Guardian Partners Inc.
CIK: 0001884799SEC EDGAR →
Portfolio Value
$1.2B
Holdings
201
As of
Q4 2025
New Positions
51
Closed Positions
29
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ROYAL BK CDA | 507,206 | $85.9M | 6.88% |
| 2 | TORONTO DOMINION BK ONT | 716,017 | $68.1M | 5.46% |
| 3 | BANK MONTREAL QUE | 371,924 | $52.2M | 4.18% |
| 4 | BANK NOVA SCOTIA HALIFAX | 638,369 | $47.5M | 3.81% |
| 5 | ENBRIDGE INC | 823,603 | $41.1M | 3.30% |
| 6 | CANADIAN IMPERIAL BANK OF CO | 381,494 | $36.1M | 2.89% |
| 7 | JPMORGAN CHASE & CO. | 100,818 | $31.9M | 2.56% |
| 8 | APPLE INC | 105,312 | $29.0M | 2.33% |
| 9 | MICROSOFT CORP | 68,810 | $28.4M | 2.28% |
| 10 | NUTRIEN LTD | 358,454 | $25.5M | 2.04% |
Quarterly Changes
Top Buys
New Positions (52)
$5.1M · 119K shares
$4.6M · 38K shares
$4.1M · 52K shares
$3.2M · 46K shares
$3.2M · 85K shares
$2.8M · 30K shares
$2.7M · 46K shares
$2.2M · 93K shares
$2.0M · 102K shares
$2.0M · 13K shares
$1.7M · 80K shares
$1.5M · 19K shares
$1.5M · 17K shares
$1.3M · 5K shares
$1.3M · 27K shares
$1.2M · 16K shares
$1.1M · 2K shares
$1.1M · 165K shares
$1.1M · 6K shares
$1.1M · 30K shares
$1.1M · 10K shares
$949K · 2K shares
$795K · 11K shares
$743K · 7K shares
$706K · 5K shares
$699K · 3K shares
$691K · 1K shares
$662K · 2K shares
$511K · 11K shares
$440K · 4K shares
$428K · 2K shares
$418K · 2K shares
$392K · 5K shares
$384K · 1K shares
$381K · 3K shares
$364K · 5K shares
$362K · 9K shares
$360K · 7K shares
$360K · 2K shares
$338K · 2K shares
$333K · 3K shares
$281K · 3K shares
$281K · 686 shares
$277K · 3K shares
$276K · 721 shares
$250K · 2K shares
$248K · 850 shares
$239K · 6K shares
$235K · 2K shares
$219K · 2K shares
$215K · 2K shares
$208K · 13K shares
Closed Positions (30)
$22.7M · 47K shares
$9.6M · 300K shares
$7.7M · 127K shares
$3.8M · 45K shares
$3.7M · 100K shares
$2.8M · 84K shares
$2.7M · 47K shares
$1.8M · 31K shares
$1.7M · 64K shares
$1.5M · 37K shares
$1.2M · 54K shares
$1.1M · 8K shares
$972K · 5K shares
$965K · 14K shares
$899K · 12K shares
$895K · 2K shares
$865K · 13K shares
$746K · 28K shares
$741K · 14K shares
$727K · 70K shares
$291K · 2K shares
$256K · 2K shares
$252K · 673 shares
$251K · 1K shares
$245K · 20K shares
$229K · 2K shares
$221K · 7K shares
$213K · 1K shares
$205K · 7K shares
$147K · 24K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 53 | $530.9M | 42.6% |
| Energy | 14 | $150.9M | 12.1% |
| Technology | 25 | $126.0M | 10.1% |
| Utilities | 12 | $77.6M | 6.2% |
| Healthcare | 18 | $64.4M | 5.2% |
| Consumer Cyclical | 14 | $54.7M | 4.4% |
| Industrials | 19 | $54.3M | 4.4% |
| Unknown | 18 | $53.7M | 4.3% |
| Basic Materials | 9 | $47.8M | 3.8% |
| Communication Services | 8 | $44.7M | 3.6% |
| Consumer Defensive | 7 | $41.4M | 3.3% |
| Real Estate | 4 | $1.2M | 0.1% |