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CIK: 0001224324
Total reported value
$4.1B
$4.1B
143 檔
17.6%
As reported in its official Q4 2024 Form 13F filing, Guardian Capital LP's tracked investment portfolio stood at $4.1B with 143 total positions.
In Q4 2024, Guardian Capital LP displayed an active expansion posture, initiating 25 new positions and adding to 74 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BMO, RY, OTEX) accounted for 17.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMO | Bank Of Montreal | Stock-Financials | 7.76% | +0.21% | -0.28% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.33% | +0.76% | -0.74% | |
| 3 | OTEX | Open Text CORP | Stock-Other | 4.22% | +0.06% | +2.84% | |
| 4 | BN | Brookfield CORP | Stock-Financials | 4.02% | +0.52% | -3.72% | |
| 5 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 3.61% | -1.06% | -1.47% | |
| 6 | CNQ | Canadian Natural Resources | Stock-Energy | 3.57% | -0.68% | +6.77% | |
| 7 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 3.17% | -0.25% | +2.70% | |
| 8 | SU | Suncor Energy Inc | Stock-Energy | 2.90% | -0.14% | -3.74% | |
| 9 | GIB | Cgi Inc | Stock-Tech | 2.79% | +0.72% | +1.51% | |
| 10 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.77% | +0.14% | +1.29% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.21% | +1.89% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | +0.03% | +1.01% | |
| 13 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.15% | -0.05% | +0.33% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.15% | +0.34% | -5.04% | |
| 15 | TU | Telus CORP | Stock-Other | 1.96% | -0.01% | -19.55% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.81% | -0.19% | +0.78% | |
| 17 | TD | Toronto-dominion Bank | Stock-Financials | 1.67% | +0.46% | +1.73% | |
| 18 | ENB | Enbridge Inc | Stock-Energy | 1.42% | -0.24% | -7.93% | |
| 19 | WMB | Williams Cos Inc | Stock-Energy | 1.37% | -0.01% | +1.09% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.24% | -0.03% | +0.91% | |
| 21 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.24% | +0.08% | +5.83% | |
| 22 | MFC | Manulife Financial CORP | Stock-Financials | 1.23% | +0.03% | -12.32% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.04% | -1.37% | |
| 24 | FTS | Fortis Inc | Stock-Utilities | 1.17% | -0.09% | -0.21% | |
| 25 | MGA | Magna International Inc | Stock-Consumer Disc | 1.08% | — | +1153.00% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.21% | +0.26% | |
| 27 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.03% | -0.01% | EXIT | |
| 28 | CCJ | Cameco CORP | Stock-Energy | 1.03% | — | -1.37% | |
| 29 | STN | Stantec Inc | Stock-Other | 1.00% | -0.22% | +1.01% | |
| 30 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.96% | +0.12% | +5.91% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | +0.06% | +0.57% | |
| 32 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.94% | -0.25% | -28.60% | |
| 33 | ASML | ASML Holding N.V. | Stock-Tech | 0.92% | +0.62% | +8.14% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.29% | -13.50% | |
| 35 | RSG | Republic Services Inc | Stock-Industrials | 0.83% | -0.04% | +1.87% | |
| 36 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.78% | -0.05% | — | |
| 37 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.74% | -0.38% | -0.30% | |
| 38 | NTR | Nutrien LTD | Stock-Materials | 0.73% | — | +43.05% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | +0.01% | +0.62% | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.72% | -0.16% | +1.05% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.71% | -0.05% | +2.67% | |
| 42 | SLF | Sun Life Financial Inc | Stock-Financials | 0.71% | +0.21% | +0.81% | |
| 43 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.70% | — | +1.08% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.68% | +0.03% | +29.55% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.68% | — | -6.96% | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.65% | -0.04% | +0.55% | |
| 47 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.64% | -0.04% | -2.83% | |
| 48 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.60% | -0.04% | +1.20% | |
| 49 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.52% | +0.03% | +32.12% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.51% | -0.01% | +1.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGA | Magna International Inc | +1% | +1153.00% | Add |
| 2 | BIP | Brookfield Infrastructure Partners L.P. | +0.8% | NEW | New buy |
| 3 | BMO | Bank Of Montreal | +0.6% | -0.28% | Trim |
| 4 | GRTUF | Granite Real Estate Investme | +0.5% | NEW | New buy |
| 5 | BIPC | Brookfield Infrastructure-a | +0.5% | NEW | New buy |
| 6 | AVGO | Broadcom Inc | +0.5% | -5.04% | Trim |
| 7 | BEPC | Brookfield Renewable CORP | +0.5% | NEW | New buy |
| 8 | TJX | Tjx Companies Inc | +0.4% | +796.96% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +429.50% | Add |
| 10 | PH | Parker Hannifin CORP | +0.3% | +613.53% | Add |
| 11 | WMB | Williams Cos Inc | +0.2% | +1.09% | Add |
| 12 | AAPL | Apple Inc | +0.2% | +1.89% | Add |
| 13 | BN | Brookfield CORP | +0.2% | -3.72% | Trim |
| 14 | EQIX | Equinix Inc | +0.2% | +29.55% | Add |
| 15 | NTR | Nutrien LTD | +0.2% | +43.05% | Add |
| 16 | CM | Can Imperial Bk Of Commerce | +0.2% | +1.29% | Add |
| 17 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +32.12% | Add |
| 18 | COST | Costco Wholesale CORP | +0.1% | +0.78% | Add |
| 19 | ALC | Alcon Inc. | +0.1% | NEW | New buy |
| 20 | YUMC | Yum China Holdings Inc | +0.1% | +25.80% | Add |
| 21 | CCJ | Cameco CORP | +0.1% | -1.37% | Trim |
| 22 | MA | Mastercard Inc - A | +0.1% | -1.37% | Trim |
| 23 | AMZN | Amazon.com Inc | +0.1% | +7.28% | Add |
| 24 | BNS | Bank Of Nova Scotia | +0.1% | +5.91% | Add |
| 25 | NVDA | Nvidia CORP | 0% | +7.09% | Add |
| 26 | CNQ | Canadian Natural Resources | 0% | +6.77% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +7.15% | Add |
| 28 | MCO | Moody's CORP | 0% | NEW | New buy |
| 29 | SHOP | Shopify Inc - Class A | 0% | -17.45% | Trim |
| 30 | NOW | Servicenow Inc | 0% | +7.20% | Add |
| 31 | SLF | Sun Life Financial Inc | 0% | +0.81% | Add |
| 32 | RSG | Republic Services Inc | 0% | +1.87% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 34 | DIS | Walt Disney Co/the | 0% | +5.85% | Add |
| 35 | GWW | Ww Grainger Inc | 0% | +2.25% | Add |
| 36 | ISRG | Intuitive Surgical Inc | 0% | +7.29% | Add |
| 37 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 38 | ILMN | Illumina Inc | 0% | +5.66% | Add |
| 39 | ACN | Accenture plc | 0% | +0.91% | Add |
| 40 | MSFT | Microsoft CORP | 0% | +1.01% | Add |
| 41 | VRSK | Verisk Analytics Inc | 0% | +3.93% | Add |
| 42 | V | Visa Inc-class A Shares | 0% | +7.66% | Add |
| 43 | CDNS | Cadence Design Sys Inc | 0% | +9.18% | Add |
| 44 | NKE | NIKE, Inc. | 0% | NEW | New buy |
| 45 | WAT | Waters CORP | 0% | +2.49% | Add |
| 46 | CME | Cme Group Inc | 0% | -2.77% | Trim |
| 47 | BAM | Brookfield Asset Mgmt-a | 0% | -2.97% | Trim |
| 48 | CVX | Chevron CORP | 0% | +11.98% | Add |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | Unchanged |
| 50 | EOG | Eog Resources Inc | 0% | +0.07% | Add |
According to official SEC Form 13F filings, Guardian Capital LP reported a total U.S. public equity portfolio value of $4.1B across 143 disclosed positions in Q4 2024.
During Q4 2024, Guardian Capital LP's top holdings by market value included BMO (7.8%)、RY (7.3%)、OTEX (4.2%). The largest single position, BMO, represented 7.8% of total portfolio value.
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Top New Position Initiated
BIP
市值: $21.1M
Top Position Liquidated / Trimmed
GRT-UCAD
前期市值: $16.9M
In Q4 2024, Guardian Capital LP made 139 total portfolio adjustments, initiating 25 new buys, adding to 74 positions, trimming 33 holdings, and fully liquidating 7 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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