Guardian Partners Inc.
Sector Allocation
- Financials38.1%$429.7M
- Technology13.7%$154.6M
- Energy12.9%$145.4M
- Industrials7.6%$86.0M
- Healthcare5.7%$64.7M
- Utilities4.4%$49.3M
- Materials4.2%$47.7M
- Other4.1%$46.4M
- Consumer Staples2.9%$32.4M
- Consumer Discretionary2.8%$31.5M
AUM History
13fpro.ai/research/fund/guardian-partners-inc-1884799
Conviction and streaks
Diversifying · top 10 = 37.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
RY
$79.4MTD
$69.6MBNS
$49.2MBMO
$48.4MCM
$36.1MENB
$30.5MMSFT
$30.2MCNI
$28.3MAAPL
$28.2MJPM
$25.2MJNJ
$21.2MING
$19.5MCNQ
$18.8MNTR
$18.1MGOOGL
$17.4MEMR
$17.0MIMO
$16.7MTTE
$16.4MBN
$16.2MFTS
$16.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/guardian-partners-inc-1884799
Guardian Partners Inc. 13F holdings — Q3 2026
$1.1B portfolio (+1.7% QoQ) · 412 holdings · Q3 2026 13F · top 10 are 38% of the stock portfolio
$79.4M
7.0% of stocks
-5%This quarter+0.2%Since filed8+ qtrsHeld$69.6M
6.2% of stocks
-3%This quarter+0.5%Since filed8+ qtrsHeld$49.2M
4.4% of stocks
-1%This quarter-0.8%Since filed8+ qtrsHeldAIQuality71.1#173Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$48.4M
4.3% of stocks
-5%This quarter+0.0%Since filed8+ qtrsHeld$36.1M
3.2% of stocks
-3%This quarter+0.5%Since filed8+ qtrsHeld$30.5M
2.7% of stocks
-2%This quarter+0.5%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$30.2M
2.7% of stocks
+1%This quarter-0.1%Since filed8+ qtrsHeld$28.3M
2.5% of stocks
+1%This quarter+1.0%Since filed8+ qtrsHeld$28.2M
2.5% of stocks
+1%This quarter-0.0%Since filed8+ qtrsHeld$25.2M
2.2% of stocks
-10%This quarter-0.3%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — Guardian Partners Inc. (Q3 2026)
412 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $21.2M | 1.9% | 80K | -2% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ING GROEP NVadr | Financials | $19.5M | 1.7% | 550K | -3% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CANADIAN NATURAL RESOURCES Ltd | Energy | $18.8M | 1.7% | 399K | -4% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Nutrien Ltd. | Materials | $18.1M | 1.6% | 257K | -3% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Alphabet Inc. | Technology | $17.4M | 1.5% | 51K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | EMERSON ELECTRIC CO | Industrials | $17.0M | 1.5% | 110K | -1% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | IMPERIAL OIL LTD | Energy | $16.7M | 1.5% | 136K | -4% | 8+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | TotalEnergies SE | Energy | $16.4M | 1.4% | 192K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BROOKFIELD Corp /ON/ | Real Estate | $16.2M | 1.4% | 440K | -3% | 8+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Fortis Inc. | Utilities | $16.1M | 1.4% | 304K | +5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | SUNCOR ENERGY INC | Energy | $16.1M | 1.4% | 236K | +2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Brookfield Asset Management Ltd. | Financials | $14.9M | 1.3% | 331K | +0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | MAGNA INTERNATIONAL INC | Industrials | $12.8M | 1.1% | 201K | -0.4% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TEXAS INSTRUMENTS INC | Technology | $11.9M | 1.1% | 42K | -2% | 8+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Duke Energy CORP | Utilities | $11.7M | 1.0% | 103K | -0.5% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CVX | CHEVRON CORP | Energy | $11.5M | 1.0% | 56K | -1% | |||
| 27 | $RCI | ROGERS COMMUNICATIONS INC | Communication Services | $11.1M | 1.0% | 360K | +6% | |||
| 28 | $MCD | MCDONALDS CORP | Consumer Discretionary | $11.0M | 1.0% | 47K | +0.9% | |||
| 29 | $AEM | AGNICO EAGLE MINES LTD | Materials | $10.8M | 1.0% | 59K | +4% | |||
| 30 | $NGG | NATIONAL GRID PLC | Energy | $10.7M | 0.9% | 141K | -1% | |||
| 31 | $WMT | Walmart Inc. | Consumer Staples | $10.3M | 0.9% | 100K | +9% | |||
| 32 | $SLF | SUN LIFE FINANCIAL INC | Financials | $10.1M | 0.9% | 129K | +0.7% | |||
| 33 | $MA | Mastercard Inc | Financials | $10.0M | 0.9% | 18K | -2% | |||
| 34 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.3M | 0.8% | 10K | +1% | |||
| 35 | $TRP | TC ENERGY CORP | Energy | $9.3M | 0.8% | 160K | -1% | |||
| 36 | $SAP | SAP SE | Technology | $9.3M | 0.8% | 44K | -3% | |||
| 37 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $9.2M | 0.8% | 401K | -2% | |||
| 38 | $SPY | SPDR S&P 500 ETF TRUST | — | $9.1M | 0.8% | 12K | — | |||
| 39 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $8.8M | 0.8% | 17K | +20% | |||
| 40 | $ABCL | AbCellera Biologics Inc. | Healthcare | $8.7M | 0.8% | 596K | — | |||
| 41 | $RTX | RTX Corp | Industrials | $8.5M | 0.8% | 46K | -1% | |||
| 42 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $8.5M | 0.8% | 19K | -11% | |||
| 43 | $PBA | PEMBINA PIPELINE CORP | Energy | $8.5M | 0.8% | 189K | -2% | |||
| 44 | $WT | WisdomTree, Inc. | Financials | $8.3M | 0.7% | 72K | +167% | |||
| 45 | $AXP | AMERICAN EXPRESS CO | Financials | $8.1M | 0.7% | 27K | -0.2% | |||
| 46 | $EMA | EMERA INC | Utilities | $8.1M | 0.7% | 169K | +5% | |||
| 47 | $SNY | Sanofi | Healthcare | $7.5M | 0.7% | 182K | +0.2% | |||
| 48 | $MFC | MANULIFE FINANCIAL CORP | Financials | $7.0M | 0.6% | 165K | -6% | |||
| 49 | $AFL | AFLAC INC | Financials | $6.9M | 0.6% | 61K | -1% | |||
| 50 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $5.9M | 0.5% | 166K | New | |||
| 51 | $PEP | PEPSICO INC | Consumer Staples | $5.9M | 0.5% | 46K | -1% | |||
| 52 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $5.8M | 0.5% | 12K | -39% | |||
| 53 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.8M | 0.5% | 23K | +47% | |||
| 54 | $BHP | BHP Group Ltd | Materials | $5.5M | 0.5% | 65K | -3% | |||
| 55 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $5.2M | 0.5% | 56K | -0.2% | |||
| 56 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $5.2M | 0.5% | 84K | New | |||
| 57 | $NVDA | NVIDIA CORP | Technology | $4.8M | 0.4% | 21K | +33% | |||
| 58 | $BEPC | Brookfield Renewable Corp | Utilities | $4.7M | 0.4% | 167K | New | |||
| 59 | $TFII | TFI International Inc. | Industrials | $4.6M | 0.4% | 38K | +1% | |||
| 60 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.4M | 0.4% | 12K | -1% | |||
| 61 | — | ISHARES TR - EXPANDED TECH | — | $3.8M | 0.3% | 36K | New | |||
| 62 | $GOOG | Alphabet Inc. | Technology | $3.8M | 0.3% | 11K | -0.4% | |||
| 63 | $LLY | ELI LILLY & Co | Healthcare | $3.8M | 0.3% | 3,295 | -7% | |||
| 64 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $3.7M | 0.3% | 46K | -2% | |||
| 65 | $ORCL | ORACLE CORP | Technology | $3.6M | 0.3% | 26K | +0.4% | |||
| 66 | $DIS | Walt Disney Co | Communication Services | $3.5M | 0.3% | 33K | -0.1% | |||
| 67 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $3.1M | 0.3% | 26K | -0.3% | |||
| 68 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $3.0M | 0.3% | 20K | +82% | |||
| 69 | $DHR | DANAHER CORP /DE/ | Healthcare | $3.0M | 0.3% | 14K | -0.4% | |||
| 70 | $QCOM | QUALCOMM INC/DE | Technology | $2.9M | 0.3% | 16K | -0.8% | |||
| 71 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.8M | 0.3% | 79K | -9% | |||
| 72 | $BCE | BCE INC | Communication Services | $2.8M | 0.3% | 136K | -8% | |||
| 73 | $CME | CME GROUP INC. | Financials | $2.8M | 0.2% | 11K | -1% | |||
| 74 | $C | CITIGROUP INC | Financials | $2.7M | 0.2% | 21K | -19% | |||
| 75 | $PHYS | Sprott Physical Gold Trust | Financials | $2.7M | 0.2% | 85K | — | |||
| 76 | $ASML | ASML HOLDING NV | Technology | $2.6M | 0.2% | 1,440 | New | |||
| 77 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.5M | 0.2% | 13K | +839% | |||
| 78 | $CVE | CENOVUS ENERGY INC. | Energy | $2.5M | 0.2% | 79K | -1% | |||
| 79 | $AVGO | Broadcom Inc. | Technology | $2.4M | 0.2% | 6,969 | +83% | |||
| 80 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.4M | 0.2% | 4,893 | — | |||
| 81 | $TU | TELUS CORP | Communication Services | $2.4M | 0.2% | 289K | -7% | |||
| 82 | $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | Energy | $2.4M | 0.2% | 113K | — | |||
| 83 | $IVZ | Invesco Ltd. | Financials | $2.2M | 0.2% | 15K | New | |||
| 84 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $2.2M | 0.2% | 45K | New | |||
| 85 | $IAU | ISHARES GOLD TRUST | Financials | $2.2M | 0.2% | 28K | +86% | |||
| 86 | — | KRANESHARES TRUST - CSI CHI INTERNET | — | $2.2M | 0.2% | 88K | +90% | |||
| 87 | $MDA | MDA Space Ltd. | Industrials | $2.1M | 0.2% | 71K | +0.0% | |||
| 88 | $WPM | Wheaton Precious Metals Corp. | Materials | $2.0M | 0.2% | 15K | +10% | |||
| 89 | $CCJ | CAMECO CORP | Materials | $2.0M | 0.2% | 23K | -0.5% | |||
| 90 | $TRI | THOMSON REUTERS CORP /CAN/ | Communication Services | $2.0M | 0.2% | 20K | +2% | |||
| 91 | $TECK | TECK RESOURCES LTD | Materials | $1.9M | 0.2% | 30K | -0.3% | |||
| 92 | $SHOP | SHOPIFY INC. | Technology | $1.9M | 0.2% | 13K | +18% | |||
| 93 | $PFE | PFIZER INC | Healthcare | $1.9M | 0.2% | 67K | +44% | |||
| 94 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.9M | 0.2% | 21K | +93% | |||
| 95 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.9M | 0.2% | 11K | -2% | |||
| 96 | — | ISHARES INC - MSCI GBL GOLD MN | — | $1.9M | 0.2% | 24K | New | |||
| 97 | $WCN | Waste Connections, Inc. | Utilities | $1.8M | 0.2% | 12K | +0.1% | |||
| 98 | $UL | UNILEVER PLC | Consumer Staples | $1.7M | 0.1% | 29K | -3% | |||
| 99 | $ILMN | ILLUMINA, INC. | Healthcare | $1.6M | 0.1% | 6,021 | — | |||
| 100 | $TXG | 10x Genomics, Inc. | Healthcare | $1.6M | 0.1% | 18K | New | |||
| 101 | $INTU | INTUIT INC. | Technology | $1.6M | 0.1% | 5,819 | +5% | |||
| 102 | $NVO | NOVO NORDISK A S | Healthcare | $1.6M | 0.1% | 41K | -16% | |||
| 103 | $RVMD | Revolution Medicines, Inc. | Healthcare | $1.5M | 0.1% | 7,500 | +67% | |||
| 104 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.5M | 0.1% | 18K | -2% | |||
| 105 | $GLW | CORNING INC /NY | Materials | $1.5M | 0.1% | 9,643 | +32% | |||
| 106 | $TGT | TARGET CORP | Consumer Staples | $1.4M | 0.1% | 9,000 | New | |||
| 107 | $CRM | Salesforce, Inc. | Technology | $1.4M | 0.1% | 6,075 | +8000% | |||
| 108 | $NDAQ | NASDAQ, INC. | Financials | $1.4M | 0.1% | 15K | -5% | |||
| 109 | $LIN | LINDE PLC | Materials | $1.3M | 0.1% | 2,766 | New | |||
| 110 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $1.2M | 0.1% | 4,657 | -0.6% | |||
| 111 | — | ISHARES TR - MSCI INDIA ETF | — | $1.2M | 0.1% | 25K | -50% | |||
| 112 | $PM | Philip Morris International Inc. | Consumer Staples | $1.2M | 0.1% | 6,082 | -14% | |||
| 113 | $GM | General Motors Co | Consumer Discretionary | $1.2M | 0.1% | 15K | +1400% | |||
| 114 | $MS | MORGAN STANLEY | Financials | $1.1M | 0.1% | 6,059 | — | |||
| 115 | $VRSK | Verisk Analytics, Inc. | Technology | $1.1M | 0.1% | 6,507 | -2% | |||
| 116 | $INTC | INTEL CORP | Technology | $1.1M | 0.1% | 8,950 | +1392% | |||
| 117 | $NVS | NOVARTIS AG | Healthcare | $1.1M | 0.1% | 7,525 | -6% | |||
| 118 | $GIB | CGI INC | Technology | $1.0M | 0.1% | 15K | +9% | |||
| 119 | — | ISHARES TR - 1 3 YR TREAS BD | — | $992K | 0.1% | 12K | -10% | |||
| 120 | $ATI | ATI INC | Materials | $947K | 0.1% | 5,000 | New | |||
| 121 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $943K | 0.1% | 14K | — | |||
| 122 | $GS | GOLDMAN SACHS GROUP INC | Financials | $941K | 0.1% | 1,045 | -48% | |||
| 123 | $ARGX | ARGENX SE | Healthcare | $863K | 0.1% | 900 | New | |||
| 124 | $UNP | UNION PACIFIC CORP | Industrials | $848K | 0.1% | 3,115 | -5% | |||
| 125 | $NTRA | Natera, Inc. | Healthcare | $827K | 0.1% | 2,000 | New | |||
| 126 | $TAC | TRANSALTA CORP | Utilities | $801K | 0.1% | 66K | — | |||
| 127 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $785K | 0.1% | 1,120 | -96% | |||
| 128 | $RKLB | Rocket Lab Corp | Industrials | $766K | 0.1% | 11K | -56% | |||
| 129 | $CMI | CUMMINS INC | Industrials | $766K | 0.1% | 1,483 | -6% | |||
| 130 | $GFL | GFL Environmental Inc. | Utilities | $763K | 0.1% | 18K | New | |||
| 131 | $TNGX | Tango Therapeutics, Inc. | Healthcare | $749K | 0.1% | 30K | New | |||
| 132 | $CSCO | CISCO SYSTEMS, INC. | Technology | $743K | 0.1% | 6,905 | — | |||
| 133 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $739K | 0.1% | 1,975 | — | |||
| 134 | — | ISHARES TR - CORE US AGGBD ET | — | $728K | 0.1% | 7,697 | -9% | |||
| 135 | $OTEX | OPEN TEXT CORP | Technology | $724K | 0.1% | 32K | -0.5% | |||
| 136 | $META | Meta Platforms, Inc. | Technology | $714K | 0.1% | 984 | -13% | |||
| 137 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $710K | 0.1% | 2,495 | -3% | |||
| 138 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $683K | 0.1% | 395 | +41% | |||
| 139 | $NOW | ServiceNow, Inc. | Technology | $670K | 0.1% | 5,000 | -3% | |||
| 140 | $IONQ | IonQ, Inc. | Technology | $658K | 0.1% | 15K | — | |||
| 141 | $QSR | Restaurant Brands International Inc. | Consumer Discretionary | $648K | 0.1% | 9,090 | -6% | |||
| 142 | — | ISHARES TR - IBOXX INV CP ETF | — | $634K | 0.1% | 6,209 | +2% | |||
| 143 | $BLK | BlackRock, Inc. | Financials | $624K | 0.1% | 590 | — | |||
| 144 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $609K | 0.1% | 7,141 | -0.3% | |||
| 145 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $603K | 0.1% | 815 | +14% | |||
| 146 | $FCX | FREEPORT-MCMORAN INC | Materials | $601K | 0.1% | 8,584 | -8% | |||
| 147 | — | ISHARES TR - MSCI EAFE ETF | — | $599K | 0.1% | 5,769 | +8% | |||
| 148 | $MP | MP Materials Corp. / DE | Materials | $589K | 0.1% | 12K | -15% | |||
| 149 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $583K | 0.1% | 11K | -10% | |||
| 150 | $BEPC | Brookfield Renewable Corp | Utilities | $567K | 0.1% | 20K | +1% |
What changed in Q3 2026
Against the previous quarter's 13F: 49 new, 77 added to, 113 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (49)
first bought this quarter
$BIPBrookfield Infrastructure Partners L.P.$5.9M
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR ENERG ETF$5.2M
first bought this quarter
- ISHARES TR - EXPANDED TECH$3.8M
first bought this quarter
$ASMLASML HOLDING NV$2.6M
first bought this quarter
- VANGUARD MALVERN FDS - STRM INFPROIDX$2.2M
first bought this quarter
+43 more in the Excel export
Added to (77)
$WTWisdomTree, Inc.+167%
now $8.3M · held 2 qtrs
- SELECT SECTOR SPDR TR - ST STR TECHN ETF+839%
now $2.5M
$AMZNAMAZON COM INC+47%
now $5.8M · held 8+ qtrs
$AMATAPPLIED MATERIALS INC /DE+20%
now $8.8M · held 5 qtrs
$CRMSalesforce, Inc.+8000%
now $1.4M · held 2 qtrs, 2 adds in a row
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+82%now $3.0M · held 2 qtrs, 2 adds in a row
+71 more in the Excel export
Trimmed (113)
- VANGUARD INDEX FDS - S&P 500 ETF SHS-96%
now $785K
now $79.4M · held 8+ qtrs, 2 trims in a row
- SELECT SECTOR SPDR TR - ST STR INDL ETF-39%
now $5.8M
now $25.2M · held 8+ qtrs, 3 trims in a row
now $48.4M · held 8+ qtrs, 3 trims in a row
now $69.6M · held 8+ qtrs, 3 trims in a row
+107 more in the Excel export
Holdings by quarter
Every 13F Guardian Partners Inc. has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Guardian Partners?
Q3 2026 13F filed with the SEC on Oct 21, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Guardian Partners's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 31% over the last 4
Top 10 weight
38%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Guardian Partners Inc. disclosed 412 positions worth $1.1B in its Form 13F-HR for Q3 2026, led by $RY (ROYAL BANK OF CANADA) at 7.0% of the equity portfolio, followed by $TD and $BNS. During the quarter the fund opened 49 new positions and exited 28 — including a new stake in $TTE. The portfolio is most concentrated in Financials (38.1% of disclosed assets). All figures are sourced directly from Guardian Partners Inc.’s Form 13F-HR filing with the SEC under CIK 1884799.
Funds like this
managers whose biggest positions overlap Guardian Partners'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Guardian Partners Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Guardian Partners Inc. (SEC CIK: 1884799), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Guardian Partners Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.