Guardian Partners Inc.
Filing Date
Global Rank
#1,854
/ 8,517
▼ 173
Top Industry
Banks - Diversified
34.9%
3Y Alpha vs SPY
+12.0%
Period ended 46 days ago
Filed Jul 29, 2026 · 17d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+48.0%
SPY
+27.3%
Annualised alpha
+12.4%
Max drawdown
−13.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
319 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
8.2%
+1.0 pts
Top 5
28.6%
+3.4 pts
Top 10
41.7%
+3.7 pts
HHI
269
Diversified+33
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 43.7% | $458,748,768 |
| Energy | 11.4% | $119,882,227 |
| Technology | 10.9% | $114,288,561 |
| Industrials | 7.4% | $77,932,938 |
| Utilities | 5.5% | $57,385,755 |
| Healthcare | 5.2% | $55,012,225 |
| Consumer Cyclical | 4.4% | $46,050,918 |
| Communication Services | 3.8% | $39,794,178 |
| Basic Materials | 3.5% | $37,089,979 |
| Consumer Defensive | 3.0% | $31,902,087 |
| Unclassified | 1.0% | $10,775,390 |
| Real Estate | 0.1% | $1,444,320 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PBR | Petrobras - Petroleo Brasileiro SA | +44,999 | 113,000 | $1,826,080 | |
| BKNG | Booking Holdings Inc. | +11,222 | 11,700 | $2,085,408 | |
| RKLB | Rocket Lab Corp | +9,000 | 25,000 | $2,541,250 | |
| COF | Capital One Financial Corp | +4,474 | 6,325 | $1,268,921 | |
| OTEX | Open Text Corp | +2,563 | 32,390 | $717,438 | |
| T | At&T Inc. | +1,099 | 8,940 | $185,058 | |
| TRI | Thomson Reuters Corp /Can/ | +693 | 20,066 | $1,638,790 | |
| DIS | Walt Disney Co | +469 | 33,460 | $3,220,525 | |
| B | Barrick Mining Corp | +317 | 10,138 | $372,368 | |
| AXP | American Express Co | +285 | 26,654 | $9,015,715 | |
| QQQ | Invesco Qqq Trust, Series 1 | +239 | 715 | $526,526 | |
| QSR | Restaurant Brands International Inc. | +228 | 9,721 | $704,869 | |
| CVS | CVS HEALTH Corp | +146 | 4,622 | $478,145 | |
| INTU | Intuit Inc. | +130 | 5,559 | $1,450,899 | |
| IAU | Ishares Gold Trust | +125 | 15,125 | $1,142,088 | |
| TECK | Teck Resources Ltd | +114 | 29,615 | $1,760,907 | |
| HD | Home Depot, Inc. | +112 | 2,574 | $907,798 | |
| ARES | Ares Management Corp | +48 | 1,935 | $215,384 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABCL | AbCellera Biologics Inc. | −1,190,417 | 595,998 | $4,678,584 | |
| ENB | Enbridge Inc | −156,727 | 666,941 | $36,154,871 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | −151,545 | 406,684 | $8,088,944 | |
| ING | Ing Groep NV | −143,628 | 569,007 | $17,855,439 | |
| CNQ | CANADIAN NATURAL RESOURCES Ltd | −134,313 | 416,239 | $16,441,440 | |
| TD | Toronto Dominion Bank | −94,236 | 608,579 | $73,899,747 | |
| NXE | NexGen Energy Ltd. | −93,001 | 3,000 | $28,170 | |
| TU | Telus Corp | −87,712 | 309,077 | $3,266,943 | |
| NTR | Nutrien Ltd. | −86,068 | 264,320 | $16,638,944 | |
| RY | Royal Bank Of Canada | −85,745 | 418,144 | $86,543,263 | |
| BNS | Bank Of Nova Scotia | −85,506 | 546,953 | $47,497,398 | |
| PBA | Pembina Pipeline Corp | −74,244 | 192,642 | $8,909,692 | |
| BMO | Bank Of Montreal /Can/ | −64,391 | 303,771 | $53,676,335 | |
| CVE | Cenovus Energy Inc. | −61,978 | 80,184 | $1,989,365 | |
| SU | Suncor Energy Inc | −61,189 | 232,708 | $12,491,765 | |
| BHP | BHP Group Ltd | −55,152 | 67,025 | $5,583,852 | |
| BN | BROOKFIELD Corp /ON/ | −53,752 | 455,054 | $19,380,749 | |
| PL | Planet Labs PBC | −45,000 | 15,000 | $496,950 | |
| CM | Canadian Imperial Bank Of Commerce /Can/ | −38,388 | 338,582 | $38,936,930 | |
| MDA | MDA Space Ltd. | −35,188 | 70,935 | $2,928,196 | |
| RCI | Rogers Communications Inc | −31,148 | 339,990 | $11,049,675 | |
| WMT | Walmart Inc. | −29,781 | 91,518 | $10,365,328 | |
| NGG | National Grid PLC | −27,860 | 143,310 | $11,876,099 | |
| EMA | Emera Inc | −25,728 | 160,710 | $8,520,844 | |
| TRP | Tc Energy Corp | −22,591 | 162,034 | $10,741,233 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| C | Citigroup Inc | 26,000 | $3,638,960 | |
| SPCX | Space Exploration Technologies Corp | 11,075 | $1,892,274 | |
| MRVL | Marvell Technology, Inc. | 4,000 | $1,191,560 | |
| HLT | Hilton Worldwide Holdings Inc. | 3,500 | $1,156,610 | |
| SOFI | SoFi Technologies, Inc. | 60,000 | $1,075,800 | |
| CDNS | Cadence Design Systems Inc | 2,700 | $1,013,364 | |
| ARM | Arm Holdings PLC /Uk | 2,800 | $992,796 | |
| KGS | Kodiak Gas Services, Inc. | 13,000 | $976,690 | |
| RVMD | Revolution Medicines, Inc. | 4,500 | $842,760 | |
| BKR | Baker Hughes Co | 15,000 | $832,500 | |
| OKTA | Okta, Inc. | 6,000 | $818,700 | |
| IONQ | IonQ, Inc. | 15,000 | $798,900 | |
| WDAY | Workday, Inc. | 6,000 | $734,520 | |
| MELI | Mercadolibre Inc | 280 | $475,269 | |
| BIPC | Brookfield Infrastructure Corp | 9,017 | $347,154 | |
| LRCX | Lam Research Corp | 640 | $277,331 | |
| MU | Micron Technology Inc | 175 | $202,000 | |
| HBM | Hudbay Minerals Inc. | 8,000 | $188,880 | |
| IBM | International Business Machines Corp | 604 | $169,850 | |
| J | Jacobs Solutions Inc. | 1,300 | $163,800 | |
| SLB | Slb Limited/Nv | 3,353 | $155,880 | |
| VRT | Vertiv Holdings Co | 435 | $145,646 | |
| AMD | Advanced Micro Devices Inc | 250 | $145,227 | |
| GD | General Dynamics Corp | 398 | $140,987 | |
| TEM | Tempus AI, Inc. | 2,400 | $139,032 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 11,395 | $1,044,237 | |
| BA | Boeing Co | 3,226 | $642,070 | |
| ALM | Almonty Industries Inc. | 30,000 | $434,400 | |
| HL | Hecla Mining Co/De/ | 19,000 | $353,970 | |
| CRCL | Circle Internet Group, Inc. | 3,000 | $286,230 | |
| No positions match the current search. | ||||
319 tracked positions ·
$1,050,307,346 total
· filing declares
392 positions · $1,108,554,320
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 319 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| RY |
Royal Bank Of Canada
Financial Services
|
Reduced | 418,144 | $86,543,263 | 8.24% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 608,579 | $73,899,747 | 7.04% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Reduced | 303,771 | $53,676,335 | 5.11% | |
| BNS |
Bank Of Nova Scotia
Financial Services
|
Reduced | 546,953 | $47,497,398 | 4.52% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
Reduced | 338,582 | $38,936,930 | 3.71% | |
| ENB |
Enbridge Inc
Energy
|
Reduced | 666,941 | $36,154,871 | 3.44% | |
| CNI |
Canadian National Railway Co
Industrials
|
Reduced | 234,079 | $27,911,579 | 2.66% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 85,096 | $27,854,473 | 2.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 83,532 | $24,170,819 | 2.30% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 58,121 | $21,680,295 | 2.06% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 81,690 | $20,746,809 | 1.98% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
Reduced | 455,054 | $19,380,749 | 1.85% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 50,312 | $17,979,999 | 1.71% | |
| ING |
Ing Groep NV
Financial Services
|
Reduced | 569,007 | $17,855,439 | 1.70% | |
| NTR |
Nutrien Ltd.
Basic Materials
|
Reduced | 264,320 | $16,638,944 | 1.58% | |
| FTS |
Fortis Inc.
Utilities
|
Reduced | 289,159 | $16,548,569 | 1.58% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Reduced | 416,239 | $16,441,440 | 1.57% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 110,942 | $15,881,347 | 1.51% | |
| IMO |
Imperial Oil Ltd
Energy
|
Reduced | 140,984 | $15,793,027 | 1.50% | |
| BAM |
Brookfield Asset Management Ltd.
Financial Services
|
Reduced | 329,729 | $14,788,345 | 1.41% | |
| MGA |
Magna International Inc
Consumer Cyclical
|
Reduced | 202,040 | $13,265,946 | 1.26% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 103,543 | $13,106,472 | 1.25% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 43,202 | $12,877,220 | 1.23% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 47,037 | $12,714,571 | 1.21% | |
| SU |
Suncor Energy Inc
Energy
|
Reduced | 232,708 | $12,491,765 | 1.19% | |
| NGG |
National Grid PLC
Utilities
|
Reduced | 143,310 | $11,876,099 | 1.13% | |
| RCI |
Rogers Communications Inc
Communication Services
|
Reduced | 339,990 | $11,049,675 | 1.05% | |
| TRP |
Tc Energy Corp
Energy
|
Reduced | 162,034 | $10,741,233 | 1.02% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 91,518 | $10,365,328 | 0.99% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 14,269 | $10,316,487 | 0.98% | |
| SLF |
Sun Life Financial Inc
Financial Services
|
Reduced | 128,156 | $10,049,993 | 0.96% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 21,035 | $10,045,684 | 0.96% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 18,475 | $9,488,760 | 0.90% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 57,158 | $9,474,510 | 0.90% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 10,111 | $9,458,537 | 0.90% | |
| AXP |
American Express Co
Financial Services
|
Added | 26,654 | $9,015,715 | 0.86% | |
| PBA |
Pembina Pipeline Corp
Energy
|
Reduced | 192,642 | $8,909,692 | 0.85% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 11,910 | $8,894,030 | 0.85% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 46,531 | $8,828,326 | 0.84% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 56,761 | $8,805,333 | 0.84% | |
| EMA |
Emera Inc
Utilities
|
Reduced | 160,710 | $8,520,844 | 0.81% | |
| MUFG |
Mitsubishi Ufj Financial Group Inc
Financial Services
|
Reduced | 406,684 | $8,088,944 | 0.77% | |
| SNY |
Sanofi
Healthcare
|
Reduced | 181,975 | $7,763,053 | 0.74% | |
| AFL |
Aflac Inc
Financial Services
|
Reduced | 62,214 | $7,294,591 | 0.69% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Reduced | 174,281 | $7,060,123 | 0.67% | |
| SAP |
Sap SE
Technology
|
Reduced | 45,555 | $7,020,481 | 0.67% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 46,849 | $6,343,354 | 0.60% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 55,832 | $5,705,472 | 0.54% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Reduced | 67,025 | $5,583,852 | 0.53% | |
| TFII |
TFI International Inc.
Industrials
|
Reduced | 37,548 | $5,390,766 | 0.51% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.