Guardian Partners Inc. — 13F Holdings & Portfolio
CIK 1884799 · latest 13F-HR filed 2026-05-18
Guardian Partners Inc. manages $1.20B in 13F-reported U.S. long-equity assets across 192 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are RY (6.79%), TD (5.47%), BMO (4.16%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 16 new positions, exited 25, added to 39, and trimmed 85.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.20B
Long-equity book
192
Distinct positions
2026-03-31
Filed 2026-05-18
+16 / −25 / ↑39 / ↓85
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FIRST TR EXCHANGE-TRADED FD$14.1M +649.2%
- CANADIAN NAT RES LTD MED TER$5.4M +25.1%
- AGNICO EAGLE MINES LTD$4.1M +46.2%
- SUNCOR ENERGY INC NEW$4.0M +26.1%
- ENBRIDGE INC$3.7M +9.0%
Top Trims
- ISHARES INC-$8.1M -70.9%
- ALPHABET INC-$6.3M -27.6%
- INVESCO QQQ TR-$5.1M -94.9%
- OPEN TEXT CORP-$4.6M -87.4%
- ROYAL BK CDA-$4.4M -5.2%
New Positions
- ISHARES TR$22.9M
- ISHARES TR$6.1M
- MDA SPACE LTD$2.7M
- PETROLEO BRASILEIRO S A$1.4M
- NEXGEN ENERGY LTD$1.1M
Exited Positions
- GLOBAL X FDS$9.3M
- ISHARES TR$6.8M
- SELECT SECTOR SPDR TR$5.1M
- ISHARES TR$4.1M
- ISHARES TR$2.7M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ROYAL BK CDA | RY | 780087102 | $81.4M | 6.79% | 503,889 | SH |
| 2 | TORONTO DOMINION BK ONT | TD | 891160509 | $65.6M | 5.47% | 702,815 | SH |
| 3 | BANK MONTREAL MEDIUM | BMO | 063671101 | $49.9M | 4.16% | 368,162 | SH |
| 4 | ENBRIDGE INC | ENB | 29250N105 | $44.8M | 3.74% | 823,668 | SH |
| 5 | BANK NOVA SCOTIA B C | BNS | 064149107 | $43.9M | 3.66% | 632,459 | SH |
| 6 | CANADIAN IMPERIAL BANK OF CO | CM | 136069101 | $35.7M | 2.98% | 376,970 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $28.3M | 2.36% | 95,888 | SH |
| 8 | CANADIAN NAT RES LTD MED TER | CNQ | 136385101 | $26.8M | 2.24% | 550,552 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $26.6M | 2.22% | 71,634 | SH |
| 10 | NUTRIEN LTD | NTR | 67077M108 | $26.4M | 2.20% | 350,388 | SH |
| 11 | CANADIAN NATL RY CO | CNI | 136375102 | $25.7M | 2.14% | 249,906 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $24.8M | 2.06% | 97,376 | SH |
| 13 | JOHNSON & JOHNSON | JNJ | 478160104 | $23.5M | 1.96% | 96,086 | SH |
| 14 | ISHARES TR | ACWI | 464288257 | $22.9M | 1.91% | 165,370 | SH |
| 15 | BROOKFIELD CORP | BN | 11271J107 | $20.7M | 1.73% | 508,806 | SH |
| 16 | IMPERIAL OIL LTD | IMO | 453038408 | $20.3M | 1.69% | 154,756 | SH |
| 17 | SUNCOR ENERGY INC NEW | SU | 867224107 | $19.4M | 1.62% | 293,897 | SH |
| 18 | ING GROEP N.V. | ING | 456837103 | $18.6M | 1.55% | 712,635 | SH |
| 19 | EMERSON ELEC CO | EMR | 291011104 | $17.5M | 1.46% | 132,889 | SH |
| 20 | FORTIS INC | FTS | 349553107 | $17.2M | 1.43% | 307,724 | SH |
| 21 | MCDONALDS CORP | MCD | 580135101 | $16.9M | 1.41% | 54,320 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $16.4M | 1.37% | 57,036 | SH |
| 23 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $16.3M | 1.36% | 124,370 | SH |
| 24 | FIRST TR EXCHANGE-TRADED FD | FCG | 33733E807 | $16.2M | 1.35% | 511,001 | SH |
| 25 | BROOKFIELD ASSET MANAGMT LTD | BAM | 113004105 | $15.2M | 1.27% | 341,610 | SH |
| 26 | WALMART INC | WMT | 931142103 | $15.1M | 1.26% | 121,299 | SH |
| 27 | CHEVRON CORPORATION | CVX | 166764100 | $14.7M | 1.22% | 70,702 | SH |
| 28 | NATIONAL GRID PLC | NGG | 636274409 | $14.5M | 1.21% | 171,170 | SH |
| 29 | ROGERS COMMUNICATIONS INC | RCI | 775109200 | $14.3M | 1.19% | 371,138 | SH |
| 30 | AGNICO EAGLE MINES LTD | AEM | 008474108 | $12.9M | 1.07% | 63,453 | SH |
| 31 | MASTERCARD INCORPORATED | MA | 57636Q104 | $12.4M | 1.03% | 24,658 | SH |
| 32 | PEMBINA PIPELINE CORP | PBA | 706327103 | $12.0M | 1.00% | 266,886 | SH |
| 33 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $11.8M | 0.98% | 34,838 | SH |
| 34 | MAGNA INTL INC | MGA | 559222401 | $11.7M | 0.98% | 210,434 | SH |
| 35 | TC ENERGY CORP | TRP | 87807B107 | $11.7M | 0.97% | 184,625 | SH |
| 36 | RTX CORPORATION | RTX | 75513E101 | $11.0M | 0.92% | 56,852 | SH |
| 37 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $10.4M | 0.86% | 10,360 | SH |
| 38 | SANOFI SA | SNY | 80105N105 | $9.9M | 0.82% | 204,086 | SH |
| 39 | EMERA INC | EMA | 290876101 | $9.7M | 0.81% | 186,438 | SH |
| 40 | MITSUBISHI UFJ FINANCIAL GRO | MUFG | 606822104 | $9.5M | 0.79% | 558,229 | SH |
| 41 | INVESCO EXCH TRADED FD TR II | KBWB | 46138E628 | $9.3M | 0.77% | 117,400 | SH |
| 42 | SUN LIFE FINANCIAL INC. | SLF | 866796105 | $9.2M | 0.76% | 145,822 | SH |
| 43 | TEXAS INSTRS INC | TXN | 882508104 | $9.1M | 0.76% | 46,611 | SH |
| 44 | BHP BILLITON LIMITED | BHP | 088606108 | $8.9M | 0.74% | 122,177 | SH |
| 45 | PEPSICO INC | PEP | 713448108 | $8.9M | 0.74% | 57,130 | SH |
| 46 | SAP SE | SAP | 803054204 | $8.6M | 0.72% | 50,264 | SH |
| 47 | AMERICAN EXPRESS CO | AXP | 025816109 | $8.0M | 0.67% | 26,369 | SH |
| 48 | AFLAC INC | AFL | 001055102 | $8.0M | 0.67% | 72,588 | SH |
| 49 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.9M | 0.65% | 12,040 | SH |
| 50 | MANULIFE FINL CORP | MFC | 56501R106 | $6.8M | 0.57% | 196,504 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-18 | $1.20B | 192 | 0001062993-26-002742 |
| 2025-12-31 | 2026-02-17 | $1.25B | 201 | 0001062993-26-000999 |
| 2025-09-30 | 2025-11-13 | $1.18B | 179 | 0001062993-25-016690 |