Guardian Partners Inc.

Q2 2026 13F-HR Holdings

Location
Toronto, Z4
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
391
Total value ($000)
$1,108,554
Net value change ($000)
-91,270 (-7.6%)
New positions
208
Sold out positions
10
Turnover %
10.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 19,651 NEW
TD 8,343 12.7%
HEDJ 5,717 NEW
AMAT 5,162 100.2%
RY 5,114 6.3%
BMO 3,817 7.7%
TXN 3,803 41.9%
XLI 3,779 NEW
C 3,639 NEW
BNS 3,587 8.2%
Top Reduces (Value $000, Stocks/ETFs)
ACWI -22,882 -100.0%
FCG -16,240 -100.0%
CNQ -10,384 -38.7%
NTR -9,824 -37.2%
ENB -8,671 -19.3%
SU -6,920 -35.6%
SGOV -6,123 -99.7%
KBWB -5,514 -59.4%
CVX -5,193 -35.4%
MSFT -4,906 -18.5%
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