Guardian-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  "NTR",
  null,
  "AQN",
  "BEP",
  "IMO",
  "MP",
  "BEPC",
  null,
  "QSR",
  "PBA",
  "SOBO.TO",
  "BCE",
  "ONON",
  "ACN",
  "MMM",
  "GOOGL",
  "AXP",
  "ABCL",
  "T",
  "BLK",
  null,
  "AVGO",
  "CP.TO",
  null,
  "COF",
  "DUK",
  "FCX",
  null,
  "HD",
  "AZN",
  "MCD",
  "INTU",
  "FTS",
  "FNV",
  "UNP",
  "QCOM",
  null,
  null,
  null,
  "ING",
  "EMR",
  "BKNG",
  null,
  "KULR",
  "META",
  null,
  null,
  "LIN",
  "UUUU",
  null,
  "SLF",
  "MA",
  "ABCB",
  "MSFT",
  "MUFG",
  "NDAQ",
  null,
  "NVS",
  null,
  "ORCL",
  null,
  null,
  null,
  "PEP",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "ENB",
  "TU",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  null,
  "MGA",
  "RY",
  null,
  "SHOP",
  "ROP",
  "RTX",
  "SAP",
  null,
  null,
  "SBUX",
  "TXN",
  "TD",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "HL",
  null,
  "VRN.TO",
  null,
  "NGG",
  "TTE",
  "SU",
  "SNY",
  "TSM",
  "BN.TO",
  "VRSK",
  "AFL",
  "DEO",
  "WCN",
  "AEP",
  "BIPC",
  "NVO",
  "AMZN",
  null,
  "CEF",
  "VUG",
  "VEA",
  "VOO",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "WPM",
  null,
  null,
  "CNQ",
  "AEM",
  "MFC",
  "TRP",
  "TAC",
  "OTEX",
  "TRI.TO",
  "DGRO",
  null,
  null,
  "MKTX",
  "ADP",
  "BAC",
  "BNS",
  "BMO",
  "BRK-B",
  "BHP",
  "BIP",
  "BAM.TO",
  "BXP",
  "CCJ",
  "CM",
  "CNI",
  "CVE",
  "CVX",
  "CSCO",
  "CME",
  "CL",
  "COST",
  "GLW",
  "DHR",
  "NKE",
  "QQQ",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 169
Total Value: 967643092
Accession Number: 0001062993-25-009577
Form Type: 13F-HR
CIK: guardian-partners
Manager Name: Guardian-Partners

Data Enrichment

83% identified

140 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

169 positions • $967.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46435U374

Shares:417.8K

Value:$14.0M

% of Portfolio:1.4% ($14.0M/$967.6M)

Fortis Inc.

FTS|349553107

Shares:298.3K

Value:$13.9M

% of Portfolio:1.4% ($13.9M/$967.6M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:279.1K

Value:$13.7M

% of Portfolio:1.4% ($13.7M/$967.6M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:130.7K

Value:$13.2M

% of Portfolio:1.4% ($13.2M/$967.6M)

SAP SE

SAP|803054204

Shares:48.6K

Value:$13.2M

% of Portfolio:1.4% ($13.2M/$967.6M)

Walmart Inc.

WMT|931142103

Shares:138.7K

Value:$13.2M

% of Portfolio:1.4% ($13.2M/$967.6M)

PEPSICO INC

PEP|713448108

Shares:88.5K

Value:$12.6M

% of Portfolio:1.3% ($12.6M/$967.6M)

NATIONAL GRID PLC

NGG|636274409

Shares:170.7K

Value:$12.2M

% of Portfolio:1.3% ($12.2M/$967.6M)

TELUS CORP

TU|87971M103

Shares:831.5K

Value:$12.1M

% of Portfolio:1.2% ($12.1M/$967.6M)

Mastercard Inc

MA|57636Q104

Shares:22.2K

Value:$11.7M

% of Portfolio:1.2% ($11.7M/$967.6M)

25434V732

Shares:421.4K

Value:$10.8M

% of Portfolio:1.1% ($10.8M/$967.6M)

IMPERIAL OIL LTD

IMO|453038408

Shares:162.4K

Value:$10.5M

% of Portfolio:1.1% ($10.5M/$967.6M)

Sanofi

SNY|80105N105

Shares:183.5K

Value:$9.7M

% of Portfolio:1.0% ($9.7M/$967.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.9K

Value:$9.7M

% of Portfolio:1.0% ($9.7M/$967.6M)

CHEVRON CORP

CVX|166764100

Shares:68.3K

Value:$9.3M

% of Portfolio:1.0% ($9.3M/$967.6M)

464287176

Shares:84.7K

Value:$9.2M

% of Portfolio:1.0% ($9.2M/$967.6M)

SUNCOR ENERGY INC

SU|867224107

Shares:270.1K

Value:$9.1M

% of Portfolio:0.9% ($9.1M/$967.6M)

SUN LIFE FINANCIAL INC

SLF|866796105

Shares:161.6K

Value:$9.0M

% of Portfolio:0.9% ($9.0M/$967.6M)

PEMBINA PIPELINE CORP

PBA|706327103

Shares:240.3K

Value:$8.8M

% of Portfolio:0.9% ($8.8M/$967.6M)

TC ENERGY CORP

TRP|87807B107

Shares:178.6K

Value:$8.4M

% of Portfolio:0.9% ($8.4M/$967.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435U374)✕	417.8K	QoQ +10.91% (+41.1K) YoY-	All Managers (Combined)	$14.0M	1.4% ($14.0M/$967.6M)	QoQ +19.50% (+$2.3M) YoY-
Fortis Inc.(FTScusip349553107)	298.3K	QoQ +2.30% (+6.7K) YoY-	All Managers (Combined)	$13.9M	1.4% ($13.9M/$967.6M)	QoQ +13.57% (+$1.7M) YoY-
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	279.1K	QoQ -0.54% (-1.5K) YoY-	All Managers (Combined)	$13.7M	1.4% ($13.7M/$967.6M)	QoQ -16.10% (-$2.6M) YoY-
EMERSON ELECTRIC CO(EMRcusip291011104)	130.7K	QoQ -0.10% (-141) YoY-	All Managers (Combined)	$13.2M	1.4% ($13.2M/$967.6M)	QoQ -16.07% (-$2.5M) YoY-
SAP SE(SAPcusip803054204)	48.6K	QoQ -4.22% (-2.1K) YoY-	All Managers (Combined)	$13.2M	1.4% ($13.2M/$967.6M)	QoQ +2.57% (-$330.5K) YoY-
Walmart Inc.(WMTcusip931142103)	138.7K	QoQ -6.07% (-9.0K) YoY-	All Managers (Combined)	$13.2M	1.4% ($13.2M/$967.6M)	QoQ -2.84% (-$385.4K) YoY-
PEPSICO INC(PEPcusip713448108)	88.5K	QoQ +0.73% (-645) YoY-	All Managers (Combined)	$12.6M	1.3% ($12.6M/$967.6M)	QoQ -2.20% (-$284.2K) YoY-
NATIONAL GRID PLC(NGGcusip636274409)	170.7K	QoQ +0.47% (+808) YoY-	All Managers (Combined)	$12.2M	1.3% ($12.2M/$967.6M)	QoQ +24.26% (+$2.4M) YoY-
TELUS CORP(TUcusip87971M103)	831.5K	QoQ -6.23% (-55.3K) YoY-	All Managers (Combined)	$12.1M	1.2% ($12.1M/$967.6M)	QoQ -1.98% (-$245.0K) YoY-
Mastercard Inc(MAcusip57636Q104)	22.2K	QoQ -1.90% (-431) YoY-	All Managers (Combined)	$11.7M	1.2% ($11.7M/$967.6M)	QoQ +0.67% (-$79.1K) YoY-
(cusip25434V732)✕	421.4K	QoQ +5.40% (+21.6K) YoY-	All Managers (Combined)	$10.8M	1.1% ($10.8M/$967.6M)	QoQ +2.55% (+$268.1K) YoY-
IMPERIAL OIL LTD(IMOcusip453038408)	162.4K	QoQ -1.25% (-2.1K) YoY-	All Managers (Combined)	$10.5M	1.1% ($10.5M/$967.6M)	QoQ -3.39% (-$369.5K) YoY-
Sanofi(SNYcusip80105N105)	183.5K	QoQ -1.40% (-2.6K) YoY-	All Managers (Combined)	$9.7M	1.0% ($9.7M/$967.6M)	QoQ +6.18% (-$566.2K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.9K	QoQ -4.16% (-432) YoY-	All Managers (Combined)	$9.7M	1.0% ($9.7M/$967.6M)	QoQ +0.83% (-$80.6K) YoY-
CHEVRON CORP(CVXcusip166764100)	68.3K	QoQ -0.75% (-521) YoY-	All Managers (Combined)	$9.3M	1.0% ($9.3M/$967.6M)	QoQ -9.74% (-$1.0M) YoY-
(cusip464287176)✕	84.7K	QoQ +17.38% (+12.5K) YoY-	All Managers (Combined)	$9.2M	1.0% ($9.2M/$967.6M)	QoQ +20.23% (+$1.6M) YoY-
SUNCOR ENERGY INC(SUcusip867224107)	270.1K	QoQ +0.32% (-862) YoY-	All Managers (Combined)	$9.1M	0.9% ($9.1M/$967.6M)	QoQ -11.35% (-$1.2M) YoY-
SUN LIFE FINANCIAL INC(SLFcusip866796105)	161.6K	QoQ -0.80% (-1.3K) YoY-	All Managers (Combined)	$9.0M	0.9% ($9.0M/$967.6M)	QoQ -5.32% (-$507.0K) YoY-
PEMBINA PIPELINE CORP(PBAcusip706327103)	240.3K	QoQ +5.42% (+12.4K) YoY-	All Managers (Combined)	$8.8M	0.9% ($8.8M/$967.6M)	QoQ +4.86% (+$409.6K) YoY-
TC ENERGY CORP(TRPcusip87807B107)	178.6K	QoQ -1.00% (-1.8K) YoY-	All Managers (Combined)	$8.4M	0.9% ($8.4M/$967.6M)	QoQ -2.18% (-$188.2K) YoY-