2026 Q1 Portfolio Activity
In 2026 Q1, Guardian Partners Inc. maintained a portfolio of 217 distinct positions. The most significant new addition was ISHARES TR, now representing 1.91% of the total fund value. They heavily accumulated shares in FIRST TR EXCHANGE-TRADED FD, increasing the position by 451.8%. Conversely, Guardian Partners Inc. completely exited their position in GLOBAL X FDS.
Position History
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Total Positions
217
Quarter
2026 Q1
Top Holding
RY (6.8%)
Top 10 Concentration
35.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 217
Guardian Partners Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RY
ROYAL BK CDA
|
Financial Services | 6.79% | 6.88% |
#1
Prev: #1
|
5.2 |
—
|
-3,317 | -0.7% |
P
S
|
503,889 | $81,441,003 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
TD
TORONTO DOMINIO...
|
Financial Services | 5.47% | 5.46% |
#2
Prev: #2
|
4.2 |
—
|
-13,202 | -1.8% |
P
S
|
702,815 | $65,623,564 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
BMO
BANK MONTREAL M...
|
Financial Services | 4.16% | 4.18% |
#3
Prev: #3
|
3.2 |
—
|
-3,762 | -1.0% |
P
S
|
368,162 | $49,854,985 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ENB
ENBRIDGE INC
|
Energy | 3.74% | 3.30% |
#4
1
Prev: #5
|
2.5 |
—
|
65 | 0.0% |
P
S
|
823,668 | $44,826,248 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
BNS
BANK NOVA SCOTI...
|
Financial Services | 3.66% | 3.81% |
#5
1
Prev: #4
|
2.5 |
—
|
-5,910 | -0.9% |
P
S
|
632,459 | $43,859,085 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CM
CANADIAN IMPERI...
|
Financial Services | 2.98% | 2.89% |
#6
Prev: #6
|
1.7 |
—
|
-4,524 | -1.2% |
P
S
|
376,970 | $35,719,214 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.36% | 2.56% |
#7
Prev: #7
|
1.4 |
—
|
-4,930 | -4.9% |
P
S
|
95,888 | $28,275,150 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CNQ
CANADIAN NAT RE...
|
Energy | 2.24% | 1.72% |
#8
8
Prev: #16
|
1.4 |
—
|
-8,792 | -1.6% |
P
S
|
550,552 | $26,847,088 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.22% | 2.28% |
#9
Prev: #9
|
1.4 |
—
|
2,824 | 4.1% |
P
S
|
71,634 | $26,586,115 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
NTR
NUTRIEN LTD
|
Basic Materials | 2.20% | 2.04% |
#10
Prev: #10
|
1.4 |
—
|
-8,066 | -2.3% |
P
S
|
350,388 | $26,443,646 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CNI
CANADIAN NATL R...
|
Industrials | 2.14% | 1.97% |
#11
Prev: #11
|
1.4 |
—
|
995 | 0.4% |
P
S
|
249,906 | $25,715,097 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
AAPL
APPLE INC
|
Technology | 2.06% | 2.33% |
#12
4
Prev: #8
|
1.3 |
—
|
-7,936 | -7.5% |
P
S
|
97,376 | $24,772,759 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.96% | 1.82% |
#13
Prev: #13
|
1.3 |
—
|
-1,230 | -1.3% |
P
S
|
96,086 | $23,548,331 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ACWI
ISHARES TR
|
ETF | 1.91% | — |
#14
Prev: #—
|
4.3 |
—
|
165,370 | — |
NEW
|
165,370 | $22,882,247 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
BN
BROOKFIELD CORP
|
Financial Services | 1.73% | 1.94% |
#15
3
Prev: #12
|
1.2 |
—
|
-22,089 | -4.2% |
P
S
|
508,806 | $20,700,592 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 1.69% | 1.40% |
#16
3
Prev: #19
|
1.2 |
—
|
-3,537 | -2.2% |
P
S
|
154,756 | $20,265,761 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SU
SUNCOR ENERGY I...
|
Energy | 1.62% | 1.23% |
#17
6
Prev: #23
|
1.1 |
—
|
199 | 0.1% |
P
S
|
293,897 | $19,434,688 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
ING
ING GROEP N.V.
|
Financial Services | 1.55% | 1.76% |
#18
3
Prev: #15
|
1.1 |
—
|
-6,043 | -0.8% |
P
S
|
712,635 | $18,615,187 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 1.46% | 1.68% |
#19
2
Prev: #17
|
1.1 |
—
|
-594 | -0.4% |
P
S
|
132,889 | $17,458,184 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
FTS
FORTIS INC
|
Utilities | 1.43% | 1.33% |
#20
1
Prev: #21
|
1.1 |
—
|
64 | 0.0% |
P
S
|
307,724 | $17,164,107 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.41% | 1.41% |
#21
3
Prev: #18
|
1.1 |
—
|
-174 | -0.3% |
P
S
|
54,320 | $16,928,267 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.37% | 1.82% |
#22
8
Prev: #14
|
1.0 |
—
|
-11,317 | -16.6% |
P
S
|
57,036 | $16,442,957 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
DUK
DUKE ENERGY COR...
|
Utilities | 1.36% | 1.22% |
#23
1
Prev: #24
|
1.0 |
—
|
-994 | -0.8% |
P
S
|
124,370 | $16,328,435 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
FCG
FIRST TR EXCHAN...
|
ETF | 1.35% | 0.17% |
#24
65
Prev: #89
|
3.5 |
—
|
418,401 | 451.8% |
P
S
|
511,001 | $16,240,092 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
BAM
BROOKFIELD ASSE...
|
Financial Services | 1.27% | 1.35% |
#25
5
Prev: #20
|
1.0 |
—
|
1,295 | 0.4% |
P
S
|
341,610 | $15,185,162 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.26% | 1.28% |
#26
4
Prev: #22
|
1.0 |
—
|
-3,802 | -3.0% |
P
S
|
121,299 | $15,116,685 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 1.22% | 1.03% |
#27
1
Prev: #28
|
1.0 |
—
|
-160 | -0.2% |
P
S
|
70,702 | $14,668,001 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
NGG
NATIONAL GRID P...
|
Utilities | 1.21% | 1.22% |
#28
3
Prev: #25
|
1.0 |
—
|
-2,369 | -1.4% |
P
S
|
171,170 | $14,521,286 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
RCI
ROGERS COMMUNIC...
|
Communication Services | 1.19% | 1.10% |
#29
3
Prev: #26
|
1.0 |
—
|
2,285 | 0.6% |
P
S
|
371,138 | $14,270,391 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
AEM
AGNICO EAGLE MI...
|
Basic Materials | 1.07% | 0.71% |
#30
16
Prev: #46
|
2.9 |
—
|
19,084 | 43.0% |
P
S
|
63,453 | $12,877,315 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 1.03% | 1.08% |
#31
4
Prev: #27
|
0.9 |
—
|
263 | 1.1% |
P
S
|
24,658 | $12,352,403 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PBA
PEMBINA PIPELIN...
|
Energy | 1.00% | 0.91% |
#32
Prev: #32
|
0.9 |
—
|
-2,251 | -0.8% |
P
S
|
266,886 | $11,957,461 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.98% | 0.96% |
#33
4
Prev: #29
|
0.9 |
—
|
-2,036 | -5.5% |
P
S
|
34,838 | $11,798,756 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
MGA
MAGNA INTL INC
|
Consumer Cyclical | 0.98% | 0.89% |
#34
Prev: #34
|
0.9 |
—
|
224 | 0.1% |
P
S
|
210,434 | $11,749,468 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
TRP
TC ENERGY CORP
|
Energy | 0.97% | 0.89% |
#35
Prev: #35
|
0.9 |
—
|
-2,475 | -1.3% |
P
S
|
184,625 | $11,651,249 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.92% | 0.91% |
#36
3
Prev: #33
|
0.9 |
—
|
-781 | -1.4% |
P
S
|
56,852 | $10,996,445 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.86% | 0.83% |
#37
Prev: #37
|
0.8 |
—
|
-211 | -2.0% |
P
S
|
10,360 | $10,350,734 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SNY
SANOFI SA
|
Healthcare | 0.82% | 0.78% |
#38
2
Prev: #40
|
0.8 |
—
|
1,026 | 0.5% |
P
S
|
204,086 | $9,859,629 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
EMRAF
EMERA INC
|
Unknown | 0.81% | 0.75% |
#39
4
Prev: #43
|
0.8 |
—
|
-1,084 | -0.6% |
P
S
|
186,438 | $9,665,135 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
MUFG
MITSUBISHI UFJ ...
|
Financial Services | 0.79% | 0.85% |
#40
4
Prev: #36
|
0.8 |
—
|
-15,409 | -2.7% |
P
S
|
558,229 | $9,498,535 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
KBWB
INVESCO EXCH TR...
|
ETF | 0.77% | 0.93% |
#41
11
Prev: #30
|
0.8 |
—
|
-21,000 | -15.2% |
P
S
|
117,400 | $9,288,688 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SLF
SUN LIFE FINANC...
|
Financial Services | 0.76% | 0.78% |
#42
1
Prev: #41
|
0.8 |
—
|
-2,327 | -1.6% |
P
S
|
145,822 | $9,162,505 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.76% | 0.82% |
#43
5
Prev: #38
|
0.8 |
—
|
528 | 1.1% |
P
S
|
46,611 | $9,073,714 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
BHP
BHP BILLITON LI...
|
Basic Materials | 0.74% | 0.61% |
#44
5
Prev: #49
|
2.3 |
—
|
16,224 | 15.3% |
P
S
|
122,177 | $8,907,563 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.74% | 0.77% |
#45
3
Prev: #42
|
0.8 |
—
|
-771 | -1.3% |
P
S
|
57,130 | $8,895,212 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SAP
SAP SE
|
Technology | 0.72% | 0.79% |
#46
7
Prev: #39
|
0.8 |
—
|
654 | 1.3% |
P
S
|
50,264 | $8,628,716 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.67% | 0.75% |
#47
3
Prev: #44
|
0.8 |
—
|
-194 | -0.7% |
P
S
|
26,369 | $7,998,978 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.67% | 0.65% |
#48
Prev: #48
|
0.8 |
—
|
456 | 0.6% |
P
S
|
72,588 | $7,984,560 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.65% | 0.66% |
#49
2
Prev: #47
|
0.8 |
—
|
37 | 0.3% |
P
S
|
12,040 | $7,852,173 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 | |||
|
MFC
MANULIFE FINL C...
|
Financial Services | 0.57% | 0.57% |
#50
Prev: #50
|
0.7 |
—
|
4,753 | 2.5% |
P
S
|
196,504 | $6,821,480 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-18 |
Showing 1-50 of 217 holdings