Institutional
Guardian Partners Inc.
CIK 0001884799
$1.20B
Reported AUM
192
Positions
Q1 2026
Period
2026-05-18
Filed
The Brief · Guardian Partners Inc. · Q1 2026
AI · grounded in 13F
Guardian Partners Inc. established a new position in ACWI valued at $22.88M. The fund also opened a new position in SGOV for $6.14M and increased its stake in FCG by 451.84%. On the sell side, the fund closed its positions in COPX, EWJV, and XLU.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | RY | ROYAL BK CDA | $81.4M | 6.79% | -3,317 | -0.7% |
| 2 | TD | TORONTO DOMINION BK ONT | $65.6M | 5.47% | -13,202 | -1.8% |
| 3 | BMO | BANK MONTREAL MEDIUM | $49.9M | 4.16% | -3,762 | -1.0% |
| 4 | ENB | ENBRIDGE INC | $44.8M | 3.74% | +65 | +0.0% |
| 5 | BNS | BANK NOVA SCOTIA B C | $43.9M | 3.66% | -5,910 | -0.9% |
| 6 | CM | CANADIAN IMPERIAL BANK OF CO | $35.7M | 2.98% | -4,524 | -1.2% |
| 7 | JPM | JPMORGAN CHASE & CO | $28.3M | 2.36% | -4,930 | -4.9% |
| 8 | CNQ | CANADIAN NAT RES LTD MED TER | $26.8M | 2.24% | -8,792 | -1.6% |
| 9 | MSFT | MICROSOFT CORP | $26.6M | 2.22% | +2,824 | +4.1% |
| 10 | NTR | NUTRIEN LTD | $26.4M | 2.20% | -8,066 | -2.3% |
| 11 | CNI | CANADIAN NATL RY CO | $25.7M | 2.14% | +995 | +0.4% |
| 12 | AAPL | APPLE INC | $24.8M | 2.06% | -7,936 | -7.5% |
| 13 | JNJ | JOHNSON & JOHNSON | $23.5M | 1.96% | -1,230 | -1.3% |
| 14 | ACWI | ISHARES TR | $22.9M | 1.91% | +165,370 | NEW |
| 15 | BN | BROOKFIELD CORP | $20.7M | 1.73% | -22,089 | -4.2% |
| 16 | IMO | IMPERIAL OIL LTD | $20.3M | 1.69% | -3,537 | -2.2% |
| 17 | SU | SUNCOR ENERGY INC NEW | $19.4M | 1.62% | +199 | +0.1% |
| 18 | ING | ING GROEP N.V. | $18.6M | 1.55% | -6,043 | -0.8% |
| 19 | EMR | EMERSON ELEC CO | $17.5M | 1.46% | -594 | -0.4% |
| 20 | FTS | FORTIS INC | $17.2M | 1.43% | +64 | +0.0% |
| 21 | MCD | MCDONALDS CORP | $16.9M | 1.41% | -174 | -0.3% |
| 22 | GOOGL | ALPHABET INC | $16.4M | 1.37% | -11,317 | -16.6% |
| 23 | DUK | DUKE ENERGY CORP NEW | $16.3M | 1.36% | -994 | -0.8% |
| 24 | FCG | FIRST TR EXCHANGE-TRADED FD | $16.2M | 1.35% | +418,401 | +451.8% |
| 25 | BAM | BROOKFIELD ASSET MANAGMT LTD | $15.2M | 1.27% | +1,295 | +0.4% |
| 26 | WMT | WALMART INC | $15.1M | 1.26% | -3,802 | -3.0% |
| 27 | CVX | CHEVRON CORPORATION | $14.7M | 1.22% | -160 | -0.2% |
| 28 | NGG | NATIONAL GRID PLC | $14.5M | 1.21% | -2,369 | -1.4% |
| 29 | RCI | ROGERS COMMUNICATIONS INC | $14.3M | 1.19% | +2,285 | +0.6% |
| 30 | AEM | AGNICO EAGLE MINES LTD | $12.9M | 1.07% | +19,084 | +43.0% |
| 31 | MA | MASTERCARD INCORPORATED | $12.4M | 1.03% | +263 | +1.1% |
| 32 | PBA | PEMBINA PIPELINE CORP | $12.0M | 1.00% | -2,251 | -0.8% |
| 33 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.8M | 0.98% | -2,036 | -5.5% |
| 34 | MGA | MAGNA INTL INC | $11.7M | 0.98% | +224 | +0.1% |
| 35 | TRP | TC ENERGY CORP | $11.7M | 0.97% | -2,475 | -1.3% |
| 36 | RTX | RTX CORPORATION | $11.0M | 0.92% | -781 | -1.4% |
| 37 | COST | COSTCO WHOLESALE CORPORATION | $10.4M | 0.86% | -211 | -2.0% |
| 38 | SNY | SANOFI SA | $9.9M | 0.82% | +1,026 | +0.5% |
| 39 | EMA | EMERA INC | $9.7M | 0.81% | -1,084 | -0.6% |
| 40 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | $9.5M | 0.79% | -15,409 | -2.7% |
| 41 | KBWB | INVESCO EXCH TRADED FD TR II | $9.3M | 0.77% | -21,000 | -15.2% |
| 42 | SLF | SUN LIFE FINANCIAL INC. | $9.2M | 0.76% | -2,327 | -1.6% |
| 43 | TXN | TEXAS INSTRS INC | $9.1M | 0.76% | +528 | +1.1% |
| 44 | BHP | BHP BILLITON LIMITED | $8.9M | 0.74% | +16,224 | +15.3% |
| 45 | PEP | PEPSICO INC | $8.9M | 0.74% | -771 | -1.3% |
| 46 | SAP | SAP SE | $8.6M | 0.72% | +654 | +1.3% |
| 47 | AXP | AMERICAN EXPRESS CO | $8.0M | 0.67% | -194 | -0.7% |
| 48 | AFL | AFLAC INC | $8.0M | 0.67% | +456 | +0.6% |
| 49 | SPY | STATE STR SPDR S&P 500 ETF T | $7.9M | 0.65% | +37 | +0.3% |
| 50 | MFC | MANULIFE FINL CORP | $6.8M | 0.57% | +4,753 | +2.5% |
| 51 | ABCL | ABCELLERA BIOLOGICS INC | $6.3M | 0.52% | +1 | +0.0% |
| 52 | SGOV | ISHARES TR | $6.1M | 0.51% | +61,026 | NEW |
| 53 | CME | CME GROUP INC | $5.9M | 0.49% | +91 | +0.5% |
| 54 | ORCL | ORACLE CORP | $5.6M | 0.46% | -639 | -1.7% |
| 55 | AEP | AMERICAN ELEC PWR CO INC | $5.5M | 0.46% | -286 | -0.7% |
| 56 | AMAT | APPLIED MATLS INC | $5.2M | 0.43% | +521 | +3.6% |
| 57 | SBUX | STARBUCKS CORP | $5.1M | 0.43% | +256 | +0.4% |
| 58 | TU | TELUS CORPORATION | $5.1M | 0.43% | -76,859 | -16.2% |
| 59 | NKE | NIKE INC | $5.1M | 0.42% | -9,649 | -9.2% |
| 60 | AMZN | AMAZON COM INC | $4.8M | 0.40% | +2,182 | +10.4% |
| 61 | WMT2 | WELLS FARGO & CO | $4.5M | 0.37% | -1,849 | -3.2% |
| 62 | TFII | TRANSFORCE INC | $4.3M | 0.36% | +1,340 | +3.5% |
| 63 | BCE | BCE INC | $4.1M | 0.34% | -2,897 | -1.8% |
| 64 | CVE | CENOVUS ENERGY INC | $3.8M | 0.31% | +12,358 | +9.5% |
| 65 | NVDA | NVIDIA CORPORATION | $3.7M | 0.30% | -2,626 | -11.2% |
| 66 | UNH | UNITEDHEALTH GROUP INC | $3.6M | 0.30% | -4,319 | -24.6% |
| 67 | CCJ | CAMECO CORP | $3.6M | 0.30% | +8,451 | +34.8% |
| 68 | LLY | ELI LILLY & CO | $3.4M | 0.28% | -192 | -5.0% |
| 69 | RING | ISHARES INC | $3.3M | 0.28% | -113,000 | -72.9% |
| 70 | GOOG | ALPHABET INC | $3.3M | 0.27% | -174 | -1.5% |
| 71 | QCOM | QUALCOMM INC | $3.2M | 0.27% | -1,966 | -7.4% |
| 72 | DIS | DISNEY WALT CO | $3.2M | 0.27% | +101 | +0.3% |
| 73 | AVGO | BROADCOM INC | $3.1M | 0.26% | +2,044 | +25.9% |
| 74 | PHYS | SPROTT ASSET MANAGEMENT LP | $3.0M | 0.25% | +261 | +0.3% |
| 75 | DHR | DANAHER CORP DEL | $3.0M | 0.25% | +374 | +2.5% |
| 76 | NDAQ | NASDAQ INC | $2.8M | 0.23% | -2,999 | -8.4% |
| 77 | GS | GOLDMAN SACHS GROUP INC | $2.7M | 0.23% | +1,241 | +62.0% |
| 78 | MDA | MDA SPACE LTD | $2.7M | 0.22% | +106,123 | NEW |
| 79 | UL | UNILEVER PLC | $2.5M | 0.21% | -1,150 | -2.5% |
| 80 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.5M | 0.21% | +76 | +1.5% |
| 81 | WCN | WASTE CONNECTIONS INC | $2.5M | 0.21% | -1,899 | -11.0% |
| 82 | NVO | NOVO-NORDISK A S | $2.4M | 0.20% | -9,028 | -12.1% |
| 83 | ILMN | ILLUMINA INC | $2.4M | 0.20% | -1,199 | -5.8% |
| 84 | INTU | INTUIT | $2.4M | 0.20% | -16 | -0.3% |
| 85 | GLW | CORNING INC | $2.1M | 0.18% | +1 | +0.0% |
| 86 | EWZ | ISHARES INC | $2.1M | 0.18% | +25,000 | +83.3% |
| 87 | BKNG | BOOKING HOLDINGS INC | $2.0M | 0.17% | +7 | +1.5% |
| 88 | WPM | WHEATON PRECIOUS METALS CORP | $2.0M | 0.17% | +6,726 | +80.3% |
| 89 | PFE | PFIZER INC | $1.9M | 0.16% | +316 | +0.5% |
| 90 | TRI4EUR | THOMSON REUTERS CORP | $1.8M | 0.15% | -756 | -3.8% |
| 91 | SHEL | SHELL PLC | $1.7M | 0.14% | -53 | -0.3% |
| 92 | PL | PLANET LABS PBC | $1.7M | 0.14% | -20,000 | -25.0% |
| 93 | CP | CANADIAN PACIFIC KANSAS CITY | $1.6M | 0.13% | +401 | +2.0% |
| 94 | UBER | UBER TECHNOLOGIES INC | $1.6M | 0.13% | +126 | +0.6% |
| 95 | MRK | MERCK & CO INC | $1.6M | 0.13% | +310 | +2.5% |
| 96 | TECK | TECK RESOURCES LTD | $1.5M | 0.13% | +69 | +0.2% |
| 97 | VST | VISTRA CORP | $1.5M | 0.13% | +2,351 | +30.9% |
| 98 | SHY | ISHARES TR | $1.5M | 0.12% | +4,093 | +29.7% |
| 99 | CRWD | CROWDSTRIKE HLDGS INC | $1.4M | 0.12% | +2,101 | +131.3% |
| 100 | PBR | PETROLEO BRASILEIRO S A | $1.4M | 0.12% | +68,001 | NEW |
| 101 | GEV | GE VERNOVA INC | $1.3M | 0.11% | +1 | +0.1% |
| 102 | BABA | ALIBABA GROUP HLDG LTD | $1.3M | 0.11% | -3,099 | -22.7% |
| 103 | IAU | ISHARES GOLD TR | $1.3M | 0.11% | -15,000 | -50.0% |
| 104 | BEPC | BROOKFIELD RENEWABLE CORP | $1.3M | 0.11% | +2,728 | +13.1% |
| 105 | SHOP | SHOPIFY INC | $1.3M | 0.11% | -21 | -0.2% |
| 106 | RKT | ROCKET COS INC | $1.3M | 0.11% | -10,999 | -10.8% |
| 107 | FCX | FREEPORT MCMORAN INC | $1.3M | 0.11% | +161 | +0.7% |
| 108 | VRSK | VERISK ANALYTICS INC | $1.3M | 0.11% | -99 | -1.4% |
| 109 | NVS | NOVARTIS AG | $1.2M | 0.10% | -49 | -0.6% |
| 110 | PM | PHILIP MORRIS INTL INC | $1.2M | 0.10% | +1 | +0.0% |
| 111 | NXE | NEXGEN ENERGY LTD | $1.1M | 0.09% | +96,001 | NEW |
| 112 | GIB | CGI INC | $1.1M | 0.09% | -865 | -5.5% |
| 113 | TRV | TRAVELERS COMPANIES INC | $1.1M | 0.09% | +1 | +0.0% |
| 114 | BIL | SPDR SERIES TRUST | $1.0M | 0.09% | -732 | -6.0% |
| 115 | ADP | AUTOMATIC DATA PROCESSING IN | $1.0M | 0.09% | +47 | +0.9% |
| 116 | RKLB | ROCKET LAB CORP | $1.0M | 0.09% | — | HELD |
| 117 | XLV | SELECT SECTOR SPDR TR | $1.0M | 0.09% | -6,000 | -46.2% |
| 118 | MS | MORGAN STANLEY | $1.0M | 0.09% | — | HELD |
| 119 | TAC | TRANSALTA CORP | $947K | 0.08% | +1 | +0.0% |
| 120 | MO | ALTRIA GROUP INC | $941K | 0.08% | +1 | +0.0% |
| 121 | ELV | ELEVANCE HEALTH INC FORMERLY | $869K | 0.07% | -452 | -13.2% |
| 122 | CMI | CUMMINS INC | $852K | 0.07% | +16 | +1.0% |
| 123 | AGG | ISHARES TR | $830K | 0.07% | +932 | +12.6% |
| 124 | UNP | UNION PAC CORP | $813K | 0.07% | +1 | +0.0% |
| 125 | NOW | SERVICENOW INC | $813K | 0.07% | +7,756 | NEW |
| 126 | HD | HOME DEPOT INC | $810K | 0.07% | +152 | +6.6% |
| 127 | BAC | BANK AMERICA CORP | $741K | 0.06% | +1 | +0.0% |
| 128 | MP | MP MATERIALS CORP | $721K | 0.06% | -20,199 | -57.5% |
| 129 | QSR | RESTAURANT BRANDS INTL INC | $702K | 0.06% | +305 | +3.3% |
| 130 | PG | PROCTER & GAMBLE CO | $689K | 0.06% | +395 | +9.0% |
| 131 | LQD | ISHARES TR | $672K | 0.06% | +851 | +16.0% |
| 132 | OTEX | OPEN TEXT CORP | $664K | 0.06% | -196,112 | -86.8% |
| 133 | V | VISA INC | $659K | 0.05% | +3 | +0.1% |
| 134 | META | META PLATFORMS INC | $651K | 0.05% | -2 | -0.2% |
| 135 | BA | BOEING CO | $644K | 0.05% | -5,949 | -64.8% |
| 136 | CL | COLGATE PALMOLIVE CO | $637K | 0.05% | -54 | -0.7% |
| 137 | VTI | VANGUARD INDEX FDS | $636K | 0.05% | -618 | -23.8% |
| 138 | PAM | PAMPA ENERGIA SA | $620K | 0.05% | +7,000 | NEW |
| 139 | AQN | ALGONQUIN POWER & UTILITIES | $595K | 0.05% | -1,599 | -1.6% |
| 140 | SNOW | SNOWFLAKE INC | $575K | 0.05% | -5,299 | -58.2% |
| 141 | BLK | BLACKROCK INC | $569K | 0.05% | -1,524 | -72.1% |
| 142 | URTH | ISHARES INC | $553K | 0.05% | +293 | NEW |
| 143 | ROP | ROPER TECHNOLOGIES INC | $552K | 0.05% | -158 | -9.2% |
| 144 | CSCO | CISCO SYS INC | $537K | 0.04% | -249 | -3.5% |
| 145 | COP | CONOCOPHILLIPS | $532K | 0.04% | -66 | -1.6% |
| 146 | HYG | ISHARES TR | $465K | 0.04% | +581 | +11.1% |
| 147 | SOBO | SOUTH BOW CORP | $463K | 0.04% | -24 | -0.2% |
| 148 | ABCB | AMERIS BANCORP | $446K | 0.04% | +1 | +0.0% |
| 149 | ALM | ALMONTY INDS INC | $434K | 0.04% | +30,000 | NEW |
| 150 | ABBV | ABBVIE INC | $430K | 0.04% | +1 | +0.1% |
| 151 | TSLA | TESLA INC | $420K | 0.03% | +1 | +0.1% |
| 152 | FNV | FRANCO NEV CORP | $416K | 0.03% | -10 | -0.6% |
| 153 | B | BARRICK MNG CORP | $401K | 0.03% | -890 | -8.3% |
| 154 | LAMR | LAMAR ADVERTISING CO | $394K | 0.03% | +136 | +4.6% |
| 155 | PEG | PUBLIC SVC ENTERPRISE GROUP | $393K | 0.03% | +310 | +6.8% |
| 156 | ORI | OLD REP INTL CORP | $389K | 0.03% | +864 | +9.7% |
| 157 | DRI | DARDEN RESTAURANTS INC | $387K | 0.03% | — | HELD |
| 158 | ICSH | ISHARES TR | $378K | 0.03% | +1 | +0.0% |
| 159 | SPG | SIMON PPTY GROUP INC NEW | $365K | 0.03% | +117 | +6.4% |
| 160 | SNA | SNAP ON INC | $365K | 0.03% | — | HELD |
| 161 | TIP | ISHARES TR | $362K | 0.03% | +1 | +0.0% |
| 162 | HL | HECLA MINING COMPANY | $354K | 0.03% | +19,000 | NEW |
| 163 | DKS | DICKS SPORTING GOODS INC | $340K | 0.03% | +109 | +6.8% |
| 164 | COF | CAPITAL ONE FINL CORP | $338K | 0.03% | -299 | -13.9% |
| 165 | YUMC | YUM CHINA HLDGS INC | $338K | 0.03% | +131 | +1.9% |
| 166 | PDS | PRECISION DRILLING CORP | $332K | 0.03% | +1 | +0.0% |
| 167 | LQDH | ISHARES U S ETF TR | $322K | 0.03% | -246 | -6.6% |
| 168 | CVS | CVS HEALTH CORP | $322K | 0.03% | -748 | -14.3% |
| 169 | ABVX | ABIVAX SA | $301K | 0.03% | +2,700 | NEW |
| 170 | MMM | 3M CO | $298K | 0.02% | -39 | -1.9% |
| 171 | CRCL | CIRCLE INTERNET GROUP INC | $286K | 0.02% | +3,000 | NEW |
| 172 | DGRO | ISHARES TR | $282K | 0.02% | +1 | +0.0% |
| 173 | QQQ | INVESCO QQQ TR | $275K | 0.02% | -8,449 | -94.7% |
| 174 | NEM | NEWMONT CORP | $260K | 0.02% | +1 | +0.0% |
| 175 | WSO | WATSCO INC | $258K | 0.02% | +22 | +3.2% |
| 176 | EFA | ISHARES TR | $252K | 0.02% | +271 | +11.7% |
| 177 | BBUC | BROOKFIELD BUSINESS CORP | $238K | 0.02% | +7,550 | NEW |
| 178 | WAT | WATERS CORP | $235K | 0.02% | +68 | +9.4% |
| 179 | UUUU | ENERGY FUELS INC | $234K | 0.02% | +1 | +0.0% |
| 180 | MKTX | MARKETAXESS HLDGS INC | $232K | 0.02% | -99 | -6.6% |
| 181 | CLS | CELESTICA INC | $230K | 0.02% | -34 | -4.0% |
| 182 | T | AT&T INC | $228K | 0.02% | -1,499 | -16.0% |
| 183 | PAYX | PAYCHEX INC | $225K | 0.02% | -946 | -27.9% |
| 184 | APH | AMPHENOL CORP | $220K | 0.02% | +1 | +0.1% |
| 185 | RHP | RYMAN HOSPITALITY PPTYS INC | $215K | 0.02% | +48 | +2.1% |
| 186 | UPS | UNITED PARCEL SVCS INC | $210K | 0.02% | -23 | -1.1% |
| 187 | IEFA | ISHARES TR | $209K | 0.02% | +39 | +1.7% |
| 188 | UGI | UGI CORP NEW | $209K | 0.02% | +5,731 | NEW |
| 189 | GLD | SPDR GOLD TR | $207K | 0.02% | -3,799 | -88.8% |
| 190 | ARES | ARES MANAGEMENT CORPORATION | $206K | 0.02% | +1,887 | NEW |
| 191 | HIG | HARTFORD INSURANCE GROUP INC | $204K | 0.02% | +1 | +0.1% |
| 192 | SPXS | DIREXION SHARES ETF TRUST | $203K | 0.02% | +5,001 | NEW |
| 193 | COPX | GLOBAL X FDS | — | — | -129,100 | EXITED |
| 194 | EWJV | ISHARES TR | — | — | -171,300 | EXITED |
| 195 | XLU | SELECT SECTOR SPDR TR | — | — | -119,400 | EXITED |
| 196 | JXI | ISHARES TR | — | — | -52,100 | EXITED |
| 197 | EEM | ISHARES TR | — | — | -46,000 | EXITED |
| 198 | EXE | EXPAND ENERGY CORPORATION | — | — | -15,450 | EXITED |
| 199 | GM | GENERAL MTRS CO | — | — | -17,000 | EXITED |
| 200 | WDC | WESTERN DIGITAL CORP | — | — | -5,000 | EXITED |
| 201 | INTC | INTEL CORP | — | — | -26,600 | EXITED |
| 202 | NOK | NOKIA CORP | — | — | -165,000 | EXITED |
| 203 | SATS | ECHOSTAR CORP | — | — | -10,000 | EXITED |
| 204 | IEMG | ISHARES INC | — | — | -11,000 | EXITED |
| 205 | GH | GUARDANT HEALTH INC | — | — | -7,000 | EXITED |
| 206 | PLTR | PALANTIR TECHNOLOGIES INC | — | — | -5,065 | EXITED |
| 207 | NTRA | NATERA INC | — | — | -3,400 | EXITED |
| 208 | CAT | CATERPILLAR INC | — | — | -1,000 | EXITED |
| 209 | TEM | TEMPUS AI INC | — | — | -12,400 | EXITED |
| 210 | BIPC | BROOKFIELD INFRASTRUCTURE CO | — | — | -8,793 | EXITED |
| 211 | VOO | VANGUARD INDEX FDS | — | — | -661 | EXITED |
| 212 | TLT | ISHARES TR | — | — | -4,625 | EXITED |
| 213 | PSLV | SPROTT ASSET MANAGEMENT LP | — | — | -12,450 | EXITED |
| 214 | BXP | BXP INC | — | — | -4,435 | EXITED |
| 215 | IDV | ISHARES TR | — | — | -5,598 | EXITED |
| 216 | OKE | ONEOK INC NEW | — | — | -2,700 | EXITED |
| 217 | LEGN | LEGEND BIOTECH CORP | — | — | -12,500 | EXITED |
Source: SEC EDGAR · accession 0001062993-26-002742. 13F discloses long positions only — shorts, foreign equities, and options are excluded.