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CIK: 0001884799
Total reported value
$1.1B
$1.1B
192 檔
25.8%
The Q1 2026 SEC filing reveals that Guardian Partners Inc. held a total portfolio value of $1.1B, covering 192 public equity positions.
In Q1 2026, Guardian Partners Inc. adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 25 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including RY, TD, BMO) accounted for 25.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 6.79% | +1.02% | -0.65% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 5.47% | +1.20% | -1.84% | |
| 3 | BMO | Bank Of Montreal | Stock-Financials | 4.16% | +0.68% | -1.01% | |
| 4 | ENB | Enbridge Inc | Stock-Energy | 3.74% | -0.48% | +0.01% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.66% | +0.62% | -0.93% | |
| 6 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.98% | +0.54% | -1.19% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.36% | +0.15% | -4.89% | |
| 8 | CNQ | Canadian Natural Resources | Stock-Energy | 2.24% | -0.75% | -1.57% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.26% | +4.10% | |
| 10 | NTR | Nutrien LTD | Stock-Materials | 2.20% | -0.70% | -2.25% | |
| 11 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.14% | +0.38% | +0.40% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.07% | +0.11% | -7.54% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | -0.09% | -1.26% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.91% | -1.91% | EXIT | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.73% | +0.02% | -4.16% | |
| 16 | IMO | Imperial Oil LTD | Stock-Energy | 1.69% | -0.26% | -2.23% | |
| 17 | SU | Suncor Energy Inc | Stock-Energy | 1.62% | -0.49% | +0.07% | |
| 18 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.55% | +0.06% | -0.84% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.46% | -0.03% | -0.45% | |
| 20 | FTS | Fortis Inc | Stock-Utilities | 1.43% | +0.06% | +0.02% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | -0.26% | -0.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.25% | -16.56% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.36% | -0.18% | -0.79% | |
| 24 | FCG | First Trust Natural Gas ETF | ETF-Other | 1.35% | -1.35% | EXIT | |
| 25 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.27% | +0.07% | +0.38% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.32% | -3.04% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.37% | -0.23% | |
| 28 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.21% | -0.14% | -1.37% | |
| 29 | RCI | Rogers Communications Inc-b | Stock-Other | 1.19% | -0.19% | +0.62% | |
| 30 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.07% | -0.27% | +43.01% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 1.03% | -0.17% | +1.08% | |
| 32 | PBA | Pembina Pipeline CORP | Stock-Energy | 1.00% | -0.20% | -0.84% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.98% | -0.07% | -5.52% | |
| 34 | MGA | Magna International Inc | Stock-Consumer Disc | 0.98% | +0.22% | +0.11% | |
| 35 | TRP | Tc Energy CORP | Stock-Energy | 0.97% | — | -1.32% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.12% | -1.36% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | -0.01% | -2.00% | |
| 38 | SNY | Sanofi-adr | Stock-Healthcare | 0.82% | -0.12% | +0.51% | |
| 39 | EMA | Emera Inc | Stock-Other | 0.81% | -0.04% | -0.58% | |
| 40 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.79% | -0.06% | -2.69% | |
| 41 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.77% | -0.43% | -15.17% | |
| 42 | SLF | Sun Life Financial Inc | Stock-Financials | 0.76% | +0.15% | -1.57% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.76% | +0.40% | +1.15% | |
| 44 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.74% | -0.24% | +15.31% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.17% | -1.33% | |
| 46 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.72% | -0.09% | +1.32% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.67% | +0.14% | -0.73% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.67% | -0.01% | +0.63% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.15% | +0.31% | |
| 50 | MFC | Manulife Financial CORP | Stock-Financials | 0.57% | +0.07% | +2.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +1.9% | NEW | New buy |
| 2 | FCG | First Trust Natural Gas ETF | +1.2% | +451.84% | Add |
| 3 | CNQ | Canadian Natural Resources | +0.5% | -1.57% | Trim |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | NEW | New buy |
| 5 | ENB | Enbridge Inc | +0.4% | +0.01% | Add |
| 6 | SU | Suncor Energy Inc | +0.4% | +0.07% | Add |
| 7 | AEM | Agnico Eagle Mines LTD | +0.4% | +43.01% | Add |
| 8 | IMO | Imperial Oil LTD | +0.3% | -2.23% | Trim |
| 9 | MDA | Mda Space LTD | +0.2% | NEW | New buy |
| 10 | CVX | Chevron CORP | +0.2% | -0.23% | Trim |
| 11 | CNI | Canadian Natl Railway Co | +0.2% | +0.40% | Add |
| 12 | NTR | Nutrien LTD | +0.2% | -2.25% | Trim |
| 13 | DUK | Duke Energy CORP | +0.1% | -0.79% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -1.26% | Trim |
| 15 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +15.31% | Add |
| 16 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | NEW | New buy |
| 17 | CVE | Cenovus Energy Inc | +0.1% | +9.52% | Add |
| 18 | FTS | Fortis Inc | +0.1% | +0.02% | Add |
| 19 | NXE | Nexgen Energy LTD | +0.1% | NEW | New buy |
| 20 | EWZ | Ishares Msci Brazil ETF | +0.1% | +83.33% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | +3.59% | Add |
| 22 | PBA | Pembina Pipeline CORP | +0.1% | -0.84% | Trim |
| 23 | MGA | Magna International Inc | +0.1% | +0.11% | Add |
| 24 | RCI | Rogers Communications Inc-b | +0.1% | +0.62% | Add |
| 25 | CM | Can Imperial Bk Of Commerce | +0.1% | -1.19% | Trim |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +62.05% | Add |
| 27 | WPM | Wheaton Precious Metals CORP | +0.1% | +80.26% | Add |
| 28 | CCJ | Cameco CORP | +0.1% | +34.78% | Add |
| 29 | TRP | Tc Energy CORP | +0.1% | -1.32% | Trim |
| 30 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +131.31% | Add |
| 32 | AVGO | Broadcom Inc | +0.1% | +25.93% | Add |
| 33 | AEP | American Electric Power | +0.1% | -0.68% | Trim |
| 34 | EMA | Emera Inc | +0.1% | -0.58% | Trim |
| 35 | PAM | Pampa Energia Sa-spon Adr | +0.1% | NEW | New buy |
| 36 | ABCL | Abcellera Biologics Inc | +0.1% | +0.00% | Add |
| 37 | BEPC | Brookfield Renewable CORP | 0% | +13.06% | Add |
| 38 | ALM | Almonty Industries Inc | 0% | NEW | New buy |
| 39 | GLW | Corning Inc | 0% | +0.01% | Add |
| 40 | VST | Vistra CORP | 0% | +30.93% | Add |
| 41 | SNY | Sanofi-adr | 0% | +0.51% | Add |
| 42 | HL | Hecla Mining Co | 0% | NEW | New buy |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +29.67% | Add |
| 44 | ABVX | Abivax Sa-adr | 0% | NEW | New buy |
| 45 | COST | Costco Wholesale CORP | 0% | -2.00% | Trim |
| 46 | CRCL | Circle Internet Group Inc | 0% | NEW | New buy |
| 47 | SHEL | Shell Plc-adr | 0% | -0.28% | Trim |
| 48 | BBUC | Brookfield Business Corp-a | 0% | NEW | New buy |
| 49 | UGI | Ugi CORP | 0% | NEW | New buy |
| 50 | ARES | Ares Management CORP - A | 0% | NEW | New buy |
According to official SEC Form 13F filings, Guardian Partners Inc. reported a total U.S. public equity portfolio value of $1.1B across 192 disclosed positions in Q1 2026.
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.
Top New Position Initiated
ACWI
市值: $22.9M
Top Position Liquidated / Trimmed
COPX
前期市值: $9.3M
During Q1 2026, Guardian Partners Inc.'s top holdings by market value included RY (6.8%)、TD (5.5%)、BMO (4.2%). The largest single position, RY, represented 6.8% of total portfolio value.
In Q1 2026, Guardian Partners Inc. made 196 total portfolio adjustments, initiating 16 new buys, adding to 70 positions, trimming 85 holdings, and fully liquidating 25 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.
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