Guardian Partners
Latest statistics and disclosures from Guardian Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RY, TD, BMO, BNS, CM, and represent 27.12% of Guardian Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$20M), HEDJ (+$5.7M), XLI, C, SCJ, DFJ, INDA, BKNG, SPCX, TRI.
- Started 209 new stock positions in SPCX, SPRE, VTWG, GOVT, PRU, OKTA, IVV, MRSH, BMY, CPB.
- Reduced shares in these 10 stocks: ACWI (-$23M), RY (-$18M), FCG (-$16M), TD (-$12M), BMO (-$11M), ABCL (-$9.3M), ENB (-$8.5M), BNS (-$7.4M), KBWB (-$7.1M), TSM (-$6.6M).
- Sold out of its positions in ALM, BA, CRCL, SPXS, FCG, HL, EWZ, ACWI, RING, Thomson Reuters Corp..
- Guardian Partners was a net seller of stock by $-206M.
- Guardian Partners has $1.1B in assets under management (AUM), dropping by -7.61%.
- Central Index Key (CIK): 0001884799
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Portfolio Holdings for Guardian Partners
Guardian Partners holds 391 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Rbc Cad (RY) | 7.8 | $87M | -17% | 418k | 207.00 |
|
| Toronto Dominion Bk Ont Com New (TD) | 6.7 | $74M | -13% | 609k | 121.54 |
|
| Bank Of Montreal Cadcom (BMO) | 4.8 | $54M | -17% | 304k | 176.68 |
|
| Bk Nova Cad (BNS) | 4.3 | $47M | -13% | 547k | 86.75 |
|
| Cibc Cad (CM) | 3.5 | $39M | -10% | 339k | 115.11 |
|
| Enbridge (ENB) | 3.3 | $36M | -19% | 667k | 54.21 |
|
| Canadian Natl Ry (CNI) | 2.5 | $28M | -6% | 234k | 119.27 |
|
| JPMorgan Chase & Co. (JPM) | 2.5 | $28M | -11% | 85k | 327.33 |
|
| Apple (AAPL) | 2.2 | $24M | -14% | 84k | 289.36 |
|
| Microsoft Corporation (MSFT) | 2.0 | $22M | -18% | 58k | 373.02 |
|
| Johnson & Johnson (JNJ) | 1.9 | $21M | -14% | 82k | 253.97 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.8 | $20M | NEW | 29k | 686.81 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.8 | $19M | -10% | 455k | 42.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $18M | -11% | 50k | 357.37 |
|
| Ing Groep Sponsored Adr (ING) | 1.6 | $18M | -20% | 569k | 31.38 |
|
| Nutrien (NTR) | 1.5 | $17M | -24% | 264k | 62.88 |
|
| Fortis (FTS) | 1.5 | $17M | -6% | 289k | 57.27 |
|
| Canadian Natural Resources (CNQ) | 1.5 | $17M | -24% | 416k | 39.55 |
|
| Emerson Electric (EMR) | 1.4 | $16M | -16% | 111k | 143.15 |
|
| Imperial Oil Com New (IMO) | 1.4 | $16M | -8% | 141k | 112.25 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.3 | $15M | -3% | 330k | 44.90 |
|
| Magna Intl Inc cl a (MGA) | 1.2 | $13M | -3% | 202k | 65.73 |
|
| Duke Energy Corp Com New (DUK) | 1.2 | $13M | -16% | 104k | 126.58 |
|
| Texas Instruments Incorporated (TXN) | 1.2 | $13M | -7% | 43k | 298.07 |
|
| McDonald's Corporation (MCD) | 1.1 | $13M | -13% | 47k | 270.31 |
|
| Suncor Energy (SU) | 1.1 | $13M | -20% | 233k | 53.78 |
|
| National Grid Sponsored Adr Ne (NGG) | 1.1 | $12M | -16% | 143k | 82.87 |
|
| Rogers Communications CL B (RCI) | 1.0 | $11M | -8% | 340k | 32.52 |
|
| Tc Energy Corp (TRP) | 1.0 | $11M | -12% | 162k | 66.20 |
|
| Wal-Mart Stores (WMT) | 0.9 | $10M | -24% | 92k | 113.26 |
|
| Applied Materials (AMAT) | 0.9 | $10M | -5% | 14k | 723.00 |
|
| Sun Life Financial (SLF) | 0.9 | $10M | -12% | 128k | 78.48 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.9 | $10M | -39% | 21k | 477.57 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $9.5M | -25% | 19k | 513.60 |
|
| Chevron Corporation (CVX) | 0.9 | $9.5M | -19% | 57k | 165.76 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $9.5M | -2% | 10k | 935.47 |
|
| American Express Company (AXP) | 0.8 | $9.0M | 27k | 338.25 |
|
|
| Pembina Pipeline Corp (PBA) | 0.8 | $8.9M | -27% | 193k | 46.25 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $8.9M | 12k | 746.77 |
|
|
| Raytheon Technologies Corp (RTX) | 0.8 | $8.8M | -18% | 47k | 189.73 |
|
| Agnico (AEM) | 0.8 | $8.8M | -10% | 57k | 155.32 |
|
| Emera (EMA) | 0.8 | $8.5M | -13% | 161k | 53.03 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.7 | $8.1M | -27% | 407k | 19.89 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.7 | $7.8M | -10% | 182k | 42.66 |
|
| AFLAC Incorporated (AFL) | 0.7 | $7.3M | -14% | 62k | 117.25 |
|
| Manulife Finl Corp (MFC) | 0.6 | $7.1M | -11% | 174k | 40.54 |
|
| Sap Se Spon Adr (SAP) | 0.6 | $7.0M | -9% | 46k | 154.11 |
|
| Pepsi (PEP) | 0.6 | $6.3M | -17% | 47k | 135.40 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.5 | $5.7M | NEW | 100k | 57.00 |
|
| Starbucks Corporation (SBUX) | 0.5 | $5.7M | -2% | 56k | 102.19 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.5 | $5.6M | -45% | 67k | 83.31 |
|
| Tfii Cn (TFII) | 0.5 | $5.4M | -4% | 38k | 143.89 |
|
| UnitedHealth (UNH) | 0.5 | $5.1M | -7% | 12k | 415.63 |
|
| Abcellera Biologics (ABCL) | 0.4 | $4.7M | -66% | 596k | 7.85 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.2M | -2% | 3.5k | 1199.43 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $4.0M | 11k | 353.33 |
|
|
| Wells Fargo & Company (WFC) | 0.3 | $3.9M | -16% | 47k | 82.64 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.8M | -31% | 26k | 146.55 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.3 | $3.8M | NEW | 20k | 185.23 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.3 | $3.8M | -65% | 41k | 92.98 |
|
| Amazon (AMZN) | 0.3 | $3.8M | -31% | 16k | 238.34 |
|
| Citigroup Com New (C) | 0.3 | $3.6M | NEW | 26k | 139.96 |
|
| American Electric Power Company (AEP) | 0.3 | $3.6M | -36% | 27k | 136.81 |
|
| Nike CL B (NKE) | 0.3 | $3.6M | -9% | 87k | 41.05 |
|
| Telus Ord (TU) | 0.3 | $3.3M | -22% | 309k | 10.71 |
|
| Walt Disney Company (DIS) | 0.3 | $3.2M | 34k | 96.25 |
|
|
| Bce Com New (BCE) | 0.3 | $3.2M | -5% | 147k | 21.53 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $3.1M | -24% | 16k | 200.09 |
|
| Mda-tc (MDA) | 0.3 | $2.9M | -33% | 71k | 41.26 |
|
| Qualcomm (QCOM) | 0.3 | $2.9M | -36% | 16k | 184.79 |
|
| Ishares Msci Japn Smcetf (SCJ) | 0.3 | $2.8M | NEW | 27k | 105.31 |
|
| Wisdomtree Tr Jp Smallcp Div (DFJ) | 0.3 | $2.8M | NEW | 27k | 105.31 |
|
| Danaher Corporation (DHR) | 0.2 | $2.6M | -12% | 14k | 190.48 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $2.6M | 85k | 30.17 |
|
|
| Rocket Lab Corp (RKLB) | 0.2 | $2.5M | +56% | 25k | 101.65 |
|
| Ishares Tr Msci India Etf (INDA) | 0.2 | $2.5M | NEW | 50k | 49.39 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.4M | -6% | 4.9k | 500.39 |
|
| Cameco Corporation (CCJ) | 0.2 | $2.4M | -29% | 23k | 101.89 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.4M | -24% | 49k | 47.94 |
|
| Cme (CME) | 0.2 | $2.4M | -46% | 11k | 220.83 |
|
| Booking Holdings (BKNG) | 0.2 | $2.1M | +2347% | 12k | 178.24 |
|
| Goldman Sachs (GS) | 0.2 | $2.0M | -37% | 2.0k | 1011.37 |
|
| Cenovus Energy (CVE) | 0.2 | $2.0M | -43% | 80k | 24.80 |
|
| Waste Connections (WCN) | 0.2 | $2.0M | -23% | 12k | 166.62 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $1.9M | NEW | 11k | 170.86 |
|
| Corning Incorporated (GLW) | 0.2 | $1.9M | -53% | 7.3k | 255.43 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.2 | $1.8M | +66% | 113k | 16.16 |
|
| Unilever Spon Adr New (UL) | 0.2 | $1.8M | -34% | 29k | 60.12 |
|
| Teck Resources CL B (TECK) | 0.2 | $1.8M | 30k | 59.54 |
|
|
| Thomsoncorp (TRI) | 0.1 | $1.6M | NEW | 20k | 81.65 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $1.6M | -10% | 18k | 86.67 |
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.6M | -8% | 14k | 112.45 |
|
| Intuit (INTU) | 0.1 | $1.5M | +2% | 5.6k | 261.00 |
|
| Broadcom (AVGO) | 0.1 | $1.4M | -61% | 3.8k | 377.75 |
|
| Philip Morris International (PM) | 0.1 | $1.3M | -5% | 7.0k | 180.91 |
|
| Capital One Financial (COF) | 0.1 | $1.3M | +241% | 6.3k | 200.62 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | -2% | 6.1k | 209.04 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.3M | 11k | 114.37 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.2M | 8.0k | 156.72 |
|
|
| Nasdaq Omx (NDAQ) | 0.1 | $1.2M | -52% | 16k | 78.82 |
|
| Rocket Cos Com Cl A (RKT) | 0.1 | $1.2M | -15% | 78k | 15.75 |
|
| Verisk Analytics (VRSK) | 0.1 | $1.2M | -2% | 6.6k | 179.53 |
|
| Marvell Technology (MRVL) | 0.1 | $1.2M | NEW | 4.0k | 290.79 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.1M | 15k | 75.51 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $1.1M | NEW | 47k | 24.47 |
|
| Cummins (CMI) | 0.1 | $1.1M | 1.6k | 713.21 |
|
|
| Pfizer (PFE) | 0.1 | $1.1M | -30% | 47k | 24.08 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.1M | -23% | 14k | 82.11 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $1.1M | 7.0k | 158.66 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $1.1M | NEW | 3.5k | 316.17 |
|
| Sofi Technologies (SOFI) | 0.1 | $1.1M | NEW | 60k | 17.93 |
|
| Illumina (ILMN) | 0.1 | $1.1M | -69% | 6.0k | 175.83 |
|
| Automatic Data Processing (ADP) | 0.1 | $1.0M | -8% | 4.7k | 223.95 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.0M | NEW | 2.7k | 375.32 |
|
| Altria (MO) | 0.1 | $1.0M | 14k | 71.95 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $993k | NEW | 2.8k | 354.57 |
|
| Kodiak Gas Svcs (KGS) | 0.1 | $977k | NEW | 13k | 75.13 |
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $973k | -6% | 11k | 91.64 |
|
| Transalta Corp (TAC) | 0.1 | $914k | -8% | 66k | 13.83 |
|
| Home Depot (HD) | 0.1 | $908k | +4% | 2.6k | 352.68 |
|
| Union Pacific Corporation (UNP) | 0.1 | $888k | -2% | 3.3k | 272.00 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $882k | -7% | 14k | 64.61 |
|
| Revolution Medicines (RVMD) | 0.1 | $843k | NEW | 4.5k | 187.28 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $836k | 8.4k | 98.98 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $833k | NEW | 15k | 55.50 |
|
| Mp Materials Corp Com Cl A (MP) | 0.1 | $821k | 15k | 56.01 |
|
|
| Okta Cl A (OKTA) | 0.1 | $819k | NEW | 6.0k | 136.45 |
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| Cisco Systems (CSCO) | 0.1 | $811k | 6.9k | 117.46 |
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| Ionq Inc Pipe (IONQ) | 0.1 | $799k | NEW | 15k | 53.26 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $737k | -16% | 20k | 37.15 |
|
| Workday Cl A (WDAY) | 0.1 | $735k | NEW | 6.0k | 122.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $731k | 2.0k | 370.04 |
|
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| Open Text Corp (OTEX) | 0.1 | $717k | +8% | 32k | 22.13 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $705k | +2% | 9.7k | 72.51 |
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| Bank of America Corporation (BAC) | 0.1 | $681k | -21% | 12k | 56.98 |
|
| Procter & Gamble Company (PG) | 0.1 | $670k | -4% | 4.6k | 146.64 |
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| Visa Com Cl A (V) | 0.1 | $667k | -10% | 1.9k | 343.09 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $667k | 6.1k | 109.07 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $656k | -4% | 7.2k | 91.68 |
|
| Meta Platforms Cl A (META) | 0.1 | $639k | 1.1k | 563.29 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.1 | $587k | -57% | 9.3k | 62.89 |
|
| Pampa Energia Sa Spons Adr Lvl I (PAM) | 0.1 | $575k | 7.0k | 82.13 |
|
|
| Blackrock (BLK) | 0.1 | $567k | 590.00 | 961.56 |
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|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $554k | +105% | 5.3k | 103.88 |
|
| Vistra Energy (VST) | 0.0 | $539k | -65% | 3.4k | 158.63 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $527k | +50% | 715.00 | 736.40 |
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $515k | -9% | 88k | 5.88 |
|
| Servicenow (NOW) | 0.0 | $512k | -33% | 5.2k | 99.28 |
|
| Planet Labs Pbc Com Cl A (PL) | 0.0 | $497k | -75% | 15k | 33.13 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $478k | +3% | 4.6k | 103.45 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $476k | 3.1k | 155.98 |
|
|
| MercadoLibre (MELI) | 0.0 | $475k | NEW | 280.00 | 1697.39 |
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| Ameris Ban (ABCB) | 0.0 | $469k | -8% | 5.2k | 90.26 |
|
| Anthem (ELV) | 0.0 | $466k | -59% | 1.2k | 386.73 |
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| Abbvie (ABBV) | 0.0 | $449k | -9% | 1.8k | 251.64 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $438k | -6% | 5.5k | 79.97 |
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| Simon Property (SPG) | 0.0 | $429k | -2% | 1.9k | 223.65 |
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| ConocoPhillips (COP) | 0.0 | $419k | 4.0k | 103.96 |
|
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| Darden Restaurants (DRI) | 0.0 | $407k | 2.0k | 206.01 |
|
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| Snap-on Incorporated (SNA) | 0.0 | $404k | 1.0k | 402.40 |
|
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| South Bow Corp (SOBO) | 0.0 | $398k | -18% | 11k | 35.21 |
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| Public Service Enterprise (PEG) | 0.0 | $394k | 4.9k | 81.16 |
|
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| Old Republic International Corporation (ORI) | 0.0 | $392k | 9.6k | 40.92 |
|
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| Barrick Mng Corp Com Shs (B) | 0.0 | $373k | +3% | 10k | 36.75 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $361k | 3.3k | 109.43 |
|
|
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $360k | 2.7k | 133.26 |
|
|
| Roper Industries (ROP) | 0.0 | $356k | -32% | 1.1k | 338.39 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $348k | NEW | 9.0k | 38.53 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $340k | -3% | 1.6k | 208.56 |
|
| 3M Company (MMM) | 0.0 | $332k | 2.1k | 161.91 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.0 | $331k | -12% | 6.5k | 50.58 |
|
| Ge Vernova (GEV) | 0.0 | $330k | -81% | 281.00 | 1174.86 |
|
| Merck & Co (MRK) | 0.0 | $325k | -80% | 2.5k | 128.50 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.0 | $324k | 3.5k | 93.13 |
|
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| Amphenol Corp Cl A (APH) | 0.0 | $307k | 1.7k | 176.32 |
|
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $303k | 4.0k | 75.79 |
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| Travelers Companies (TRV) | 0.0 | $302k | -74% | 916.00 | 330.12 |
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $299k | 2.3k | 128.55 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $297k | -23% | 1.3k | 226.81 |
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| Waters Corporation (WAT) | 0.0 | $296k | 788.00 | 375.04 |
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| Yum China Holdings (YUMC) | 0.0 | $283k | 6.9k | 40.87 |
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| Celestica (CLS) | 0.0 | $279k | -6% | 765.00 | 364.57 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $277k | NEW | 640.00 | 433.33 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $274k | NEW | 3.2k | 86.42 |
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| Watsco, Incorporated (WSO) | 0.0 | $273k | -7% | 654.00 | 416.73 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $263k | NEW | 1.4k | 190.52 |
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| Precision Drilling Corp Com New (PDS) | 0.0 | $248k | -4% | 3.2k | 76.77 |
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| Paychex (PAYX) | 0.0 | $240k | 2.4k | 98.33 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $238k | NEW | 5.7k | 41.43 |
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| Tesla Motors (TSLA) | 0.0 | $228k | -51% | 543.00 | 420.60 |
|
| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.0 | $226k | 7.6k | 29.87 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $223k | 2.3k | 96.58 |
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|
| Newmont Mining Corporation (NEM) | 0.0 | $222k | 2.9k | 77.35 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $218k | -4% | 2.0k | 107.50 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $217k | NEW | 4.4k | 49.28 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $215k | +2% | 1.9k | 111.31 |
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| Micron Technology (MU) | 0.0 | $202k | NEW | 175.00 | 1154.29 |
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| Hartford Financial Services (HIG) | 0.0 | $199k | 1.5k | 132.52 |
|
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| UGI Corporation (UGI) | 0.0 | $198k | 5.7k | 34.54 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $191k | -93% | 250.00 | 763.14 |
|
| HudBay Minerals (HBM) | 0.0 | $189k | NEW | 8.0k | 23.61 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $187k | NEW | 249.00 | 748.89 |
|
| Energy Fuels Com New (UUUU) | 0.0 | $185k | 13k | 14.52 |
|
|
| At&t (T) | 0.0 | $185k | +14% | 8.9k | 20.70 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $174k | NEW | 580.00 | 300.45 |
|
| Bny Mellon Etf Trust Ii Acti Core Bd Etf (BKFI) | 0.0 | $171k | NEW | 7.1k | 23.92 |
|
| International Business Machines (IBM) | 0.0 | $170k | NEW | 604.00 | 281.21 |
|
| Jacobs Engineering Group (J) | 0.0 | $164k | NEW | 1.3k | 126.00 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $156k | NEW | 734.00 | 212.77 |
|
| SLB Com Stk (SLB) | 0.0 | $156k | NEW | 3.4k | 46.49 |
|
| Uber Technologies (UBER) | 0.0 | $154k | -90% | 2.1k | 72.16 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $147k | NEW | 1.7k | 85.49 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $146k | NEW | 435.00 | 334.82 |
|
| Advanced Micro Devices (AMD) | 0.0 | $145k | NEW | 250.00 | 580.91 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $143k | NEW | 1.8k | 79.03 |
|
| General Dynamics Corporation (GD) | 0.0 | $141k | NEW | 398.00 | 354.24 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $140k | NEW | 2.0k | 71.25 |
|
| Tempus Ai Cl A (TEM) | 0.0 | $139k | NEW | 2.4k | 57.93 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $136k | NEW | 2.6k | 52.41 |
|
| Prudential Financial (PRU) | 0.0 | $135k | NEW | 1.3k | 107.93 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $135k | NEW | 555.00 | 242.42 |
|
| McKesson Corporation (MCK) | 0.0 | $132k | NEW | 175.00 | 755.60 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $132k | NEW | 1.8k | 75.45 |
|
| Verizon Communications (VZ) | 0.0 | $131k | NEW | 3.1k | 42.34 |
|
| Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH) | 0.0 | $128k | NEW | 1.5k | 86.61 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $125k | -21% | 1.1k | 113.49 |
|
| Phillips 66 (PSX) | 0.0 | $123k | NEW | 725.00 | 169.05 |
|
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.0 | $122k | NEW | 1.3k | 93.81 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $118k | NEW | 2.2k | 53.61 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $118k | NEW | 225.00 | 522.39 |
|
| TJX Companies (TJX) | 0.0 | $115k | NEW | 762.00 | 151.50 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $113k | NEW | 1.4k | 80.38 |
|
| CSX Corporation (CSX) | 0.0 | $112k | NEW | 2.4k | 47.53 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $107k | NEW | 656.00 | 162.98 |
|
| Humana (HUM) | 0.0 | $105k | NEW | 265.00 | 397.22 |
|
| S&p Global (SPGI) | 0.0 | $104k | NEW | 256.00 | 407.26 |
|
| Cigna Corp (CI) | 0.0 | $103k | NEW | 375.00 | 275.68 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.0 | $101k | NEW | 2.0k | 50.37 |
|
| Ishares Msci World Etf (URTH) | 0.0 | $99k | +66% | 487.00 | 202.64 |
|
| Deere & Company (DE) | 0.0 | $96k | NEW | 152.00 | 634.33 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $95k | NEW | 1.0k | 95.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $92k | -47% | 250.00 | 368.38 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $89k | NEW | 4.8k | 18.68 |
|
| First Tr Exchange-traded Nasdaq-100 Sel (QQEW) | 0.0 | $88k | NEW | 550.00 | 159.60 |
|
| Kla Corp Com New (KLAC) | 0.0 | $88k | NEW | 290.00 | 301.71 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.0 | $87k | NEW | 1.1k | 82.65 |
|
| Acm Resh Com Cl A (ACMR) | 0.0 | $87k | NEW | 685.00 | 126.89 |
|
| Intel Corporation (INTC) | 0.0 | $84k | NEW | 600.00 | 139.63 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $83k | NEW | 1.4k | 59.69 |
|
| Valero Energy Corporation (VLO) | 0.0 | $78k | NEW | 300.00 | 260.44 |
|
| Bwx Technologies (BWXT) | 0.0 | $78k | NEW | 400.00 | 194.65 |
|
| General Motors Company (GM) | 0.0 | $77k | NEW | 1.0k | 77.08 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $76k | -92% | 300.00 | 254.50 |
|
| Becton, Dickinson and (BDX) | 0.0 | $76k | NEW | 500.00 | 151.33 |
|
| Penske Automotive (PAG) | 0.0 | $76k | NEW | 422.00 | 178.95 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $75k | NEW | 480.00 | 156.30 |
|
| Campbell Soup Company (CPB) | 0.0 | $75k | NEW | 3.4k | 22.27 |
|
| Stantec (STN) | 0.0 | $71k | NEW | 1.0k | 69.00 |
|
| FedEx Corporation (FDX) | 0.0 | $70k | NEW | 224.00 | 313.13 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $69k | NEW | 2.8k | 24.55 |
|
| State Street Corporation (STT) | 0.0 | $68k | NEW | 400.00 | 169.60 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $68k | NEW | 1.3k | 54.03 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $67k | NEW | 400.00 | 166.67 |
|
| Netflix (NFLX) | 0.0 | $64k | NEW | 900.00 | 71.40 |
|
| Ishares Msci Cda Etf (EWC) | 0.0 | $63k | NEW | 1.1k | 57.64 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $63k | NEW | 305.00 | 205.02 |
|
| Franklin Templeton Etf Tr Ftse Canada (FLCA) | 0.0 | $62k | NEW | 1.2k | 51.47 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $62k | NEW | 1.0k | 61.76 |
|
| Prologis (PLD) | 0.0 | $61k | NEW | 450.00 | 135.47 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $59k | NEW | 171.00 | 344.32 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $59k | NEW | 1.1k | 51.54 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $58k | NEW | 545.00 | 107.13 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $58k | NEW | 1.0k | 57.62 |
|
| Abbott Laboratories (ABT) | 0.0 | $55k | NEW | 605.00 | 90.74 |
|
| Versabank (VBNK) | 0.0 | $53k | NEW | 2.3k | 23.26 |
|
| Ecolab (ECL) | 0.0 | $49k | NEW | 174.00 | 278.61 |
|
| Equifax (EFX) | 0.0 | $48k | NEW | 300.00 | 158.72 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $47k | NEW | 1.5k | 31.59 |
|
| Ge Aerospace Com New (GE) | 0.0 | $47k | NEW | 125.00 | 373.73 |
|
| Shell Spon Ads (SHEL) | 0.0 | $47k | -96% | 600.00 | 77.54 |
|
| Kroger (KR) | 0.0 | $44k | NEW | 800.00 | 55.53 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $43k | NEW | 550.00 | 77.91 |
|
| Firstservice Corp (FSV) | 0.0 | $43k | NEW | 300.00 | 142.15 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $42k | NEW | 43.00 | 978.12 |
|
| Lululemon Athletica (LULU) | 0.0 | $41k | NEW | 360.00 | 114.18 |
|
| Dex (DXCM) | 0.0 | $40k | NEW | 600.00 | 67.35 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $40k | NEW | 1.8k | 22.78 |
|
| Encana Corporation (OVV) | 0.0 | $39k | NEW | 740.00 | 52.64 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $37k | -96% | 385.00 | 95.98 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $36k | NEW | 265.00 | 136.72 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.0 | $36k | NEW | 312.00 | 114.07 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $35k | NEW | 155.00 | 227.06 |
|
| Boyd Group Services (BGSI) | 0.0 | $35k | NEW | 371.00 | 94.66 |
|
| Viemed Healthcare (VMD) | 0.0 | $34k | NEW | 3.0k | 11.40 |
|
| Apa Corporation (APA) | 0.0 | $34k | NEW | 1.0k | 32.57 |
|
| West Fraser Timb (WFG) | 0.0 | $33k | NEW | 488.00 | 67.68 |
|
| Rockwell Automation (ROK) | 0.0 | $32k | NEW | 65.00 | 495.08 |
|
| Nextera Energy (NEE) | 0.0 | $32k | NEW | 364.00 | 87.77 |
|
| Williams Companies (WMB) | 0.0 | $30k | NEW | 400.00 | 74.34 |
|
| Strategy Cl A New (MSTR) | 0.0 | $28k | NEW | 325.00 | 86.93 |
|
| Southern Company (SO) | 0.0 | $28k | NEW | 295.00 | 95.71 |
|
| Nexgen Energy (NXE) | 0.0 | $28k | -96% | 3.0k | 9.40 |
|
| Coca-Cola Company (KO) | 0.0 | $27k | NEW | 336.00 | 81.27 |
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $27k | NEW | 351.00 | 77.15 |
|
| Ptc (PTC) | 0.0 | $26k | NEW | 225.00 | 113.61 |
|
| Spdr Series Trust St Str R1k Lowv (ONEV) | 0.0 | $26k | NEW | 178.00 | 143.07 |
|
| Spinnaker Etf Series Sele Sto Eur Etf (EUAD) | 0.0 | $25k | NEW | 600.00 | 42.18 |
|
| Yum! Brands (YUM) | 0.0 | $24k | NEW | 150.00 | 159.86 |
|
| M&T Bank Corporation (MTB) | 0.0 | $24k | NEW | 100.00 | 238.01 |
|
| L3harris Technologies (LHX) | 0.0 | $23k | NEW | 80.00 | 290.59 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $23k | NEW | 440.00 | 52.42 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $23k | NEW | 250.00 | 91.19 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $23k | NEW | 1.0k | 22.61 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $22k | NEW | 243.00 | 92.27 |
|
| Ats (ATS) | 0.0 | $22k | NEW | 760.00 | 28.81 |
|
| Denison Mines Corp (DNN) | 0.0 | $22k | NEW | 7.1k | 3.07 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $21k | NEW | 42.00 | 509.45 |
|
| Carnival Corp Common Stock | 0.0 | $20k | NEW | 700.00 | 28.57 |
|
| Ishares Tr India 50 Etf (INDY) | 0.0 | $20k | NEW | 450.00 | 43.45 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $20k | -99% | 194.00 | 100.67 |
|
| Honeywell International (HON) | 0.0 | $19k | NEW | 84.00 | 223.90 |
|
| Metropcs Communications (TMUS) | 0.0 | $19k | NEW | 112.00 | 167.73 |
|
| Exchange Traded Concepts Tru Emqq Eme Mar Etf (EMQQ) | 0.0 | $19k | NEW | 600.00 | 31.20 |
|
| Honeywell Aerospace (HONA) | 0.0 | $19k | NEW | 84.00 | 221.08 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $19k | NEW | 380.00 | 48.57 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $17k | NEW | 111.00 | 151.00 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $16k | NEW | 275.00 | 57.84 |
|
| Waste Management (WM) | 0.0 | $15k | NEW | 68.00 | 222.88 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $15k | NEW | 50.00 | 302.96 |
|
| American Tower Reit (AMT) | 0.0 | $15k | NEW | 90.00 | 163.57 |
|
| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.0 | $14k | NEW | 280.00 | 49.25 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $14k | NEW | 125.00 | 109.77 |
|
| Ssr Mining (SSRM) | 0.0 | $13k | NEW | 462.00 | 28.26 |
|
| Stryker Corporation (SYK) | 0.0 | $13k | NEW | 40.00 | 314.85 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $13k | NEW | 295.00 | 42.68 |
|
| Kadant (KAI) | 0.0 | $13k | NEW | 40.00 | 314.23 |
|
| Spdr Index Shs Fds St Str Nat Etf (GNR) | 0.0 | $12k | NEW | 181.00 | 67.31 |
|
| salesforce (CRM) | 0.0 | $12k | NEW | 75.00 | 156.67 |
|
| Kulr Technology Group (KULR) | 0.0 | $11k | NEW | 3.0k | 3.81 |
|
| Mosaic (MOS) | 0.0 | $11k | NEW | 525.00 | 21.19 |
|
| Tidal Trust I Sp Funds S&p Gbl (SPRE) | 0.0 | $9.9k | NEW | 470.00 | 21.15 |
|
| Haleon Spon Ads (HLN) | 0.0 | $9.3k | NEW | 1.0k | 9.33 |
|
| BRP Com Sun Vtg (DOO) | 0.0 | $8.7k | NEW | 143.00 | 61.06 |
|
| W.W. Grainger (GWW) | 0.0 | $8.2k | NEW | 6.00 | 1360.33 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $7.5k | NEW | 15.00 | 501.33 |
|
| Amgen (AMGN) | 0.0 | $7.2k | NEW | 20.00 | 362.10 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $6.8k | NEW | 135.00 | 50.42 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $6.6k | NEW | 50.00 | 132.84 |
|
| Proshares Tr Ultra 20yr Tre (UBT) | 0.0 | $6.1k | NEW | 372.00 | 16.31 |
|
| Apollo Global Mgmt (APO) | 0.0 | $5.9k | NEW | 50.00 | 118.32 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $5.4k | NEW | 100.00 | 54.02 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.0 | $5.2k | NEW | 215.00 | 24.31 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $5.2k | NEW | 13.00 | 397.69 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $4.9k | NEW | 31.00 | 156.94 |
|
| Allstate Corporation (ALL) | 0.0 | $4.8k | NEW | 20.00 | 237.95 |
|
| Ameriprise Financial (AMP) | 0.0 | $4.6k | NEW | 10.00 | 458.80 |
|
| American Intl Group Com New (AIG) | 0.0 | $4.5k | NEW | 60.00 | 74.53 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $4.4k | NEW | 50.00 | 88.68 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $4.3k | NEW | 665.00 | 6.47 |
|
| Tidal Trust I Sp Dwjns Sukuk (SPSK) | 0.0 | $4.2k | NEW | 235.00 | 18.01 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $4.0k | NEW | 36.00 | 110.33 |
|
| Microbot Med Com New (MBOT) | 0.0 | $3.9k | NEW | 2.0k | 1.95 |
|
| Bitmine Immersion Techs Com New (BMNR) | 0.0 | $3.9k | NEW | 292.00 | 13.31 |
|
| Moody's Corporation (MCO) | 0.0 | $3.6k | NEW | 8.00 | 452.88 |
|
| Orla Mining LTD New F (ORLA) | 0.0 | $3.6k | NEW | 365.00 | 9.78 |
|
| Constellation Energy (CEG) | 0.0 | $3.5k | NEW | 14.00 | 248.36 |
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $3.3k | NEW | 25.00 | 132.24 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $3.1k | NEW | 61.00 | 51.05 |
|
| Definium Therapeutics Com Shs (DFTX) | 0.0 | $3.1k | NEW | 66.00 | 47.05 |
|
| Baxter International (BAX) | 0.0 | $2.7k | NEW | 125.00 | 21.32 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $2.5k | NEW | 100.00 | 25.26 |
|
| Illinois Tool Works (ITW) | 0.0 | $2.4k | NEW | 9.00 | 270.44 |
|
| Martin Marietta Materials (MLM) | 0.0 | $2.3k | NEW | 4.00 | 576.75 |
|
| Block Cl A (XYZ) | 0.0 | $2.3k | NEW | 30.00 | 76.00 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $2.0k | NEW | 35.00 | 56.49 |
|
| Markel Corporation (MKL) | 0.0 | $2.0k | NEW | 1.00 | 1953.00 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $1.8k | NEW | 30.00 | 61.47 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.7k | NEW | 46.00 | 36.00 |
|
| Ataibeckley Com Shs (ATAI) | 0.0 | $1.6k | NEW | 295.00 | 5.27 |
|
| Align Technology (ALGN) | 0.0 | $1.5k | NEW | 9.00 | 168.67 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.0 | $1.4k | NEW | 5.00 | 287.60 |
|
| Pinterest Cl A (PINS) | 0.0 | $1.1k | NEW | 50.00 | 21.04 |
|
| Viatris (VTRS) | 0.0 | $985.000200 | NEW | 62.00 | 15.89 |
|
| Snap Cl A (SNAP) | 0.0 | $888.000000 | NEW | 200.00 | 4.44 |
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $699.984000 | NEW | 720.00 | 0.97 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $619.999800 | NEW | 7.00 | 88.57 |
|
| Sarepta Therapeutics (SRPT) | 0.0 | $377.000400 | NEW | 21.00 | 17.95 |
|
| Functional Brands (MEHA) | 0.0 | $202.654400 | NEW | 39k | 0.01 |
|
| Allied Gold Corp Com New (AAUC) | 0.0 | $119.000000 | NEW | 5.00 | 23.80 |
|
| Beyond Meat (BYND) | 0.0 | $75.000000 | NEW | 100.00 | 0.75 |
|
| Aurora Cannabis (ACB) | 0.0 | $14.000000 | NEW | 5.00 | 2.80 |
|
Past Filings by Guardian Partners
SEC 13F filings are viewable for Guardian Partners going back to 2025
- Guardian Partners 2026 Q2 filed July 29, 2026
- 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