Guardian Partners Inc. — 13F Holdings

2026 Q2  ·  401 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Guardian Partners Inc. maintained a portfolio of 401 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 1.77% of the total fund value. They heavily accumulated shares in SPACE EXPLORATION TECHN CORP, increasing the position by 46.7%. Conversely, Guardian Partners Inc. completely exited their position in ISHARES TR.
Position History hover any row below to update
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Guardian Partners Inc. Pasadena, CA RIA / Wealth Management AUM $1,099M
PCA Score Concentration Risk
Risk ENB
Total Positions
401
Quarter
2026 Q2
Top Holding
RY (7.8%)
Top 10 Concentration
39.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 401

Guardian Partners Inc. Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
RY
ROYAL BK CDA
Financial Services 7.81% 6.79% #1
Prev: #1
5.6
-85,745 -17.0%
P
S
418,144 $86,555,136
$119.25 +71.8%
$205.73 -0.4%
2024 Q4 13F Filing 2026-06-30 2026-07-29
TD
TORONTO DOMINIO...
Financial Services 6.67% 5.47% #2
Prev: #2
4.7
-94,236 -13.4%
P
S
608,579 $73,967,368 2024 Q4 13F Filing 2026-06-30 2026-07-29
BMO
BANK MONTREAL M...
Financial Services 4.84% 4.16% #3
Prev: #3
3.4
-64,391 -17.5%
P
S
303,771 $53,671,579 2024 Q4 13F Filing 2026-06-30 2026-07-29
BNS
BANK NOVA SCOTI...
Financial Services 4.28% 3.66% #4 1
Prev: #5
2.7
-85,506 -13.5%
P
S
546,953 $47,446,017 2024 Q4 13F Filing 2026-06-30 2026-07-29
CM
CANADIAN IMPERI...
Financial Services 3.52% 2.98% #5 1
Prev: #6
2.4
-38,388 -10.2%
P
S
338,582 $38,975,743 2024 Q4 13F Filing 2026-06-30 2026-07-29
ENB
ENBRIDGE INC
Energy 3.26% 3.74% #6 2
Prev: #4
1.8
-156,727 -19.0%
P
S
666,941 $36,154,668 2024 Q4 13F Filing 2026-06-30 2026-07-29
CNI
CANADIAN NATL R...
Industrials 2.52% 2.14% #7 4
Prev: #11
1.5
-15,827 -6.3%
P
S
234,079 $27,919,467 2024 Q4 13F Filing 2026-06-30 2026-07-29
JPM
JPMORGAN CHASE ...
Financial Services 2.51% 2.36% #8 1
Prev: #7
1.5
-10,792 -11.3%
P
S
85,096 $27,854,474 2024 Q4 13F Filing 2026-06-30 2026-07-29
AAPL
APPLE INC
Technology 2.18% 2.06% #9 3
Prev: #12
1.4
-13,844 -14.2%
P
S
83,532 $24,170,820 2024 Q4 13F Filing 2026-06-30 2026-07-29
MSFT
MICROSOFT CORP
Technology 1.96% 2.22% #10 1
Prev: #9
1.3
-13,513 -18.9%
P
S
58,121 $21,680,295 2024 Q4 13F Filing 2026-06-30 2026-07-29
JNJ
JOHNSON & JOHNS...
Healthcare 1.87% 1.96% #11 2
Prev: #13
1.2
-14,396 -15.0%
P
S
81,690 $20,746,809 2024 Q4 13F Filing 2026-06-30 2026-07-29
VOO
VANGUARD INDEX ...
ETF 1.77% #12
Prev: #—
4.2
28,612
NEW
28,612 $19,651,008 2024 Q4 13F Filing 2026-06-30 2026-07-29
BN
BROOKFIELD CORP
Financial Services 1.75% 1.73% #13 2
Prev: #15
1.2
-53,752 -10.6%
P
S
455,054 $19,406,755 2024 Q4 13F Filing 2026-06-30 2026-07-29
GOOGL
ALPHABET INC
Communication Services 1.62% 1.37% #14 8
Prev: #22
1.1
-6,724 -11.8%
P
S
50,312 $17,979,999 2024 Q4 13F Filing 2026-06-30 2026-07-29
ING
ING GROEP N.V.
Financial Services 1.61% 1.55% #15 3
Prev: #18
0.6
-143,628 -20.2%
P
S
569,007 $17,855,440 2024 Q4 13F Filing 2026-06-30 2026-07-29
NTR
NUTRIEN LTD
Basic Materials 1.50% 2.20% #16 6
Prev: #10
0.6
-86,068 -24.6%
P
S
264,320 $16,620,473 2024 Q4 13F Filing 2026-06-30 2026-07-29
FTS
FORTIS INC
Utilities 1.49% 1.43% #17 3
Prev: #20
1.1
-18,565 -6.0%
P
S
289,159 $16,559,708 2024 Q4 13F Filing 2026-06-30 2026-07-29
CNQ
CANADIAN NAT RE...
Energy 1.49% 2.24% #18 10
Prev: #8
0.6
-134,313 -24.4%
P
S
416,239 $16,462,937 2024 Q4 13F Filing 2026-06-30 2026-07-29
EMR
EMERSON ELEC CO
Industrials 1.43% 1.46% #19
Prev: #19
1.1
-21,947 -16.5%
P
S
110,942 $15,881,347 2024 Q4 13F Filing 2026-06-30 2026-07-29
IMO
IMPERIAL OIL LT...
Energy 1.43% 1.69% #20 4
Prev: #16
1.1
-13,772 -8.9%
P
S
140,984 $15,825,982 2024 Q4 13F Filing 2026-06-30 2026-07-29
BAM
BROOKFIELD ASSE...
Financial Services 1.34% 1.27% #21 4
Prev: #25
1.0
-11,881 -3.5%
P
S
329,729 $14,804,215 2024 Q4 13F Filing 2026-06-30 2026-07-29
MGA
MAGNA INTL INC
Consumer Cyclical 1.20% 0.98% #22 12
Prev: #34
1.0
-8,394 -4.0%
P
S
202,040 $13,280,881 2024 Q4 13F Filing 2026-06-30 2026-07-29
DUK
DUKE ENERGY COR...
Utilities 1.18% 1.36% #23
Prev: #23
1.0
-20,827 -16.7%
P
S
103,543 $13,106,473 2024 Q4 13F Filing 2026-06-30 2026-07-29
TXN
TEXAS INSTRS IN...
Technology 1.16% 0.76% #24 19
Prev: #43
1.0
-3,409 -7.3%
P
S
43,202 $12,877,220 2024 Q4 13F Filing 2026-06-30 2026-07-29
MCD
MCDONALDS CORP
Consumer Cyclical 1.15% 1.41% #25 4
Prev: #21
1.0
-7,283 -13.4%
P
S
47,037 $12,714,571 2024 Q4 13F Filing 2026-06-30 2026-07-29
SU
SUNCOR ENERGY I...
Energy 1.13% 1.62% #26 9
Prev: #17
0.5
-61,189 -20.8%
P
S
232,708 $12,514,844 2024 Q4 13F Filing 2026-06-30 2026-07-29
NGG
NATIONAL GRID P...
Utilities 1.07% 1.21% #27 1
Prev: #28
0.9
-27,860 -16.3%
P
S
143,310 $11,876,100 2024 Q4 13F Filing 2026-06-30 2026-07-29
RCI
ROGERS COMMUNIC...
Communication Services 1.00% 1.19% #28 1
Prev: #29
0.9
-31,148 -8.4%
P
S
339,990 $11,056,961 2024 Q4 13F Filing 2026-06-30 2026-07-29
TRP
TC ENERGY CORP
Energy 0.97% 0.97% #29 6
Prev: #35
0.9
-22,591 -12.2%
P
S
162,034 $10,726,508 2024 Q4 13F Filing 2026-06-30 2026-07-29
WMT
WALMART INC
Consumer Defensive 0.94% 1.26% #30 4
Prev: #26
0.4
-29,781 -24.6%
P
S
91,518 $10,365,329 2024 Q4 13F Filing 2026-06-30 2026-07-29
AMAT
APPLIED MATLS I...
Technology 0.93% 0.43% #31 25
Prev: #56
0.9
-769 -5.1%
P
S
14,269 $10,316,487 2025 Q3 13F Filing 2026-06-30 2026-07-29
SLF
SUN LIFE FINANC...
Financial Services 0.91% 0.76% #32 10
Prev: #42
0.9
-17,666 -12.1%
P
S
128,156 $10,057,998 2024 Q4 13F Filing 2026-06-30 2026-07-29
TSM
TAIWAN SEMICOND...
Technology 0.91% 0.98% #33
Prev: #33
0.4
-13,803 -39.6%
P
S
21,035 $10,045,685 2024 Q4 13F Filing 2026-06-30 2026-07-29
MA
MASTERCARD INCO...
Financial Services 0.86% 1.03% #34 3
Prev: #31
0.3
-6,183 -25.1%
P
S
18,475 $9,488,760 2024 Q4 13F Filing 2026-06-30 2026-07-29
CVX
CHEVRON CORPORA...
Energy 0.85% 1.22% #35 8
Prev: #27
0.8
-13,544 -19.2%
P
S
57,158 $9,474,510 2024 Q4 13F Filing 2026-06-30 2026-07-29
COST
COSTCO WHOLESAL...
Consumer Defensive 0.85% 0.86% #36 1
Prev: #37
0.8
-249 -2.4%
P
S
10,111 $9,458,537 2024 Q4 13F Filing 2026-06-30 2026-07-29
AXP
AMERICAN EXPRES...
Financial Services 0.81% 0.67% #37 10
Prev: #47
0.8
285 1.1%
P
S
26,654 $9,015,716 2024 Q4 13F Filing 2026-06-30 2026-07-29
PBA
PEMBINA PIPELIN...
Energy 0.80% 1.00% #38 6
Prev: #32
0.3
-74,244 -27.8%
P
S
192,642 $8,910,069 2024 Q4 13F Filing 2026-06-30 2026-07-29
SPY
STATE STR SPDR ...
ETF 0.80% 0.65% #39 10
Prev: #49
0.8
-130 -1.1%
P
S
11,910 $8,894,031 2024 Q4 13F Filing 2026-06-30 2026-07-29
RTX
RTX CORPORATION
Industrials 0.80% 0.92% #40 4
Prev: #36
0.8
-10,321 -18.2%
P
S
46,531 $8,828,327 2024 Q4 13F Filing 2026-06-30 2026-07-29
AEM
AGNICO EAGLE MI...
Basic Materials 0.80% 1.07% #41 11
Prev: #30
0.8
-6,692 -10.5%
P
S
56,761 $8,816,034 2024 Q4 13F Filing 2026-06-30 2026-07-29
EMRAF
EMERA INC
Unknown 0.77% 0.81% #42 3
Prev: #39
0.8
-25,728 -13.8%
P
S
160,710 $8,521,736 2025 Q2 13F Filing 2026-06-30 2026-07-29
MUFG
MITSUBISHI UFJ ...
Financial Services 0.73% 0.79% #43 3
Prev: #40
0.3
-151,545 -27.1%
P
S
406,684 $8,088,945 2024 Q4 13F Filing 2026-06-30 2026-07-29
SNY
SANOFI SA
Healthcare 0.70% 0.82% #44 6
Prev: #38
0.8
-22,111 -10.8%
P
S
181,975 $7,763,054 2024 Q4 13F Filing 2026-06-30 2026-07-29
AFL
AFLAC INC
Financial Services 0.66% 0.67% #45 3
Prev: #48
0.8
-10,374 -14.3%
P
S
62,214 $7,294,592 2024 Q4 13F Filing 2026-06-30 2026-07-29
MFC
MANULIFE FINL C...
Financial Services 0.64% 0.57% #46 4
Prev: #50
0.8
-22,223 -11.3%
P
S
174,281 $7,065,697 2024 Q4 13F Filing 2026-06-30 2026-07-29
SAP
SAP SE
Technology 0.63% 0.72% #47 1
Prev: #46
0.8
-4,709 -9.4%
P
S
45,555 $7,020,481 2024 Q4 13F Filing 2026-06-30 2026-07-29
PEP
PEPSICO INC
Consumer Defensive 0.57% 0.74% #48 3
Prev: #45
0.7
-10,281 -18.0%
P
S
46,849 $6,343,355 2024 Q4 13F Filing 2026-06-30 2026-07-29
HEDJ
WISDOMTREE TR
ETF 0.52% #49
Prev: #—
3.7
100,300
NEW
100,300 $5,717,100 2025 Q1 13F Filing 2026-06-30 2026-07-29
SBUX
STARBUCKS CORP
Consumer Cyclical 0.51% 0.43% #50 7
Prev: #57
0.7
-1,328 -2.3%
P
S
55,832 $5,705,472 2024 Q4 13F Filing 2026-06-30 2026-07-29
Showing 1-50 of 401 holdings

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