Guardian Partners Inc.
•CIK: 1884799•Filing: Q4 2025
**Guardian Partners Inc.** manages $1.2B across a portfolio of 201 positions, exhibiting a clear focus on established financial and industrials. The fund maintains significant exposure to Canadian financial institutions, notably holding $85.9M in RY and $68.1M in TD. Further diversification is evident with substantial allocations to BMO ($52.2M) and BNS ($47.5M), alongside major technology and energy names like AAPL ($29.0M) and ENB ($41.1M). This concentrated approach suggests a value-oriented mandate within resilient, cash-flow-generating sectors.
Total AUM
$1.2B
QoQ Performance
+5.6%
Positions
182
Top 10 Concentration
35.7%
Latest Filing
Q4 2025
Top Holdings Allocation
RY
TD
RY6.9%
TD5.5%
BMO4.2%
BNS3.8%
ENB3.3%
CM2.9%
JPM2.6%
AAPL2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other69.8%
Technology9.2%
Financial7.5%
Consumer5.3%
Healthcare3.1%
Utilities1.3%
Industrial1.2%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+25 more exited positions
Changes from Q3 2025
NEW51 new positions
↑96 increased
↓46 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024