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CIK: 0001224324
Total reported value
$4.1B
$4.1B
125 檔
17.9%
The Q3 2024 SEC filing reveals that Guardian Capital LP held a total portfolio value of $4.1B, covering 125 public equity positions.
In Q3 2024, Guardian Capital LP adopted a defensive or profit-taking posture, trimming 71 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including RY, BMO, OTEX) accounted for 17.9% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 7.55% | +0.76% | -9.81% | |
| 2 | BMO | Bank Of Montreal | Stock-Financials | 7.14% | +0.21% | -15.88% | |
| 3 | OTEX | Open Text CORP | Stock-Other | 4.76% | +0.06% | -4.75% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 3.81% | +0.52% | -13.61% | |
| 5 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 3.72% | -1.06% | -9.87% | |
| 6 | CNQ | Canadian Natural Resources | Stock-Energy | 3.54% | -0.68% | -15.04% | |
| 7 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.37% | -0.25% | +0.84% | |
| 8 | SU | Suncor Energy Inc | Stock-Energy | 3.08% | -0.14% | -16.90% | |
| 9 | TU | Telus CORP | Stock-Other | 2.98% | -0.01% | +0.79% | |
| 10 | GIB | Cgi Inc | Stock-Tech | 2.85% | +0.72% | -4.30% | |
| 11 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.62% | +0.14% | +16.87% | |
| 12 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.50% | -0.05% | -16.71% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | +0.03% | -0.20% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.04% | +0.21% | -0.45% | |
| 15 | TD | Toronto-dominion Bank | Stock-Financials | 1.93% | +0.46% | +11.10% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.71% | -0.19% | +1.25% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.66% | +0.34% | +894.93% | |
| 18 | ENB | Enbridge Inc | Stock-Energy | 1.46% | -0.24% | -2.71% | |
| 19 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.42% | -0.25% | -11.75% | |
| 20 | MFC | Manulife Financial CORP | Stock-Financials | 1.33% | +0.03% | -5.84% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.33% | +0.08% | +2.85% | |
| 22 | FTS | Fortis Inc | Stock-Utilities | 1.27% | -0.09% | -15.72% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.22% | -0.03% | -0.18% | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 1.13% | -0.01% | -0.56% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.12% | -0.04% | -0.03% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.08% | +0.06% | -0.07% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.06% | -0.21% | +0.81% | |
| 28 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.05% | -0.01% | EXIT | |
| 29 | ASML | ASML Holding N.V. | Stock-Tech | 1.00% | +0.62% | -0.63% | |
| 30 | STN | Stantec Inc | Stock-Other | 1.00% | -0.22% | -15.47% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.98% | — | +8.30% | |
| 32 | CCJ | Cameco CORP | Stock-Energy | 0.95% | — | -23.21% | |
| 33 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.95% | -0.38% | -6.94% | |
| 34 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.91% | +0.12% | -1.60% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.29% | -8.56% | |
| 36 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.81% | — | -0.59% | |
| 37 | RSG | Republic Services Inc | Stock-Industrials | 0.80% | -0.04% | -0.61% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.05% | -3.58% | |
| 39 | SHEL | Shell Plc-adr | Stock-Energy | 0.74% | -0.16% | -0.56% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | +0.01% | -0.29% | |
| 41 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.73% | -0.04% | -1.90% | |
| 42 | ABX | Barrick Gold CORP | Stock-Financials | 0.69% | — | -2.00% | |
| 43 | SLF | Sun Life Financial Inc | Stock-Financials | 0.68% | +0.21% | -14.67% | |
| 44 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.04% | +0.09% | |
| 45 | RCI | Rogers Communications Inc-b | Stock-Other | 0.65% | -0.13% | +11.86% | |
| 46 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.62% | -0.04% | +32.62% | |
| 47 | GRT-UCAD | Granite Real Estate Investme | Stock-Other | 0.62% | — | -1.93% | |
| 48 | NTR | Nutrien LTD | Stock-Materials | 0.54% | — | -1.61% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.53% | +0.08% | -0.55% | |
| 50 | BEPC | Brookfield Renewable Corporation | Stock-Utilities | 0.53% | — | -14.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CM | Can Imperial Bk Of Commerce | +0.8% | +16.87% | Add |
| 2 | TD | Toronto-dominion Bank | +0.4% | +11.10% | Add |
| 3 | AEM | Agnico Eagle Mines LTD | +0.3% | -9.87% | Trim |
| 4 | BN | Brookfield CORP | +0.3% | -13.61% | Trim |
| 5 | TU | Telus CORP | +0.2% | +0.79% | Add |
| 6 | RY | Royal Bank Of Canada | +0.2% | -9.81% | Trim |
| 7 | HIG | Hartford Insurance Group Inc | +0.2% | +32.62% | Add |
| 8 | GIB | Cgi Inc | +0.2% | -4.30% | Trim |
| 9 | MCD | Mcdonald's CORP | +0.2% | +0.81% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -0.45% | Trim |
| 11 | ACN | Accenture plc | +0.1% | -0.18% | Trim |
| 12 | OTEX | Open Text CORP | +0.1% | -4.75% | Trim |
| 13 | EWJV | Ishares Msci Japan Value ETF | +0.1% | NEW | New buy |
| 14 | ENB | Enbridge Inc | +0.1% | -2.71% | Trim |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | -0.07% | Trim |
| 16 | BNS | Bank Of Nova Scotia | +0.1% | -1.60% | Trim |
| 17 | RCI | Rogers Communications Inc-b | +0.1% | +11.86% | Add |
| 18 | YUMC | Yum China Holdings Inc | +0.1% | +47.48% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | -0.03% | Trim |
| 20 | HD | Home Depot Inc | +0.1% | -0.29% | Trim |
| 21 | GRT-UCAD | Granite Real Estate Investme | +0.1% | -1.93% | Trim |
| 22 | TRP | Tc Energy CORP | +0.1% | -2.00% | Trim |
| 23 | ABX | Barrick Gold CORP | +0.1% | -2.00% | Trim |
| 24 | KVUE | Kenvue Inc | +0.1% | -3.35% | Trim |
| 25 | ILMN | Illumina Inc | +0.1% | +45.67% | Add |
| 26 | AVGO | Broadcom Inc | +0.1% | +894.93% | Add |
| 27 | EQIX | Equinix Inc | +0.1% | -0.50% | Trim |
| 28 | ABBV | Abbvie Inc | +0.1% | -0.55% | Trim |
| 29 | APD | Air Products & Chemicals Inc | +0.1% | -1.58% | Trim |
| 30 | GWW | Ww Grainger Inc | +0.1% | -0.49% | Trim |
| 31 | UL | Unilever PLC | +0.1% | -0.14% | Trim |
| 32 | MKTX | Marketaxess Holdings Inc | +0.1% | +0.80% | Add |
| 33 | ESMV | Ishares Esg Optimized Msci U | +0.1% | +80.78% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +1.25% | Add |
| 35 | WMB | Williams Cos Inc | 0% | -0.56% | Trim |
| 36 | PBA | Pembina Pipeline CORP | 0% | -1.90% | Trim |
| 37 | IBN | Icici Bank Ltd-spon Adr | 0% | +12.05% | Add |
| 38 | WEC | Wec Energy Group Inc | 0% | -0.59% | Trim |
| 39 | BKNG | Booking Holdings Inc | 0% | +3.01% | Add |
| 40 | JNJ | Johnson & Johnson | 0% | -3.58% | Trim |
| 41 | BEP | Brookfield Renewable Partners L.P. | 0% | -2.01% | Trim |
| 42 | DHR | Danaher CORP | 0% | +63.97% | Add |
| 43 | SNY | Sanofi-adr | 0% | -0.47% | Trim |
| 44 | WAT | Waters CORP | 0% | +0.84% | Add |
| 45 | APH | Amphenol Corp-cl A | 0% | NEW | New buy |
| 46 | MFC | Manulife Financial CORP | 0% | -5.84% | Trim |
| 47 | 1939900D | Brookfield Infrastructure-a | 0% | -16.85% | Trim |
| 48 | CME | Cme Group Inc | 0% | -2.09% | Trim |
| 49 | ADP | Automatic Data Processing | 0% | +1.01% | Add |
| 50 | EOG | Eog Resources Inc | 0% | +16.64% | Add |
According to official SEC Form 13F filings, Guardian Capital LP reported a total U.S. public equity portfolio value of $4.1B across 125 disclosed positions in Q3 2024.
During Q3 2024, Guardian Capital LP's top holdings by market value included RY (7.5%)、BMO (7.1%)、OTEX (4.8%). The largest single position, RY, represented 7.5% 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.
Top New Position Initiated
EWJV
市值: $3.2M
Top Position Liquidated / Trimmed
FDS
前期市值: $964.7K
In Q3 2024, Guardian Capital LP made 119 total portfolio adjustments, initiating 3 new buys, adding to 41 positions, trimming 71 holdings, and fully liquidating 4 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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