The Analysis of Guardian Partners Inc.'s Holdings & P&L


Currently, Guardian Partners Inc. holds 192 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in ACWI (+165.4K shares, valued at $22.9M), FCG (+418.4K shares, valued at $13.3M), SGOV (+61.0K shares, valued at $6.1M); decreased their positions in RING (-113.0K shares, valued at $8.9M), N/A (-8.4K shares, valued at $4.9M), OTEX (-196.1K shares, valued at $4.4M); initiated new positions in ACWI (+165.4K shares, valued at $22.9M), SGOV (+61.0K shares, valued at $6.1M), N/A (+106.1K shares, valued at $2.7M).


1M P&L
+51.3M+4.32%
3M P&L
+65.6M+5.58%
HY P&L
+188.6M+17.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Banks - Diversified360.4M
31.4%
2N/A78.1M
6.8%
3Oil & Gas Midstream64.1M
5.6%

Top Industries by Stock Count

1N/A29 stocks
16.0%
2Banks - Diversified10 stocks
5.5%
3Software - Application9 stocks
5.0%
Stock Holdings
RY
ROYAL BK CDA
-0.65%
Shares503.9K
Event2026-03-31
Filed2026-05-18
TD
TORONTO DOMINION BK ONT
-1.84%
Shares702.8K
Event2026-03-31
Filed2026-05-18
BMO
BANK MONTREAL MEDIUM
-1.01%
Shares368.2K
Event2026-03-31
Filed2026-05-18
ENB
ENBRIDGE INC
0.01%
Shares823.7K
Event2026-03-31
Filed2026-05-18
BNS
BANK NOVA SCOTIA B C
-0.93%
Shares632.5K
Event2026-03-31
Filed2026-05-18
CM
CANADIAN IMPERIAL BANK OF CO
-1.19%
Shares377.0K
Event2026-03-31
Filed2026-05-18
JPM
JPMORGAN CHASE & CO
-4.89%
Shares95.9K
Event2026-03-31
Filed2026-05-18
CNQ
CANADIAN NAT RES LTD MED TER
-1.57%
Shares550.6K
Event2026-03-31
Filed2026-05-18
MSFT
MICROSOFT CORP
4.10%
Shares71.6K
Event2026-03-31
Filed2026-05-18
NTR
NUTRIEN LTD
-2.25%
Shares350.4K
Event2026-03-31
Filed2026-05-18
CNI
CANADIAN NATL RY CO
0.40%
Shares249.9K
Event2026-03-31
Filed2026-05-18
AAPL
APPLE INC
-7.54%
Shares97.4K
Event2026-03-31
Filed2026-05-18
JNJ
JOHNSON & JOHNSON
-1.26%
Shares96.1K
Event2026-03-31
Filed2026-05-18
ACWI
ISHARES TR
New
Shares165.4K
Event2026-03-31
Filed2026-05-18
BN
BROOKFIELD CORP
-4.16%
Shares508.8K
Event2026-03-31
Filed2026-05-18
IMO
IMPERIAL OIL LTD
-2.23%
Shares154.8K
Event2026-03-31
Filed2026-05-18
SU
SUNCOR ENERGY INC NEW
0.07%
Shares293.9K
Event2026-03-31
Filed2026-05-18
ING
ING GROEP N.V.
-0.84%
Shares712.6K
Event2026-03-31
Filed2026-05-18
EMR
EMERSON ELEC CO
-0.45%
Shares132.9K
Event2026-03-31
Filed2026-05-18
FTS
FORTIS INC
0.02%
Shares307.7K
Event2026-03-31
Filed2026-05-18
MCD
MCDONALDS CORP
-0.32%
Shares54.3K
Event2026-03-31
Filed2026-05-18
ALPHABET INC
ALPHABET INC
-16.56%
Shares57.0K
Event2026-03-31
Filed2026-05-18
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-0.79%
Shares124.4K
Event2026-03-31
Filed2026-05-18
FCG
FIRST TR EXCHANGE-TRADED FD
451.84%
Shares511.0K
Event2026-03-31
Filed2026-05-18
BROOKFIELD ASSET MANAGMT LTD
BROOKFIELD ASSET MANAGMT LTD
0.38%
Shares341.6K
Event2026-03-31
Filed2026-05-18
WMT
WALMART INC
-3.04%
Shares121.3K
Event2026-03-31
Filed2026-05-18
CVX
CHEVRON CORPORATION
-0.23%
Shares70.7K
Event2026-03-31
Filed2026-05-18
NATIONAL GRID PLC
NATIONAL GRID PLC
-1.37%
Shares171.2K
Event2026-03-31
Filed2026-05-18
RCI
ROGERS COMMUNICATIONS INC
0.62%
Shares371.1K
Event2026-03-31
Filed2026-05-18
AEM
AGNICO EAGLE MINES LTD
43.01%
Shares63.5K
Event2026-03-31
Filed2026-05-18
MA
MASTERCARD INCORPORATED
1.08%
Shares24.7K
Event2026-03-31
Filed2026-05-18
PBA
PEMBINA PIPELINE CORP
-0.84%
Shares266.9K
Event2026-03-31
Filed2026-05-18
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-5.52%
Shares34.8K
Event2026-03-31
Filed2026-05-18
MGA
MAGNA INTL INC
0.11%
Shares210.4K
Event2026-03-31
Filed2026-05-18
TRP
TC ENERGY CORP
-1.32%
Shares184.6K
Event2026-03-31
Filed2026-05-18
RTX
RTX CORPORATION
-1.36%
Shares56.9K
Event2026-03-31
Filed2026-05-18
COST
COSTCO WHOLESALE CORPORATION
-2.00%
Shares10.4K
Event2026-03-31
Filed2026-05-18
SNY
SANOFI SA
0.51%
Shares204.1K
Event2026-03-31
Filed2026-05-18
EMA
EMERA INC
-0.58%
Shares186.4K
Event2026-03-31
Filed2026-05-18
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-2.69%
Shares558.2K
Event2026-03-31
Filed2026-05-18
KBWB
INVESCO EXCH TRADED FD TR II
-15.17%
Shares117.4K
Event2026-03-31
Filed2026-05-18
SLF
SUN LIFE FINANCIAL INC.
-1.57%
Shares145.8K
Event2026-03-31
Filed2026-05-18
TXN
TEXAS INSTRS INC
1.15%
Shares46.6K
Event2026-03-31
Filed2026-05-18
BHP
BHP BILLITON LIMITED
15.31%
Shares122.2K
Event2026-03-31
Filed2026-05-18
PEP
PEPSICO INC
-1.33%
Shares57.1K
Event2026-03-31
Filed2026-05-18
SAP
SAP SE
1.32%
Shares50.3K
Event2026-03-31
Filed2026-05-18
AXP
AMERICAN EXPRESS CO
-0.73%
Shares26.4K
Event2026-03-31
Filed2026-05-18
AFL
AFLAC INC
0.63%
Shares72.6K
Event2026-03-31
Filed2026-05-18
SPY
STATE STR SPDR S&P 500 ETF T
0.31%
Shares12.0K
Event2026-03-31
Filed2026-05-18
MFC
MANULIFE FINL CORP
2.48%
Shares196.5K
Event2026-03-31
Filed2026-05-18
ABCL
ABCELLERA BIOLOGICS INC
0.00%
Shares1.8M
Event2026-03-31
Filed2026-05-18
SGOV
ISHARES TR
New
Shares61.0K
Event2026-03-31
Filed2026-05-18
CME
CME GROUP INC
0.46%
Shares19.9K
Event2026-03-31
Filed2026-05-18
ORCL
ORACLE CORP
-1.66%
Shares37.8K
Event2026-03-31
Filed2026-05-18
AEP
AMERICAN ELEC PWR CO INC
-0.68%
Shares42.0K
Event2026-03-31
Filed2026-05-18
AMAT
APPLIED MATLS INC
3.59%
Shares15.0K
Event2026-03-31
Filed2026-05-18
SBUX
STARBUCKS CORP
0.45%
Shares57.2K
Event2026-03-31
Filed2026-05-18
TU
TELUS CORPORATION
-16.23%
Shares396.8K
Event2026-03-31
Filed2026-05-18
NKE
NIKE INC
-9.17%
Shares95.5K
Event2026-03-31
Filed2026-05-18
AMZN
AMAZON COM INC
10.44%
Shares23.1K
Event2026-03-31
Filed2026-05-18
WFC
WELLS FARGO & CO
-3.18%
Shares56.2K
Event2026-03-31
Filed2026-05-18
TFII
TRANSFORCE INC
3.53%
Shares39.3K
Event2026-03-31
Filed2026-05-18
BCE
BCE INC
-1.82%
Shares155.9K
Event2026-03-31
Filed2026-05-18
CVE
CENOVUS ENERGY INC
9.52%
Shares142.2K
Event2026-03-31
Filed2026-05-18
NVDA
NVIDIA CORPORATION
-11.17%
Shares20.9K
Event2026-03-31
Filed2026-05-18
UNH
UNITEDHEALTH GROUP INC
-24.59%
Shares13.2K
Event2026-03-31
Filed2026-05-18
CCJ
CAMECO CORP
34.78%
Shares32.8K
Event2026-03-31
Filed2026-05-18
LLY
ELI LILLY & CO
-5.01%
Shares3.6K
Event2026-03-31
Filed2026-05-18
RING
ISHARES INC
-72.90%
Shares42.0K
Event2026-03-31
Filed2026-05-18
ALPHABET INC
ALPHABET INC
-1.50%
Shares11.4K
Event2026-03-31
Filed2026-05-18
QCOM
QUALCOMM INC
-7.37%
Shares24.7K
Event2026-03-31
Filed2026-05-18
DIS
DISNEY WALT CO
0.31%
Shares33.0K
Event2026-03-31
Filed2026-05-18
BROADCOM INC
BROADCOM INC
25.93%
Shares9.9K
Event2026-03-31
Filed2026-05-18
PHYS
SPROTT ASSET MANAGEMENT LP
0.31%
Shares85.3K
Event2026-03-31
Filed2026-05-18
DHR
DANAHER CORP DEL
2.45%
Shares15.6K
Event2026-03-31
Filed2026-05-18
NDAQ
NASDAQ INC
-8.37%
Shares32.8K
Event2026-03-31
Filed2026-05-18
GS
GOLDMAN SACHS GROUP INC
62.05%
Shares3.2K
Event2026-03-31
Filed2026-05-18
MDA SPACE LTD
MDA SPACE LTD
New
Shares106.1K
Event2026-03-31
Filed2026-05-18
UNILEVER PLC
UNILEVER PLC
-2.51%
Shares44.6K
Event2026-03-31
Filed2026-05-18
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
1.47%
Shares5.2K
Event2026-03-31
Filed2026-05-18
WCN
WASTE CONNECTIONS INC
-10.96%
Shares15.4K
Event2026-03-31
Filed2026-05-18
NVO
NOVO-NORDISK A S
-12.11%
Shares65.5K
Event2026-03-31
Filed2026-05-18
ILMN
ILLUMINA INC
-5.80%
Shares19.5K
Event2026-03-31
Filed2026-05-18
INTU
INTUIT
-0.29%
Shares5.4K
Event2026-03-31
Filed2026-05-18
GLW
CORNING INC
0.01%
Shares15.7K
Event2026-03-31
Filed2026-05-18
EWZ
ISHARES INC
83.33%
Shares55.0K
Event2026-03-31
Filed2026-05-18
BKNG
BOOKING HOLDINGS INC
1.49%
Shares478
Event2026-03-31
Filed2026-05-18
WPM
WHEATON PRECIOUS METALS CORP
80.26%
Shares15.1K
Event2026-03-31
Filed2026-05-18
PFE
PFIZER INC
0.47%
Shares67.7K
Event2026-03-31
Filed2026-05-18
THOMSON REUTERS CORP
THOMSON REUTERS CORP
-3.76%
Shares19.4K
Event2026-03-31
Filed2026-05-18
SHEL
SHELL PLC
-0.28%
Shares18.6K
Event2026-03-31
Filed2026-05-18
PL
PLANET LABS PBC
-25.00%
Shares60.0K
Event2026-03-31
Filed2026-05-18
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
2.00%
Shares20.4K
Event2026-03-31
Filed2026-05-18
UBER
UBER TECHNOLOGIES INC
0.57%
Shares22.2K
Event2026-03-31
Filed2026-05-18
MERCK & CO INC
MERCK & CO INC
2.47%
Shares12.9K
Event2026-03-31
Filed2026-05-18
TECK
TECK RESOURCES LTD
0.23%
Shares29.5K
Event2026-03-31
Filed2026-05-18
VST
VISTRA CORP
30.93%
Shares10.0K
Event2026-03-31
Filed2026-05-18
SHY
ISHARES TR
29.67%
Shares17.9K
Event2026-03-31
Filed2026-05-18
CRWD
CROWDSTRIKE HLDGS INC
131.31%
Shares3.7K
Event2026-03-31
Filed2026-05-18
PBR
PETROLEO BRASILEIRO S A
New
Shares68.0K
Event2026-03-31
Filed2026-05-18
GEV
GE VERNOVA INC
0.07%
Shares1.5K
Event2026-03-31
Filed2026-05-18
BABA
ALIBABA GROUP HLDG LTD
-22.73%
Shares10.5K
Event2026-03-31
Filed2026-05-18
ISHARES GOLD TR
ISHARES GOLD TR
-50.00%
Shares15.0K
Event2026-03-31
Filed2026-05-18
BROOKFIELD RENEWABLE CORP
BROOKFIELD RENEWABLE CORP
13.06%
Shares23.6K
Event2026-03-31
Filed2026-05-18
SHOP
SHOPIFY INC
-0.19%
Shares11.0K
Event2026-03-31
Filed2026-05-18
RKT
ROCKET COS INC
-10.75%
Shares91.3K
Event2026-03-31
Filed2026-05-18
FCX
FREEPORT MCMORAN INC
0.73%
Shares22.1K
Event2026-03-31
Filed2026-05-18
VRSK
VERISK ANALYTICS INC
-1.44%
Shares6.8K
Event2026-03-31
Filed2026-05-18
NVS
NOVARTIS AG
-0.60%
Shares8.1K
Event2026-03-31
Filed2026-05-18
PM
PHILIP MORRIS INTL INC
0.01%
Shares7.4K
Event2026-03-31
Filed2026-05-18
NXE
NEXGEN ENERGY LTD
New
Shares96.0K
Event2026-03-31
Filed2026-05-18
GIB
CGI INC
-5.55%
Shares14.7K
Event2026-03-31
Filed2026-05-18
TRV
TRAVELERS COMPANIES INC
0.03%
Shares3.6K
Event2026-03-31
Filed2026-05-18
BIL
SPDR SERIES TRUST
-6.04%
Shares11.4K
Event2026-03-31
Filed2026-05-18
ADP
AUTOMATIC DATA PROCESSING IN
0.93%
Shares5.1K
Event2026-03-31
Filed2026-05-18
ROCKET LAB CORP
ROCKET LAB CORP
0.00%
Shares16.0K
Event2026-03-31
Filed2026-05-18
XLV
SELECT SECTOR SPDR TR
-46.15%
Shares7.0K
Event2026-03-31
Filed2026-05-18
MS
MORGAN STANLEY
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-18
TAC
TRANSALTA CORP
0.00%
Shares72.1K
Event2026-03-31
Filed2026-05-18
MO
ALTRIA GROUP INC
0.01%
Shares14.3K
Event2026-03-31
Filed2026-05-18
ELV
ELEVANCE HEALTH INC FORMERLY
-13.25%
Shares3.0K
Event2026-03-31
Filed2026-05-18
CMI
CUMMINS INC
1.02%
Shares1.6K
Event2026-03-31
Filed2026-05-18
AGG
ISHARES TR
12.56%
Shares8.4K
Event2026-03-31
Filed2026-05-18
UNP
UNION PAC CORP
0.03%
Shares3.4K
Event2026-03-31
Filed2026-05-18
NOW
SERVICENOW INC
New
Shares7.8K
Event2026-03-31
Filed2026-05-18
HD
HOME DEPOT INC
6.58%
Shares2.5K
Event2026-03-31
Filed2026-05-18
BAC
BANK AMERICA CORP
0.01%
Shares15.2K
Event2026-03-31
Filed2026-05-18
MP
MP MATERIALS CORP
-57.55%
Shares14.9K
Event2026-03-31
Filed2026-05-18
QSR
RESTAURANT BRANDS INTL INC
3.32%
Shares9.5K
Event2026-03-31
Filed2026-05-18
PG
PROCTER & GAMBLE CO
9.03%
Shares4.8K
Event2026-03-31
Filed2026-05-18
LQD
ISHARES TR
16.04%
Shares6.2K
Event2026-03-31
Filed2026-05-18
OTEX
OPEN TEXT CORP
-86.80%
Shares29.8K
Event2026-03-31
Filed2026-05-18
V
VISA INC
0.14%
Shares2.2K
Event2026-03-31
Filed2026-05-18
META
META PLATFORMS INC
-0.18%
Shares1.1K
Event2026-03-31
Filed2026-05-18
BA
BOEING CO
-64.84%
Shares3.2K
Event2026-03-31
Filed2026-05-18
CL
COLGATE PALMOLIVE CO
-0.72%
Shares7.5K
Event2026-03-31
Filed2026-05-18
VTI
VANGUARD INDEX FDS
-23.82%
Shares2.0K
Event2026-03-31
Filed2026-05-18
PAM
PAMPA ENERGIA SA
New
Shares7.0K
Event2026-03-31
Filed2026-05-18
AQN
ALGONQUIN POWER & UTILITIES
-1.62%
Shares97.1K
Event2026-03-31
Filed2026-05-18
SNOW
SNOWFLAKE INC
-58.23%
Shares3.8K
Event2026-03-31
Filed2026-05-18
BLACKROCK INC
BLACKROCK INC
-72.06%
Shares591
Event2026-03-31
Filed2026-05-18
URTH
ISHARES INC
New
Shares293
Event2026-03-31
Filed2026-05-18
ROP
ROPER TECHNOLOGIES INC
-9.21%
Shares1.6K
Event2026-03-31
Filed2026-05-18
CSCO
CISCO SYS INC
-3.48%
Shares6.9K
Event2026-03-31
Filed2026-05-18
COP
CONOCOPHILLIPS
-1.61%
Shares4.0K
Event2026-03-31
Filed2026-05-18
HYG
ISHARES TR
11.06%
Shares5.8K
Event2026-03-31
Filed2026-05-18
SOBO
SOUTH BOW CORP
-0.17%
Shares13.9K
Event2026-03-31
Filed2026-05-18
ABCB
AMERIS BANCORP
0.02%
Shares5.7K
Event2026-03-31
Filed2026-05-18
ALM
ALMONTY INDS INC
New
Shares30.0K
Event2026-03-31
Filed2026-05-18
ABBV
ABBVIE INC
0.05%
Shares2.0K
Event2026-03-31
Filed2026-05-18
TSLA
TESLA INC
0.09%
Shares1.1K
Event2026-03-31
Filed2026-05-18
FNV
FRANCO NEV CORP
-0.59%
Shares1.7K
Event2026-03-31
Filed2026-05-18
BARRICK MNG CORP
BARRICK MNG CORP
-8.31%
Shares9.8K
Event2026-03-31
Filed2026-05-18
LAMR
LAMAR ADVERTISING CO
4.57%
Shares3.1K
Event2026-03-31
Filed2026-05-18
PEG
PUBLIC SVC ENTERPRISE GROUP
6.82%
Shares4.9K
Event2026-03-31
Filed2026-05-18
ORI
OLD REP INTL CORP
9.74%
Shares9.7K
Event2026-03-31
Filed2026-05-18
DRI
DARDEN RESTAURANTS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-18
ICSH
ISHARES TR
0.01%
Shares7.4K
Event2026-03-31
Filed2026-05-18
SPG
SIMON PPTY GROUP INC NEW
6.35%
Shares2.0K
Event2026-03-31
Filed2026-05-18
SNA
SNAP ON INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-18
TIP
ISHARES TR
0.03%
Shares3.3K
Event2026-03-31
Filed2026-05-18
HL
HECLA MINING COMPANY
New
Shares19.0K
Event2026-03-31
Filed2026-05-18
DKS
DICKS SPORTING GOODS INC
6.78%
Shares1.7K
Event2026-03-31
Filed2026-05-18
COF
CAPITAL ONE FINL CORP
-13.91%
Shares1.9K
Event2026-03-31
Filed2026-05-18
YUMC
YUM CHINA HLDGS INC
1.93%
Shares6.9K
Event2026-03-31
Filed2026-05-18
PDS
PRECISION DRILLING CORP
0.03%
Shares3.4K
Event2026-03-31
Filed2026-05-18
LQDH
ISHARES U S ETF TR
-6.60%
Shares3.5K
Event2026-03-31
Filed2026-05-18
CVS
CVS HEALTH CORP
-14.32%
Shares4.5K
Event2026-03-31
Filed2026-05-18
ABVX
ABIVAX SA
New
Shares2.7K
Event2026-03-31
Filed2026-05-18
MMM
3M CO
-1.87%
Shares2.1K
Event2026-03-31
Filed2026-05-18
CRCL
CIRCLE INTERNET GROUP INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-18
DGRO
ISHARES TR
0.03%
Shares4.0K
Event2026-03-31
Filed2026-05-18
INVESCO QQQ TR
INVESCO QQQ TR
-94.67%
Shares476
Event2026-03-31
Filed2026-05-18
NEM
NEWMONT CORP
0.03%
Shares2.9K
Event2026-03-31
Filed2026-05-18
WSO
WATSCO INC
3.21%
Shares708
Event2026-03-31
Filed2026-05-18
EFA
ISHARES TR
11.69%
Shares2.6K
Event2026-03-31
Filed2026-05-18
BROOKFIELD BUSINESS CORP
BROOKFIELD BUSINESS CORP
New
Shares7.5K
Event2026-03-31
Filed2026-05-18
WAT
WATERS CORP
9.43%
Shares789
Event2026-03-31
Filed2026-05-18
UUUU
ENERGY FUELS INC
0.01%
Shares12.8K
Event2026-03-31
Filed2026-05-18
MKTX
MARKETAXESS HLDGS INC
-6.60%
Shares1.4K
Event2026-03-31
Filed2026-05-18
CELESTICA INC
CELESTICA INC
-4.00%
Shares816
Event2026-03-31
Filed2026-05-18
T
AT&T INC
-16.05%
Shares7.8K
Event2026-03-31
Filed2026-05-18
PAYX
PAYCHEX INC
-27.93%
Shares2.4K
Event2026-03-31
Filed2026-05-18
APH
AMPHENOL CORP
0.06%
Shares1.7K
Event2026-03-31
Filed2026-05-18
RHP
RYMAN HOSPITALITY PPTYS INC
2.11%
Shares2.3K
Event2026-03-31
Filed2026-05-18
UPS
UNITED PARCEL SVCS INC
-1.07%
Shares2.1K
Event2026-03-31
Filed2026-05-18
IEFA
ISHARES TR
1.72%
Shares2.3K
Event2026-03-31
Filed2026-05-18
UGI
UGI CORP NEW
New
Shares5.7K
Event2026-03-31
Filed2026-05-18
GLD
SPDR GOLD TR
-88.80%
Shares479
Event2026-03-31
Filed2026-05-18
ARES
ARES MANAGEMENT CORPORATION
New
Shares1.9K
Event2026-03-31
Filed2026-05-18
HIG
HARTFORD INSURANCE GROUP INC
0.07%
Shares1.5K
Event2026-03-31
Filed2026-05-18
DIREXION SHARES ETF TRUST
DIREXION SHARES ETF TRUST
New
Shares5.0K
Event2026-03-31
Filed2026-05-18

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Guardian Partners Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo