Guardian Partners as of March 31, 2026
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 | 96k | 294.88 | |
| Canadian Natural Resources (CNQ) | 2.2 | $27M | 551k | 48.76 | |
| Microsoft Corporation (MSFT) | 2.2 | $27M | 72k | 371.14 | |
| Nutrien (NTR) | 2.2 | $26M | 350k | 75.47 | |
| Canadian Natl Ry (CNI) | 2.1 | $26M | 250k | 102.90 | |
| Apple (AAPL) | 2.1 | $25M | 97k | 254.40 | |
| Johnson & Johnson (JNJ) | 2.0 | $24M | 96k | 245.08 | |
| Ishares Tr Msci Acwi Etf (ACWI) | 1.9 | $23M | 165k | 138.37 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.7 | $21M | 509k | 40.68 | |
| Imperial Oil Com New (IMO) | 1.7 | $20M | 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 | 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 | 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 | 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 | 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 | 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 | 558k | 17.02 | |
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.8 | $9.3M | 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 | 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 | 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 | 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 | 15k | 342.75 | |
| Starbucks Corporation (SBUX) | 0.4 | $5.1M | 57k | 89.84 | |
| Telus Ord (TU) | 0.4 | $5.1M | 397k | 12.86 | |
| Nike CL B (NKE) | 0.4 | $5.1M | 96k | 52.96 | |
| Amazon (AMZN) | 0.4 | $4.8M | 23k | 208.75 | |
| Wells Fargo & Company (WFC) | 0.4 | $4.5M | 56k | 79.81 | |
| Tfii Cn (TFII) | 0.4 | $4.3M | 39k | 108.82 | |
| Bce Com New (BCE) | 0.3 | $4.1M | 156k | 26.02 | |
| Cenovus Energy (CVE) | 0.3 | $3.8M | 142k | 26.45 | |
| NVIDIA Corporation (NVDA) | 0.3 | $3.7M | 21k | 174.90 | |
| UnitedHealth (UNH) | 0.3 | $3.6M | 13k | 271.22 | |
| Cameco Corporation (CCJ) | 0.3 | $3.6M | 33k | 108.42 | |
| Eli Lilly & Co. (LLY) | 0.3 | $3.4M | 3.6k | 921.82 | |
| Ishares Msci Gbl Gold Mn (RING) | 0.3 | $3.3M | 42k | 78.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.3M | 11k | 287.59 | |
| Qualcomm (QCOM) | 0.3 | $3.2M | 25k | 129.10 | |
| Walt Disney Company (DIS) | 0.3 | $3.2M | 33k | 96.65 | |
| Broadcom (AVGO) | 0.3 | $3.1M | 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 | 16k | 190.12 | |
| Nasdaq Omx (NDAQ) | 0.2 | $2.8M | 33k | 85.13 | |
| Goldman Sachs (GS) | 0.2 | $2.7M | 3.2k | 848.28 | |
| Mda-tc (MDALF) | 0.2 | $2.7M | 106k | 25.30 | |
| Unilever Spon Adr New (UL) | 0.2 | $2.5M | 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 | 15k | 162.44 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.4M | 66k | 36.85 | |
| Illumina (ILMN) | 0.2 | $2.4M | 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 | 55k | 38.39 | |
| Booking Holdings (BKNG) | 0.2 | $2.0M | 478.00 | 4218.94 | |
| Wheaton Precious Metals Corp (WPM) | 0.2 | $2.0M | 15k | 131.23 | |
| Pfizer (PFE) | 0.2 | $1.9M | 68k | 28.15 | |
| Thomson Reuters Corp. (TRI) | 0.2 | $1.8M | 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 | 60k | 27.95 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $1.6M | 20k | 78.68 | |
| Uber Technologies (UBER) | 0.1 | $1.6M | 22k | 72.14 | |
| Merck & Co (MRK) | 0.1 | $1.6M | 13k | 120.64 | |
| Teck Resources CL B (TECK) | 0.1 | $1.5M | 30k | 51.72 | |
| Vistra Energy (VST) | 0.1 | $1.5M | 10k | 150.76 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.5M | 18k | 82.64 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $1.4M | 3.7k | 391.57 | |
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $1.4M | 68k | 20.75 | |
| Ge Vernova (GEV) | 0.1 | $1.3M | 1.5k | 875.50 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.3M | 11k | 125.82 | |
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.3M | 15k | 88.16 | |
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $1.3M | 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 | 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 | 96k | 11.57 | |
| Cgi Cl A Sub Vtg (GIB) | 0.1 | $1.1M | 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 | 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 | 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 | 3.0k | 293.48 | |
| Cummins (CMI) | 0.1 | $852k | 1.6k | 538.02 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $830k | 8.4k | 99.42 | |
| Union Pacific Corporation (UNP) | 0.1 | $813k | 3.4k | 242.76 | |
| Servicenow (NOW) | 0.1 | $813k | 7.8k | 104.85 | |
| Home Depot (HD) | 0.1 | $810k | 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 | 15k | 48.40 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.1 | $702k | 9.5k | 73.98 | |
| Procter & Gamble Company (PG) | 0.1 | $689k | 4.8k | 144.54 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $672k | 6.2k | 109.09 | |
| Open Text Corp (OTEX) | 0.1 | $665k | 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 | 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 | 2.0k | 321.61 | |
| Pampa Energia Sa Spons Adr Lvl I (PAM) | 0.1 | $620k | 7.0k | 88.50 | |
| Algonquin Power & Utilities equs (AQN) | 0.0 | $595k | 97k | 6.12 | |
| Snowflake Com Shs (SNOW) | 0.0 | $575k | 3.8k | 151.27 | |
| Blackrock (BLK) | 0.0 | $569k | 591.00 | 962.83 | |
| Ishares Msci World Etf (URTH) | 0.0 | $553k | 293.00 | 1888.82 | |
| Roper Industries (ROP) | 0.0 | $552k | 1.6k | 354.55 | |
| Cisco Systems (CSCO) | 0.0 | $537k | 6.9k | 77.72 | |
| ConocoPhillips (COP) | 0.0 | $533k | 4.0k | 132.06 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $465k | 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 | 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 | 9.8k | 40.84 | |
| Lamar Advertising Cl A (LAMR) | 0.0 | $394k | 3.1k | 126.66 | |
| Public Service Enterprise (PEG) | 0.0 | $393k | 4.9k | 80.95 | |
| Old Republic International Corporation (ORI) | 0.0 | $389k | 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 | 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 | 19k | 18.63 | |
| Dick's Sporting Goods (DKS) | 0.0 | $340k | 1.7k | 198.29 | |
| Capital One Financial (COF) | 0.0 | $338k | 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 | 3.5k | 92.54 | |
| CVS Caremark Corporation (CVS) | 0.0 | $322k | 4.5k | 71.86 | |
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $301k | 2.7k | 111.35 | |
| 3M Company (MMM) | 0.0 | $298k | 2.1k | 145.30 | |
| Circle Internet Group Com Cl A (CRCL) | 0.0 | $286k | 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 | 476.00 | 578.36 | |
| Newmont Mining Corporation (NEM) | 0.0 | $260k | 2.9k | 90.53 | |
| Watsco, Incorporated (WSO) | 0.0 | $258k | 708.00 | 363.79 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $252k | 2.6k | 97.22 | |
| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.0 | $238k | 7.6k | 31.56 | |
| Waters Corporation (WAT) | 0.0 | $235k | 789.00 | 298.37 | |
| Energy Fuels Com New (UUUU) | 0.0 | $234k | 13k | 18.33 | |
| MarketAxess Holdings (MKTX) | 0.0 | $232k | 1.4k | 165.37 | |
| Celestica (CLS) | 0.0 | $230k | 816.00 | 282.03 | |
| At&t (T) | 0.0 | $228k | 7.8k | 29.03 | |
| Paychex (PAYX) | 0.0 | $225k | 2.4k | 92.12 | |
| Amphenol Corp Cl A (APH) | 0.0 | $220k | 1.7k | 126.37 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $215k | 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 | 5.7k | 36.42 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $207k | 479.00 | 431.45 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $206k | 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 | 5.0k | 40.61 |
