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Showing Q3 2024 data
HedgeTrack has imported Q4 2025 data overall, but GUARDIAN CAPITAL ADVISORS LP's latest available filing here is Q3 2024.
GUARDIAN CAPITAL ADVISORS LP
•CIK: 1512652•Filing: Q3 2024
**GUARDIAN CAPITAL ADVISORS LP** manages $1.0B across a diversified portfolio of 167 positions. The firm maintains significant exposure to Canadian financial institutions, with top holdings including RY at $63.4M and TD at $46.5M. Notable allocations also include BMO ($34.1M), BNS ($33.3M), and ENB ($32.9M). The portfolio balances domestic financial strength with strategic technology and commodity exposure, notably holding MSFT ($30.7M) and CNR ($26.8M).
Total AUM
$1.0B
QoQ Performance
+8.2%
Positions
155
Top 10 Concentration
32.5%
Latest Filing
Q3 2024
Top Holdings Allocation
RY
RY6.2%
TD4.6%
BMO3.4%
BNS3.3%
ENB3.2%
MSFT3.0%
CNR2.6%
CM2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.9%
Technology8.7%
Financial5.9%
Consumer5.2%
Healthcare3.6%
Communication2.3%
Consumer Staples1.6%
Utilities1.5%
🚪 Exited Positionssold since Q2 2024
+4 more exited positions
Changes from Q2 2024
NEW4 new positions
↑78 increased
↓59 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022