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