Guardian Partners Inc.

CIK

1884799

Location

TORONTO, Z4

Portfolio Value

Mid $1,125,187,991

Diversification

Diversified

Filing Date

Global Rank

#1,646 / 8,592 ▲ 37

Top Industry

Banks - Diversified 30.3%

3Y Alpha vs SPY

+6.9%

Period ended 3 months ago

Filed May 18, 2026 · 32d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+34.7%

SPY

+24.9%

Annualised alpha

+6.8%

Max drawdown

−13.1%

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

169 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.2%

−0.3 pts

Top 5

25.4%

+0.1 pts

Top 10

38.1%

−0.6 pts

HHI

237

Diversified+1

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	39.2%	$441,514,233	34
Energy	14.4%	$162,372,456	16
Technology	10.3%	$116,015,447	25
Industrials	6.8%	$76,261,784	20
Utilities	6.0%	$67,682,952	11
Healthcare	5.4%	$61,094,407	16
Basic Materials	4.9%	$55,648,451	12
Consumer Cyclical	4.4%	$49,930,176	13
Communication Services	3.9%	$43,753,367	7
Consumer Defensive	3.6%	$40,306,964	8
Unclassified	0.9%	$9,633,338	4
Real Estate	0.1%	$974,416	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AEM	Agnico Eagle Mines Ltd	+19,084	63,453	$12,879,689
BHP	BHP Group Ltd	+16,224	122,177	$8,887,154
CVE	Cenovus Energy Inc.	+12,358	142,162	$3,771,557
CCJ	Cameco Corp	+8,451	32,751	$3,557,086
WPM	Wheaton Precious Metals Corp.	+6,726	15,106	$1,979,037
MFC	Manulife Financial Corp	+4,753	196,504	$6,767,597
MSFT	Microsoft Corp	+2,824	71,634	$26,516,757
BEPC	Brookfield Renewable Corp	+2,728	23,623	$940,904
VST	Vistra Corp.	+2,351	9,951	$1,495,933
RCI	Rogers Communications Inc	+2,285	371,138	$14,270,256
AMZN	Amazon Com Inc	+2,182	23,088	$4,808,537
CRWD	CrowdStrike Holdings, Inc.	+2,101	3,701	$1,444,907
AVGO	Broadcom Inc.	+2,044	9,928	$3,072,815
TFII	TFI International Inc.	+1,340	39,300	$4,269,159
BAM	Brookfield Asset Management Ltd.	+1,295	341,610	$15,184,564
GS	Goldman Sachs Group Inc	+1,241	3,241	$2,741,853
SNY	Sanofi	+1,026	204,086	$9,832,863
CNI	Canadian National Railway Co	+995	249,906	$25,682,839
ORI	Old Republic International Corp	+864	9,737	$388,506
SAP	Sap SE	+654	50,264	$8,605,699
TXN	Texas Instruments Inc	+528	46,611	$9,049,059
AMAT	Applied Materials Inc /De	+521	15,038	$5,139,838
AFL	Aflac Inc	+456	72,588	$7,963,629
CP	Canadian Pacific Kansas City Ltd/Cn	+401	20,442	$1,607,967
PG	PROCTER & GAMBLE Co	+395	4,768	$688,689
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
OTEX	Open Text Corp	−196,112	29,827	$663,352
TU	Telus Corp	−76,859	396,789	$5,090,802
BN	BROOKFIELD Corp /ON/	−22,089	508,806	$20,591,378
MP	MP Materials Corp. / DE	−20,199	14,901	$719,122
PL	Planet Labs PBC	−20,000	60,000	$1,677,000
MUFG	Mitsubishi Ufj Financial Group Inc	−15,409	558,229	$9,473,146
IAU	Ishares Gold Trust	−15,000	15,000	$1,322,400
TD	Toronto Dominion Bank	−13,202	702,815	$65,579,667
GOOGL	Alphabet Inc.	−11,317	57,036	$16,401,272
RKT	Rocket Companies, Inc.	−10,999	91,301	$1,301,039
NKE	NIKE, Inc.	−9,649	95,518	$5,045,260
NVO	Novo Nordisk A S	−9,028	65,512	$2,407,566
CNQ	Canadian Natural Resources Ltd	−8,792	550,552	$26,828,398
QQQ	Invesco Qqq Trust, Series 1	−8,449	476	$274,737
NTR	Nutrien Ltd.	−8,066	350,388	$26,440,278
AAPL	Apple Inc.	−7,936	97,376	$24,713,055
ING	Ing Groep NV	−6,043	712,635	$18,564,141
BA	Boeing Co	−5,949	3,226	$642,070
BNS	Bank Of Nova Scotia	−5,910	632,459	$43,835,733
SNOW	Snowflake Inc.	−5,299	3,801	$573,266
JPM	Jpmorgan Chase & Co	−4,930	95,888	$28,206,414
CM	Canadian Imperial Bank Of Commerce /Can/	−4,524	376,970	$35,717,907
UNH	Unitedhealth Group Inc	−4,319	13,243	$3,583,423
WMT	Walmart Inc.	−3,802	121,299	$15,075,039
GLD	Spdr Gold Trust	−3,799	479	$206,108
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MDA	MDA Space Ltd.	106,123	$2,687,034
PBR	Petrobras - Petroleo Brasileiro SA	68,001	$1,411,020
NXE	NexGen Energy Ltd.	96,001	$1,113,611
NOW	ServiceNow, Inc.	7,756	$810,889
PAM	Pampa Energy Inc.	7,000	$619,500
ALM	Almonty Industries Inc.	30,000	$434,400
HL	Hecla Mining Co/De/	19,000	$353,970
ABVX	Abivax S.A.	2,700	$300,645
CRCL	Circle Internet Group, Inc.	3,000	$286,230
UGI	Ugi Corp /Pa/	5,731	$208,723
ARES	Ares Management Corp	1,887	$205,871
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
EXE	EXPAND ENERGY Corp	15,450	$1,705,062
GM	General Motors Co	17,000	$1,382,440
SATS	EchoStar CORP	10,000	$1,087,000
NOK	Nokia Corp	165,000	$1,067,550
INTC	Intel Corp	26,600	$981,540
PLTR	Palantir Technologies Inc.	5,065	$900,303
WDC	Western Digital Corp	5,000	$861,350
NTRA	Natera, Inc.	3,400	$778,906
TEM	Tempus AI, Inc.	12,400	$732,220
GH	Guardant Health, Inc.	7,000	$714,980
CAT	Caterpillar Inc	1,000	$572,870
BIPC	Brookfield Infrastructure Corp	8,793	$399,202
BXP	BXP, Inc.	4,435	$299,273
PSLV	Sprott Physical Silver Trust	12,450	$294,442
LEGN	Legend Biotech Corp	12,500	$271,750
OKE	Oneok Inc /New/	2,700	$198,450
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

169 positions · $1,125,187,991 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 169 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
RY	Royal Bank Of Canada Financial Services	Reduced	503,889	-3,317	$81,519,162	−5.7%	7.24%
TD	Toronto Dominion Bank Financial Services	Reduced	702,815	-13,202	$65,579,667	−2.8%	5.83%
BMO	Bank Of Montreal /Can/ Financial Services	Reduced	368,162	-3,762	$49,827,045	+3.2%	4.43%
ENB	Enbridge Inc Energy	Added	823,668	+65	$44,593,385	+13.2%	3.96%
BNS	Bank Of Nova Scotia Financial Services	Reduced	632,459	-5,910	$43,835,733	−6.8%	3.90%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	Reduced	376,970	-4,524	$35,717,907	+3.3%	3.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	95,888	-4,930	$28,206,414	−13.2%	2.51%
CNQ	Canadian Natural Resources Ltd Energy	Reduced	550,552	-8,792	$26,828,398	+41.7%	2.38%
MSFT	Microsoft Corp Technology	Added	71,634	+2,824	$26,516,757	−20.3%	2.36%
NTR	Nutrien Ltd. Basic Materials	Reduced	350,388	-8,066	$26,440,278	+19.5%	2.35%
CNI	Canadian National Railway Co Industrials	Added	249,906	+995	$25,682,839	+4.4%	2.28%
AAPL	Apple Inc. Technology	Reduced	97,376	-7,936	$24,713,055	−13.7%	2.20%
JNJ	Johnson & Johnson Healthcare	Reduced	96,086	-1,230	$23,487,261	+16.6%	2.09%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	508,806	-22,089	$20,591,378	−15.5%	1.83%
IMO	Imperial Oil Ltd Energy	Reduced	154,756	-3,537	$20,245,179	+48.2%	1.80%
SU	Suncor Energy Inc Energy	Added	293,897	+199	$19,429,530	+49.1%	1.73%
ING	Ing Groep NV Financial Services	Reduced	712,635	-6,043	$18,564,141	−7.7%	1.65%
EMR	Emerson Electric Co Industrials	Reduced	132,889	-594	$17,411,116	−1.7%	1.55%
FTS	Fortis Inc. Utilities	Added	307,724	+64	$17,167,921	+7.4%	1.53%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	54,320	-174	$16,882,112	+1.4%	1.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	57,036	-11,317	$16,401,272	−23.3%	1.46%
DUK	Duke Energy CORP Utilities	Reduced	124,370	-994	$16,285,007	+10.8%	1.45%
BAM	Brookfield Asset Management Ltd. Financial Services	Added	341,610	+1,295	$15,184,564	−14.8%	1.35%
WMT	Walmart Inc. Consumer Defensive	Reduced	121,299	-3,802	$15,075,039	+8.2%	1.34%
CVX	Chevron Corp Energy	Reduced	70,702	-160	$14,628,243	+35.4%	1.30%
NGG	National Grid PLC Utilities	Reduced	171,170	-2,369	$14,480,982	+7.9%	1.29%
RCI	Rogers Communications Inc Communication Services	Added	371,138	+2,285	$14,270,256	+2.5%	1.27%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	63,453	+19,084	$12,879,689	+71.2%	1.14%
MA	Mastercard Inc Financial Services	Added	24,658	+263	$12,320,616	−11.5%	1.09%
PBA	Pembina Pipeline Corp Energy	Reduced	266,886	-2,251	$11,945,817	+16.6%	1.06%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	34,838	-2,036	$11,773,502	+5.1%	1.05%
MGA	Magna International Inc Consumer Cyclical	Added	210,434	+224	$11,744,321	+4.8%	1.04%
TRP	Tc Energy Corp Energy	Reduced	184,625	-2,475	$11,557,525	+12.3%	1.03%
RTX	RTX Corp Industrials	Reduced	56,852	-781	$10,966,750	+3.8%	0.97%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	10,360	-211	$10,323,014	+13.2%	0.92%
SNY	Sanofi Healthcare	Added	204,086	+1,026	$9,832,863	−0.1%	0.87%
EMA	Emera Inc Utilities	Reduced	186,438	-1,084	$9,670,539	+4.7%	0.86%
MUFG	Mitsubishi Ufj Financial Group Inc Financial Services	Reduced	558,229	-15,409	$9,473,146	+4.1%	0.84%
SLF	Sun Life Financial Inc Financial Services	Reduced	145,822	-2,327	$9,122,624	−1.3%	0.81%
TXN	Texas Instruments Inc Technology	Added	46,611	+528	$9,049,059	+13.2%	0.80%
BHP	BHP Group Ltd Basic Materials	Added	122,177	+16,224	$8,887,154	+38.9%	0.79%
PEP	Pepsico Inc Consumer Defensive	Reduced	57,130	-771	$8,871,717	+6.8%	0.79%
SAP	Sap SE Technology	Added	50,264	+654	$8,605,699	−28.6%	0.76%
AXP	American Express Co Financial Services	Reduced	26,369	-194	$7,976,095	−18.8%	0.71%
AFL	Aflac Inc Financial Services	Added	72,588	+456	$7,963,629	+0.1%	0.71%
SPY	Spdr S&P 500 ETF Trust	Added	12,040	+37	$7,830,093	−4.3%	0.70%
MFC	Manulife Financial Corp Financial Services	Added	196,504	+4,753	$6,767,597	−2.7%	0.60%
ABCL	AbCellera Biologics Inc. Healthcare	Added	1,786,415	+1	$6,234,588	+2.0%	0.55%
CME	Cme Group Inc. Financial Services	Added	19,910	+91	$5,880,418	+8.7%	0.52%
ORCL	Oracle Corp Technology	Reduced	37,782	-639	$5,558,110	−25.8%	0.49%