Filed: 5/16/2025ACC: 0001062993-25-009577
📋 What this filing means
GUARDIAN PARTNERS INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $967.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$967.64M
Total AUM (reported)
17.95M
Total Shares
Allocation by class
COM$581.89M60.1%
COM NEW$70.75M7.3%
FINANCIAL$30.15M3.1%
SPONSORED ADR$27.48M2.8%
SPONSORED ADS$26.18M2.7%
GOLD MINERS ETF$19.07M2.0%
CL A LMT VTG SHS$15.48M1.6%
Portfolio Concentration
Top 3$128.72M13.3%
4–10$179.01M18.5%
11–25$228.25M23.6%
Rest$431.67M44.6%
Top 3 weight
13.3%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 17.95M
Sole
Full voting authority
17.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings169
Rows:
ROYAL BK CDA
SOLEShares481.62K
TypeSH
Market value$54.75M
5.66%
Sole
481.62K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares671.21K
TypeSH
Market value$39.98M
4.13%
Sole
671.21K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares772.54K
TypeSH
Market value$33.98M
3.51%
Sole
772.54K
Shared
0.00
None
0.00
BANK MONTREAL QUE
SOLEShares349.91K
TypeSH
Market value$31.78M
3.28%
Sole
349.91K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares631.82K
TypeSH
Market value$30.15M
3.12%
Sole
631.82K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares631.74K
TypeSH
Market value$29.53M
3.05%
Sole
631.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares65.31K
TypeSH
Market value$24.45M
2.53%
Sole
65.31K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares234.48K
TypeSH
Market value$22.13M
2.29%
Sole
234.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares90.92K
TypeSH
Market value$21.90M
2.26%
Sole
90.92K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares391.33K
TypeSH
Market value$19.07M
1.97%
Sole
391.33K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BK COMM
SOLEShares323.44K
TypeSH
Market value$18.78M
1.94%
Sole
323.44K
Shared
0.00
None
0.00
APPLE INC
SOLEShares88.55K
TypeSH
Market value$18.12M
1.87%
Sole
88.55K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares331.70K
TypeSH
Market value$16.99M
1.76%
Sole
331.70K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares53.15K
TypeSH
Market value$16.93M
1.75%
Sole
53.15K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares317.18K
TypeSH
Market value$15.48M
1.60%
Sole
317.18K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares125.01K
TypeSH
Market value$15.18M
1.57%
Sole
125.01K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares366.10K
TypeSH
Market value$14.92M
1.54%
Sole
366.10K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares533.52K
TypeSH
Market value$14.90M
1.54%
Sole
533.52K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares94.03K
TypeSH
Market value$14.61M
1.51%
Sole
94.03K
Shared
0.00
None
0.00
ING GROEP N.V.
SOLEShares729.27K
TypeSH
Market value$14.30M
1.48%
Sole
729.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares417.83K
TypeSH
Market value$14.01M
1.45%
Sole
417.83K
Shared
0.00
None
0.00
FORTIS INC
SOLEShares298.31K
TypeSH
Market value$13.90M
1.44%
Sole
298.31K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares279.10K
TypeSH
Market value$13.75M
1.42%
Sole
279.10K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares130.66K
TypeSH
Market value$13.21M
1.36%
Sole
130.66K
Shared
0.00
None
0.00
SAP SE
SOLEShares48.55K
TypeSH
Market value$13.18M
1.36%
Sole
48.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROYAL BK CDASOLE | COM | 481.62K | SH | $54.75M 5.66% | 481.62K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 671.21K | SH | $39.98M 4.13% | 671.21K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 772.54K | SH | $33.98M 3.51% | 772.54K | 0.00 | 0.00 |
BANK MONTREAL QUESOLE | COM | 349.91K | SH | $31.78M 3.28% | 349.91K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 631.82K | SH | $30.15M 3.12% | 631.82K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 631.74K | SH | $29.53M 3.05% | 631.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 65.31K | SH | $24.45M 2.53% | 65.31K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 234.48K | SH | $22.13M 2.29% | 234.48K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 90.92K | SH | $21.90M 2.26% | 90.92K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 391.33K | SH | $19.07M 1.97% | 391.33K | 0.00 | 0.00 |
CANADIAN IMPERIAL BK COMMSOLE | COM | 323.44K | SH | $18.78M 1.94% | 323.44K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 88.55K | SH | $18.12M 1.87% | 88.55K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 331.70K | SH | $16.99M 1.76% | 331.70K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 53.15K | SH | $16.93M 1.75% | 53.15K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 317.18K | SH | $15.48M 1.60% | 317.18K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 125.01K | SH | $15.18M 1.57% | 125.01K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL GOLD MN | 366.10K | SH | $14.92M 1.54% | 366.10K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 533.52K | SH | $14.90M 1.54% | 533.52K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 94.03K | SH | $14.61M 1.51% | 94.03K | 0.00 | 0.00 |
ING GROEP N.V.SOLE | SPONSORED ADR | 729.27K | SH | $14.30M 1.48% | 729.27K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI JP VALUE | 417.83K | SH | $14.01M 1.45% | 417.83K | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 298.31K | SH | $13.90M 1.44% | 298.31K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 279.10K | SH | $13.75M 1.42% | 279.10K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 130.66K | SH | $13.21M 1.36% | 130.66K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 48.55K | SH | $13.18M 1.36% | 48.55K | 0.00 | 0.00 |
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