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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Guardian-Partners
Data Enrichment
83% identified140 identified29 unidentified
Holdings
169 positions
Manager:
Search and click to pin securities to the top
Page 4 of 9
81369Y506
Shares:59.0K
Value:$4.8M
46138E628
Shares:64.8K
Value:$3.8M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.9K | YoY- | All Managers (Combined) | $5.0M | YoY- | |
226.6K | YoY- | All Managers (Combined) | $4.9M | YoY- | |
BHP Group Ltd(BHPcusip088606108) | 100.1K | YoY- | All Managers (Combined) | $4.8M | YoY- |
(cusip81369Y506)✕ | 59.0K | QoQ NEW(+59.0K) YoY- | All Managers (Combined) | $4.8M | QoQ NEW(+$4.8M) YoY- |
1.8M | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $4.5M | YoY- | |
ELI LILLY & Co(LLYcusip532457108) | 5.4K | YoY- | All Managers (Combined) | $4.5M | YoY- |
STARBUCKS CORP(SBUXcusip855244109) | 51.9K | QoQ -1.48% (-780)YoY- | All Managers (Combined) | $4.3M | YoY- |
QUALCOMM INC/DE(QCOMcusip747525103) | 30.1K | QoQ -2.41% (-746)YoY- | All Managers (Combined) | $4.2M | YoY- |
NIKE, Inc.(NKEcusip654106103) | 70.4K | YoY- | All Managers (Combined) | $4.0M | YoY- |
57.3K | YoY- | All Managers (Combined) | $3.9M | YoY- | |
(cusip46138E628)✕ | 64.8K | YoY- | All Managers (Combined) | $3.8M | YoY- |
CME GROUP INC.(CMEcusip12572Q105) | 14.2K | YoY- | All Managers (Combined) | $3.7M | YoY- |
21.0K | QoQ +0.52% (+109)YoY- | All Managers (Combined) | $3.7M | YoY- | |
PFIZER INC(PFEcusip717081103) | 146.7K | YoY- | All Managers (Combined) | $3.3M | YoY- |
ASTRAZENECA PLC(AZNcusip046353108) | 47.0K | QoQ -1.23% (-587)YoY- | All Managers (Combined) | $3.2M | YoY- |
UNILEVER PLC(ULcusip904767704) | 50.0K | QoQ -1.26% (-641)YoY- | All Managers (Combined) | $3.2M | YoY- |
NASDAQ, INC.(NDAQcusip631103108) | 40.1K | YoY- | All Managers (Combined) | $2.9M | YoY- |
INTUIT INC.(INTUcusip461202103) | 4.8K | QoQ +1.90% (-90)YoY- | All Managers (Combined) | $2.9M | YoY- |
14.6K | YoY- | All Managers (Combined) | $2.9M | YoY- | |
Walt Disney Co(DIScusip254687106) | 32.0K | QoQ +2.00% (-630)YoY- | All Managers (Combined) | $2.8M | YoY- |