1y return+18.3%S&P 500 +20.9%
3y return+50.5%S&P 500 +68.5%
5y return+41.2%S&P 500 +74.5%
10y return+107.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $207 against $357 in the S&P 500.2
Guardian Capital LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RYRoyal Bk Cda | $330.4M | 8.0% | −6.5% |
| CNQCanadian Nat Res Ltd Med Ter | $154.6M | 3.8% | +13.2% |
| TDToronto Dominion Bk Ont | $150.5M | 3.7% | −4.9% |
| GIBCgi Inc | $142.2M | 3.5% | +54.7% |
| BNBrookfield Corp | $142.2M | 3.5% | +21.1% |
| AEMAgnico Eagle Mines Ltd | $136.7M | 3.3% | +7.5% |
| SUSuncor Energy Inc New | $122.4M | 3.0% | +27.1% |
| OTEXOpen Text Corp | $112.8M | 2.7% | +11.5% |
| BMOBank Montreal Medium | $108.6M | 2.6% | −9.7% |
| CPCanadian Pacific Kansas City | $102.4M | 2.5% | −3.4% |
| BGSIBoyd Group Services Inc | $102.0M | 2.5% | +74.7% |
| AAPLApple Inc | $101.1M | 2.5% | +4.4% |
| CMCanadian Imperial Bank Of Co | $90.6M | 2.2% | −4.4% |
| AVGOBroadcom Inc | $89.8M | 2.2% | +5.7% |
| Asml Hldg NvCUSIP N07059210 | $80.4M | 2.0% | +6.0% |
| MDAMda Space Ltd | $78.6M | 1.9% | −46.4% |
| GOOGLAlphabet Inc | $74.1M | 1.8% | +4.8% |
| MSFTMicrosoft Corp | $71.9M | 1.7% | +9.8% |
| QSRRestaurant Brands Intl Inc | $68.4M | 1.7% | −3.8% |
| GILGildan Activewear Inc | $67.6M | 1.6% | +9.4% |
| WMBWilliams Cos Inc | $65.6M | 1.6% | +6.2% |
| ENBEnbridge Inc | $62.8M | 1.5% | −6.7% |
| COSTCostco Wholesale Corporation | $62.5M | 1.5% | +2.9% |
| SHOPShopify Inc | $61.1M | 1.5% | +2.0% |
| MFCManulife Finl Corp | $56.0M | 1.4% | −5.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $39.4M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $89.8M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $80.4M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $74.1M |
| CNQCanadian Nat Res Ltd Med Ter | June 30, 2020 | +354.1% | $154.6M |
| CMCanadian Imperial Bank Of Co | June 30, 2020 | +243.6% | $90.6M |
| BMOBank Montreal Medium | June 30, 2020 | +233.0% | $108.6M |
| SUSuncor Energy Inc New | June 30, 2020 | +218.4% | $122.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $101.1M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $62.5M |
Sold off last quarter
- GRTUFGranite Real Estate Invt Tr was $15.7M
- MSIMotorola Solutions Inc was $13.9M
- Crh PLCCUSIP G25508105 was $779K
- Thomson Reuters CorpCUSIP 884903808 was $265K
- PEPPepsico Inc was $248K
- BCEBce Inc was $227K
- PTENPatterson-uti Energy Inc was $151K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +5.6% | +14.8% |
| March 31, 2026 | +1.7% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +10.2% | +10.5% |
| March 31, 2025 | −0.5% | −4.6% |
| December 31, 2024 | −3.3% | +2.1% |
| September 30, 2024 | +9.1% | +5.4% |
| June 30, 2024 | −2.0% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +12.3% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +2.9% | +8.3% |
| March 31, 2023 | +4.2% | +7.0% |
| December 31, 2022 | +6.1% | +7.1% |
| September 30, 2022 | −9.4% | −5.3% |
| June 30, 2022 | −15.4% | −16.5% |
| March 31, 2022 | +2.0% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −2.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Guardian Capital LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1224324&type=13F-HR&dateb=&owner=include&count=40CIK 1224324
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1224324/000106299326004401/Filed August 14, 2026 · accession 0001062993-26-004401