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CIK: 0001884799
Total reported value
$1.1B
$1.1B
179 檔
22.6%
According to the latest 13F quarterly dataset, Guardian Partners Inc. managed an equity portfolio of $1.1B at the end of Q3 2025, spanning 179 distinct U.S. exchange-listed positions.
Guardian Partners Inc. executed strategic sector rebalancing during Q3 2025, establishing 20 new positions while fully exiting 10 holdings and trimming 84 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 5.91% | +1.02% | -0.68% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 4.48% | +1.20% | -1.13% | |
| 3 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 3.79% | -0.43% | -4.48% | |
| 4 | BMO | Bank Of Montreal | Stock-Financials | 3.75% | +0.68% | -1.31% | |
| 5 | ENB | Enbridge Inc | Stock-Energy | 3.27% | -0.48% | -0.18% | |
| 6 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.22% | +0.62% | -2.18% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.26% | -0.17% | |
| 8 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 2.60% | -0.28% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.33% | +0.15% | -0.21% | |
| 10 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.09% | +0.54% | -2.16% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.00% | +0.11% | -0.17% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 1.92% | — | -49.89% | |
| 13 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.91% | +0.38% | +0.77% | |
| 14 | BN | Brookfield CORP | Stock-Financials | 1.69% | +0.02% | +0.56% | |
| 15 | NTR | Nutrien LTD | Stock-Materials | 1.65% | -0.70% | +0.06% | |
| 16 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.57% | +0.06% | -1.72% | |
| 17 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.46% | +0.07% | -1.78% | |
| 18 | EMR | Emerson Electric Co | Stock-Industrials | 1.46% | -0.03% | -0.16% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.09% | -1.87% | |
| 20 | EWJV | Ishares Msci Japan Value ETF | ETF-Other | 1.40% | — | +933.39% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.36% | -0.26% | -0.01% | |
| 22 | CNQ | Canadian Natural Resources | Stock-Energy | 1.30% | -0.75% | -3.18% | |
| 23 | FTS | Fortis Inc | Stock-Utilities | 1.28% | +0.06% | -0.89% | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 1.28% | -0.18% | -0.51% | |
| 25 | IMO | Imperial Oil LTD | Stock-Energy | 1.22% | -0.26% | -1.61% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.32% | -4.27% | |
| 27 | RCI | Rogers Communications Inc-b | Stock-Other | 1.09% | -0.19% | +3.86% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.25% | +1.93% | |
| 29 | SAP | Sap Se-sponsored Adr | Stock-Tech | 1.07% | -0.09% | -0.86% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 1.07% | -0.17% | +0.85% | |
| 31 | TU | Telus CORP | Stock-Other | 1.06% | -0.13% | -4.96% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.05% | -0.17% | -2.82% | |
| 33 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.02% | -0.14% | -0.74% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.12% | -0.75% | |
| 35 | SU | Suncor Energy Inc | Stock-Energy | 0.93% | -0.49% | -1.92% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.01% | +0.88% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.90% | -0.37% | +1.38% | |
| 38 | ABCL | Abcellera Biologics Inc | Stock-Other | 0.90% | -0.10% | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.85% | -0.07% | -1.61% | |
| 40 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.84% | -0.20% | +2.36% | |
| 41 | MGA | Magna International Inc | Stock-Consumer Disc | 0.82% | +0.22% | +0.47% | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.81% | — | -29.33% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.12% | +0.28% | |
| 44 | TRP | Tc Energy CORP | Stock-Energy | 0.78% | — | -3.44% | |
| 45 | SNY | Sanofi-adr | Stock-Healthcare | 0.77% | -0.12% | +0.38% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.76% | +0.14% | -1.19% | |
| 47 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.75% | -0.06% | +0.38% | |
| 48 | SLF | Sun Life Financial Inc | Stock-Financials | 0.75% | +0.15% | -2.87% | |
| 49 | COPX | Global X Copper Miners ETF | ETF-Other | 0.74% | — | -5.58% | |
| 50 | EMA | Emera Inc | Stock-Other | 0.72% | -0.04% | -0.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KBWB | Invesco Kbw Bank ETF | +3.4% | -4.48% | Add |
| 2 | VUG | Vanguard Growth ETF | +1.4% | -49.89% | Add |
| 3 | RING | Ishares Msci Global Gold Min | +1.1% | +913.82% | Add |
| 4 | COPX | Global X Copper Miners ETF | +0.7% | -5.58% | Add |
| 5 | BMO | Bank Of Montreal | +0.5% | -1.31% | Trim |
| 6 | ABCL | Abcellera Biologics Inc | +0.4% | — | Unchanged |
| 7 | ORCL | Oracle CORP | +0.4% | -0.75% | Trim |
| 8 | TD | Toronto-dominion Bank | +0.4% | -1.13% | Trim |
| 9 | RCI | Rogers Communications Inc-b | +0.3% | +3.86% | Add |
| 10 | MSFT | Microsoft CORP | +0.3% | -0.17% | Trim |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.93% | Add |
| 12 | BN | Brookfield CORP | +0.3% | +0.56% | Add |
| 13 | RY | Royal Bank Of Canada | +0.3% | -0.68% | Trim |
| 14 | MGA | Magna International Inc | +0.2% | +0.47% | Add |
| 15 | BNS | Bank Of Nova Scotia | +0.2% | -2.18% | Trim |
| 16 | CM | Can Imperial Bk Of Commerce | +0.2% | -2.16% | Trim |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.61% | Trim |
| 18 | BLK | Blackrock Inc | +0.2% | +0.28% | Add |
| 19 | OTEX | Open Text CORP | +0.1% | +2.24% | Add |
| 20 | AAPL | Apple Inc | +0.1% | -0.17% | Add |
| 21 | IMO | Imperial Oil LTD | +0.1% | -1.61% | Trim |
| 22 | RTX | Rtx CORP | +0.1% | +0.28% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | +13.08% | Add |
| 24 | EMR | Emerson Electric Co | +0.1% | -0.16% | Add |
| 25 | NKE | Nike Inc -cl B | +0.1% | +8.43% | Add |
| 26 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | -1.72% | Trim |
| 27 | MP | Mp Materials CORP | +0.1% | -37.01% | Trim |
| 28 | AEM | Agnico Eagle Mines LTD | +0.1% | -0.19% | Trim |
| 29 | CEF | Sprott Physical Gold And Sil | +0.1% | +5.20% | Add |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -0.21% | Trim |
| 31 | AVGO | Broadcom Inc | +0.1% | -5.40% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | -2.57% | Trim |
| 33 | GS | Goldman Sachs Group Inc | +0.1% | -27.21% | Add |
| 34 | GLW | Corning Inc | +0.1% | -1.20% | Trim |
| 35 | CCJ | Cameco CORP | 0% | -18.55% | Trim |
| 36 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +0.38% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.13% | Add |
| 38 | WPM | Wheaton Precious Metals CORP | 0% | +28.21% | Add |
| 39 | HD | Home Depot Inc | 0% | +186.06% | Add |
| 40 | TAC | Transalta CORP | 0% | -2.60% | Trim |
| 41 | TXN | Texas Instruments Inc | 0% | +5.11% | Add |
| 42 | DIS | Walt Disney Co/the | 0% | +0.60% | Add |
| 43 | UBER | Uber Technologies Inc | 0% | -12.91% | Add |
| 44 | SHOP | Shopify Inc - Class A | 0% | -19.80% | Trim |
| 45 | ✓ | On Holding AG | 0% | +28.13% | Add |
| 46 | XMMO | Invesco S&p Midcap Momentum | 0% | — | Add |
| 47 | IBIT | Ishares Bitcoin Trust ETF | 0% | +5.20% | Add |
| 48 | META | Meta Platforms Inc-class A | 0% | +18.56% | Add |
| 49 | AXP | American Express Co | 0% | -1.19% | Trim |
| 50 | BHP | Bhp Group Ltd-spon Adr | 0% | +12.26% | Add |
According to official SEC Form 13F filings, Guardian Partners Inc. reported a total U.S. public equity portfolio value of $1.1B across 179 disclosed positions in Q3 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 22.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
EMA
市值: $8.5M
Top Position Liquidated / Trimmed
DXJ
前期市值: $5.3M
During Q3 2025, Guardian Partners Inc.'s top holdings by market value included RY (5.9%)、TD (4.5%)、KBWB (3.8%). The largest single position, RY, represented 5.9% of total portfolio value.
In Q3 2025, Guardian Partners Inc. made 176 total portfolio adjustments, initiating 20 new buys, adding to 62 positions, trimming 84 holdings, and fully liquidating 10 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.