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CIK: 0001224324
Total reported value
$4.1B
$4.1B
147 檔
20.4%
During the Q1 2024 filing period, Guardian Capital LP (CIK: 0001224324) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.1B across 147 reported positions.
During Q1 2024, Guardian Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMO | Bank Of Montreal | Stock-Financials | 8.97% | +0.21% | -0.10% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 6.48% | +0.76% | -0.82% | |
| 3 | CNQ | Canadian Natural Resources | Stock-Energy | 5.32% | -0.68% | -2.56% | |
| 4 | OTEX | Open Text CORP | Stock-Other | 4.51% | +0.06% | +20.56% | |
| 5 | SU | Suncor Energy Inc | Stock-Energy | 3.94% | -0.14% | -3.89% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 3.40% | +0.52% | -0.55% | |
| 7 | CP | Canadian Pacific Kansas City | Stock-Industrials | 3.08% | -0.05% | -6.29% | |
| 8 | TU | Telus CORP | Stock-Other | 3.06% | -0.01% | +27.85% | |
| 9 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.85% | -0.25% | +0.28% | |
| 10 | GIB | Cgi Inc | Stock-Tech | 2.84% | +0.72% | +0.06% | |
| 11 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 2.81% | -1.06% | -10.42% | |
| 12 | TD | Toronto-dominion Bank | Stock-Financials | 2.30% | +0.46% | -7.74% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | +0.03% | +0.10% | |
| 14 | CLSEUR | Celestica Inc | Stock-Other | 1.76% | — | -41.75% | |
| 15 | FTS | Fortis Inc | Stock-Utilities | 1.67% | -0.09% | -4.25% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.34% | -6.47% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.47% | +0.21% | +0.97% | |
| 18 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.46% | -0.25% | +13.22% | |
| 19 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.37% | +0.08% | -1.58% | |
| 20 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.35% | +0.14% | +10.17% | |
| 21 | ENB | Enbridge Inc | Stock-Energy | 1.32% | -0.24% | +5.49% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.30% | -0.19% | +0.26% | |
| 23 | CCJ | Cameco CORP | Stock-Energy | 1.27% | — | -5.59% | |
| 24 | MFC | Manulife Financial CORP | Stock-Financials | 1.21% | +0.03% | +8.96% | |
| 25 | STN | Stantec Inc | Stock-Other | 1.21% | -0.22% | +0.34% | |
| 26 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.19% | -0.01% | EXIT | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.12% | -0.03% | +2.10% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.11% | -0.04% | +1.30% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.06% | +0.86% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.96% | +0.62% | +5.90% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.95% | — | -14.36% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.94% | -0.21% | +2.17% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 0.92% | -0.01% | -0.01% | |
| 34 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.90% | -0.38% | -2.98% | |
| 35 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.86% | +0.12% | -0.66% | |
| 36 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.83% | — | +0.02% | |
| 37 | SLF | Sun Life Financial Inc | Stock-Financials | 0.74% | +0.21% | -0.94% | |
| 38 | RSG | Republic Services Inc | Stock-Industrials | 0.74% | -0.04% | +0.02% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.05% | -0.09% | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.73% | -0.16% | -0.45% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | +0.01% | -2.50% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.64% | -0.04% | +0.02% | |
| 43 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.63% | -0.04% | +4.43% | |
| 44 | NTR | Nutrien LTD | Stock-Materials | 0.58% | — | +13.37% | |
| 45 | RCI | Rogers Communications Inc-b | Stock-Other | 0.58% | -0.13% | -1.60% | |
| 46 | ✓ | Stock-Other | 0.56% | — | -2.20% | ||
| 47 | ABX | Barrick Gold CORP | Stock-Financials | 0.52% | — | -17.72% | |
| 48 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.51% | — | -0.40% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.29% | +2.31% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.08% | +0.02% |
According to official SEC Form 13F filings, Guardian Capital LP reported a total U.S. public equity portfolio value of $4.1B across 147 disclosed positions in Q1 2024.
During Q1 2024, Guardian Capital LP's top holdings by market value included BMO (9.0%)、RY (6.5%)、CNQ (5.3%). The largest single position, BMO, represented 9.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BMO, RY, CNQ) accounted for 20.4% of total reported equity market value during Q1 2024.
In Q1 2024, Guardian Capital LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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