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Guardian Partners Inc. Top Holdings and 13F Report (2025)

About Guardian Partners Inc.

Investment Activity

  • Guardian Partners Inc. has $1.11 billion in total holdings as of June 30, 2025.
  • Guardian Partners Inc. owns shares of 174 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
  • Approximately 10.94% of the portfolio was purchased this quarter.
  • About 9.64% of the portfolio was sold this quarter.
  • This quarter, Guardian Partners Inc. has purchased 169 new stocks and bought additional shares in 68 stocks.
  • Guardian Partners Inc. sold shares of 76 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Bank Of Montreal
$38,907,964

Largest New Holdings this Quarter

290876101 - Emera
$8,139,070 Holding
37954Y848 - Global X Silver Miners ETF
$3,783,584 Holding
74347Y755 - PROSHARES TR II
$1,714,000 Holding
452327109 - Illumina
$1,468,518 Holding
92840M102 - Vistra
$1,142,658 Holding

Largest Purchases this Quarter

Invesco KBW Bank ETF
543,785 shares (about $39.80M)
Vanguard Growth ETF
80,074 shares (about $35.43M)
Emera
178,034 shares (about $8.14M)
Global X Copper Miners ETF
136,604 shares (about $6.13M)
SPDR S&P Homebuilders ETF
52,352 shares (about $5.50M)

Largest Sales this Quarter

Financial Select Sector SPDR Fund
617,930 shares (about $32.38M)
VanEck Gold Miners ETF
277,484 shares (about $14.29M)
iShares MSCI Global Gold Miners ETF
319,800 shares (about $14.00M)
iShares MSCI Japan Value ETF
376,454 shares (about $12.98M)
WisdomTree Japan Hedged Equity Fund
46,500 shares (about $5.32M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGuardian Partners Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$63,292,507$692,163 -1.1%476,4115.7%Finance
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$49,427,504$470,277 -0.9%664,8814.4%Finance
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$44,542,409$39,799,624 839.2%608,5864.0%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$41,578,185$35,432,745 576.6%93,9623.7%ETF
Bank Of Montreal stock logo
BMO
Bank Of Montreal
$38,907,964$756,764 -1.9%343,2373.5%Finance
Enbridge Inc stock logo
ENB
Enbridge
$34,228,824$286,679 0.8%779,0703.1%Energy
Bank of Nova Scotia (The) stock logo
BNS
Bank of Nova Scotia
$33,026,067$1,706,332 -4.9%600,7023.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$32,429,569$452,152 -1.4%64,4072.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$25,195,294$548,764 -2.1%88,9792.3%Finance
Canadian National Railway Company stock logo
CNI
Canadian National Railway
$24,817,633$173,732 0.7%236,1312.2%Transportation
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$22,813,432$786,109 -3.3%312,6692.0%Finance
Nutrien Ltd. stock logo
NTR
Nutrien
$21,437,239$764,757 3.7%343,9741.9%Basic Materials
Apple Inc. stock logo
AAPL
Apple
$19,596,731$900,664 4.8%92,8201.8%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$18,383,980$117,712 0.6%131,5021.7%Industrials
Brookfield Corporation stock logo
BN
Brookfield
$18,281,487$771,962 4.4%291,4051.6%Finance
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$17,647,971$129,530 -0.7%314,8661.6%Finance
ING Group, N.V. stock logo
ING
ING Group
$16,795,733$123,424 -0.7%723,9541.5%Finance
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$15,995,905$1,121,939 -6.6%498,5521.4%Energy
McDonald's Corporation stock logo
MCD
McDonald's
$15,675,398$102,557 0.7%53,4961.4%Retail/Wholesale
SAP SE stock logo
SAP
SAP
$14,695,958$448,555 -3.0%47,1131.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$14,664,065$30,943 -0.2%93,8321.3%Medical
Duke Energy Corporation stock logo
DUK
Duke Energy
$14,503,537$143,768 -1.0%123,7821.3%Utilities
Fortis stock logo
FTS
Fortis
$14,238,211$226,955 1.6%303,1401.3%Utilities
TELUS Corporation stock logo
TU
TELUS
$13,809,009$16,373 0.1%832,4621.2%Utilities
Imperial Oil Limited stock logo
IMO
Imperial Oil
$13,045,589$28,460 0.2%162,7271.2%Energy
Walmart Inc. stock logo
WMT
Walmart
$12,936,236$487,438 -3.6%133,6251.2%Retail/Wholesale
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$12,727,255$71,772 0.6%423,8181.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$12,295,098$231,695 -1.8%21,7571.1%Business Services
PepsiCo, Inc. stock logo
PEP
PepsiCo
$11,950,969$52,447 0.4%88,8681.1%Consumer Staples
National Grid Transco, PLC stock logo
NGG
National Grid Transco
$11,842,082$249,959 -2.1%167,1431.1%Utilities
Rogers Communication, Inc. stock logo
RCI
Rogers Communication
$11,473,601$1,686,543 17.2%355,8121.0%Utilities
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,353,942$1,602,771 16.4%11,5611.0%Retail/Wholesale
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$10,709,936$80,093 0.8%272,1191.0%Energy
Chevron Corporation stock logo
CVX
Chevron
$10,407,655$48,966 -0.5%68,0150.9%Energy
Oracle Corporation stock logo
ORCL
Oracle
$9,489,230$148,560 -1.5%40,2410.9%Computer and Technology
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$9,323,435$659,698 -6.6%150,9250.8%Finance
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$9,098,169$126,418 1.4%130,5520.8%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,095,047$320,742 3.7%51,4950.8%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$8,939,936$128,103 1.5%41,3140.8%Computer and Technology
Sanofi stock logo
SNY
Sanofi
$8,874,755$84,818 -0.9%181,7480.8%Medical
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$8,843,327$51,976 0.6%241,7710.8%Energy
American Express Company stock logo
AXP
American Express
$8,821,695$12,377 -0.1%27,7980.8%Finance
Magna International Inc. stock logo
MGA
Magna International
$8,552,668$556,839 7.0%201,9750.8%Auto/Tires/Trucks
TC Energy Corporation stock logo
TRP
TC Energy
$8,261,031$84,450 -1.0%176,7630.7%Energy
RTX Corporation stock logo
RTX
RTX
$8,231,834$79,960 1.0%56,3130.7%Aerospace
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$8,184,416$1,790,732 -18.0%35,3020.7%Computer and Technology
Emera Incorporated stock logo
EMRAF
Emera
$8,139,070$8,139,070 New Holding178,0340.7%Utilities
TotalEnergies SE Sponsored ADR stock logo
TTE
TotalEnergies
$7,926,915$165,721 -2.0%126,7090.7%Energy
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$7,735,277$1,542,214 -16.6%70,6160.7%ETF
Mitsubishi UFJ Financial Group, Inc. stock logo
MUFG
Mitsubishi UFJ Financial Group
$7,672,668$178,417 -2.3%562,9250.7%Finance
AbCellera Biologics Inc. stock logo
ABCL
AbCellera Biologics
$7,538,6670.0%1,786,4140.7%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,376,389$148,526 2.1%11,8200.7%Finance
Global X Copper Miners ETF stock logo
COPX
Global X Copper Miners ETF
$6,916,320$6,134,886 785.1%154,0040.6%ETF
Aflac Incorporated stock logo
AFL
Aflac
$6,553,628$61,656 0.9%64,3080.6%Finance
Open Text Corporation stock logo
OTEX
Open Text
$6,055,818$166,974 2.8%209,1940.5%Computer and Technology
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$5,863,275$14,290,426 -70.9%113,8500.5%ETF
SPDR S&P Homebuilders ETF stock logo
XHB
SPDR S&P Homebuilders ETF
$5,823,510$5,496,960 1,683.3%55,4620.5%ETF
NIKE, Inc. stock logo
NKE
NIKE
$5,669,711$492,705 9.5%77,0760.5%Consumer Discretionary
Manulife Financial Corp stock logo
MFC
Manulife Financial
$5,602,126$100,586 1.8%183,1800.5%Finance
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$5,597,453$361,651 -6.1%47,4230.5%Basic Materials
Starbucks Corporation stock logo
SBUX
Starbucks
$5,066,157$122,396 2.5%53,1880.5%Retail/Wholesale
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,813,096$122,685 2.6%58,8470.4%Finance
BHP Group Limited Sponsored ADR stock logo
BHP
BHP Group
$4,782,751$182,565 -3.7%96,4070.4%Basic Materials
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$4,686,068$246,663 -5.0%44,7400.4%Utilities
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$4,600,116$193,610 -4.0%28,8680.4%Computer and Technology
Diageo plc stock logo
DEO
Diageo
$4,559,961$199,111 -4.2%43,5360.4%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,131,995$376,214 -8.3%13,6410.4%Medical
Thomson Reuters Co. stock logo
TRI
Thomson Reuters
$4,100,355$115,932 -2.7%20,4430.4%Business Services
CME Group Inc. stock logo
CME
CME Group
$4,017,453$99,230 2.5%14,5750.4%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$3,911,624$50,897 1.3%32,4320.4%Consumer Discretionary
BCE, Inc. stock logo
BCE
BCE
$3,784,395$1,628,925 -30.1%158,3990.3%Utilities
Global X Silver Miners ETF stock logo
SIL
Global X Silver Miners ETF
$3,783,584$3,783,584 New Holding78,4000.3%ETF
Intuit Inc. stock logo
INTU
Intuit
$3,774,839$65,415 1.8%4,9050.3%Computer and Technology
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$3,622,395$17,966 0.5%40,3250.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,405,085$298,871 9.6%15,3010.3%Retail/Wholesale
AstraZeneca PLC stock logo
AZN
AstraZeneca
$3,182,084$144,827 -4.4%44,9320.3%Medical
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,138,237$1,124,509 -26.4%3,9880.3%Medical
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$3,117,171$61,957 2.0%68,3740.3%Basic Materials
Danaher Corporation stock logo
DHR
Danaher
$2,895,030$33,560 -1.1%14,4060.3%Medical
SPROTT PHYSICAL GOLD & SILVE
$2,882,196$480,356 20.0%95,1320.3%TR UNIT
Unilever PLC stock logo
UL
Unilever
$2,786,707$250,800 -8.3%45,8340.3%Consumer Staples
Brookfield Infrastructure Partners LP stock logo
BIP
Brookfield Infrastructure Partners
$2,771,878$40,143 -1.4%84,0330.2%Finance
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,559,858$957,770 59.8%3,6750.2%Finance
Waste Connections, Inc. stock logo
WCN
Waste Connections
$2,486,553$159,392 -6.0%13,6190.2%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,339,934$89,584 4.0%14,3660.2%Computer and Technology
Cameco Corporation stock logo
CCJ
Cameco
$2,298,541$23,330 -1.0%32,0200.2%Basic Materials
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,289,402$386,560 20.3%23,6900.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$2,210,979$2,665 -0.1%12,4450.2%Computer and Technology
MP Materials Corp. stock logo
MP
MP Materials
$2,069,067$12,012 0.6%68,9000.2%Basic Materials
Broadcom Inc. stock logo
AVGO
Broadcom
$2,042,565$27,790 -1.3%7,3500.2%Computer and Technology
iShares MSCI Global Gold Miners ETF stock logo
RING
iShares MSCI Global Gold Miners ETF
$2,027,014$14,000,844 -87.4%46,3000.2%ETF
BLACKROCK INC
$1,979,348$1,605,907 430.0%1,8180.2%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,916,119$12,452 -0.6%4,0010.2%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$1,876,121$107,693 -5.4%3310.2%Retail/Wholesale
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,751,222$15,875 0.9%30,5570.2%ETF
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$1,743,049$43,432 -2.4%5,7390.2%Business Services
Pfizer Inc. stock logo
PFE
Pfizer
$1,720,060$2,029,873 -54.1%67,2950.2%Medical
PROSHARES TR II
$1,714,000$1,714,000 New Holding100,0000.2%ULTRA VIX SHORT
Brookfield Renewable Partners L.P. stock logo
BEP
Brookfield Renewable Partners
$1,697,059$3,075 0.2%65,1250.2%Utilities
Shopify Inc. stock logo
SHOP
Shopify
$1,612,488$58,490 3.8%14,0600.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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