Guardian Partners Inc.

Q3 2025 13F-HR Holdings

Location
Toronto, Z4
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
179
Total value ($000)
$1,181,877
Net value change ($000)
+68,817 (6.2%)
New positions
14
Sold out positions
9
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
RING 28,752 1418.5%
EWJV 15,149 1061.6%
RY 6,507 10.3%
BMO 5,353 13.8%
BNS 5,012 15.2%
ENB 4,427 12.9%
AAPL 4,074 20.8%
GOOGL 3,759 41.3%
TD 3,539 7.2%
ABCL 3,108 41.2%
Top Reduces (Value $000, Stocks/ETFs)
VUG -18,891 -45.4%
XHB -5,595 -96.1%
GDX -4,964 -84.7%
DEO -4,560 -100.0%
SIL -3,784 -100.0%
DFEM -3,121 -24.5%
CNI -2,287 -9.2%
FCX -2,203 -70.7%
SAP -2,085 -14.2%
NTR -1,908 -8.9%
Instrument mix + QoQ Δ (ex-options)
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