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CIK: 0001884799
Total reported value
$1.1B
$1.1B
174 檔
21.4%
During the Q2 2025 filing period, Guardian Partners Inc. (CIK: 0001884799) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 174 reported positions.
Guardian Partners Inc. executed strategic sector rebalancing during Q2 2025, establishing 10 new positions while fully exiting 5 holdings and trimming 76 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 5.69% | +1.02% | -1.08% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 4.44% | +1.20% | -0.94% | |
| 3 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 4.00% | -0.43% | +839.16% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.74% | — | +576.57% | |
| 5 | BMO | Bank Of Montreal | Stock-Financials | 3.50% | +0.68% | -1.91% | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 3.08% | -0.48% | +0.84% | |
| 7 | BNS | Bank Of Nova Scotia | Stock-Financials | 2.97% | +0.62% | -4.91% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.26% | -1.38% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.26% | +0.15% | -2.13% | |
| 10 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.23% | +0.38% | +0.70% | |
| 11 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.05% | +0.54% | -3.33% | |
| 12 | NTR | Nutrien LTD | Stock-Materials | 1.93% | -0.70% | +3.70% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.76% | +0.11% | +4.82% | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 1.65% | -0.03% | +0.64% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.64% | +0.02% | +4.41% | |
| 16 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.59% | +0.07% | -0.73% | |
| 17 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.51% | +0.06% | -0.73% | |
| 18 | CNQ | Canadian Natural Resources | Stock-Energy | 1.44% | -0.75% | -6.55% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | -0.26% | +0.66% | |
| 20 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.32% | -0.09% | -2.96% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.32% | -0.09% | -0.21% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.30% | -0.18% | -0.98% | |
| 23 | FTS | Fortis Inc | Stock-Utilities | 1.28% | +0.06% | +1.62% | |
| 24 | TU | Telus CORP | Stock-Other | 1.24% | -0.13% | +0.12% | |
| 25 | IMO | Imperial Oil LTD | Stock-Energy | 1.17% | -0.26% | +0.22% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.16% | -0.32% | -3.63% | |
| 27 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.14% | — | +0.57% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 1.10% | -0.17% | -1.85% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.07% | -0.17% | +0.44% | |
| 30 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.06% | -0.14% | -2.07% | |
| 31 | RCI | Rogers Communications Inc-b | Stock-Other | 1.03% | -0.19% | +17.23% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | -0.01% | +16.44% | |
| 33 | SU | Suncor Energy Inc | Stock-Energy | 0.96% | -0.49% | +0.75% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.37% | -0.47% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.85% | -0.12% | -1.54% | |
| 36 | SLF | Sun Life Financial Inc | Stock-Financials | 0.84% | +0.15% | -6.61% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.82% | +0.01% | +1.41% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.25% | +3.66% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.80% | +0.40% | +1.45% | |
| 40 | SNY | Sanofi-adr | Stock-Healthcare | 0.80% | -0.12% | -0.95% | |
| 41 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.79% | -0.20% | +0.59% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.79% | +0.14% | -0.14% | |
| 43 | MGA | Magna International Inc | Stock-Consumer Disc | 0.77% | +0.22% | +6.96% | |
| 44 | TRP | Tc Energy CORP | Stock-Energy | 0.74% | — | -1.01% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.74% | -0.12% | +0.98% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.74% | -0.07% | -17.95% | |
| 47 | EMA | Emera Inc | Stock-Other | 0.73% | -0.04% | — | |
| 48 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.71% | — | -2.05% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.69% | — | -16.62% | |
| 50 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.69% | -0.06% | -2.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KBWB | Invesco Kbw Bank ETF | +3.6% | +839.16% | Add |
| 2 | VUG | Vanguard Growth ETF | +3.2% | +576.57% | Add |
| 3 | EMA | Emera Inc | +0.7% | NEW | New buy |
| 4 | COPX | Global X Copper Miners ETF | +0.6% | +785.08% | Add |
| 5 | XHB | Ss Spdr S&p Homebldrs ETF | +0.5% | +1683.34% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | -1.38% | Trim |
| 7 | SIL | Global X Silver Miners ETF | +0.3% | NEW | New buy |
| 8 | TD | Toronto-dominion Bank | +0.3% | -0.94% | Trim |
| 9 | EMR | Emerson Electric Co | +0.3% | +0.64% | Add |
| 10 | ORCL | Oracle CORP | +0.3% | -1.54% | Trim |
| 11 | RCI | Rogers Communications Inc-b | +0.3% | +17.23% | Add |
| 12 | BMO | Bank Of Montreal | +0.2% | -1.91% | Trim |
| 13 | BN | Brookfield CORP | +0.2% | +4.41% | Add |
| 14 | ABCL | Abcellera Biologics Inc | +0.2% | — | Unchanged |
| 15 | NTR | Nutrien LTD | +0.2% | +3.70% | Add |
| 16 | TXN | Texas Instruments Inc | +0.2% | +1.45% | Add |
| 17 | TQQQ | ProShares UltraPro QQQ | +0.2% | NEW | New buy |
| 18 | BLK | Blackrock Inc | +0.2% | +430.03% | Add |
| 19 | MGA | Magna International Inc | +0.1% | +6.96% | Add |
| 20 | ILMN | Illumina Inc | +0.1% | NEW | New buy |
| 21 | CM | Can Imperial Bk Of Commerce | +0.1% | -3.33% | Trim |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | +59.78% | Add |
| 23 | VST | Vistra CORP | +0.1% | NEW | New buy |
| 24 | NKE | Nike Inc -cl B | +0.1% | +9.52% | Add |
| 25 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 26 | IMO | Imperial Oil LTD | +0.1% | +0.22% | Add |
| 27 | CCJ | Cameco CORP | +0.1% | -1.00% | Trim |
| 28 | TTD | Trade Desk Inc/the -class A | +0.1% | NEW | New buy |
| 29 | DIS | Walt Disney Co/the | +0.1% | +1.32% | Add |
| 30 | NVDA | Nvidia CORP | +0.1% | +3.98% | Add |
| 31 | UBER | Uber Technologies Inc | +0.1% | +20.31% | Add |
| 32 | RTX | Rtx CORP | +0.1% | +0.98% | Add |
| 33 | AMZN | Amazon.com Inc | +0.1% | +9.62% | Add |
| 34 | TEM | Tempus Ai Inc-cl A | +0.1% | NEW | New buy |
| 35 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | NEW | New buy |
| 36 | AXP | American Express Co | 0% | -0.14% | Trim |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -17.95% | Trim |
| 38 | INTU | Intuit Inc | 0% | +1.76% | Add |
| 39 | FCX | Freeport-mcmoran Inc | 0% | +2.03% | Add |
| 40 | AVGO | Broadcom Inc | 0% | -1.34% | Trim |
| 41 | ACN | Accenture plc | 0% | +138.58% | Add |
| 42 | RY | Royal Bank Of Canada | 0% | -1.08% | Trim |
| 43 | ING | Ing Groep N.v.-sponsored Adr | 0% | -0.73% | Trim |
| 44 | DFEM | Dimensional Emrg Mrkt Core | 0% | +0.57% | Add |
| 45 | WFC | Wells Fargo & Co | 0% | +2.62% | Add |
| 46 | NDAQ | Nasdaq Inc | 0% | +0.50% | Add |
| 47 | CEF | Sprott Physical Gold And Sil | 0% | +20.00% | Add |
| 48 | MP | Mp Materials CORP | 0% | +0.58% | Add |
| 49 | ✓ | On Holding AG | 0% | +15.90% | Add |
| 50 | COST | Costco Wholesale CORP | 0% | +16.44% | Add |
According to official SEC Form 13F filings, Guardian Partners Inc. reported a total U.S. public equity portfolio value of $1.1B across 174 disclosed positions in Q2 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, KBWB) accounted for 21.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
EMA
市值: $8.1M
Top Position Liquidated / Trimmed
XLE
前期市值: $4.8M
During Q2 2025, Guardian Partners Inc.'s top holdings by market value included RY (5.7%)、TD (4.4%)、KBWB (4.0%). The largest single position, RY, represented 5.7% of total portfolio value.
In Q2 2025, Guardian Partners Inc. made 159 total portfolio adjustments, initiating 10 new buys, adding to 68 positions, trimming 76 holdings, and fully liquidating 5 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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