Guardian Partners Inc.

Q1 2026 13F-HR Holdings

Location
Toronto, Z4
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
192
Total value ($000)
$1,199,824
Net value change ($000)
-47,908 (-3.8%)
New positions
16
Sold out positions
25
Turnover %
6.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
ACWI 22,882 NEW
FCG 14,072 649.1%
SGOV 6,143 NEW
CNQ 5,390 25.1%
AEM 4,068 46.2%
SU 4,027 26.1%
ENB 3,696 9.0%
IMO 2,860 16.4%
MDA 2,685 NEW
CVX 1,871 14.6%
Top Reduces (Value $000, Stocks/ETFs)
COPX -9,268 -100.0%
RING -8,097 -70.9%
EWJV -6,804 -100.0%
GOOGL -6,258 -27.6%
QQQ -5,117 -94.9%
XLU -5,097 -100.0%
OTEX -4,622 -87.4%
RY -4,438 -5.2%
AAPL -4,259 -14.7%
JXI -4,098 -100.0%
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