Q3 2026 13F · SEC CIK 1884799

Guardian Partners Inc.

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 412
Holdings vs S&P 500, 3 yrs: —
Assets under management: $3.3B

Guardian Partners Inc. is a wealth manager that reported 412 positions worth $1.1B in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Royal Bk Cda (RY, 7.0%), Toronto Dominion Bk Ont (TD, 6.2%), Bank Nova Scotia B C (BNS, 4.4%).

Guardian Partners Inc. holdings largest 50 of 412 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guardian Partners Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
RYRoyal Bk Cda	7.0%	7.8%	398,983	-4.6%	$79.4M
TDToronto Dominion Bk Ont	6.2%	6.7%	590,422	-3.0%	$69.6M
BNSBank Nova Scotia B C	4.4%	4.3%	539,999	-1.3%	$49.2M
BMOBank of Montreal	4.3%	4.8%	288,574	-5.0%	$48.4M
CMCanadian Imperial Bank of Co	3.2%	3.5%	326,868	-3.5%	$36.1M
ENBEnbridge Inc	2.7%	3.3%	653,629	-2.0%	$30.5M
MSFTMicrosoft Corp	2.7%	2.0%	58,951	+1.4%	$30.2M
CNICanadian Natl Ry Co	2.5%	2.5%	237,313	+1.4%	$28.3M
AAPLApple Inc	2.5%	2.2%	84,678	+1.4%	$28.2M
JPMJpmorgan Chase & Co	2.2%	2.5%	76,289	-10.3%	$25.2M
JNJJohnson & Johnson	1.9%	1.9%	80,164	-1.9%	$21.2M
INGIng Groep N.v.	1.7%	1.6%	550,215	-3.3%	$19.5M
CNQCanadian Nat Res Ltd Med Ter	1.7%	1.5%	398,668	-4.2%	$18.8M
NTRNutrien Ltd	1.6%	1.5%	256,997	-2.8%	$18.1M
GOOGLAlphabet Inc	1.5%	1.6%	50,544	+0.5%	$17.4M
EMREmerson Elec Co	1.5%	1.4%	109,797	-1.0%	$17.0M
IMOImperial Oil Ltd	1.5%	1.4%	135,525	-3.9%	$16.7M
TTETotalenergies SE	1.5%	—	191,872	—	$16.4M
BNBrookfield Corp	1.4%	1.8%	439,672	-3.4%	$16.2M
FTSFortis Inc	1.4%	1.5%	303,951	+5.1%	$16.1M
SUSuncor Energy Inc New	1.4%	1.1%	236,317	+1.6%	$16.1M
BAMBrookfield Asset Managmt Ltd	1.3%	1.3%	331,290	+0.5%	$14.9M
MGAMagna Intl Inc	1.1%	1.2%	201,170	-0.4%	$12.8M
TXNTexas Instrs Inc	1.1%	1.2%	42,474	-1.7%	$11.9M
DUKDuke Energy Corp New	1.0%	1.2%	103,021	-0.5%	$11.7M
CVXChevron Corporation	1.0%	0.9%	56,365	-1.4%	$11.5M
RCIRogers Communications Inc	1.0%	1.0%	359,957	+5.9%	$11.1M
MCDMcdonalds Corp	1.0%	1.1%	47,442	+0.9%	$11.0M
AEMAgnico Eagle Mines Ltd	1.0%	0.8%	59,090	+4.1%	$10.8M
NGGNational Grid PLC	1.0%	1.1%	141,440	-1.3%	$10.7M
WMTWalmart Inc	0.9%	0.9%	99,563	+8.8%	$10.3M
SLFSun Life Financial Inc.	0.9%	0.9%	129,094	+0.7%	$10.1M
MAMastercard Incorporated	0.9%	0.9%	18,127	-1.9%	$10.0M
COSTCostco Wholesale Corporation	0.8%	0.9%	10,237	+1.2%	$9.3M
TRPTc Energy Corp	0.8%	1.0%	160,093	-1.2%	$9.3M
SAPGFSap SE	0.8%	0.6%	44,370	-2.6%	$9.3M
MITSFMitsubishi Ufj Financial Gro	0.8%	0.7%	400,574	-1.5%	$9.2M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	11,910	+0.0%	$9.1M
AMATApplied Matls Inc	0.8%	0.9%	17,148	+20.2%	$8.8M
ABCLAbcellera Biologics Inc	0.8%	—	595,998	—	$8.7M
RTXRtx Corporation	0.8%	0.8%	45,933	-1.3%	$8.5M
TSMTaiwan Semiconductor Manufac	0.8%	0.9%	18,640	-11.4%	$8.5M
PBAPembina Pipeline Corp	0.8%	0.8%	189,106	-1.8%	$8.5M
DFJWisdomtree Japan Smallcap Dividend Fund	0.7%	—	71,700	—	$8.3M
AXPAmerican Express Co	0.7%	0.8%	26,594	-0.2%	$8.1M
EMAEmera Inc	0.7%	0.8%	168,560	+4.9%	$8.1M
SNYNFSanofi SA	0.7%	0.7%	182,393	+0.2%	$7.5M
MFCManulife Finl Corp	0.6%	0.6%	164,563	-5.6%	$7.0M
AFLAflac Inc	0.6%	0.7%	61,309	-1.5%	$6.9M
BIPBrookfield Infrastructure Pa	0.5%	—	166,096	—	$5.9M

What Guardian Partners Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

AMAT Applied Matls Inc+20.2% shares
WMT Walmart Inc+8.8% shares
RCI Rogers Communications Inc+5.9% shares
FTS Fortis Inc+5.1% shares

Reduced

TSM Taiwan Semiconductor Manufac-11.4% shares
JPM Jpmorgan Chase & Co-10.3% shares
MFC Manulife Finl Corp-5.6% shares
BMO Bank of Montreal-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +33.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.1B	412
Q2 2026	$1.1B	391
Q1 2026	$1.2B	192
Q4 2025	$1.2B	201
Q3 2025	$1.2B	179
Q2 2025	$1.1B	174
Q1 2025	$967.6M	169
Q4 2024	$982.8M	165

Questions about Guardian Partners Inc.'s portfolio

What stocks does Guardian Partners Inc. own?

Guardian Partners Inc.'s latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 412 positions worth $1.1B. The largest are Royal Bk Cda (RY) at 7.0%, Toronto Dominion Bk Ont (TD) at 6.2%, Bank Nova Scotia B C (BNS) at 4.4%, Bank of Montreal (BMO) at 4.3% and Canadian Imperial Bank of Co (CM) at 3.2%.

What did Guardian Partners Inc. buy last quarter?

In Q3 2026, Guardian Partners Inc. added Applied Matls Inc (AMAT) (+20.2% shares), Walmart Inc (WMT) (+8.8% shares) and Rogers Communications Inc (RCI) (+5.9% shares), compared with its Q2 2026 filing.

What did Guardian Partners Inc. sell last quarter?

In Q3 2026, Guardian Partners Inc. cut from its top 50 Vanguard Index Fds (VOO), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Wisdomtree Tr (HEDJ), cut from its top 50 Starbucks Corp (SBUX), Taiwan Semiconductor Manufac (TSM) (-11.4% shares), Jpmorgan Chase & Co (JPM) (-10.3% shares) and Manulife Finl Corp (MFC) (-5.6% shares), compared with its Q2 2026 filing.

When is Guardian Partners Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Guardian Partners Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Guardian Partners Inc. manage?

Guardian Partners Inc. reported $3.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.