GUARDIAN CAPITAL LP

Q1 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2025
Date filed
5/14/2025
Form type
13F-HR
Num holdings
150
Total value ($000)
$2,542,465
Net value change ($000)
-148,155 (-5.5%)
New positions
9
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AEM 14,404 14.8%
WPM 6,146 24.2%
WMB 4,649 12.6%
BEPC 4,617 37.4%
RSG 4,450 19.8%
TD 4,429 9.9%
ADBE 3,615 NEW
TTE 3,581 19.0%
JNJ 3,465 18.2%
SHEL 3,205 16.4%
Top Reduces (Value $000, Stocks/ETFs)
BN -21,249 -19.6%
RY -20,581 -10.4%
CNQ -17,631 -18.4%
AVGO -15,884 -27.5%
OTEX -13,431 -11.8%
CM -12,573 -16.9%
BMO -11,716 -5.6%
GIB -10,754 -14.3%
QSR -10,715 -12.6%
BEP -10,439 -97.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,183 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type