GUARDIAN CAPITAL LP
Filing Date
Global Rank
#643
/ 8,232
▲ 111
Top Industry
Banks - Diversified
16.5%
3Y Alpha vs SPY
-4.0%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+59.4%
SPY
+76.3%
Annualised alpha
-4.0%
Max drawdown
−13.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
153 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.3%
−1.7 pts
Top 5
22.6%
−2.6 pts
Top 10
36.0%
−4.1 pts
HHI
223
Diversified−41
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 24.7% | $931,506,236 |
| Technology | 17.5% | $660,666,026 |
| Energy | 14.5% | $548,313,789 |
| Industrials | 10.5% | $396,603,360 |
| Consumer Cyclical | 9.7% | $366,256,492 |
| Basic Materials | 9.1% | $342,983,166 |
| Healthcare | 4.0% | $149,748,844 |
| Communication Services | 3.3% | $125,238,925 |
| Utilities | 3.0% | $111,285,192 |
| Consumer Defensive | 2.4% | $90,276,509 |
| Real Estate | 1.3% | $48,307,779 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OTEX | Open Text Corp | +854,837 | 4,570,672 | $101,651,745 | |
| SHOP | Shopify Inc. | +479,247 | 523,837 | $62,137,544 | |
| BAM | Brookfield Asset Management Ltd. | +317,945 | 358,646 | $15,941,814 | |
| BGSI | Boyd Group Services Inc. | +168,574 | 616,641 | $78,843,718 | |
| CNQ | Canadian Natural Resources Ltd | +143,430 | 3,453,521 | $168,290,077 | |
| GIB | Cgi Inc | +129,903 | 1,422,593 | $103,991,547 | |
| RCI | Rogers Communications Inc | +110,248 | 737,820 | $28,369,179 | |
| APH | Amphenol Corp /De/ | +110,200 | 129,747 | $16,393,532 | |
| BN | BROOKFIELD Corp /ON/ | +109,732 | 2,751,807 | $111,365,629 | |
| QSR | Restaurant Brands International Inc. | +97,613 | 979,526 | $72,386,971 | |
| BIPH | Brookfield Infrastructure Partners L.P. | +93,407 | 705,360 | $25,477,603 | |
| WMB | Williams Companies, Inc. | +92,129 | 830,532 | $60,446,118 | |
| STN | Stantec Inc | +71,705 | 366,389 | $31,656,009 | |
| NVDA | Nvidia Corp | +65,413 | 112,438 | $19,609,186 | |
| VST | Vistra Corp. | +64,467 | 72,588 | $10,912,153 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +57,504 | 91,129 | $1,546,459 | |
| AAPL | Apple Inc. | +50,816 | 334,688 | $84,940,467 | |
| IBN | Icici Bank Ltd | +47,043 | 525,324 | $13,605,891 | |
| SAN | Banco Santander, S.A. | +46,510 | 274,636 | $3,097,894 | |
| AMZN | Amazon Com Inc | +43,409 | 71,770 | $14,947,537 | |
| AVGO | Broadcom Inc. | +41,417 | 224,938 | $69,620,560 | |
| DSGX | Descartes Systems Group Inc | +40,376 | 190,877 | $13,659,158 | |
| WEC | Wec Energy Group, Inc. | +40,321 | 137,339 | $15,899,735 | |
| GOOGL | Alphabet Inc. | +36,983 | 198,064 | $56,955,283 | |
| TJX | Tjx Companies Inc /De/ | +34,620 | 182,379 | $29,125,925 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TU | Telus Corp | −2,544,141 | 127,559 | $1,636,581 | |
| NTR | Nutrien Ltd. | −228,792 | 297,949 | $22,483,230 | |
| AEM | Agnico Eagle Mines Ltd | −205,733 | 818,770 | $166,193,934 | |
| SU | Suncor Energy Inc | −197,926 | 1,791,267 | $118,420,661 | |
| HBM | Hudbay Minerals Inc. | −148,125 | 453,764 | $9,483,667 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | −117,138 | 823,115 | $77,990,145 | |
| ENB | Enbridge Inc | −101,307 | 1,240,899 | $67,182,271 | |
| TECK | Teck Resources Ltd | −69,275 | 831,598 | $43,035,196 | |
| RY | Royal Bank Of Canada | −60,298 | 1,707,110 | $276,176,255 | |
| AQN | Algonquin Power & Utilities Corp. | −55,500 | 20,801 | $127,718 | |
| MFC | Manulife Financial Corp | −51,507 | 1,465,476 | $50,470,993 | |
| B | Barrick Mining Corp | −45,772 | 851,294 | $34,724,281 | |
| YUMC | Yum China Holdings, Inc. | −29,285 | 124,615 | $6,078,719 | |
| GIL | Gildan Activewear Inc. | −22,012 | 1,199,037 | $66,726,409 | |
| MGA | Magna International Inc | −18,400 | 53,545 | $2,988,346 | |
| TD | Toronto Dominion Bank | −18,235 | 1,301,737 | $121,465,079 | |
| IMO | Imperial Oil Ltd | −17,600 | 26,463 | $3,461,889 | |
| CL | Colgate Palmolive Co | −14,600 | 46,900 | $3,997,287 | |
| TFII | TFI International Inc. | −14,300 | 21,446 | $2,329,678 | |
| CME | Cme Group Inc. | −11,900 | 27,200 | $8,033,520 | |
| NKE | NIKE, Inc. | −8,600 | 96,161 | $5,079,224 | |
| ALC | Alcon Inc | −7,800 | 30,400 | $2,290,640 | |
| CP | Canadian Pacific Kansas City Ltd/Cn | −7,730 | 1,222,910 | $96,194,100 | |
| ILMN | Illumina, Inc. | −6,800 | 26,200 | $3,229,412 | |
| AMAT | Applied Materials Inc /De | −6,125 | 8,725 | $2,982,117 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDA | MDA Space Ltd. | 3,557,734 | $90,081,824 | |
| AZN | Astrazeneca PLC | 170,252 | $33,577,099 | |
| ADI | Analog Devices Inc | 13,285 | $4,226,489 | |
| ALLE | Allegion plc | 20,596 | $2,992,392 | |
| GBX | Greenbrier Companies Inc | 39,339 | $2,071,198 | |
| HSBC | Hsbc Holdings PLC | 2,681 | $221,155 | |
| PTEN | Patterson Uti Energy Inc | 13,922 | $150,775 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| WAT | Waters Corp /De/ | 10,900 | $4,140,147 | |
| CCJ | Cameco Corp | 38,672 | $3,538,101 | |
| ARM | Arm Holdings PLC /Uk | 19,906 | $2,175,924 | |
| AMBP | Ardagh Metal Packaging S.A. | 19,983 | $81,930 | |
| PLTK | Playtika Holding Corp. | 14,794 | $58,436 | |
| ALIT | Alight, Inc. / Delaware | 11,594 | $22,608 | |
| No positions match the current search. | ||||
153 positions ·
$3,771,186,318 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 153 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AQN |
Algonquin Power & Utilities Corp.
Utilities
|
Reduced | 20,801 | $127,718 | 0.00% | |
| PTEN |
Patterson Uti Energy Inc
Energy
|
NEW | 13,922 | $150,775 | 0.00% | |
| HSBC |
Hsbc Holdings PLC
Financial Services
|
NEW | 2,681 | $221,155 | 0.01% | |
| BCE |
Bce Inc
Communication Services
|
Held | 9,039 | $228,144 | 0.01% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 1,595 | $247,687 | 0.01% | |
| CIGI |
Colliers International Group Inc.
Real Estate
|
Added | 2,365 | $252,794 | 0.01% | |
| TRI |
Thomson Reuters Corp /Can/
Industrials
|
Added | 2,941 | $264,631 | 0.01% | |
| BEP |
Brookfield Renewable Partners L.P.
Utilities
|
Held | 11,567 | $377,546 | 0.01% | |
| EMA |
Emera Inc
Utilities
|
Held | 8,260 | $428,446 | 0.01% | |
| ZBH |
Zimmer Biomet Holdings, Inc.
Healthcare
|
Reduced | 6,212 | $561,689 | 0.01% | |
| NGG |
National Grid PLC
Utilities
|
Added | 6,667 | $564,028 | 0.01% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
Reduced | 6,280 | $628,565 | 0.02% | |
| MFG |
Mizuho Financial Group Inc
Financial Services
|
Reduced | 84,299 | $669,334 | 0.02% | |
| WAB |
Westinghouse Air Brake Technologies Corp
Industrials
|
Held | 2,978 | $744,231 | 0.02% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
Reduced | 7,408 | $778,728 | 0.02% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 2,402 | $811,755 | 0.02% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Added | 5,106 | $829,418 | 0.02% | |
| ROP |
Roper Technologies Inc
Technology
|
Reduced | 3,155 | $1,116,428 | 0.03% | |
| ING |
Ing Groep NV
Financial Services
|
Held | 44,883 | $1,169,202 | 0.03% | |
| WFG |
West Fraser Timber Co., Ltd
Basic Materials
|
Reduced | 17,939 | $1,171,237 | 0.03% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 2,432 | $1,195,400 | 0.03% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Held | 382 | $1,290,311 | 0.03% | |
| ATS |
ATS Corp /ATS
Industrials
|
Reduced | 46,955 | $1,324,131 | 0.04% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 3,155 | $1,511,876 | 0.04% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Added | 91,129 | $1,546,459 | 0.04% | |
| TU |
Telus Corp
Communication Services
|
Reduced | 127,559 | $1,636,581 | 0.04% | |
| INTU |
Intuit Inc.
Technology
|
Reduced | 3,837 | $1,659,042 | 0.04% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 9,300 | $1,889,574 | 0.05% | |
| AME |
Ametek Inc/
Industrials
|
Added | 9,442 | $2,023,987 | 0.05% | |
| GBX |
Greenbrier Companies Inc
Industrials
|
NEW | 39,339 | $2,071,198 | 0.05% | |
| ACN |
Accenture plc
Technology
|
Reduced | 10,800 | $2,141,532 | 0.06% | |
| ALC |
Alcon Inc
Healthcare
|
Reduced | 30,400 | $2,290,640 | 0.06% | |
| TFII |
TFI International Inc.
Industrials
|
Reduced | 21,446 | $2,329,678 | 0.06% | |
| ADBE |
Adobe Inc.
Technology
|
Added | 9,800 | $2,382,184 | 0.06% | |
| AXP |
American Express Co
Financial Services
|
Held | 8,988 | $2,718,690 | 0.07% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 6,289 | $2,743,575 | 0.07% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 22,301 | $2,771,567 | 0.07% | |
| VRSK |
Verisk Analytics, Inc.
Industrials
|
Reduced | 14,800 | $2,808,300 | 0.07% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 15,602 | $2,958,139 | 0.08% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 8,725 | $2,982,117 | 0.08% | |
| MGA |
Magna International Inc
Consumer Cyclical
|
Reduced | 53,545 | $2,988,346 | 0.08% | |
| ALLE |
Allegion plc
Industrials
|
NEW | 20,596 | $2,992,392 | 0.08% | |
| MKTX |
Marketaxess Holdings Inc
Financial Services
|
Reduced | 18,300 | $3,019,134 | 0.08% | |
| HSIC |
Henry Schein Inc
Healthcare
|
Held | 41,476 | $3,056,781 | 0.08% | |
| SAN |
Banco Santander, S.A.
Financial Services
|
Added | 274,636 | $3,097,894 | 0.08% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Added | 35,644 | $3,193,345 | 0.08% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 30,661 | $3,205,606 | 0.09% | |
| ILMN |
Illumina, Inc.
Healthcare
|
Reduced | 26,200 | $3,229,412 | 0.09% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 22,187 | $3,245,513 | 0.09% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 21,079 | $3,379,384 | 0.09% |