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CIK: 0001224324
Total reported value
$4.1B
$4.1B
126 檔
18.5%
As reported in its official Q2 2024 Form 13F filing, Guardian Capital LP's tracked investment portfolio stood at $4.1B with 126 total positions.
During Q2 2024, Guardian Capital LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BMO, RY, OTEX) accounted for 18.5% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMO | Bank Of Montreal | Stock-Financials | 8.12% | +0.21% | -2.57% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.34% | +0.76% | -0.67% | |
| 3 | OTEX | Open Text CORP | Stock-Other | 4.63% | +0.06% | +22.82% | |
| 4 | CNQ | Canadian Natural Resources | Stock-Energy | 4.60% | -0.68% | +71.55% | |
| 5 | SU | Suncor Energy Inc | Stock-Energy | 3.93% | -0.14% | -10.60% | |
| 6 | BN | Brookfield CORP | Stock-Financials | 3.55% | +0.52% | -2.82% | |
| 7 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 3.45% | -1.06% | +3.36% | |
| 8 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.36% | -0.25% | +22.64% | |
| 9 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.84% | -0.05% | -4.50% | |
| 10 | TU | Telus CORP | Stock-Other | 2.74% | -0.01% | -12.34% | |
| 11 | GIB | Cgi Inc | Stock-Tech | 2.66% | +0.72% | -4.15% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | +0.03% | +2.01% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.90% | +0.21% | -2.71% | |
| 14 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.79% | +0.14% | +30.25% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.67% | -0.19% | +2.35% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | +0.34% | -26.32% | |
| 17 | TD | Toronto-dominion Bank | Stock-Financials | 1.55% | +0.46% | -31.56% | |
| 18 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.42% | -0.25% | -19.38% | |
| 19 | ENB | Enbridge Inc | Stock-Energy | 1.35% | -0.24% | -3.56% | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.34% | +0.08% | +0.58% | |
| 21 | FTS | Fortis Inc | Stock-Utilities | 1.32% | -0.09% | -25.74% | |
| 22 | CCJ | Cameco CORP | Stock-Energy | 1.32% | — | -15.95% | |
| 23 | MFC | Manulife Financial CORP | Stock-Financials | 1.31% | +0.03% | -6.08% | |
| 24 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.28% | -0.01% | EXIT | |
| 25 | ASML | ASML Holding N.V. | Stock-Tech | 1.28% | +0.62% | +17.02% | |
| 26 | STN | Stantec Inc | Stock-Other | 1.27% | -0.22% | -3.73% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.13% | — | -0.65% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.29% | +71.82% | |
| 29 | ACN | Accenture plc | Stock-Tech | 1.09% | -0.03% | +1.30% | |
| 30 | WMB | Williams Cos Inc | Stock-Energy | 1.09% | -0.01% | -0.45% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | -0.04% | -6.51% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | +0.06% | -9.52% | |
| 33 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.96% | -0.38% | -5.82% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.21% | -1.59% | |
| 35 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.87% | — | -0.47% | |
| 36 | SHEL | Shell Plc-adr | Stock-Energy | 0.84% | -0.16% | -0.43% | |
| 37 | RSG | Republic Services Inc | Stock-Industrials | 0.81% | -0.04% | -0.50% | |
| 38 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.80% | +0.12% | -3.62% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.05% | +0.31% | |
| 40 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.69% | -0.04% | -3.42% | |
| 41 | SLF | Sun Life Financial Inc | Stock-Financials | 0.69% | +0.21% | -4.20% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.69% | -0.04% | -0.52% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | +0.01% | -1.01% | |
| 44 | ABX | Barrick Gold CORP | Stock-Financials | 0.61% | — | +7.67% | |
| 45 | NTR | Nutrien LTD | Stock-Materials | 0.60% | — | +1.24% | |
| 46 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.56% | — | -11.87% | |
| 47 | RCI | Rogers Communications Inc-b | Stock-Other | 0.55% | -0.13% | -2.77% | |
| 48 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 0.53% | — | +30.99% | |
| 49 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.48% | — | +36.30% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.08% | -0.24% |
According to official SEC Form 13F filings, Guardian Capital LP reported a total U.S. public equity portfolio value of $4.1B across 126 disclosed positions in Q2 2024.
During Q2 2024, Guardian Capital LP's top holdings by market value included BMO (8.1%)、RY (7.3%)、OTEX (4.6%). The largest single position, BMO, represented 8.1% of total portfolio value.
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In Q2 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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