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GUARDIAN PARTNERS INC. 13F portfolio summary

GUARDIAN PARTNERS INC. of GUARDIAN PARTNERS INC. has 391 current stock holdings with a reported portfolio value of $1.11B. The portfolio 1 year return is +24.78%. Top holdings include RY (7.81%), TD (6.67%), BMO (4.84%), BNS (4.28%), CM (3.52%).

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GUARDIAN PARTNERS INC.

GUARDIAN PARTNERS INC.
Latest filing: 2026-06-30

GUARDIAN PARTNERS INC. runs GUARDIAN PARTNERS INC. and currently holds 391 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.11B. Their top holdings are RY, TD, BMO, BNS, CM. The top five represent 27.1% of reported portfolio weight. GUARDIAN PARTNERS INC. ranks #753 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GUARDIAN PARTNERS INC. initiated 8 new positions. They added to 9 existing positions. They trimmed 83 positions. Their current best-performing preview position is AMAT with returns of +111.22%.

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Top 5 Holdings
RY7.8%
TD6.7%
BMO4.8%
BNS4.3%
CM3.5%
Top 5: 27.1%
Portfolio Returns
1 Year
+24.78%
#486/1000
3 Year
+36.05%
#751/1000
5 Year
+36.05%
#748/1000

Portfolio Value

$1.11B

Alpha Score

31.2

#753 of 1000

Holdings

391

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391 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
RY
ROYAL BK CDA
7.81%$123.86$205.10+65.59%
Trimmed
-17.02%
TD
TORONTO DOMINION BK ONT
6.67%$56.60$117.12+106.93%
Trimmed
-13.41%
BMO
BANK MONTREAL MEDIUM
4.84%$99.97$174.41+74.46%
Trimmed
-17.49%
BNS
BANK NOVA SCOTIA B C
4.28%$55.11$87.56+58.88%
Trimmed
-13.52%
CM
CANADIAN IMPERIAL BANK OF CO
3.52%$68.65$116.52+69.72%
Trimmed
-10.18%
ENB
ENBRIDGE INC
3.26%$42.75$50.47+18.06%
Trimmed
-19.03%
CNI
CANADIAN NATL RY CO
2.52%$101.28$129.82+28.18%
Trimmed
-6.33%
JPM
JPMORGAN CHASE & CO
2.51%$249.56$351.64+40.90%
Trimmed
-11.25%
AAPL
APPLE INC
2.18%$251.17$309.35+23.16%
Trimmed
-14.22%
MSFT
MICROSOFT CORP
1.96%$423.39$483.24+14.14%
Trimmed
-18.86%

Showing 1-10 of 391