Filed: 5/18/2026ACC: 0001062993-26-002742
๐ What this filing means
GUARDIAN PARTNERS INC. filed this quarterly 13FโHR report disclosing 192 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
192
Positions
$1.20B
Total AUM (reported)
16.53M
Total Shares
Allocation by class
COM$811.41M67.6%
COM NEW$108.30M9.0%
SPONSORED ADS$31.83M2.7%
SPONSORED ADR$31.13M2.6%
MSCI ACWI ETF$22.88M1.9%
CL B$22.37M1.9%
CL A LTD VT SH$20.70M1.7%
Portfolio Concentration
Top 3$196.92M16.4%
4โ10$232.56M19.4%
11โ25$291.68M24.3%
Rest$478.67M39.9%
Top 3 weight
16.4%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 16.53M
Sole
Full voting authority
16.53M
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)
Sole192
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings192
Rows:
ROYAL BK CDA
SOLEShares503.89K
TypeSH
Market value$81.44M
6.79%
Sole
503.89K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares702.82K
TypeSH
Market value$65.62M
5.47%
Sole
702.82K
Shared
0.00
None
0.00
BANK MONTREAL MEDIUM
SOLEShares368.16K
TypeSH
Market value$49.85M
4.16%
Sole
368.16K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares823.67K
TypeSH
Market value$44.83M
3.74%
Sole
823.67K
Shared
0.00
None
0.00
BANK NOVA SCOTIA B C
SOLEShares632.46K
TypeSH
Market value$43.86M
3.66%
Sole
632.46K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BANK OF CO
SOLEShares376.97K
TypeSH
Market value$35.72M
2.98%
Sole
376.97K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares95.89K
TypeSH
Market value$28.28M
2.36%
Sole
95.89K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares550.55K
TypeSH
Market value$26.85M
2.24%
Sole
550.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares71.63K
TypeSH
Market value$26.59M
2.22%
Sole
71.63K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares350.39K
TypeSH
Market value$26.44M
2.20%
Sole
350.39K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares249.91K
TypeSH
Market value$25.72M
2.14%
Sole
249.91K
Shared
0.00
None
0.00
APPLE INC
SOLEShares97.38K
TypeSH
Market value$24.77M
2.06%
Sole
97.38K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares96.09K
TypeSH
Market value$23.55M
1.96%
Sole
96.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares165.37K
TypeSH
Market value$22.88M
1.91%
Sole
165.37K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares508.81K
TypeSH
Market value$20.70M
1.73%
Sole
508.81K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares154.76K
TypeSH
Market value$20.27M
1.69%
Sole
154.76K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares293.90K
TypeSH
Market value$19.43M
1.62%
Sole
293.90K
Shared
0.00
None
0.00
ING GROEP N.V.
SOLEShares712.63K
TypeSH
Market value$18.62M
1.55%
Sole
712.63K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares132.89K
TypeSH
Market value$17.46M
1.46%
Sole
132.89K
Shared
0.00
None
0.00
FORTIS INC
SOLEShares307.72K
TypeSH
Market value$17.16M
1.43%
Sole
307.72K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares54.32K
TypeSH
Market value$16.93M
1.41%
Sole
54.32K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares57.04K
TypeSH
Market value$16.44M
1.37%
Sole
57.04K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares124.37K
TypeSH
Market value$16.33M
1.36%
Sole
124.37K
Shared
0.00
None
0.00
FIRST TR EXCHANGE-TRADED FD
SOLEShares511K
TypeSH
Market value$16.24M
1.35%
Sole
511K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares341.61K
TypeSH
Market value$15.19M
1.27%
Sole
341.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROYAL BK CDASOLE | COM | 503.89K | SH | $81.44M 6.79% | 503.89K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 702.82K | SH | $65.62M 5.47% | 702.82K | 0.00 | 0.00 |
BANK MONTREAL MEDIUMSOLE | COM | 368.16K | SH | $49.85M 4.16% | 368.16K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 823.67K | SH | $44.83M 3.74% | 823.67K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 632.46K | SH | $43.86M 3.66% | 632.46K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COSOLE | COM | 376.97K | SH | $35.72M 2.98% | 376.97K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 95.89K | SH | $28.28M 2.36% | 95.89K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 550.55K | SH | $26.85M 2.24% | 550.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 71.63K | SH | $26.59M 2.22% | 71.63K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 350.39K | SH | $26.44M 2.20% | 350.39K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 249.91K | SH | $25.72M 2.14% | 249.91K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 97.38K | SH | $24.77M 2.06% | 97.38K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 96.09K | SH | $23.55M 1.96% | 96.09K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 165.37K | SH | $22.88M 1.91% | 165.37K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 508.81K | SH | $20.70M 1.73% | 508.81K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 154.76K | SH | $20.27M 1.69% | 154.76K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 293.90K | SH | $19.43M 1.62% | 293.90K | 0.00 | 0.00 |
ING GROEP N.V.SOLE | SPONSORED ADR | 712.63K | SH | $18.62M 1.55% | 712.63K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 132.89K | SH | $17.46M 1.46% | 132.89K | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 307.72K | SH | $17.16M 1.43% | 307.72K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 54.32K | SH | $16.93M 1.41% | 54.32K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 57.04K | SH | $16.44M 1.37% | 57.04K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 124.37K | SH | $16.33M 1.36% | 124.37K | 0.00 | 0.00 |
FIRST TR EXCHANGE-TRADED FDSOLE | NAT GAS ETF | 511K | SH | $16.24M 1.35% | 511K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 341.61K | SH | $15.19M 1.27% | 341.61K | 0.00 | 0.00 |
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