AI Portfolio Summary
In 2025 Q4, Guardian Partners Inc. maintained a portfolio of 230 distinct positions. They heavily accumulated shares in ROYAL BK CDA, increasing their position by 7.2%. Conversely, Guardian Partners Inc. completely exited their position in VANGUARD INDEX FDS.
Total Positions
230
Quarter
2025 Q4
Top Holding
RY (6.9%)
Top 10 Concentration
35.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 230
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RY
ROYAL BK CDA
|
Financial Services | 6.88% | 5.91% |
#1
Prev: #1
|
4.8 | 34,012 | 7.2% |
P
S
|
507,206 | $85,879,395 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 5.46% | 4.48% |
#2
Prev: #2
|
4.2 | 58,660 | 8.9% |
P
S
|
716,017 | $68,064,868 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BMO
BANK MONTREAL Q...
|
Financial Services | 4.18% | 3.75% |
#3
1
Prev: #4
|
3.7 | 33,190 | 9.8% |
P
S
|
371,924 | $52,159,811 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 3.81% | 3.22% |
#4
2
Prev: #6
|
3.5 | 50,747 | 8.6% |
P
S
|
638,369 | $47,522,102 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENB
ENBRIDGE INC
|
Energy | 3.30% | 3.27% |
#5
Prev: #5
|
3.3 | 45,897 | 5.9% |
P
S
|
823,603 | $41,130,223 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 2.89% | 2.09% |
#6
4
Prev: #10
|
3.2 | 75,568 | 24.7% |
P
S
|
381,494 | $36,079,524 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.56% | 2.33% |
#7
2
Prev: #9
|
3.1 | 12,030 | 13.5% |
P
S
|
100,818 | $31,888,483 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.33% | 2.00% |
#8
3
Prev: #11
|
3.0 | 12,650 | 13.7% |
P
S
|
105,312 | $29,032,139 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.28% | 2.83% |
#9
2
Prev: #7
|
2.9 | 4,512 | 7.0% |
P
S
|
68,810 | $28,405,145 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTR
NUTRIEN LTD
|
Basic Materials | 2.04% | 1.65% |
#10
5
Prev: #15
|
2.8 | 14,282 | 4.1% |
P
S
|
358,454 | $25,496,881 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 1.97% | 1.91% |
#11
2
Prev: #13
|
2.8 | 10,957 | 4.6% |
P
S
|
248,911 | $24,552,816 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 1.94% | 1.69% |
#12
2
Prev: #14
|
3.0 | 237,872 | 81.2% |
P
S
|
530,895 | $24,245,601 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.82% | 1.45% |
#13
6
Prev: #19
|
2.7 | 5,237 | 5.7% |
P
S
|
97,316 | $22,741,645 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.82% | 1.09% |
#14
14
Prev: #28
|
2.8 | 15,865 | 30.2% |
P
S
|
68,353 | $22,701,164 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ING
ING GROEP N.V.
|
Financial Services | 1.76% | 1.57% |
#15
1
Prev: #16
|
2.7 | 7,172 | 1.0% |
P
S
|
718,678 | $21,942,658 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 1.72% | 1.30% |
#16
6
Prev: #22
|
2.7 | 76,625 | 15.9% |
P
S
|
559,344 | $21,457,425 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 1.68% | 1.46% |
#17
1
Prev: #18
|
2.7 | 2,186 | 1.7% |
P
S
|
133,483 | $20,926,635 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.41% | 1.36% |
#18
3
Prev: #21
|
2.6 | 1,002 | 1.9% |
P
S
|
54,494 | $17,577,218 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 1.40% | 1.22% |
#19
6
Prev: #25
|
0.6 | -1,815 | -1.1% |
P
S
|
158,293 | $17,406,248 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 1.35% | 1.46% |
#20
3
Prev: #17
|
2.6 | 31,051 | 10.0% |
P
S
|
340,315 | $16,831,786 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FTS
FORTIS INC
|
Utilities | 1.33% | 1.28% |
#21
2
Prev: #23
|
2.5 | 7,232 | 2.4% |
P
S
|
307,660 | $16,637,853 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.28% | 1.10% |
#22
4
Prev: #26
|
0.5 | -2,820 | -2.2% |
P
S
|
125,101 | $15,956,073 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 1.23% | 0.93% |
#23
12
Prev: #35
|
2.5 | 26,811 | 10.0% |
P
S
|
293,698 | $15,407,727 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.22% | 1.28% |
#24
Prev: #24
|
2.5 | 2,211 | 1.8% |
P
S
|
125,364 | $15,268,267 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NGG
NATIONAL GRID P...
|
Utilities | 1.22% | 1.02% |
#25
8
Prev: #33
|
2.5 | 7,631 | 4.6% |
P
S
|
173,539 | $15,180,637 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.00% | 1.92% |
Sold All 😨
(Was: #12) |
0.3 | -47,082 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 0.00% | 0.81% |
Sold All 😨
(Was: #42) |
0.3 | -299,528 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTE
TOTALENERGIES S...
|
Energy | 0.00% | 0.65% |
Sold All 😨
(Was: #57) |
0.3 | -127,371 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZN
ASTRAZENECA PLC
|
Healthcare | 0.00% | 0.32% |
Sold All 😨
(Was: #68) |
0.3 | -44,581 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEF
SPROTT ASSET MA...
|
Unknown | 0.00% | 0.31% |
Sold All 😨
(Was: #69) |
0.3 | -100,082 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BIP
BROOKFIELD INFR...
|
Bond/Debt | 0.00% | 0.24% |
Sold All 😨
(Was: #81) |
0.3 | -83,926 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.00% | 0.16% |
Sold All 😨
(Was: #91) |
0.3 | -30,557 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BEP
BROOKFIELD RENE...
|
Utilities | 0.00% | 0.15% |
Sold All 😨
(Was: #96) |
0.3 | -64,258 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ONON
ON HLDG AG
|
Consumer Cyclical | 0.00% | 0.13% |
Sold All 😨
(Was: #99) |
0.3 | -37,350 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COMB
GRANITESHARES E...
|
ETF | 0.00% | 0.10% |
Sold All 😨
(Was: #108) |
0.3 | -53,563 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XMMO
INVESCO EXCHANG...
|
Bond/Debt | 0.00% | 0.09% |
Sold All 😨
(Was: #112) |
0.3 | -7,938 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.00% | 0.08% |
Sold All 😨
(Was: #116) |
0.3 | -4,700 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.00% | 0.08% |
Sold All 😨
(Was: #117) |
0.3 | -14,457 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GDX
VANECK ETF TRUS...
|
ETF | 0.00% | 0.08% |
Sold All 😨
(Was: #120) |
0.3 | -11,650 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.00% | 0.08% |
Sold All 😨
(Was: #121) |
0.3 | -1,918 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EEMS
ISHARES INC
|
ETF | 0.00% | 0.07% |
Sold All 😨
(Was: #123) |
0.3 | -12,674 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DBA
INVESCO DB MULT...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #129) |
0.3 | -27,813 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #130) |
0.3 | -13,886 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UVXY
PROSHARES TR II
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #132) |
0.3 | -70,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQEW
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #157) |
0.3 | -2,050 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #163) |
0.3 | -2,498 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #165) |
0.3 | -673 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #166) |
0.3 | -1,030 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HL
HECLA MNG CO
|
Basic Materials | 0.00% | 0.02% |
Sold All 😨
(Was: #167) |
0.3 | -20,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XHB
SPDR SERIES TRU...
|
Unknown | 0.00% | 0.02% |
Sold All 😨
(Was: #169) |
0.3 | -2,052 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BBU
BROOKFIELD BUSI...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #171) |
0.3 | -6,700 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
J
JACOBS SOLUTION...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #174) |
0.3 | -1,400 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ARKG
ARK ETF TR
|
ETF | 0.00% | 0.02% |
Sold All 😨
(Was: #177) |
0.3 | -7,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EPRX
EUPRAXIA PHARMA...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #179) |
0.3 | -24,130 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 230 holdings