Filed: 8/7/2025ACC: 0001062993-25-013800
📋 What this filing means
GUARDIAN PARTNERS INC. filed this quarterly 13F‑HR report disclosing 174 equity positions with a total reported market value of $1.11B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
174
Positions
$1.11B
Total AUM (reported)
17.22M
Total Shares
Allocation by class
COM$671.13M60.3%
COM NEW$80.83M7.3%
KBW BK ETF$44.54M4.0%
GROWTH ETF$41.58M3.7%
SPONSORED ADR$29.12M2.6%
SPONSORED ADS$28.57M2.6%
CL B$21.67M1.9%
Portfolio Concentration
Top 3$157.26M14.1%
4–10$230.18M20.7%
11–25$251.58M22.6%
Rest$474.03M42.6%
Top 3 weight
14.1%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 17.22M
Sole
Full voting authority
17.22M
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)
Sole174
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings174
Rows:
ROYAL BK CDA
SOLEShares476.41K
TypeSH
Market value$63.29M
5.69%
Sole
476.41K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares664.88K
TypeSH
Market value$49.43M
4.44%
Sole
664.88K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares608.59K
TypeSH
Market value$44.54M
4.00%
Sole
608.59K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares93.96K
TypeSH
Market value$41.58M
3.74%
Sole
93.96K
Shared
0.00
None
0.00
BANK MONTREAL QUE
SOLEShares343.24K
TypeSH
Market value$38.91M
3.50%
Sole
343.24K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares779.07K
TypeSH
Market value$34.23M
3.08%
Sole
779.07K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares600.70K
TypeSH
Market value$33.03M
2.97%
Sole
600.70K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares64.41K
TypeSH
Market value$32.43M
2.91%
Sole
64.41K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares88.98K
TypeSH
Market value$25.20M
2.26%
Sole
88.98K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares236.13K
TypeSH
Market value$24.82M
2.23%
Sole
236.13K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BK COMM
SOLEShares312.67K
TypeSH
Market value$22.81M
2.05%
Sole
312.67K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares343.97K
TypeSH
Market value$21.44M
1.93%
Sole
343.97K
Shared
0.00
None
0.00
APPLE INC
SOLEShares92.82K
TypeSH
Market value$19.60M
1.76%
Sole
92.82K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares131.50K
TypeSH
Market value$18.38M
1.65%
Sole
131.50K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares291.40K
TypeSH
Market value$18.28M
1.64%
Sole
291.40K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares314.87K
TypeSH
Market value$17.65M
1.59%
Sole
314.87K
Shared
0.00
None
0.00
ING GROEP N.V.
SOLEShares723.95K
TypeSH
Market value$16.80M
1.51%
Sole
723.95K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares498.55K
TypeSH
Market value$16.00M
1.44%
Sole
498.55K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares53.50K
TypeSH
Market value$15.68M
1.41%
Sole
53.50K
Shared
0.00
None
0.00
SAP SE
SOLEShares47.11K
TypeSH
Market value$14.70M
1.32%
Sole
47.11K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares93.83K
TypeSH
Market value$14.66M
1.32%
Sole
93.83K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares123.78K
TypeSH
Market value$14.50M
1.30%
Sole
123.78K
Shared
0.00
None
0.00
FORTIS INC
SOLEShares303.14K
TypeSH
Market value$14.24M
1.28%
Sole
303.14K
Shared
0.00
None
0.00
TELUS CORPORATION
SOLEShares832.46K
TypeSH
Market value$13.81M
1.24%
Sole
832.46K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares162.73K
TypeSH
Market value$13.05M
1.17%
Sole
162.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROYAL BK CDASOLE | COM | 476.41K | SH | $63.29M 5.69% | 476.41K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 664.88K | SH | $49.43M 4.44% | 664.88K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | KBW BK ETF | 608.59K | SH | $44.54M 4.00% | 608.59K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 93.96K | SH | $41.58M 3.74% | 93.96K | 0.00 | 0.00 |
BANK MONTREAL QUESOLE | COM | 343.24K | SH | $38.91M 3.50% | 343.24K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 779.07K | SH | $34.23M 3.08% | 779.07K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 600.70K | SH | $33.03M 2.97% | 600.70K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 64.41K | SH | $32.43M 2.91% | 64.41K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 88.98K | SH | $25.20M 2.26% | 88.98K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 236.13K | SH | $24.82M 2.23% | 236.13K | 0.00 | 0.00 |
CANADIAN IMPERIAL BK COMMSOLE | COM | 312.67K | SH | $22.81M 2.05% | 312.67K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 343.97K | SH | $21.44M 1.93% | 343.97K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 92.82K | SH | $19.60M 1.76% | 92.82K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 131.50K | SH | $18.38M 1.65% | 131.50K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 291.40K | SH | $18.28M 1.64% | 291.40K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 314.87K | SH | $17.65M 1.59% | 314.87K | 0.00 | 0.00 |
ING GROEP N.V.SOLE | SPONSORED ADR | 723.95K | SH | $16.80M 1.51% | 723.95K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 498.55K | SH | $16.00M 1.44% | 498.55K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 53.50K | SH | $15.68M 1.41% | 53.50K | 0.00 | 0.00 |
SAP SESOLE | SPON ADR | 47.11K | SH | $14.70M 1.32% | 47.11K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 93.83K | SH | $14.66M 1.32% | 93.83K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 123.78K | SH | $14.50M 1.30% | 123.78K | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 303.14K | SH | $14.24M 1.28% | 303.14K | 0.00 | 0.00 |
TELUS CORPORATIONSOLE | COM | 832.46K | SH | $13.81M 1.24% | 832.46K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 162.73K | SH | $13.05M 1.17% | 162.73K | 0.00 | 0.00 |
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