Filed: 11/13/2025ACC: 0001062993-25-016690
๐ What this filing means
GUARDIAN PARTNERS INC. filed this quarterly 13FโHR report disclosing 179 equity positions with a total reported market value of $1.18B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$1.18B
Total AUM (reported)
17.41M
Total Shares
Allocation by class
COM$716.55M60.6%
COM NEW$86.32M7.3%
KBW BK ETF$44.83M3.8%
SPONSORED ADS$34.27M2.9%
SPONSORED ADR$31.68M2.7%
MSCI GBL GOLD MN$30.78M2.6%
GROWTH ETF$22.69M1.9%
Portfolio Concentration
Top 3$167.59M14.2%
4โ10$237.39M20.1%
11โ25$271.26M23.0%
Rest$505.63M42.8%
Top 3 weight
14.2%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 17.41M
Sole
Full voting authority
17.41M
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)
Sole179
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings179
Rows:
ROYAL BK CDA
SOLEShares473.19K
TypeSH
Market value$69.80M
5.91%
Sole
473.19K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares657.36K
TypeSH
Market value$52.97M
4.48%
Sole
657.36K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares581.32K
TypeSH
Market value$44.83M
3.79%
Sole
581.32K
Shared
0.00
None
0.00
BANK MONTREAL QUE
SOLEShares338.73K
TypeSH
Market value$44.26M
3.75%
Sole
338.73K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares777.71K
TypeSH
Market value$38.66M
3.27%
Sole
777.71K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares587.62K
TypeSH
Market value$38.04M
3.22%
Sole
587.62K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares64.30K
TypeSH
Market value$33.42M
2.83%
Sole
64.30K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares469.40K
TypeSH
Market value$30.78M
2.60%
Sole
469.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares88.79K
TypeSH
Market value$27.59M
2.33%
Sole
88.79K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BANK OF CO
SOLEShares305.93K
TypeSH
Market value$24.66M
2.09%
Sole
305.93K
Shared
0.00
None
0.00
APPLE INC
SOLEShares92.66K
TypeSH
Market value$23.67M
2.00%
Sole
92.66K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares47.08K
TypeSH
Market value$22.69M
1.92%
Sole
47.08K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares237.95K
TypeSH
Market value$22.53M
1.91%
Sole
237.95K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares293.02K
TypeSH
Market value$19.94M
1.69%
Sole
293.02K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares344.17K
TypeSH
Market value$19.53M
1.65%
Sole
344.17K
Shared
0.00
None
0.00
ING GROEP N.V.
SOLEShares711.51K
TypeSH
Market value$18.56M
1.57%
Sole
711.51K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares309.26K
TypeSH
Market value$17.28M
1.46%
Sole
309.26K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares131.30K
TypeSH
Market value$17.22M
1.46%
Sole
131.30K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares92.08K
TypeSH
Market value$17.13M
1.45%
Sole
92.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares427.57K
TypeSH
Market value$16.58M
1.40%
Sole
427.57K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares53.49K
TypeSH
Market value$16.08M
1.36%
Sole
53.49K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares482.72K
TypeSH
Market value$15.36M
1.30%
Sole
482.72K
Shared
0.00
None
0.00
FORTIS INC
SOLEShares300.43K
TypeSH
Market value$15.18M
1.28%
Sole
300.43K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares123.15K
TypeSH
Market value$15.07M
1.28%
Sole
123.15K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares160.11K
TypeSH
Market value$14.45M
1.22%
Sole
160.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROYAL BK CDASOLE | COM | 473.19K | SH | $69.80M 5.91% | 473.19K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 657.36K | SH | $52.97M 4.48% | 657.36K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | KBW BK ETF | 581.32K | SH | $44.83M 3.79% | 581.32K | 0.00 | 0.00 |
BANK MONTREAL QUESOLE | COM | 338.73K | SH | $44.26M 3.75% | 338.73K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 777.71K | SH | $38.66M 3.27% | 777.71K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 587.62K | SH | $38.04M 3.22% | 587.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 64.30K | SH | $33.42M 2.83% | 64.30K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI GBL GOLD MN | 469.40K | SH | $30.78M 2.60% | 469.40K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 88.79K | SH | $27.59M 2.33% | 88.79K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COSOLE | COM | 305.93K | SH | $24.66M 2.09% | 305.93K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 92.66K | SH | $23.67M 2.00% | 92.66K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 47.08K | SH | $22.69M 1.92% | 47.08K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 237.95K | SH | $22.53M 1.91% | 237.95K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 293.02K | SH | $19.94M 1.69% | 293.02K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 344.17K | SH | $19.53M 1.65% | 344.17K | 0.00 | 0.00 |
ING GROEP N.V.SOLE | SPONSORED ADR | 711.51K | SH | $18.56M 1.57% | 711.51K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 309.26K | SH | $17.28M 1.46% | 309.26K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 131.30K | SH | $17.22M 1.46% | 131.30K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 92.08K | SH | $17.13M 1.45% | 92.08K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI JP VALUE | 427.57K | SH | $16.58M 1.40% | 427.57K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 53.49K | SH | $16.08M 1.36% | 53.49K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 482.72K | SH | $15.36M 1.30% | 482.72K | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 300.43K | SH | $15.18M 1.28% | 300.43K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 123.15K | SH | $15.07M 1.28% | 123.15K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 160.11K | SH | $14.45M 1.22% | 160.11K | 0.00 | 0.00 |
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