1y return+25.0%S&P 500 +20.9%
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 December 31, 2024: $136 against $127 in the S&P 500.2
Guardian Partners Inc.S&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 | $86.6M | 7.8% | −17.0% |
| TDToronto Dominion Bk Ont | $74.0M | 6.7% | −13.4% |
| BMOBank Montreal Medium | $53.7M | 4.8% | −17.5% |
| BNSBank Nova Scotia B C | $47.4M | 4.3% | −13.5% |
| CMCanadian Imperial Bank Of Co | $39.0M | 3.5% | −10.2% |
| ENBEnbridge Inc | $36.2M | 3.3% | −19.0% |
| CNICanadian Natl Ry Co | $27.9M | 2.5% | −6.3% |
| JPMJpmorgan Chase & Co | $27.9M | 2.5% | −11.3% |
| AAPLApple Inc | $24.2M | 2.2% | −14.2% |
| MSFTMicrosoft Corp | $21.7M | 2.0% | −18.9% |
| JNJJohnson & Johnson | $20.7M | 1.9% | −15.0% |
| VOOVanguard Index Fds | $19.7M | 1.8% | New |
| BNBrookfield Corp | $19.4M | 1.8% | −10.6% |
| GOOGLAlphabet Inc | $18.0M | 1.6% | −11.8% |
| INGIng Groep N.v. | $17.9M | 1.6% | −20.2% |
| NTRNutrien Ltd | $16.6M | 1.5% | −24.6% |
| FTSFortis Inc | $16.6M | 1.5% | −6.0% |
| CNQCanadian Nat Res Ltd Med Ter | $16.5M | 1.5% | −24.4% |
| EMREmerson Elec Co | $15.9M | 1.4% | −16.5% |
| IMOImperial Oil Ltd | $15.8M | 1.4% | −8.9% |
| BAMBrookfield Asset Managmt Ltd | $14.8M | 1.3% | −3.5% |
| MGAMagna Intl Inc | $13.3M | 1.2% | −4.0% |
| DUKDuke Energy Corp New | $13.1M | 1.2% | −16.7% |
| TXNTexas Instrs Inc | $12.9M | 1.2% | −7.3% |
| MCDMcdonalds Corp | $12.7M | 1.1% | −13.4% |
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 |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2025 | +253.1% | $10.3M |
| TSMTaiwan Semiconductor Manufac | December 31, 2024 | +141.8% | $10.0M |
| TDToronto Dominion Bk Ont | December 31, 2024 | +128.1% | $74.0M |
| INGIng Groep N.v. | December 31, 2024 | +100.3% | $17.9M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $18.0M |
| BMOBank Montreal Medium | December 31, 2024 | +82.1% | $53.7M |
| CMCanadian Imperial Bank Of Co | December 31, 2024 | +81.9% | $39.0M |
| IMOImperial Oil Ltd | December 31, 2024 | +81.9% | $15.8M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $20.7M |
| RYRoyal Bk Cda | December 31, 2024 | +71.7% | $86.6M |
Sold off last quarter
- ACWIIshares Tr was $22.9M
- FCGFirst Tr Exchange-traded Fd was $16.2M
- RINGIshares Inc was $3.3M
- EWZIshares Inc was $2.1M
- Thomson Reuters CorpCUSIP 884903808 was $1.8M
- BABoeing Co was $644K
- ALMAlmonty Inds Inc was $434K
- HLHecla Mining Company was $354K
- CRCLCircle Internet Group Inc was $286K
- SPXSDirexion Shares Etf Trust was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | +1.4% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +9.4% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Guardian Partners Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1884799&type=13F-HR&dateb=&owner=include&count=40CIK 1884799
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1884799/000106299326003901/Filed July 29, 2026 · accession 0001062993-26-003901