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