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CIK: 0001884799
Total reported value
$1.1B
$1.1B
169 檔
17.2%
As reported in its official Q1 2025 Form 13F filing, Guardian Partners Inc.'s tracked investment portfolio stood at $1.1B with 169 total positions.
In Q1 2025, Guardian Partners Inc. adopted a defensive or profit-taking posture, trimming 93 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 5.66% | +1.02% | -3.86% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 4.13% | +1.20% | -5.13% | |
| 3 | ENB | Enbridge Inc | Stock-Energy | 3.51% | -0.48% | -2.14% | |
| 4 | BMO | Bank Of Montreal | Stock-Financials | 3.28% | +0.68% | -7.35% | |
| 5 | XLF | Ss Financial Select Sector | ETF-Other | 3.12% | +0.01% | NEW | |
| 6 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.05% | +0.62% | +3.60% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.53% | -0.26% | -9.60% | |
| 8 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.29% | +0.38% | +2.29% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | +0.15% | -3.91% | |
| 10 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.97% | +0.01% | NEW | |
| 11 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.94% | +0.54% | -4.30% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.11% | -3.09% | |
| 13 | NTR | Nutrien LTD | Stock-Materials | 1.76% | -0.70% | +8.66% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.75% | -0.26% | -0.70% | |
| 15 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.60% | +0.07% | -1.56% | |
| 16 | DUK | Duke Energy CORP | Stock-Utilities | 1.57% | -0.18% | -0.02% | |
| 17 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 1.54% | -0.28% | EXIT | |
| 18 | CNQ | Canadian Natural Resources | Stock-Energy | 1.54% | -0.75% | -6.23% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.09% | -1.15% | |
| 20 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.48% | +0.06% | -1.89% | |
| 21 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.45% | — | +10.92% | |
| 22 | FTS | Fortis Inc | Stock-Utilities | 1.44% | +0.06% | +2.30% | |
| 23 | BN | Brookfield CORP | Stock-Financials | 1.42% | +0.02% | -0.55% | |
| 24 | EMR | Emerson Electric Co | Stock-Industrials | 1.36% | -0.03% | -0.11% | |
| 25 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.36% | -0.09% | -4.23% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.32% | -6.08% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.17% | +0.73% | |
| 28 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.26% | -0.14% | +0.48% | |
| 29 | TU | Telus CORP | Stock-Other | 1.25% | -0.13% | -6.24% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.21% | -0.17% | -1.91% | |
| 31 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.11% | — | +5.41% | |
| 32 | IMO | Imperial Oil LTD | Stock-Energy | 1.09% | -0.26% | -1.25% | |
| 33 | SNY | Sanofi-adr | Stock-Healthcare | 1.01% | -0.12% | -1.41% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.01% | -4.17% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.37% | -0.76% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.96% | — | +17.38% | |
| 37 | SU | Suncor Energy Inc | Stock-Energy | 0.94% | -0.49% | +0.32% | |
| 38 | SLF | Sun Life Financial Inc | Stock-Financials | 0.93% | +0.15% | -0.80% | |
| 39 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.91% | -0.20% | +5.43% | |
| 40 | TRP | Tc Energy CORP | Stock-Energy | 0.87% | — | -1.01% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.82% | +0.01% | +1.06% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.25% | -18.64% | |
| 43 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.78% | — | +1.69% | |
| 44 | RCI | Rogers Communications Inc-b | Stock-Other | 0.76% | -0.19% | +8.33% | |
| 45 | AXP | American Express Co | Stock-Financials | 0.75% | +0.14% | -3.07% | |
| 46 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.72% | -0.06% | -1.56% | |
| 47 | AFL | Aflac Inc | Stock-Financials | 0.71% | -0.01% | -2.66% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.70% | -0.07% | -3.37% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.69% | -0.12% | +0.94% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.16% | -21.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +3.1% | +5045.50% | Add |
| 2 | GDX | Vaneck Gold Miners ETF | +2% | NEW | New buy |
| 3 | RING | Ishares Msci Global Gold Min | +1.5% | NEW | New buy |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | +0.5% | +1136.36% | Add |
| 5 | XLE | Ss Energy Select Sector | +0.5% | NEW | New buy |
| 6 | ING | Ing Groep N.v.-sponsored Adr | +0.3% | -1.89% | Trim |
| 7 | NTR | Nutrien LTD | +0.3% | +8.66% | Add |
| 8 | NGG | National Grid Plc-sp Adr | +0.3% | +0.48% | Add |
| 9 | EWJV | Ishares Msci Japan Value ETF | +0.3% | +10.92% | Add |
| 10 | CEF | Sprott Physical Gold And Sil | +0.2% | NEW | New buy |
| 11 | TD | Toronto-dominion Bank | +0.2% | -5.13% | Trim |
| 12 | FTS | Fortis Inc | +0.2% | +2.30% | Add |
| 13 | DUK | Duke Energy CORP | +0.2% | -0.02% | Trim |
| 14 | MCD | Mcdonald's CORP | +0.2% | -0.70% | Trim |
| 15 | TIP | Ishares Tips Bond ETF | +0.2% | +17.38% | Add |
| 16 | MP | Mp Materials CORP | +0.2% | NEW | New buy |
| 17 | UBER | Uber Technologies Inc | +0.2% | NEW | New buy |
| 18 | AEM | Agnico Eagle Mines LTD | +0.2% | -4.26% | Trim |
| 19 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | +0.1% | -1.15% | Trim |
| 21 | LLY | Eli Lilly & Co | +0.1% | +29.38% | Add |
| 22 | COMB | Graniteshares Bcom Broad Str | +0.1% | NEW | New buy |
| 23 | ARKG | Ark Genomic Revolution ETF | +0.1% | NEW | New buy |
| 24 | AEP | American Electric Power | +0.1% | -0.54% | Trim |
| 25 | SNY | Sanofi-adr | +0.1% | -1.41% | Trim |
| 26 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 27 | DBA | Invesco Db Agriculture Fund | +0.1% | NEW | New buy |
| 28 | WPM | Wheaton Precious Metals CORP | +0.1% | NEW | New buy |
| 29 | AMZN | Amazon.com Inc | +0.1% | +50.52% | Add |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.31% | Add |
| 31 | PBA | Pembina Pipeline CORP | +0.1% | +5.43% | Add |
| 32 | SAP | Sap Se-sponsored Adr | +0.1% | -4.23% | Trim |
| 33 | TTEN | Totalenergies Se -spon Adr | 0% | +1.69% | Add |
| 34 | UL | Unilever PLC | 0% | -1.27% | Trim |
| 35 | HEDJ | Wisdomtree Europe Hedged Equ | 0% | NEW | New buy |
| 36 | TRI4EUR | Thomson Reuters CORP | 0% | +0.52% | Add |
| 37 | RTX | Rtx CORP | 0% | +0.94% | Add |
| 38 | DFEM | Dimensional Emrg Mrkt Core | 0% | +5.41% | Add |
| 39 | EEMS | Ishares Msci Emerging Mkt Sm | 0% | +79.77% | Add |
| 40 | PM | Philip Morris International | 0% | -0.87% | Trim |
| 41 | ELV | Elevance Health Inc | 0% | -1.16% | Trim |
| 42 | VEA | Vanguard Ftse Developed ETF | 0% | +4.43% | Add |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +19.20% | Add |
| 44 | AFL | Aflac Inc | 0% | -2.66% | Trim |
| 45 | COST | Costco Wholesale CORP | 0% | -4.17% | Trim |
| 46 | MA | Mastercard Inc - A | 0% | -1.91% | Trim |
| 47 | QSR | Restaurant Brands Intern | 0% | +41.84% | Add |
| 48 | WCN | Waste Connections Inc | 0% | -2.91% | Trim |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +14.64% | Add |
| 50 | CME | Cme Group Inc | 0% | -9.95% | Trim |
According to official SEC Form 13F filings, Guardian Partners Inc. reported a total U.S. public equity portfolio value of $1.1B across 169 disclosed positions in Q1 2025.
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, ENB) accounted for 17.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
GDX
市值: $19.1M
Top Position Liquidated / Trimmed
ILMN
前期市值: $2.5M
During Q1 2025, Guardian Partners Inc.'s top holdings by market value included RY (5.7%)、TD (4.1%)、ENB (3.5%). The largest single position, RY, represented 5.7% of total portfolio value.
In Q1 2025, Guardian Partners Inc. made 159 total portfolio adjustments, initiating 13 new buys, adding to 44 positions, trimming 93 holdings, and fully liquidating 9 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.
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