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CIK: 0001884799
Total reported value
$1.1B
$1.1B
391 檔
26.7%
At the close of Q2 2026, Guardian Partners Inc. disclosed equity holdings valued at approximately $1.1B, spread across 391 reported holdings.
Guardian Partners Inc. executed strategic sector rebalancing during Q2 2026, establishing 70 new positions while fully exiting 10 holdings and trimming 108 positions.
In terms of portfolio concentration, the top 5 core holdings (including RY, TD, BMO) accounted for 26.7% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 391 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 7.81% | -0.77% | -17.02% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 6.67% | -0.50% | -13.41% | |
| 3 | BMO | Bank Of Montreal | Stock-Financials | 4.84% | -0.55% | -17.49% | |
| 4 | BNS | Bank Of Nova Scotia | Stock-Financials | 4.28% | +0.09% | -13.52% | |
| 5 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 3.52% | -0.32% | -10.18% | |
| 6 | ENB | Enbridge Inc | Stock-Energy | 3.26% | -0.56% | -19.03% | |
| 7 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.52% | -0.01% | -6.33% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.51% | -0.27% | -11.25% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.18% | +0.32% | -14.22% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | +0.72% | -18.86% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.87% | +0.01% | -14.98% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.77% | -1.70% | — | |
| 13 | BN | Brookfield CORP | Stock-Financials | 1.75% | -0.31% | -10.56% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | -0.08% | -11.79% | |
| 15 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.61% | +0.12% | -20.15% | |
| 16 | NTR | Nutrien LTD | Stock-Materials | 1.50% | +0.10% | -24.56% | |
| 17 | FTS | Fortis Inc | Stock-Utilities | 1.49% | -0.06% | -6.03% | |
| 18 | CNQ | Canadian Natural Resources | Stock-Energy | 1.49% | +0.18% | -24.40% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.43% | +0.08% | -16.52% | |
| 20 | IMO | Imperial Oil LTD | Stock-Energy | 1.43% | +0.05% | -8.90% | |
| 21 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.34% | -0.02% | -3.48% | |
| 22 | MGA | Magna International Inc | Stock-Consumer Disc | 1.20% | -0.06% | -3.99% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.18% | -0.14% | -16.75% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.16% | -0.10% | -7.31% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.15% | -0.18% | -13.41% | |
| 26 | SU | Suncor Energy Inc | Stock-Energy | 1.13% | +0.29% | -20.82% | |
| 27 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.07% | -0.12% | -16.28% | |
| 28 | RCI | Rogers Communications Inc-b | Stock-Other | 1.00% | -0.01% | -8.39% | |
| 29 | TRP | Tc Energy CORP | Stock-Energy | 0.97% | -0.15% | -12.24% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.02% | -24.55% | |
| 31 | AMAT | Applied Materials Inc | Stock-Tech | 0.93% | -0.15% | -5.11% | |
| 32 | SLF | Sun Life Financial Inc | Stock-Financials | 0.91% | -0.02% | -12.11% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.91% | -0.16% | -39.62% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.86% | +0.03% | -25.07% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.85% | +0.17% | -19.16% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.02% | -2.40% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.81% | -0.09% | +1.08% | |
| 38 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.80% | -0.05% | -27.82% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.80% | +0.01% | -1.08% | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.80% | -0.04% | -18.15% | |
| 41 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.80% | +0.16% | -10.55% | |
| 42 | EMA | Emera Inc | Stock-Other | 0.77% | -0.05% | -13.80% | |
| 43 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.73% | +0.09% | -27.15% | |
| 44 | SNY | Sanofi-adr | Stock-Healthcare | 0.70% | -0.03% | -10.83% | |
| 45 | AFL | Aflac Inc | Stock-Financials | 0.66% | -0.05% | -14.29% | |
| 46 | MFC | Manulife Financial CORP | Stock-Financials | 0.64% | -0.02% | -11.31% | |
| 47 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.63% | +0.19% | -9.37% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.05% | -18.00% | |
| 49 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.52% | -0.52% | EXIT | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.51% | -0.05% | -2.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.8% | NEW | New buy |
| 2 | TD | Toronto-dominion Bank | +1.2% | -13.41% | Trim |
| 3 | RY | Royal Bank Of Canada | +1% | -17.02% | Trim |
| 4 | BMO | Bank Of Montreal | +0.7% | -17.49% | Trim |
| 5 | BNS | Bank Of Nova Scotia | +0.6% | -13.52% | Trim |
| 6 | CM | Can Imperial Bk Of Commerce | +0.5% | -10.18% | Trim |
| 7 | HEDJ | Wisdomtree Europe Hedged Equ | +0.5% | NEW | New buy |
| 8 | AMAT | Applied Materials Inc | +0.5% | -5.11% | Trim |
| 9 | TXN | Texas Instruments Inc | +0.4% | -7.31% | Trim |
| 10 | CNI | Canadian Natl Railway Co | +0.4% | -6.33% | Trim |
| 11 | XLI | Ss Industrial Select Sector | +0.3% | NEW | New buy |
| 12 | C | Citigroup Inc | +0.3% | NEW | New buy |
| 13 | SCJ | Ishares Msci Japan Small-cap | +0.3% | NEW | New buy |
| 14 | DFJ | Wisdomtree Jpn S/c Dvd Fund | +0.3% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | -11.79% | Trim |
| 16 | INDA | Ishares Msci India ETF | +0.2% | NEW | New buy |
| 17 | MGA | Magna International Inc | +0.2% | -3.99% | Trim |
| 18 | ✓ | +0.2% | NEW | New buy | |
| 19 | UNH | Unitedhealth Group Inc | +0.2% | -7.69% | Trim |
| 20 | TRI | Thomson Reuters CORP | +0.2% | NEW | New buy |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.08% | Trim |
| 22 | SLF | Sun Life Financial Inc | +0.2% | -12.11% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | -11.25% | Trim |
| 24 | RKLB | Rocket Lab CORP | +0.1% | +56.25% | Add |
| 25 | AXP | American Express Co | +0.1% | +1.08% | Add |
| 26 | TFII | Tfi International Inc | +0.1% | -4.46% | Trim |
| 27 | AAPL | Apple Inc | +0.1% | -14.22% | Trim |
| 28 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 29 | KWEB | Kranesh Csi China Internet | +0.1% | NEW | New buy |
| 30 | HLT | Hilton Worldwide Holdings In | +0.1% | NEW | New buy |
| 31 | SOFI | Sofi Technologies Inc | +0.1% | NEW | New buy |
| 32 | LLY | Eli Lilly & Co | +0.1% | -2.91% | Trim |
| 33 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 34 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | New buy |
| 35 | KGS | Kodiak Gas Services Inc | +0.1% | NEW | New buy |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | -1.37% | Trim |
| 37 | COF | Capital One Financial CORP | +0.1% | +241.71% | Add |
| 38 | RVMD | Revolution Medicines Inc | +0.1% | NEW | New buy |
| 39 | BKR | Baker Hughes Co | +0.1% | NEW | New buy |
| 40 | SBUX | Starbucks CORP | +0.1% | -2.32% | Trim |
| 41 | OKTA | Okta Inc | +0.1% | NEW | New buy |
| 42 | IONQ | Ionq Inc | +0.1% | NEW | New buy |
| 43 | WDAY | Workday Inc-class A | +0.1% | NEW | New buy |
| 44 | BAM | Brookfield Asset Mgmt-a | +0.1% | -3.48% | Trim |
| 45 | MFC | Manulife Financial CORP | +0.1% | -11.31% | Trim |
| 46 | ING | Ing Groep N.v.-sponsored Adr | +0.1% | -20.15% | Trim |
| 47 | FTS | Fortis Inc | +0.1% | -6.03% | Trim |
| 48 | MELI | Mercadolibre Inc | 0% | NEW | New buy |
| 49 | PBR | Petroleo Brasileiro-spon Adr | 0% | +66.17% | Add |
| 50 | MDA | Mda Space LTD | 0% | -33.16% | Trim |
According to official SEC Form 13F filings, Guardian Partners Inc. reported a total U.S. public equity portfolio value of $1.1B across 391 disclosed positions in Q2 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
VOO
市值: $19.7M
Top Position Liquidated / Trimmed
ACWI
前期市值: $22.9M
During Q2 2026, Guardian Partners Inc.'s top holdings by market value included RY (7.8%)、TD (6.7%)、BMO (4.8%). The largest single position, RY, represented 7.8% of total portfolio value.
In Q2 2026, Guardian Partners Inc. made 199 total portfolio adjustments, initiating 70 new buys, adding to 11 positions, trimming 108 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.