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CIK: 0001224324
Total reported value
$4.1B
$4.1B
150 檔
16.3%
According to the latest 13F quarterly dataset, Guardian Capital LP managed an equity portfolio of $4.1B at the end of Q1 2025, spanning 150 distinct U.S. exchange-listed positions.
In Q1 2025, Guardian Capital LP adopted a defensive or profit-taking posture, trimming 57 positions and completely liquidating 74 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMO | Bank Of Montreal | Stock-Financials | 7.75% | +0.21% | -4.08% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 6.95% | +0.76% | -4.16% | |
| 3 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 4.39% | -1.06% | -17.11% | |
| 4 | OTEX | Open Text CORP | Stock-Other | 3.93% | +0.06% | -1.18% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 3.42% | +0.52% | -11.78% | |
| 6 | CNQ | Canadian Natural Resources | Stock-Energy | 3.08% | -0.68% | -18.10% | |
| 7 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.93% | -0.25% | -14.55% | |
| 8 | SU | Suncor Energy Inc | Stock-Energy | 2.85% | -0.14% | -14.39% | |
| 9 | GIB | Cgi Inc | Stock-Tech | 2.53% | +0.72% | -6.14% | |
| 10 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.44% | +0.14% | -6.53% | |
| 11 | TU | Telus CORP | Stock-Other | 2.14% | -0.01% | -2.72% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.21% | +0.29% | |
| 13 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.06% | -0.05% | -6.69% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | +0.03% | +0.12% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.97% | -0.19% | +0.10% | |
| 16 | TD | Toronto-dominion Bank | Stock-Financials | 1.94% | +0.46% | -2.44% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.65% | +0.34% | +0.36% | |
| 18 | WMB | Williams Cos Inc | Stock-Energy | 1.63% | -0.01% | +1.99% | |
| 19 | ENB | Enbridge Inc | Stock-Energy | 1.52% | -0.24% | -3.21% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.32% | -0.04% | +0.17% | |
| 21 | FTS | Fortis Inc | Stock-Utilities | 1.29% | -0.09% | -5.22% | |
| 22 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.24% | -0.25% | -9.97% | |
| 23 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.23% | +0.08% | -2.12% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.21% | -1.07% | |
| 25 | MFC | Manulife Financial CORP | Stock-Financials | 1.11% | +0.03% | -16.27% | |
| 26 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.09% | -0.01% | EXIT | |
| 27 | ACN | Accenture plc | Stock-Tech | 1.09% | -0.03% | -6.63% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.08% | +0.06% | +2.87% | |
| 29 | RSG | Republic Services Inc | Stock-Industrials | 1.06% | -0.04% | -0.43% | |
| 30 | STN | Stantec Inc | Stock-Other | 1.05% | -0.22% | -5.98% | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.92% | +0.62% | -1.02% | |
| 32 | SHEL | Shell Plc-adr | Stock-Energy | 0.89% | -0.16% | -0.44% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.05% | +3.03% | |
| 34 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.88% | — | +0.22% | |
| 35 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.87% | +0.12% | -3.29% | |
| 36 | CCJ | Cameco CORP | Stock-Energy | 0.83% | — | -3.99% | |
| 37 | NTR | Nutrien LTD | Stock-Materials | 0.82% | — | -3.81% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.78% | -0.04% | +0.16% | |
| 39 | EQIX | Equinix Inc | Stock-Real Estate | 0.75% | +0.03% | +20.57% | |
| 40 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.75% | -0.05% | -3.50% | |
| 41 | MGA | Magna International Inc | Stock-Consumer Disc | 0.75% | — | -19.81% | |
| 42 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.72% | -0.04% | +0.23% | |
| 43 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.71% | -0.04% | -3.53% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | +0.01% | -5.63% | |
| 45 | SLF | Sun Life Financial Inc | Stock-Financials | 0.68% | +0.21% | -5.44% | |
| 46 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.67% | -0.38% | -4.47% | |
| 47 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.67% | — | +36.18% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.29% | -17.79% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.08% | -0.14% | |
| 50 | TRP | Tc Energy CORP | Stock-Energy | 0.60% | -0.02% | +12.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle Mines LTD | +2.5% | -17.11% | Trim |
| 2 | COST | Costco Wholesale CORP | +1.5% | +0.10% | Trim |
| 3 | CNQ | Canadian Natural Resources | +1.3% | -18.10% | Add |
| 4 | AAPL | Apple Inc | +1.2% | +0.29% | Trim |
| 5 | OTEX | Open Text CORP | +1.2% | -1.18% | Add |
| 6 | MSFT | Microsoft CORP | +1.1% | +0.12% | Trim |
| 7 | AVGO | Broadcom Inc | +1% | +0.36% | Add |
| 8 | UNH | Unitedhealth Group Inc | +0.9% | +2.87% | Add |
| 9 | MA | Mastercard Inc - A | +0.9% | +0.17% | Add |
| 10 | ASML | ASML Holding N.V. | +0.9% | -1.02% | Add |
| 11 | RSG | Republic Services Inc | +0.8% | -0.43% | Trim |
| 12 | TTEN | Totalenergies Se -spon Adr | +0.5% | +0.22% | Trim |
| 13 | WM | Waste Management Inc | +0.5% | +0.16% | Trim |
| 14 | BMO | Bank Of Montreal | +0.5% | -4.08% | Trim |
| 15 | TJX | Tjx Companies Inc | +0.5% | +0.41% | Add |
| 16 | ACN | Accenture plc | +0.5% | -6.63% | Trim |
| 17 | GOOGL | Alphabet Inc-cl A | +0.4% | -17.79% | Add |
| 18 | ENB | Enbridge Inc | +0.4% | -3.21% | Trim |
| 19 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | +0.16% | Add |
| 20 | MCD | Mcdonald's CORP | +0.4% | -1.07% | Trim |
| 21 | CME | Cme Group Inc | +0.4% | -1.58% | Add |
| 22 | PG | Procter & Gamble Co/the | +0.3% | +0.27% | Add |
| 23 | BKNG | Booking Holdings Inc | +0.3% | -9.65% | Trim |
| 24 | META | Meta Platforms Inc-class A | +0.2% | +3.43% | Trim |
| 25 | HD | Home Depot Inc | +0.2% | -5.63% | Trim |
| 26 | JNJ | Johnson & Johnson | +0.2% | +3.03% | Trim |
| 27 | NTR | Nutrien LTD | +0.2% | -3.81% | Trim |
| 28 | VRSK | Verisk Analytics Inc | +0.2% | -1.24% | Add |
| 29 | CL | Colgate-palmolive Co | +0.2% | -0.33% | Add |
| 30 | AMZN | Amazon.com Inc | +0.2% | +2.16% | Add |
| 31 | SNY | Sanofi-adr | +0.2% | +0.22% | Add |
| 32 | NVDA | Nvidia CORP | +0.1% | +2.26% | Add |
| 33 | IMO | Imperial Oil LTD | +0.1% | +5.46% | Trim |
| 34 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | -1.73% | Add |
| 35 | UL | Unilever PLC | +0.1% | +0.18% | Trim |
| 36 | INTU | Intuit Inc | +0.1% | +7.83% | Add |
| 37 | JPM | Jpmorgan Chase & Co | +0.1% | +17.59% | Add |
| 38 | ADP | Automatic Data Processing | +0.1% | -6.05% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +2.33% | Add |
| 40 | TXN | Texas Instruments Inc | +0.1% | — | Add |
| 41 | ROP | Roper Technologies Inc | +0.1% | +10.68% | Add |
| 42 | QSR | Restaurant Brands Intern | +0.1% | -14.55% | Trim |
| 43 | YUMC | Yum China Holdings Inc | +0.1% | -0.27% | Trim |
| 44 | DHR | Danaher CORP | +0.1% | +10.47% | Add |
| 45 | EMR | Emerson Electric Co | +0.1% | — | Add |
| 46 | NOW | Servicenow Inc | +0.1% | +14.87% | Add |
| 47 | AFL | Aflac Inc | +0.1% | — | Trim |
| 48 | WPM | Wheaton Precious Metals CORP | +0.1% | -9.97% | Trim |
| 49 | STN | Stantec Inc | +0.1% | -5.98% | Trim |
| 50 | CVX | Chevron CORP | +0.1% | — | Add |
According to official SEC Form 13F filings, Guardian Capital LP reported a total U.S. public equity portfolio value of $4.1B across 150 disclosed positions in Q1 2025.
During Q1 2025, Guardian Capital LP's top holdings by market value included BMO (7.8%)、RY (7.0%)、AEM (4.4%). The largest single position, BMO, represented 7.8% 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, AEM) accounted for 16.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
BN
市值: $86.9M
Top Position Liquidated / Trimmed
BAM
前期市值: $194.4M
In Q1 2025, Guardian Capital LP made 200 total portfolio adjustments, initiating 41 new buys, adding to 28 positions, trimming 57 holdings, and fully liquidating 74 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.