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CIK: 0001884799
Total reported value
$1.1B
$1.1B
165 檔
18.3%
According to the latest 13F quarterly dataset, Guardian Partners Inc. managed an equity portfolio of $1.1B at the end of Q4 2024, spanning 165 distinct U.S. exchange-listed positions.
During Q4 2024, Guardian Partners Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 6.20% | +1.02% | — | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 3.90% | +1.20% | — | |
| 3 | BMO | Bank Of Montreal | Stock-Financials | 3.78% | +0.68% | — | |
| 4 | ENB | Enbridge Inc | Stock-Energy | 3.54% | -0.48% | — | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.21% | +0.62% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.12% | -0.26% | — | |
| 7 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.39% | +0.38% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | +0.15% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.26% | +0.11% | — | |
| 10 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.17% | +0.54% | — | |
| 11 | CNQ | Canadian Natural Resources | Stock-Energy | 1.89% | -0.75% | — | |
| 12 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 1.86% | -0.43% | — | |
| 13 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.83% | +0.07% | — | |
| 14 | BN | Brookfield CORP | Stock-Financials | 1.67% | +0.02% | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 1.63% | — | — | |
| 16 | EMR | Emerson Electric Co | Stock-Industrials | 1.60% | -0.03% | — | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.56% | -0.26% | — | |
| 18 | NTR | Nutrien LTD | Stock-Materials | 1.49% | -0.70% | — | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.38% | -0.32% | — | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.09% | — | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 1.38% | -0.18% | — | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | -0.17% | — | |
| 23 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.31% | -0.09% | — | |
| 24 | TU | Telus CORP | Stock-Other | 1.25% | -0.13% | — | |
| 25 | FTS | Fortis Inc | Stock-Utilities | 1.25% | +0.06% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.25% | — | |
| 27 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.19% | +0.06% | — | |
| 28 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.19% | — | — | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.17% | — | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.11% | +0.01% | — | |
| 31 | IMO | Imperial Oil LTD | Stock-Energy | 1.11% | -0.26% | — | |
| 32 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.07% | — | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.37% | — | |
| 34 | SU | Suncor Energy Inc | Stock-Energy | 1.05% | -0.49% | — | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.01% | +0.16% | — | |
| 36 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.00% | -0.14% | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.01% | — | |
| 38 | SLF | Sun Life Financial Inc | Stock-Financials | 0.97% | +0.15% | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | -0.07% | — | |
| 40 | SNY | Sanofi-adr | Stock-Healthcare | 0.93% | -0.12% | — | |
| 41 | AXP | American Express Co | Stock-Financials | 0.89% | +0.14% | — | |
| 42 | TRP | Tc Energy CORP | Stock-Energy | 0.88% | — | — | |
| 43 | RCI | Rogers Communications Inc-b | Stock-Other | 0.87% | -0.19% | — | |
| 44 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.86% | -0.20% | — | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.81% | +0.40% | — | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.78% | — | — | |
| 47 | BCE | Bce Inc | Stock-Comm Services | 0.76% | -0.05% | — | |
| 48 | MGA | Magna International Inc | Stock-Consumer Disc | 0.74% | +0.22% | — | |
| 49 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.74% | — | — | |
| 50 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.72% | -0.06% | — |
According to official SEC Form 13F filings, Guardian Partners Inc. reported a total U.S. public equity portfolio value of $1.1B across 165 disclosed positions in Q4 2024.
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 RY, TD, BMO) accounted for 18.3% of total reported equity market value during Q4 2024.
During Q4 2024, Guardian Partners Inc.'s top holdings by market value included RY (6.2%)、TD (3.9%)、BMO (3.8%). The largest single position, RY, represented 6.2% of total portfolio value.
In Q4 2024, Guardian Partners Inc. 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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