Guardian Partners
Latest statistics and disclosures from Guardian Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RY, TD, BMO, ENB, BNS, and represent 23.80% of Guardian Partners's stock portfolio.
- Added to shares of these 10 stocks: ACWI (+$23M), FCG (+$13M), SGOV (+$6.1M), AEM, MDALF, PBR, BHP, NXE, GS, MSFT.
- Started 16 new stock positions in MDALF, UGI, SGOV, ABVX, SPXS, ARES, NXE, URTH, ALM, CRCL. PAM, HL, NOW, PBR, BBUC, ACWI.
- Reduced shares in these 10 stocks: COPX (-$9.3M), RING (-$8.9M), EWJV (-$6.8M), , QQQ, OTEX, JXI, GOOGL, EEM, AAPL.
- Sold out of its positions in BXP, BIPC, CAT, EXE, SATS, GM, COPX, GH, INTC, EEM.
- Guardian Partners was a net seller of stock by $-27M.
- Guardian Partners has $1.2B in assets under management (AUM), dropping by -3.84%.
- Central Index Key (CIK): 0001884799
Tip: Access up to 7 years of quarterly data
Positions held by Guardian Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Guardian Partners
Guardian Partners holds 192 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Rbc Cad (RY) | 6.8 | $81M | 504k | 161.62 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 5.5 | $66M | 703k | 93.37 |
|
|
| Bank Of Montreal Cadcom (BMO) | 4.2 | $50M | 368k | 135.42 |
|
|
| Enbridge (ENB) | 3.7 | $45M | 824k | 54.42 |
|
|
| Bk Nova Cad (BNS) | 3.7 | $44M | 633k | 69.35 |
|
|
| Cibc Cad (CM) | 3.0 | $36M | 377k | 94.75 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $28M | -4% | 96k | 294.88 |
|
| Canadian Natural Resources (CNQ) | 2.2 | $27M | 551k | 48.76 |
|
|
| Microsoft Corporation (MSFT) | 2.2 | $27M | +4% | 72k | 371.14 |
|
| Nutrien (NTR) | 2.2 | $26M | -2% | 350k | 75.47 |
|
| Canadian Natl Ry (CNI) | 2.1 | $26M | 250k | 102.90 |
|
|
| Apple (AAPL) | 2.1 | $25M | -7% | 97k | 254.40 |
|
| Johnson & Johnson (JNJ) | 2.0 | $24M | 96k | 245.08 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 1.9 | $23M | NEW | 165k | 138.37 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.7 | $21M | -4% | 509k | 40.68 |
|
| Imperial Oil Com New (IMO) | 1.7 | $20M | -2% | 155k | 130.95 |
|
| Suncor Energy (SU) | 1.6 | $19M | 294k | 66.13 |
|
|
| Ing Groep Sponsored Adr (ING) | 1.6 | $19M | 713k | 26.12 |
|
|
| Emerson Electric (EMR) | 1.5 | $18M | 133k | 131.37 |
|
|
| Fortis (FTS) | 1.4 | $17M | 308k | 55.78 |
|
|
| McDonald's Corporation (MCD) | 1.4 | $17M | 54k | 311.64 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $16M | -16% | 57k | 288.29 |
|
| Duke Energy Corp Com New (DUK) | 1.4 | $16M | 124k | 131.29 |
|
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 1.4 | $16M | +451% | 511k | 31.78 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.3 | $15M | 342k | 44.45 |
|
|
| Wal-Mart Stores (WMT) | 1.3 | $15M | -3% | 121k | 124.62 |
|
| Chevron Corporation (CVX) | 1.2 | $15M | 71k | 207.46 |
|
|
| National Grid Sponsored Adr Ne (NGG) | 1.2 | $15M | 171k | 84.84 |
|
|
| Rogers Communications CL B (RCI) | 1.2 | $14M | 371k | 38.45 |
|
|
| Agnico (AEM) | 1.1 | $13M | +43% | 64k | 202.94 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $12M | 25k | 500.95 |
|
|
| Pembina Pipeline Corp (PBA) | 1.0 | $12M | 267k | 44.80 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.0 | $12M | -5% | 35k | 338.67 |
|
| Magna Intl Inc cl a (MGA) | 1.0 | $12M | 210k | 55.83 |
|
|
| Tc Energy Corp (TRP) | 1.0 | $12M | 185k | 63.11 |
|
|
| Raytheon Technologies Corp (RTX) | 0.9 | $11M | 57k | 193.42 |
|
|
| Costco Wholesale Corporation (COST) | 0.9 | $10M | 10k | 999.11 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.8 | $9.9M | 204k | 48.31 |
|
|
| Emera (EMA) | 0.8 | $9.7M | 186k | 51.84 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.8 | $9.5M | -2% | 558k | 17.02 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.8 | $9.3M | -15% | 117k | 79.12 |
|
| Sun Life Financial (SLF) | 0.8 | $9.2M | 146k | 62.83 |
|
|
| Texas Instruments Incorporated (TXN) | 0.8 | $9.1M | 47k | 194.67 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.7 | $8.9M | +15% | 122k | 72.91 |
|
| Pepsi (PEP) | 0.7 | $8.9M | 57k | 155.70 |
|
|
| Sap Se Spon Adr (SAP) | 0.7 | $8.6M | 50k | 171.67 |
|
|
| American Express Company (AXP) | 0.7 | $8.0M | 26k | 303.35 |
|
|
| AFLAC Incorporated (AFL) | 0.7 | $8.0M | 73k | 110.00 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.7 | $7.9M | 12k | 652.17 |
|
|
| Manulife Finl Corp (MFC) | 0.6 | $6.8M | +2% | 197k | 34.71 |
|
| Abcellera Biologics (ABCL) | 0.5 | $6.3M | 1.8M | 3.50 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $6.1M | NEW | 61k | 100.66 |
|
| Cme (CME) | 0.5 | $5.9M | 20k | 296.08 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $5.6M | 38k | 147.51 |
|
|
| American Electric Power Company (AEP) | 0.5 | $5.5M | 42k | 131.44 |
|
|
| Applied Materials (AMAT) | 0.4 | $5.2M | +3% | 15k | 342.75 |
|
| Starbucks Corporation (SBUX) | 0.4 | $5.1M | 57k | 89.84 |
|
|
| Telus Ord (TU) | 0.4 | $5.1M | -16% | 397k | 12.86 |
|
| Nike CL B (NKE) | 0.4 | $5.1M | -9% | 96k | 52.96 |
|
| Amazon (AMZN) | 0.4 | $4.8M | +10% | 23k | 208.75 |
|
| Wells Fargo & Company (WFC) | 0.4 | $4.5M | -3% | 56k | 79.81 |
|
| Tfii Cn (TFII) | 0.4 | $4.3M | +3% | 39k | 108.82 |
|
| Bce Com New (BCE) | 0.3 | $4.1M | 156k | 26.02 |
|
|
| Cenovus Energy (CVE) | 0.3 | $3.8M | +9% | 142k | 26.45 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $3.7M | -11% | 21k | 174.90 |
|
| UnitedHealth (UNH) | 0.3 | $3.6M | -24% | 13k | 271.22 |
|
| Cameco Corporation (CCJ) | 0.3 | $3.6M | +34% | 33k | 108.42 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.4M | -5% | 3.6k | 921.82 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.3 | $3.3M | -72% | 42k | 78.98 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.3M | 11k | 287.59 |
|
|
| Qualcomm (QCOM) | 0.3 | $3.2M | -7% | 25k | 129.10 |
|
| Walt Disney Company (DIS) | 0.3 | $3.2M | 33k | 96.65 |
|
|
| Broadcom (AVGO) | 0.3 | $3.1M | +25% | 9.9k | 310.29 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.3 | $3.0M | 85k | 35.44 |
|
|
| Danaher Corporation (DHR) | 0.2 | $3.0M | +2% | 16k | 190.12 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $2.8M | -8% | 33k | 85.13 |
|
| Goldman Sachs (GS) | 0.2 | $2.7M | +62% | 3.2k | 848.28 |
|
| Mda-tc (MDALF) | 0.2 | $2.7M | NEW | 106k | 25.30 |
|
| Unilever Spon Adr New (UL) | 0.2 | $2.5M | -2% | 45k | 57.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.5M | 5.2k | 480.29 |
|
|
| Waste Connections (WCN) | 0.2 | $2.5M | -10% | 15k | 162.44 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.4M | -12% | 66k | 36.85 |
|
| Illumina (ILMN) | 0.2 | $2.4M | -5% | 20k | 123.62 |
|
| Intuit (INTU) | 0.2 | $2.4M | 5.4k | 433.61 |
|
|
| Corning Incorporated (GLW) | 0.2 | $2.1M | 16k | 136.25 |
|
|
| Ishares Msci Brazil Etf (EWZ) | 0.2 | $2.1M | +83% | 55k | 38.39 |
|
| Booking Holdings (BKNG) | 0.2 | $2.0M | 478.00 | 4218.94 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.2 | $2.0M | +80% | 15k | 131.23 |
|
| Pfizer (PFE) | 0.2 | $1.9M | 68k | 28.15 |
|
|
| Thomson Reuters Corp. (TRI) | 0.2 | $1.8M | -3% | 19k | 94.71 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.7M | 19k | 93.02 |
|
|
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $1.7M | -25% | 60k | 27.95 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $1.6M | +2% | 20k | 78.68 |
|
| Uber Technologies (UBER) | 0.1 | $1.6M | 22k | 72.14 |
|
|
| Merck & Co (MRK) | 0.1 | $1.6M | +2% | 13k | 120.64 |
|
| Teck Resources CL B (TECK) | 0.1 | $1.5M | 30k | 51.72 |
|
|
| Vistra Energy (VST) | 0.1 | $1.5M | +30% | 10k | 150.76 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.5M | +29% | 18k | 82.64 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.4M | +131% | 3.7k | 391.57 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $1.4M | NEW | 68k | 20.75 |
|
| Ge Vernova (GEV) | 0.1 | $1.3M | 1.5k | 875.50 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.3M | -22% | 11k | 125.82 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | -50% | 15k | 88.16 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $1.3M | +13% | 24k | 55.44 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.3M | 11k | 118.63 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.1 | $1.3M | -10% | 91k | 14.29 |
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $1.3M | 22k | 58.94 |
|
|
| Verisk Analytics (VRSK) | 0.1 | $1.3M | 6.8k | 190.05 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.2M | 8.1k | 153.13 |
|
|
| Philip Morris International (PM) | 0.1 | $1.2M | 7.4k | 165.36 |
|
|
| Nexgen Energy (NXE) | 0.1 | $1.1M | NEW | 96k | 11.57 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.1M | -5% | 15k | 73.09 |
|
| Travelers Companies (TRV) | 0.1 | $1.1M | 3.6k | 292.10 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.0M | -6% | 11k | 91.88 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.0M | 5.1k | 203.60 |
|
|
| Rocket Lab Corp (RKLB) | 0.1 | $1.0M | 16k | 64.22 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $1.0M | -46% | 7.0k | 146.61 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.0M | 6.2k | 164.57 |
|
|
| Transalta Corp (TAC) | 0.1 | $947k | 72k | 13.14 |
|
|
| Altria (MO) | 0.1 | $941k | 14k | 66.01 |
|
|
| Anthem (ELV) | 0.1 | $869k | -13% | 3.0k | 293.48 |
|
| Cummins (CMI) | 0.1 | $852k | 1.6k | 538.02 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $830k | +12% | 8.4k | 99.42 |
|
| Union Pacific Corporation (UNP) | 0.1 | $813k | 3.4k | 242.76 |
|
|
| Servicenow (NOW) | 0.1 | $813k | NEW | 7.8k | 104.85 |
|
| Home Depot (HD) | 0.1 | $810k | +6% | 2.5k | 329.16 |
|
| Bank of America Corporation (BAC) | 0.1 | $741k | 15k | 48.88 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.1 | $721k | -57% | 15k | 48.40 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $702k | +3% | 9.5k | 73.98 |
|
| Procter & Gamble Company (PG) | 0.1 | $689k | +9% | 4.8k | 144.54 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $672k | +16% | 6.2k | 109.09 |
|
| Open Text Corp (OTEX) | 0.1 | $665k | -86% | 30k | 22.28 |
|
| Visa Com Cl A (V) | 0.1 | $659k | 2.2k | 303.11 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $651k | 1.1k | 573.54 |
|
|
| Boeing Company (BA) | 0.1 | $644k | -64% | 3.2k | 199.61 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $637k | 7.5k | 85.34 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $636k | -23% | 2.0k | 321.61 |
|
| Pampa Energia Sa Spons Adr Lvl I (PAM) | 0.1 | $620k | NEW | 7.0k | 88.50 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $595k | 97k | 6.12 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $575k | -58% | 3.8k | 151.27 |
|
| Blackrock (BLK) | 0.0 | $569k | -72% | 591.00 | 962.83 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $553k | NEW | 293.00 | 1888.82 |
|
| Roper Industries (ROP) | 0.0 | $552k | -9% | 1.6k | 354.55 |
|
| Cisco Systems (CSCO) | 0.0 | $537k | -3% | 6.9k | 77.72 |
|
| ConocoPhillips (COP) | 0.0 | $533k | 4.0k | 132.06 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $465k | +11% | 5.8k | 79.67 |
|
| South Bow Corp (SOBO) | 0.0 | $463k | 14k | 33.22 |
|
|
| Ameris Ban (ABCB) | 0.0 | $446k | 5.7k | 78.22 |
|
|
| Almonty Inds Com New (ALM) | 0.0 | $434k | NEW | 30k | 14.48 |
|
| Abbvie (ABBV) | 0.0 | $430k | 2.0k | 217.50 |
|
|
| Tesla Motors (TSLA) | 0.0 | $420k | 1.1k | 372.86 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $416k | 1.7k | 247.54 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $401k | -8% | 9.8k | 40.84 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $394k | +4% | 3.1k | 126.66 |
|
| Public Service Enterprise (PEG) | 0.0 | $393k | +6% | 4.9k | 80.95 |
|
| Old Republic International Corporation (ORI) | 0.0 | $389k | +9% | 9.7k | 39.90 |
|
| Darden Restaurants (DRI) | 0.0 | $387k | 2.0k | 196.04 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $378k | 7.4k | 50.73 |
|
|
| Simon Property (SPG) | 0.0 | $365k | +6% | 2.0k | 186.53 |
|
| Snap-on Incorporated (SNA) | 0.0 | $365k | 1.0k | 363.22 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $362k | 3.3k | 109.70 |
|
|
| Hecla Mining Company (HL) | 0.0 | $354k | NEW | 19k | 18.63 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $340k | +6% | 1.7k | 198.29 |
|
| Capital One Financial (COF) | 0.0 | $338k | -13% | 1.9k | 182.75 |
|
| Yum China Holdings (YUMC) | 0.0 | $338k | 6.9k | 48.80 |
|
|
| Precision Drilling Corp Com New (PDS) | 0.0 | $332k | 3.4k | 98.39 |
|
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $322k | -6% | 3.5k | 92.54 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $322k | -14% | 4.5k | 71.86 |
|
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $301k | NEW | 2.7k | 111.35 |
|
| 3M Company (MMM) | 0.0 | $298k | 2.1k | 145.30 |
|
|
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $286k | NEW | 3.0k | 95.41 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $282k | 4.0k | 70.39 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $275k | -94% | 476.00 | 578.36 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $260k | 2.9k | 90.53 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $258k | +3% | 708.00 | 363.79 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $252k | +11% | 2.6k | 97.22 |
|
| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.0 | $238k | NEW | 7.6k | 31.56 |
|
| Waters Corporation (WAT) | 0.0 | $235k | +9% | 789.00 | 298.37 |
|
| Energy Fuels Com New (UUUU) | 0.0 | $234k | 13k | 18.33 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $232k | -6% | 1.4k | 165.37 |
|
| Celestica (CLS) | 0.0 | $230k | -4% | 816.00 | 282.03 |
|
| At&t (T) | 0.0 | $228k | -16% | 7.8k | 29.03 |
|
| Paychex (PAYX) | 0.0 | $225k | -27% | 2.4k | 92.12 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $220k | 1.7k | 126.37 |
|
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $215k | +2% | 2.3k | 92.27 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $210k | 2.1k | 98.58 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $209k | 2.3k | 90.54 |
|
|
| UGI Corporation (UGI) | 0.0 | $209k | NEW | 5.7k | 36.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $207k | -88% | 479.00 | 431.45 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $206k | NEW | 1.9k | 109.10 |
|
| Hartford Financial Services (HIG) | 0.0 | $204k | 1.5k | 135.63 |
|
|
| Direxion Shares Etf Trust Daily S&p 500 Be (SPXS) | 0.0 | $203k | NEW | 5.0k | 40.61 |
|
Past Filings by Guardian Partners
SEC 13F filings are viewable for Guardian Partners going back to 2025
- Guardian Partners 2026 Q1 filed May 18, 2026
- 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