Guardian Partners
Latest statistics and disclosures from Guardian Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RY, TD, BMO, BNS, ENB, and represent 23.62% of Guardian Partners's stock portfolio.
- Added to shares of these 10 stocks: BN (+$11M), CM (+$7.1M), RY (+$5.8M), TD (+$5.6M), GOOGL (+$5.3M), XLU (+$5.1M), QQQ (+$5.1M), BMO, TFII, JXI.
- Started 52 new stock positions in SHEL, CAT, GEV, NOK, PLTR, RKLB, RKT, MS, XLU, LAMR.
- Reduced shares in these 10 stocks: KBWB (-$37M), RING (-$23M), VUG (-$23M), EWJV (-$10M), DFEM (-$9.6M), , TIP (-$7.4M), PEP, TU, AstraZeneca.
- Sold out of its positions in ARKG, AstraZeneca, DFEM, EPRX, FBTC, QQEW, COMB, HL, XMMO, DBA.
- Guardian Partners was a net seller of stock by $-2.2M.
- Guardian Partners has $1.2B in assets under management (AUM), dropping by 5.57%.
- Central Index Key (CIK): 0001884799
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Portfolio Holdings for Guardian Partners
Guardian Partners holds 201 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Rbc Cad (RY) | 6.9 | $86M | +7% | 507k | 169.32 |
|
| Toronto Dominion Bk Ont Com New (TD) | 5.5 | $68M | +8% | 716k | 95.06 |
|
| Bank Of Montreal Cadcom (BMO) | 4.2 | $52M | +9% | 372k | 140.24 |
|
| Bk Nova Cad (BNS) | 3.8 | $48M | +8% | 638k | 74.44 |
|
| Enbridge (ENB) | 3.3 | $41M | +5% | 824k | 49.94 |
|
| Cibc Cad (CM) | 2.9 | $36M | +24% | 382k | 94.57 |
|
| JPMorgan Chase & Co. (JPM) | 2.6 | $32M | +13% | 101k | 316.30 |
|
| Apple (AAPL) | 2.3 | $29M | +13% | 105k | 275.68 |
|
| Microsoft Corporation (MSFT) | 2.3 | $28M | +7% | 69k | 412.81 |
|
| Nutrien (NTR) | 2.0 | $26M | +4% | 359k | 71.13 |
|
| Canadian Natl Ry (CNI) | 2.0 | $25M | +4% | 249k | 98.64 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.9 | $24M | +81% | 531k | 45.67 |
|
| Johnson & Johnson (JNJ) | 1.8 | $23M | +5% | 97k | 233.69 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $23M | +30% | 68k | 332.12 |
|
| Ing Groep Sponsored Adr (ING) | 1.8 | $22M | 719k | 30.53 |
|
|
| Canadian Natural Resources (CNQ) | 1.7 | $22M | +15% | 559k | 38.36 |
|
| Emerson Electric (EMR) | 1.7 | $21M | 134k | 156.77 |
|
|
| McDonald's Corporation (MCD) | 1.4 | $18M | 55k | 322.55 |
|
|
| Imperial Oil Com New (IMO) | 1.4 | $17M | 158k | 109.96 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.3 | $17M | +10% | 340k | 49.46 |
|
| Fortis (FTS) | 1.3 | $17M | +2% | 308k | 54.08 |
|
| Wal-Mart Stores (WMT) | 1.3 | $16M | -2% | 125k | 127.55 |
|
| Suncor Energy (SU) | 1.2 | $15M | +10% | 294k | 52.46 |
|
| Duke Energy Corp Com New (DUK) | 1.2 | $15M | 125k | 121.79 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 1.2 | $15M | +4% | 174k | 87.48 |
|
| Rogers Communications CL B (RCI) | 1.1 | $14M | 369k | 37.08 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $14M | +11% | 24k | 551.69 |
|
| Chevron Corporation (CVX) | 1.0 | $13M | +2% | 71k | 180.60 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $12M | +6% | 37k | 324.82 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.9 | $12M | -76% | 138k | 84.29 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.9 | $11M | -66% | 155k | 73.64 |
|
| Pembina Pipeline Corp (PBA) | 0.9 | $11M | +8% | 269k | 42.04 |
|
| Raytheon Technologies Corp (RTX) | 0.9 | $11M | +2% | 58k | 196.06 |
|
| Magna Intl Inc cl a (MGA) | 0.9 | $11M | +3% | 210k | 53.00 |
|
| Tc Energy Corp (TRP) | 0.9 | $11M | +9% | 187k | 59.03 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.8 | $11M | 574k | 18.49 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $10M | -9% | 11k | 974.98 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $10M | +6% | 46k | 222.14 |
|
| Sap Se Spon Adr (SAP) | 0.8 | $9.9M | +6% | 50k | 199.00 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.8 | $9.7M | +11% | 203k | 47.91 |
|
| Sun Life Financial (SLF) | 0.8 | $9.7M | 148k | 65.29 |
|
|
| Pepsi (PEP) | 0.8 | $9.6M | -32% | 58k | 165.61 |
|
| Emera (EMA) | 0.8 | $9.4M | +5% | 188k | 50.08 |
|
| American Express Company (AXP) | 0.8 | $9.4M | -3% | 27k | 352.37 |
|
| Global X Fds Global X Copper (COPX) | 0.7 | $9.3M | -11% | 129k | 71.79 |
|
| Agnico (AEM) | 0.7 | $8.8M | -6% | 44k | 198.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $8.2M | 12k | 683.72 |
|
|
| AFLAC Incorporated (AFL) | 0.7 | $8.2M | +11% | 72k | 113.24 |
|
| Bhp Group Sponsored Ads (BHP) | 0.6 | $7.6M | -2% | 106k | 71.96 |
|
| Manulife Finl Corp (MFC) | 0.6 | $7.2M | +4% | 192k | 37.29 |
|
| Ishares Tr Msci Jp Value (EWJV) | 0.5 | $6.8M | -59% | 171k | 39.72 |
|
| Nike CL B (NKE) | 0.5 | $6.7M | +25% | 105k | 63.99 |
|
| Telus Ord (TU) | 0.5 | $6.7M | -40% | 474k | 14.19 |
|
| Cme (CME) | 0.5 | $5.8M | +20% | 20k | 293.69 |
|
| Abcellera Biologics (ABCL) | 0.5 | $5.8M | 1.8M | 3.26 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $5.6M | -3% | 38k | 146.15 |
|
| Starbucks Corporation (SBUX) | 0.4 | $5.5M | +7% | 57k | 96.62 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $5.4M | +1600% | 8.9k | 604.09 |
|
| Wells Fargo & Company (WFC) | 0.4 | $5.4M | 58k | 92.83 |
|
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| Open Text Corp (OTEX) | 0.4 | $5.3M | +5% | 226k | 23.40 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.4 | $5.1M | NEW | 119k | 42.69 |
|
| American Electric Power Company (AEP) | 0.4 | $5.1M | 42k | 119.56 |
|
|
| Amazon (AMZN) | 0.4 | $4.9M | +49% | 21k | 232.32 |
|
| UnitedHealth (UNH) | 0.4 | $4.8M | +24% | 18k | 275.18 |
|
| Tfii Cn (TFII) | 0.4 | $4.6M | NEW | 38k | 121.76 |
|
| Applied Materials (AMAT) | 0.3 | $4.3M | +1137% | 15k | 296.53 |
|
| Bce Com New (BCE) | 0.3 | $4.2M | +2% | 159k | 26.19 |
|
| Ishares Tr Glob Utilits Etf (JXI) | 0.3 | $4.1M | NEW | 52k | 78.65 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $4.1M | +44% | 24k | 173.68 |
|
| Qualcomm (QCOM) | 0.3 | $4.0M | 27k | 148.41 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.8M | -4% | 12k | 332.25 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.8M | -4% | 3.8k | 1000.58 |
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| Walt Disney Company (DIS) | 0.3 | $3.5M | 33k | 106.67 |
|
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| Novo-nordisk A S Adr (NVO) | 0.3 | $3.5M | -44% | 75k | 47.02 |
|
| Danaher Corporation (DHR) | 0.3 | $3.3M | +6% | 15k | 218.76 |
|
| Unilever Spon Adr New (UL) | 0.3 | $3.2M | NEW | 46k | 70.57 |
|
| Nasdaq Omx (NDAQ) | 0.3 | $3.2M | +2% | 36k | 88.17 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $3.2M | NEW | 85k | 37.14 |
|
| Waste Connections (WCN) | 0.2 | $2.9M | +29% | 17k | 168.63 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $2.8M | NEW | 30k | 92.92 |
|
| Cameco Corporation (CCJ) | 0.2 | $2.8M | -6% | 24k | 114.26 |
|
| Illumina (ILMN) | 0.2 | $2.8M | +14% | 21k | 133.68 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.7M | NEW | 46k | 58.80 |
|
| Cenovus Energy (CVE) | 0.2 | $2.6M | +186% | 130k | 20.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.6M | +28% | 5.2k | 502.37 |
|
| Broadcom (AVGO) | 0.2 | $2.4M | +13% | 7.9k | 307.10 |
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| Intuit (INTU) | 0.2 | $2.4M | +9% | 5.4k | 444.04 |
|
| Blackrock (BLK) | 0.2 | $2.3M | +16% | 2.1k | 1074.89 |
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.2 | $2.2M | NEW | 93k | 23.41 |
|
| Booking Holdings (BKNG) | 0.2 | $2.2M | +43% | 471.00 | 4595.08 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.2M | +49% | 14k | 158.54 |
|
| Boeing Company (BA) | 0.2 | $2.2M | +7% | 9.2k | 235.09 |
|
| Mp Materials Corp Com Cl A (MP) | 0.2 | $2.1M | -19% | 35k | 60.33 |
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| Rocket Cos Com Cl A (RKT) | 0.2 | $2.0M | NEW | 102k | 19.94 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $2.0M | NEW | 13k | 156.03 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.9M | +640% | 4.3k | 453.79 |
|
| Thomson Reuters Corp. (TRI) | 0.2 | $1.9M | 20k | 93.19 |
|
|
| Goldman Sachs (GS) | 0.1 | $1.8M | -25% | 2.0k | 910.29 |
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| Pfizer (PFE) | 0.1 | $1.8M | 67k | 26.70 |
|
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| Planet Labs Pbc Com Cl A (PL) | 0.1 | $1.7M | NEW | 80k | 21.77 |
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| Corning Incorporated (GLW) | 0.1 | $1.7M | -4% | 16k | 109.40 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $1.7M | +20% | 16k | 108.78 |
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| Teck Resources CL B (TECK) | 0.1 | $1.6M | -2% | 29k | 55.58 |
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| Uber Technologies (UBER) | 0.1 | $1.6M | +6% | 22k | 73.64 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $1.6M | 20k | 79.21 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $1.5M | +44% | 9.1k | 164.85 |
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| Merck & Co (MRK) | 0.1 | $1.5M | +366% | 13k | 117.88 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.5M | NEW | 19k | 78.76 |
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| General Motors Company (GM) | 0.1 | $1.5M | NEW | 17k | 86.27 |
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| Freeport-mcmoran CL B (FCX) | 0.1 | $1.4M | -5% | 22k | 61.66 |
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| Western Digital (WDC) | 0.1 | $1.3M | NEW | 5.0k | 269.41 |
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| Philip Morris International (PM) | 0.1 | $1.3M | +29% | 7.4k | 180.36 |
|
| Verisk Analytics (VRSK) | 0.1 | $1.3M | +20% | 6.9k | 189.12 |
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| Intel Corporation (INTC) | 0.1 | $1.3M | NEW | 27k | 48.60 |
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| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.3M | -20% | 16k | 82.38 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.3M | 11k | 113.80 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $1.2M | +280% | 8.1k | 152.42 |
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| Automatic Data Processing (ADP) | 0.1 | $1.2M | +11% | 5.1k | 234.04 |
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| Rocket Lab Corp (RKLB) | 0.1 | $1.2M | NEW | 16k | 73.11 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.2M | -14% | 8.4k | 139.52 |
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| Anthem (ELV) | 0.1 | $1.2M | -2% | 3.4k | 339.48 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.1M | +80% | 14k | 82.61 |
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| Ge Vernova (GEV) | 0.1 | $1.1M | NEW | 1.5k | 743.37 |
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| Nokia Corp Sponsored Adr (NOK) | 0.1 | $1.1M | NEW | 165k | 6.80 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | NEW | 6.2k | 180.08 |
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| Ishares Msci Brazil Etf (EWZ) | 0.1 | $1.1M | NEW | 30k | 36.98 |
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| Echostar Corp Cl A (SATS) | 0.1 | $1.1M | NEW | 10k | 110.69 |
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| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.1M | +46% | 12k | 91.14 |
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| Vistra Energy (VST) | 0.1 | $1.1M | +33% | 7.6k | 141.97 |
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| Travelers Companies (TRV) | 0.1 | $1.1M | 3.6k | 294.67 |
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| Cummins (CMI) | 0.1 | $950k | NEW | 1.6k | 605.63 |
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| Altria (MO) | 0.1 | $928k | +54% | 14k | 65.14 |
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| Transalta Corp (TAC) | 0.1 | $903k | 72k | 12.53 |
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| Home Depot (HD) | 0.1 | $894k | +22% | 2.3k | 386.82 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $875k | +31% | 2.6k | 337.12 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $868k | +10% | 21k | 41.53 |
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| Bank of America Corporation (BAC) | 0.1 | $837k | +7% | 15k | 55.20 |
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| Union Pacific Corporation (UNP) | 0.1 | $836k | +204% | 3.3k | 249.57 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $795k | NEW | 11k | 72.29 |
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| Meta Platforms Cl A (META) | 0.1 | $758k | -3% | 1.1k | 666.88 |
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| Guardant Health (GH) | 0.1 | $743k | NEW | 7.0k | 106.15 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $738k | +7% | 7.4k | 99.42 |
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| Visa Com Cl A (V) | 0.1 | $713k | +2% | 2.2k | 328.73 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $708k | +120% | 7.5k | 94.15 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $707k | NEW | 5.1k | 139.53 |
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| Natera (NTRA) | 0.1 | $699k | NEW | 3.4k | 205.61 |
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| Caterpillar (CAT) | 0.1 | $692k | NEW | 1.0k | 691.82 |
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| Procter & Gamble Company (PG) | 0.1 | $686k | +87% | 4.4k | 156.75 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $662k | NEW | 1.6k | 413.77 |
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| Tempus Ai Cl A (TEM) | 0.1 | $662k | -7% | 12k | 53.35 |
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| Algonquin Power & Utilities equs (AQN) | 0.1 | $644k | -4% | 99k | 6.52 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $643k | +12% | 9.2k | 69.94 |
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| Roper Industries (ROP) | 0.0 | $615k | -4% | 1.7k | 358.77 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $583k | +76% | 5.3k | 109.82 |
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| Cisco Systems (CSCO) | 0.0 | $580k | +26% | 7.2k | 80.99 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $511k | NEW | 11k | 47.72 |
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| Capital One Financial (COF) | 0.0 | $484k | +45% | 2.2k | 224.91 |
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| Ameris Ban (ABCB) | 0.0 | $478k | 5.7k | 83.83 |
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| Tesla Motors (TSLA) | 0.0 | $455k | +27% | 1.1k | 404.46 |
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| ConocoPhillips (COP) | 0.0 | $441k | NEW | 4.1k | 107.52 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $431k | +19% | 8.8k | 48.99 |
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| Abbvie (ABBV) | 0.0 | $429k | NEW | 2.0k | 217.10 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $423k | +9% | 5.3k | 80.46 |
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| Darden Restaurants (DRI) | 0.0 | $419k | NEW | 2.0k | 212.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $416k | +16% | 661.00 | 629.22 |
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| Franco-Nevada Corporation (FNV) | 0.0 | $402k | +3% | 1.7k | 237.76 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $400k | -57% | 4.6k | 86.49 |
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| South Bow Corp (SOBO) | 0.0 | $399k | -2% | 14k | 28.56 |
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| CVS Caremark Corporation (CVS) | 0.0 | $393k | NEW | 5.2k | 75.19 |
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| Snap-on Incorporated (SNA) | 0.0 | $385k | NEW | 1.0k | 382.91 |
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| Lamar Advertising Cl A (LAMR) | 0.0 | $382k | NEW | 3.0k | 128.31 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $376k | +10% | 7.4k | 50.46 |
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| Public Service Enterprise (PEG) | 0.0 | $364k | NEW | 4.5k | 80.14 |
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| Old Republic International Corporation (ORI) | 0.0 | $362k | NEW | 8.9k | 40.81 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $361k | -95% | 3.3k | 109.49 |
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| Yum China Holdings (YUMC) | 0.0 | $361k | NEW | 6.8k | 53.11 |
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| Simon Property (SPG) | 0.0 | $360k | NEW | 1.8k | 195.59 |
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| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $347k | -2% | 3.7k | 93.19 |
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| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $347k | -7% | 13k | 27.84 |
|
| 3M Company (MMM) | 0.0 | $342k | 2.1k | 163.69 |
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| Dick's Sporting Goods (DKS) | 0.0 | $338k | NEW | 1.6k | 210.53 |
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| Paychex (PAYX) | 0.0 | $334k | NEW | 3.4k | 98.48 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $291k | 4.0k | 72.78 |
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| Boston Properties (BXP) | 0.0 | $282k | -13% | 4.4k | 63.57 |
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| Precision Drilling Corp Com New (PDS) | 0.0 | $281k | NEW | 3.4k | 83.42 |
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| Watsco, Incorporated (WSO) | 0.0 | $281k | NEW | 686.00 | 409.92 |
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| Newmont Mining Corporation (NEM) | 0.0 | $277k | NEW | 2.9k | 96.48 |
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| Waters Corporation (WAT) | 0.0 | $276k | NEW | 721.00 | 383.30 |
|
| Energy Fuels Com New (UUUU) | 0.0 | $272k | 13k | 21.36 |
|
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| At&t (T) | 0.0 | $254k | 9.3k | 27.16 |
|
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| United Parcel Service CL B (UPS) | 0.0 | $250k | NEW | 2.1k | 116.43 |
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| Celestica (CLS) | 0.0 | $249k | NEW | 850.00 | 292.42 |
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| MarketAxess Holdings (MKTX) | 0.0 | $243k | +15% | 1.5k | 161.87 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $239k | NEW | 5.6k | 42.73 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $236k | NEW | 2.3k | 101.64 |
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| Amphenol Corp Cl A (APH) | 0.0 | $226k | 1.7k | 129.98 |
|
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| Ryman Hospitality Pptys (RHP) | 0.0 | $219k | NEW | 2.3k | 96.17 |
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| Oneok (OKE) | 0.0 | $216k | -74% | 2.7k | 80.09 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $216k | NEW | 2.3k | 94.92 |
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| Hartford Financial Services (HIG) | 0.0 | $211k | -6% | 1.5k | 140.32 |
|
| Legend Biotech Corp Sponsored Ads (LEGN) | 0.0 | $208k | NEW | 13k | 16.65 |
|
Past Filings by Guardian Partners
SEC 13F filings are viewable for Guardian Partners going back to 2025
- Guardian Partners 2025 Q4 filed Feb. 17, 2026
- Guardian Partners 2025 Q3 filed Nov. 13, 2025
- Guardian Partners 2025 Q2 filed Aug. 7, 2025
- Guardian Partners 2025 Q1 filed May 16, 2025