Filed: 7/29/2026ACC: 0001062993-26-003901
📋 What this filing means
GUARDIAN PARTNERS INC. filed this quarterly 13F‑HR report disclosing 391 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.
391
Positions
$1.11B
Total AUM (reported)
12.69M
Total Shares
Allocation by class
COM$752.04M67.8%
COM NEW$111.84M10.1%
SPONSORED ADR$28.80M2.6%
SPONSORED ADS$25.11M2.3%
S&P 500 ETF SHS$19.65M1.8%
CL A LTD VT SH$19.41M1.8%
CAP STK CL A$17.98M1.6%
Portfolio Concentration
Top 3$214.19M19.3%
4–10$224.20M20.2%
11–25$243.77M22.0%
Rest$426.38M38.5%
Top 3 weight
19.3%
Top 10 weight
39.5%
Voting Authority Distribution
Total shares with voting rights: 12.69M
Sole
Full voting authority
12.69M
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)
Sole391
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings391
Rows:
ROYAL BK CDA
SOLEShares418.14K
TypeSH
Market value$86.56M
7.81%
Sole
418.14K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares608.58K
TypeSH
Market value$73.97M
6.67%
Sole
608.58K
Shared
0.00
None
0.00
BANK MONTREAL MEDIUM
SOLEShares303.77K
TypeSH
Market value$53.67M
4.84%
Sole
303.77K
Shared
0.00
None
0.00
BANK NOVA SCOTIA B C
SOLEShares546.95K
TypeSH
Market value$47.45M
4.28%
Sole
546.95K
Shared
0.00
None
0.00
CANADIAN IMPERIAL BANK OF CO
SOLEShares338.58K
TypeSH
Market value$38.98M
3.52%
Sole
338.58K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares666.94K
TypeSH
Market value$36.15M
3.26%
Sole
666.94K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares234.08K
TypeSH
Market value$27.92M
2.52%
Sole
234.08K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares85.10K
TypeSH
Market value$27.85M
2.51%
Sole
85.10K
Shared
0.00
None
0.00
APPLE INC
SOLEShares83.53K
TypeSH
Market value$24.17M
2.18%
Sole
83.53K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares58.12K
TypeSH
Market value$21.68M
1.96%
Sole
58.12K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares81.69K
TypeSH
Market value$20.75M
1.87%
Sole
81.69K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares28.61K
TypeSH
Market value$19.65M
1.77%
Sole
28.61K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares455.05K
TypeSH
Market value$19.41M
1.75%
Sole
455.05K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares50.31K
TypeSH
Market value$17.98M
1.62%
Sole
50.31K
Shared
0.00
None
0.00
ING GROEP N.V.
SOLEShares569.01K
TypeSH
Market value$17.86M
1.61%
Sole
569.01K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares264.32K
TypeSH
Market value$16.62M
1.50%
Sole
264.32K
Shared
0.00
None
0.00
FORTIS INC
SOLEShares289.16K
TypeSH
Market value$16.56M
1.49%
Sole
289.16K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD MED TER
SOLEShares416.24K
TypeSH
Market value$16.46M
1.49%
Sole
416.24K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares110.94K
TypeSH
Market value$15.88M
1.43%
Sole
110.94K
Shared
0.00
None
0.00
IMPERIAL OIL LTD
SOLEShares140.98K
TypeSH
Market value$15.83M
1.43%
Sole
140.98K
Shared
0.00
None
0.00
BROOKFIELD ASSET MANAGMT LTD
SOLEShares329.73K
TypeSH
Market value$14.80M
1.34%
Sole
329.73K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares202.04K
TypeSH
Market value$13.28M
1.20%
Sole
202.04K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares103.54K
TypeSH
Market value$13.11M
1.18%
Sole
103.54K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares43.20K
TypeSH
Market value$12.88M
1.16%
Sole
43.20K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares47.04K
TypeSH
Market value$12.71M
1.15%
Sole
47.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ROYAL BK CDASOLE | COM | 418.14K | SH | $86.56M 7.81% | 418.14K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 608.58K | SH | $73.97M 6.67% | 608.58K | 0.00 | 0.00 |
BANK MONTREAL MEDIUMSOLE | COM | 303.77K | SH | $53.67M 4.84% | 303.77K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 546.95K | SH | $47.45M 4.28% | 546.95K | 0.00 | 0.00 |
CANADIAN IMPERIAL BANK OF COSOLE | COM | 338.58K | SH | $38.98M 3.52% | 338.58K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 666.94K | SH | $36.15M 3.26% | 666.94K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 234.08K | SH | $27.92M 2.52% | 234.08K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 85.10K | SH | $27.85M 2.51% | 85.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 83.53K | SH | $24.17M 2.18% | 83.53K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 58.12K | SH | $21.68M 1.96% | 58.12K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 81.69K | SH | $20.75M 1.87% | 81.69K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.61K | SH | $19.65M 1.77% | 28.61K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 455.05K | SH | $19.41M 1.75% | 455.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 50.31K | SH | $17.98M 1.62% | 50.31K | 0.00 | 0.00 |
ING GROEP N.V.SOLE | SPONSORED ADR | 569.01K | SH | $17.86M 1.61% | 569.01K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 264.32K | SH | $16.62M 1.50% | 264.32K | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 289.16K | SH | $16.56M 1.49% | 289.16K | 0.00 | 0.00 |
CANADIAN NAT RES LTD MED TERSOLE | COM | 416.24K | SH | $16.46M 1.49% | 416.24K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 110.94K | SH | $15.88M 1.43% | 110.94K | 0.00 | 0.00 |
IMPERIAL OIL LTDSOLE | COM NEW | 140.98K | SH | $15.83M 1.43% | 140.98K | 0.00 | 0.00 |
BROOKFIELD ASSET MANAGMT LTDSOLE | CL A LMT VTG SHS | 329.73K | SH | $14.80M 1.34% | 329.73K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 202.04K | SH | $13.28M 1.20% | 202.04K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 103.54K | SH | $13.11M 1.18% | 103.54K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 43.20K | SH | $12.88M 1.16% | 43.20K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 47.04K | SH | $12.71M 1.15% | 47.04K | 0.00 | 0.00 |
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