GP
Guardian Partners Inc.
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$1.2B
Reporting period: 2026-03-31 · Number of holdings: 192
Guardian Partners Inc. disclosed 192 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.2B and a quarterly turnover rate of 19.3%.
Browse other institutions with $1B to $10B AUMBrowse other institutions starting with "G"
Personality snowflake
- Concentration
- 8.61
- Portfolio Stability
- 19.28
- Momentum/Contrarian
- 100
- Sector conviction
- 50.08
- Diversification
- 100
- Sizing Uniformity
- 82.25
Recent moves
Add FCG
+451.8% $14.1M
Trim RING
-72.9% -$8.1M
Add CNQ
-1.6% $5.4M
Trim GOOGL
-16.6% -$6.3M
Add ENB
+0.0% $3.7M
Trim QQQ
-94.7% -$5.1M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RY | Royal Bank Of Canada | Stock-Financials | 6.79% | -0.09% | -0.65% | |
| 2 | TD | Toronto-dominion Bank | Stock-Financials | 5.47% | +0.01% | -1.84% | |
| 3 | BMO | Bank Of Montreal | Stock-Financials | 4.16% | -0.02% | -1.01% | |
| 4 | ENB | Enbridge INC | Stock-Energy | 3.74% | +0.44% | +0.01% | |
| 5 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.66% | -0.15% | -0.93% | |
| 6 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 2.98% | — | -1.19% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.36% | -0.20% | -4.89% | |
| 8 | CNQ | Canadian Natural Resources | Stock-Energy | 2.24% | +0.52% | -1.57% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.06% | +4.10% | |
| 10 | NTR | Nutrien LTD | Stock-Materials | 2.20% | — | -2.25% | |
| 11 | CNI | Canadian Natl Railway Co | Stock-Industrials | 2.14% | +0.17% | +0.40% | |
| 12 | AAPL | Apple INC | Stock-Tech | 2.07% | -0.27% | -7.54% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.96% | — | -1.26% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.91% | +1.91% | NEW | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.73% | -0.21% | -4.16% | |
| 16 | IMO | Imperial Oil LTD | Stock-Energy | 1.69% | +0.29% | -2.23% | |
| 17 | SU | Suncor Energy INC | Stock-Energy | 1.62% | +0.39% | +0.07% | |
| 18 | ING | Ing Groep N.v.-sponsored Adr | Stock-Financials | 1.55% | -0.21% | -0.84% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 1.46% | -0.22% | -0.45% | |
| 20 | FTS | Fortis INC | Stock-Utilities | 1.43% | — | +0.02% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | — | -0.32% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | -0.45% | -16.56% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.36% | — | -0.79% | |
| 24 | FCG | First Trust Natural Gas ETF | ETF-Other | 1.35% | +1.18% | +451.84% | |
| 25 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 1.27% | -0.08% | +0.38% | |
| 26 | WMT | Walmart INC | Stock-Consumer Staples | 1.26% | — | -3.04% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.22% | +0.19% | -0.23% | |
| 28 | NGG | National Grid Plc-sp Adr | Stock-Utilities | 1.21% | — | -1.37% | |
| 29 | RCI | Rogers Communications Inc-b | Stock-Other | 1.19% | — | +0.62% | |
| 30 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.07% | +0.36% | +43.01% | |
| 31 | MA | Mastercard INC - A | Stock-Financials | 1.03% | — | +1.08% | |
| 32 | PBA | Pembina Pipeline CORP | Stock-Energy | 1.00% | — | -0.84% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.98% | — | -5.52% | |
| 34 | MGA | Magna International INC | Stock-Consumer Disc | 0.98% | — | +0.11% | |
| 35 | TRP | Tc Energy CORP | Stock-Energy | 0.97% | — | -1.32% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.92% | — | -1.36% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.86% | — | -2.00% | |
| 38 | SNY | Sanofi-adr | Stock-Healthcare | 0.82% | — | +0.51% | |
| 39 | EMA | Emera INC | Stock-Other | 0.81% | — | -0.58% | |
| 40 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.79% | — | -2.69% | |
| 41 | KBWB | Invesco Kbw Bank ETF | ETF-Other | 0.77% | -0.17% | -15.17% | |
| 42 | SLF | Sun Life Financial INC | Stock-Financials | 0.76% | — | -1.57% | |
| 43 | TXN | Texas Instruments INC | Stock-Tech | 0.76% | -0.06% | +1.15% | |
| 44 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.74% | +0.13% | +15.31% | |
| 45 | PEP | Pepsico INC | Stock-Consumer Staples | 0.74% | — | -1.33% | |
| 46 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.72% | -0.07% | +1.32% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.67% | -0.08% | -0.73% | |
| 48 | AFL | Aflac INC | Stock-Financials | 0.67% | — | +0.63% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | — | +0.31% | |
| 50 | MFC | Manulife Financial CORP | Stock-Financials | 0.57% | — | +2.48% |
1–50 of 192
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Guardian Partners Inc.'s most significant position changes for 2026-03-31: New buy: Ishares Msci Acwi ETF (ACWI); Sold out: Global X Copper Miners ETF (COPX); Sold out: Ishares Msci Japan Value ETF (EWJV); New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: St Sr Utl Sl Se Spdr Etf-usd (XLU).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FCG | First Trust Natural Gas ETF | +1.2% | +451.84% | Add |
| 2 | CNQ | Canadian Natural Resources | +0.5% | -1.57% | Trim |
| 3 | ENB | Enbridge INC | +0.4% | +0.01% | Add |
| 4 | SU | Suncor Energy INC | +0.4% | +0.07% | Add |
| 5 | AEM | Agnico Eagle Mines LTD | +0.4% | +43.01% | Add |
| 6 | IMO | Imperial Oil LTD | +0.3% | -2.23% | Trim |
| 7 | CVX | Chevron CORP | +0.2% | -0.23% | Trim |
| 8 | CNI | Canadian Natl Railway Co | +0.2% | +0.40% | Add |
| 9 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +15.31% | Add |
| 10 | CVE | Cenovus Energy INC | +0.1% | +9.52% | Add |
| 11 | TD | Toronto-dominion Bank | 0% | -1.84% | Trim |
| 12 | BMO | Bank Of Montreal | 0% | -1.01% | Trim |
| 13 | MSFT | Microsoft CORP | -0.1% | +4.10% | Add |
| 14 | TXN | Texas Instruments INC | -0.1% | +1.15% | Add |
| 15 | SAP | Sap Se-sponsored Adr | -0.1% | +1.32% | Add |
| 16 | BAM | Brookfield Asset Mgmt-a | -0.1% | +0.38% | Add |
| 17 | AXP | American Express Co | -0.1% | -0.73% | Trim |
| 18 | RY | Royal Bank Of Canada | -0.1% | -0.65% | Trim |
| 19 | UNH | Unitedhealth Group INC | -0.1% | -24.59% | Trim |
| 20 | TU | Telus CORP | -0.1% | -16.23% | Trim |
| 21 | IAU | Ishares Gold Trust | -0.1% | -50.00% | Trim |
| 22 | MP | Mp Materials CORP | -0.1% | -57.55% | Trim |
| 23 | NKE | Nike INC -cl B | -0.1% | -9.17% | Trim |
| 24 | BA | Boeing Co/the | -0.1% | -64.84% | Trim |
| 25 | BLK | Blackrock INC | -0.1% | -72.06% | Trim |
| 26 | GLD | Spdr Gold Shares | -0.1% | -88.80% | Trim |
| 27 | BNS | Bank Of Nova Scotia | -0.2% | -0.93% | Trim |
| 28 | KBWB | Invesco Kbw Bank ETF | -0.2% | -15.17% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | -0.2% | -4.89% | Trim |
| 30 | BN | Brookfield CORP | -0.2% | -4.16% | Trim |
| 31 | ING | Ing Groep N.v.-sponsored Adr | -0.2% | -0.84% | Trim |
| 32 | EMR | Emerson Electric Co | -0.2% | -0.45% | Trim |
| 33 | AAPL | Apple INC | -0.3% | -7.54% | Trim |
| 34 | OTEX | Open Text CORP | -0.4% | -86.80% | Trim |
| 35 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -94.67% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | -0.5% | -16.56% | Trim |
| 37 | RING | Ishares Msci Global Gold Min | -0.6% | -72.90% | Trim |
| 38 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 39 | COPX | Global X Copper Miners ETF | — | EXIT | Sold out |
| 40 | EWJV | Ishares Msci Japan Value ETF | — | EXIT | Sold out |
| 41 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |
| 43 | JXI | Ishares Global Utilities ETF | — | EXIT | Sold out |
| 44 | EEM | Ishares Msci Emerging Market | — | EXIT | Sold out |
| 45 | MDA | Mda Space LTD | — | NEW | New buy |
| 46 | EXE | Expand Energy CORP | — | EXIT | Sold out |
| 47 | GM | General Motors Co | — | EXIT | Sold out |
| 48 | PBR | Petroleo Brasileiro-spon Adr | — | NEW | New buy |
| 49 | WDC | Western Digital CORP | — | EXIT | Sold out |
| 50 | INTC | Intel CORP | — | EXIT | Sold out |
FAQ
What is Guardian Partners Inc. and what type of investor is it?
Guardian Partners Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 192 disclosed positions.
What are Guardian Partners Inc.'s largest equity positions?
Based on the latest 13F filing, Guardian Partners Inc.'s top holdings by market value are:
1. Royal Bank Of Canada (RY) — $81.4M (6.8%)
2. Toronto-dominion Bank (TD) — $65.6M (5.5%)
3. Bank Of Montreal (BMO) — $49.9M (4.2%)
4. Enbridge INC (ENB) — $44.8M (3.7%)
5. Bank Of Nova Scotia (BNS) — $43.9M (3.7%)
What changes did Guardian Partners Inc. make in its most recent portfolio filing?
In the latest reported quarter, Guardian Partners Inc. made 50 notable position adjustments: 4 new positions were initiated, 11 existing holdings were added to, 26 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Ishares Msci Acwi ETF (ACWI); Sold out: Global X Copper Miners ETF (COPX); Sold out: Ishares Msci Japan Value ETF (EWJV); New buy: Ishares 0-3 Month Treasury B (SGOV); Sold out: St Sr Utl Sl Se Spdr Etf-usd (XLU)
What sectors does Guardian Partners Inc. focus on?
Guardian Partners Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 26.2%
• Financials: 23.0%
• Health Care: 11.4%
• Consumer Discretionary: 9.8%
• Consumer Staples: 9.5%
• Energy: 9.1%
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