GUARDIAN CAPITAL LP

Q2 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2025
Date filed
8/7/2025
Form type
13F-HR
Num holdings
157
Total value ($000)
$2,830,347
Net value change ($000)
+287,882 (11.3%)
New positions
9
Sold out positions
2
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2025 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
RY 33,708 19.1%
BMO 33,314 16.9%
AVGO 28,551 68.3%
OTEX 21,164 21.2%
BN 20,517 23.6%
CM 19,097 30.8%
MSFT 18,317 35.3%
GIB 14,179 22.1%
META 11,546 112.1%
CCJ 10,116 47.7%
Top Reduces (Value $000, Stocks/ETFs)
UNH -20,957 -76.4%
MGA -16,403 -86.5%
AAPL -9,782 -18.0%
B -8,167 -100.0%
ACN -5,310 -19.2%
NTR -5,091 -24.3%
CNQ -4,825 -6.2%
SU -2,966 -4.1%
EWJV -2,563 -100.0%
PEP -1,749 -66.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,847 (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