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CIK: 0001224324
Total reported value
$4.1B
$4.1B
157 檔
19.2%
At the close of Q2 2025, Guardian Capital LP disclosed equity holdings valued at approximately $4.1B, spread across 157 reported holdings.
In Q2 2025, Guardian Capital LP displayed an active expansion posture, initiating 9 new positions and adding to 83 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BMO, RY, OTEX) accounted for 19.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BMO | Bank Of Montreal | Stock-Financials | 8.14% | +0.21% | +0.92% | |
| 2 | RY | Royal Bank Of Canada | Stock-Financials | 7.44% | +0.76% | +1.96% | |
| 3 | OTEX | Open Text CORP | Stock-Other | 4.28% | +0.06% | +4.85% | |
| 4 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 4.24% | -1.06% | -1.95% | |
| 5 | BN | Brookfield CORP | Stock-Financials | 3.80% | +0.52% | +4.71% | |
| 6 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.87% | +0.14% | +3.84% | |
| 7 | GIB | Cgi Inc | Stock-Tech | 2.77% | +0.72% | +16.24% | |
| 8 | QSR | Restaurant Brands Intern | Stock-Consumer Disc | 2.68% | -0.25% | +2.54% | |
| 9 | CNQ | Canadian Natural Resources | Stock-Energy | 2.60% | -0.68% | -7.96% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.49% | +0.34% | +2.20% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.03% | +2.14% | |
| 12 | SU | Suncor Energy Inc | Stock-Energy | 2.46% | -0.14% | -0.67% | |
| 13 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.16% | -0.05% | +3.16% | |
| 14 | TU | Telus CORP | Stock-Other | 2.14% | -0.01% | -0.23% | |
| 15 | TD | Toronto-dominion Bank | Stock-Financials | 2.09% | +0.46% | -2.08% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.90% | -0.19% | +2.35% | |
| 17 | WMB | Williams Cos Inc | Stock-Energy | 1.58% | -0.01% | +2.85% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.21% | -11.27% | |
| 19 | ENB | Enbridge Inc | Stock-Energy | 1.39% | -0.24% | -0.47% | |
| 20 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.27% | +0.08% | +7.62% | |
| 21 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.24% | -0.25% | -3.86% | |
| 22 | FTS | Fortis Inc | Stock-Utilities | 1.23% | -0.09% | +1.54% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.22% | -0.04% | +0.49% | |
| 24 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 1.17% | -0.01% | EXIT | |
| 25 | STN | Stantec Inc | Stock-Other | 1.13% | -0.22% | -8.99% | |
| 26 | CCJ | Cameco CORP | Stock-Energy | 1.11% | — | -18.00% | |
| 27 | ASML | ASML Holding N.V. | Stock-Tech | 1.02% | +0.62% | +1.74% | |
| 28 | MFC | Manulife Financial CORP | Stock-Financials | 1.01% | +0.03% | -0.69% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.21% | +2.13% | |
| 30 | RSG | Republic Services Inc | Stock-Industrials | 0.99% | -0.04% | +2.50% | |
| 31 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 0.90% | -0.38% | +34.74% | |
| 32 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.90% | +0.12% | -0.49% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.79% | -0.03% | -15.62% | |
| 34 | SHEL | Shell Plc-adr | Stock-Energy | 0.79% | -0.16% | +2.55% | |
| 35 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.78% | — | +2.85% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.04% | +65.60% | |
| 37 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 0.76% | -0.05% | +0.94% | |
| 38 | EQIX | Equinix Inc | Stock-Real Estate | 0.75% | +0.03% | +14.26% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.05% | +2.14% | |
| 40 | SLF | Sun Life Financial Inc | Stock-Financials | 0.74% | +0.21% | +3.56% | |
| 41 | BEPC | Brookfield Renewable CORP | Stock-Utilities | 0.73% | — | +3.85% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.71% | -0.04% | +2.54% | |
| 43 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.68% | -0.04% | +2.89% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.66% | +0.29% | +2.99% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | +0.01% | +1.91% | |
| 46 | RCI | Rogers Communications Inc-b | Stock-Other | 0.62% | -0.13% | +40.80% | |
| 47 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.60% | -0.04% | -0.52% | |
| 48 | NTR | Nutrien LTD | Stock-Materials | 0.56% | — | -35.39% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.06% | +30.28% | |
| 50 | TRP | Tc Energy CORP | Stock-Energy | 0.55% | -0.02% | -1.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +2.20% | Add |
| 2 | RY | Royal Bank Of Canada | +0.5% | +1.96% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +2.14% | Add |
| 4 | CM | Can Imperial Bk Of Commerce | +0.4% | +3.84% | Add |
| 5 | BMO | Bank Of Montreal | +0.4% | +0.92% | Add |
| 6 | BN | Brookfield CORP | +0.4% | +4.71% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.4% | +65.60% | Add |
| 8 | OTEX | Open Text CORP | +0.4% | +4.85% | Add |
| 9 | B | Barrick Mining CORP | +0.3% | NEW | New buy |
| 10 | CCJ | Cameco CORP | +0.3% | -18.00% | Trim |
| 11 | GIB | Cgi Inc | +0.2% | +16.24% | Add |
| 12 | TECK | Teck Resources Ltd-cls B | +0.2% | +34.74% | Add |
| 13 | MSI | Motorola Solutions Inc | +0.2% | +2071.77% | Add |
| 14 | DRI | Darden Restaurants Inc | +0.2% | NEW | New buy |
| 15 | RCI | Rogers Communications Inc-b | +0.2% | +40.80% | Add |
| 16 | TD | Toronto-dominion Bank | +0.2% | -2.08% | Trim |
| 17 | CP | Canadian Pacific Kansas City | +0.1% | +3.16% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +1.74% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 20 | TJX | Tjx Companies Inc | +0.1% | +30.28% | Add |
| 21 | TRI4EUR | Thomson Reuters CORP | +0.1% | +2.53% | Add |
| 22 | STN | Stantec Inc | +0.1% | -8.99% | Trim |
| 23 | BEPC | Brookfield Renewable CORP | +0.1% | +3.85% | Add |
| 24 | SLF | Sun Life Financial Inc | +0.1% | +3.56% | Add |
| 25 | BKNG | Booking Holdings Inc | +0.1% | +0.27% | Add |
| 26 | NVDA | Nvidia CORP | +0.1% | +2.38% | Add |
| 27 | DIS | Walt Disney Co/the | +0.1% | +27.66% | Add |
| 28 | CNI | Canadian Natl Railway Co | 0% | +7.62% | Add |
| 29 | SAN | Banco Santander Sa-spon Adr | 0% | NEW | New buy |
| 30 | BNS | Bank Of Nova Scotia | 0% | -0.49% | Trim |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | +2.99% | Add |
| 32 | BIPC | Brookfield Infrastructure-a | 0% | +2.12% | Add |
| 33 | INTU | Intuit Inc | 0% | +9.27% | Add |
| 34 | ARM | Arm Holdings Plc-adr | 0% | -0.65% | Trim |
| 35 | EMR | Emerson Electric Co | 0% | +12.81% | Add |
| 36 | PH | Parker Hannifin CORP | 0% | +2.41% | Add |
| 37 | SHOP | Shopify Inc - Class A | 0% | +0.88% | Add |
| 38 | TXN | Texas Instruments Inc | 0% | +15.80% | Add |
| 39 | RTX | Rtx CORP | 0% | +12.55% | Add |
| 40 | FISV | Fiserv Inc | 0% | NEW | New buy |
| 41 | VRT | Vertiv Holdings Co-a | 0% | +10.87% | Add |
| 42 | APH | Amphenol Corp-cl A | 0% | -0.82% | Trim |
| 43 | UNH | UnitedHealth Group Incorporated | 0% | — | Unchanged |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 0% | +0.94% | Add |
| 45 | GRTUF | Granite Real Estate Investme | 0% | +4.47% | Add |
| 46 | NKE | Nike Inc -cl B | 0% | +8.23% | Add |
| 47 | AMZN | Amazon.com Inc | 0% | +1.01% | Add |
| 48 | NOW | Servicenow Inc | 0% | +0.19% | Add |
| 49 | AXP | American Express Co | 0% | +4.35% | Add |
| 50 | EMA | Emera Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Guardian Capital LP reported a total U.S. public equity portfolio value of $4.1B across 157 disclosed positions in Q2 2025.
During Q2 2025, Guardian Capital LP's top holdings by market value included BMO (8.1%)、RY (7.4%)、OTEX (4.3%). The largest single position, BMO, represented 8.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
B
市值: $8.7M
Top Position Liquidated / Trimmed
ABX
前期市值: $8.2M
In Q2 2025, Guardian Capital LP made 137 total portfolio adjustments, initiating 9 new buys, adding to 83 positions, trimming 43 holdings, and fully liquidating 2 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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