1.4M | 16k | 83.12 |
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| Teck Resources CL B (TECK) | 0.1 | $1.3M | 30k | 44.21 |
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| Automatic Data Processing (ADP) | 0.1 | $1.3M | 4.5k | 291.61 |
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| Tempus Ai Cl A (TEM) | 0.1 | $1.2M | +28% | 13k | 87.99 |
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| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.1 | $1.2M | +6% | 54k | 21.90 |
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| Anthem (ELV) | 0.1 | $1.2M | 3.5k | 332.66 |
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| Vistra Energy (VST) | 0.1 | $1.1M | 5.7k | 201.51 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.1M | +28% | 9.8k | 111.70 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $1.1M | 7.9k | 135.34 |
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| Transalta Corp (TAC) | 0.1 | $1.0M | -2% | 73k | 13.85 |
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| Travelers Companies (TRV) | 0.1 | $1.0M | 3.6k | 277.24 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $978k | +82% | 11k | 89.29 |
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| Palo Alto Networks (PANW) | 0.1 | $972k | NEW | 4.7k | 206.80 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $965k | +5% | 15k | 66.74 |
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| Philip Morris International (PM) | 0.1 | $921k | 5.7k | 160.86 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $914k | -65% | 23k | 39.09 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $899k | -89% | 12k | 77.13 |
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| Linde SHS (LIN) | 0.1 | $895k | -37% | 1.9k | 466.81 |
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| Roper Industries (ROP) | 0.1 | $892k | 1.8k | 497.97 |
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| Ishares Em Mkt Sm-cp Etf (EEMS) | 0.1 | $865k | 13k | 68.26 |
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| Meta Platforms Cl A (META) | 0.1 | $848k | +18% | 1.2k | 717.34 |
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| Oneok (OKE) | 0.1 | $781k | NEW | 11k | 72.98 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.1 | $759k | -12% | 8.3k | 91.46 |
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| Cenovus Energy (CVE) | 0.1 | $758k | -4% | 45k | 16.76 |
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| Home Depot (HD) | 0.1 | $750k | +186% | 1.9k | 397.02 |
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| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.1 | $746k | +6% | 28k | 26.81 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $741k | 14k | 53.39 |
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| Visa Com Cl A (V) | 0.1 | $734k | +19% | 2.1k | 347.83 |
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| Proshares Tr Ii Ultra Vix Short (UVXY) | 0.1 | $727k | -30% | 70k | 10.39 |
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| Bank of America Corporation (BAC) | 0.1 | $712k | -4% | 14k | 50.68 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $692k | -3% | 6.9k | 100.18 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $678k | -14% | 19k | 35.83 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $650k | 2.0k | 329.32 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $634k | -28% | 7.7k | 82.80 |
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| Altria (MO) | 0.1 | $613k | 9.3k | 66.29 |
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| Algonquin Power & Utilities equs (AQN) | 0.1 | $592k | -4% | 103k | 5.73 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $540k | +3% | 8.2k | 66.24 |
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| Ameris Ban (ABCB) | 0.0 | $416k | -8% | 5.7k | 73.03 |
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| Tesla Motors (TSLA) | 0.0 | $404k | -35% | 880.00 | 459.46 |
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| South Bow Corp (SOBO) | 0.0 | $401k | -9% | 14k | 28.04 |
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| Boston Properties (BXP) | 0.0 | $392k | 5.1k | 76.32 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $390k | 4.8k | 80.96 |
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| Cisco Systems (CSCO) | 0.0 | $389k | 5.7k | 68.75 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $365k | -2% | 1.6k | 222.73 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $359k | 3.8k | 93.67 |
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| Procter & Gamble Company (PG) | 0.0 | $357k | -2% | 2.3k | 153.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $347k | +13% | 565.00 | 614.57 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $341k | 6.7k | 50.58 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $335k | 3.0k | 111.51 |
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| 3M Company (MMM) | 0.0 | $332k | 2.1k | 156.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $317k | -12% | 525.00 | 603.25 |
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| Capital One Financial (COF) | 0.0 | $315k | 1.5k | 213.48 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $307k | +8% | 7.4k | 41.67 |
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| First Tr Exchange-traded SHS (QQEW) | 0.0 | $291k | 2.1k | 141.88 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $282k | 2.1k | 131.72 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $273k | 4.0k | 68.33 |
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| Colgate-Palmolive Company (CL) | 0.0 | $269k | 3.4k | 79.01 |
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| Union Pacific Corporation (UNP) | 0.0 | $258k | 1.1k | 234.74 |
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| At&t (T) | 0.0 | $257k | 9.3k | 27.55 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $256k | NEW | 2.5k | 102.51 |
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| Applied Materials (AMAT) | 0.0 | $255k | NEW | 1.2k | 217.74 |
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| Eaton Corp SHS (ETN) | 0.0 | $252k | -77% | 673.00 | 373.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $251k | -66% | 1.0k | 243.71 |
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| Hecla Mining Company (HL) | 0.0 | $245k | 20k | 12.26 |
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| Merck & Co (MRK) | 0.0 | $243k | 2.7k | 90.13 |
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| Spdr Series Trust S&p Homebuild (XHB) | 0.0 | $229k | -96% | 2.1k | 111.56 |
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| MarketAxess Holdings (MKTX) | 0.0 | $222k | 1.3k | 170.84 |
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| Brookfield Business Partners Unit Ltd L P (BBU) | 0.0 | $221k | NEW | 6.7k | 33.01 |
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| Amphenol Corp Cl A (APH) | 0.0 | $217k | NEW | 1.7k | 124.66 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $214k | 14k | 15.94 |
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| Jacobs Engineering Group (J) | 0.0 | $214k | NEW | 1.4k | 152.49 |
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| Hartford Financial Services (HIG) | 0.0 | $212k | NEW | 1.6k | 132.90 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $206k | NEW | 578.00 | 356.03 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $205k | -52% | 7.1k | 28.85 |
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| Energy Fuels Com New (UUUU) | 0.0 | $200k | 13k | 15.70 |
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| Eupraxia Pharmaceuticals (EPRX) | 0.0 | $147k | NEW | 24k | 6.11 |
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Past Filings by Guardian Partners
SEC 13F filings are viewable for Guardian Partners going back to 2025
- Guardian Partners 2025 Q3 filed Nov. 13, 2025
- Guardian Partners 2025 Q2 filed Aug. 7, 2025
- Guardian Partners 2025 Q1 filed May 16, 2025