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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Waste Connections, Inc.

WCN|94106B101

Shares:14.5K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$967.6M)

Elevance Health, Inc.

ELV|036752103

Shares:5.9K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$967.6M)

AMAZON COM INC

AMZN|023135106

Shares:14.0K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$967.6M)

Brookfield Infrastructure Partners L.P.

BIP|G16252101

Shares:85.3K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$967.6M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:67.0K

Value:$2.4M

% of Portfolio:0.2% ($2.4M/$967.6M)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:79.3K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$967.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.0K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$967.6M)

Alphabet Inc.

GOOG|02079K107

Shares:12.5K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$967.6M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:5.9K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$967.6M)

Booking Holdings Inc.

BKNG|09857L108

Shares:350

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$967.6M)

MP Materials Corp. / DE

MP|553368101

Shares:68.5K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$967.6M)

921943858

VEA|921943858

Shares:30.3K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$967.6M)

12532H104

Shares:14.5K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$967.6M)

Uber Technologies, Inc

UBER|90353T100

Shares:19.7K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$967.6M)

NVIDIA CORP

NVDA|67066G104

Shares:13.8K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$967.6M)

Brookfield Renewable Partners L.P.

BEP|G16258108

Shares:65.0K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$967.6M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:19.2K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$967.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:4.6K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$967.6M)

LINDE PLC

LIN|G54950103

Shares:2.9K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$967.6M)

Broadcom Inc.

AVGO|11135F101

Shares:7.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$967.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Waste Connections, Inc.(WCNcusip94106B101)	14.5K	QoQ -2.91% (-435) YoY-	All Managers (Combined)	$2.7M	0.3% ($2.7M/$967.6M)	QoQ +4.02% (-$105.8K) YoY-
Elevance Health, Inc.(ELVcusip036752103)	5.9K	QoQ -1.16% (-70) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$967.6M)	QoQ +10.08% (-$232.6K) YoY-
AMAZON COM INC(AMZNcusip023135106)	14.0K	QoQ +50.52% (+4.7K) YoY-	All Managers (Combined)	$2.5M	0.3% ($2.5M/$967.6M)	QoQ +22.38% (+$461.0K) YoY-
Brookfield Infrastructure Partners L.P.(BIPcusipG16252101)	85.3K	QoQ -13.88% (-13.7K) YoY-	All Managers (Combined)	$2.4M	0.2% ($2.4M/$967.6M)	QoQ -25.64% (-$830.1K) YoY-
FREEPORT-MCMORAN INC(FCXcusip35671D857)	67.0K	QoQ +7.80% (-4.8K) YoY-	All Managers (Combined)	$2.4M	0.2% ($2.4M/$967.6M)	QoQ -4.54% (-$112.2K) YoY-
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	79.3K	QoQ NEW(+79.3K) YoY-	All Managers (Combined)	$2.2M	0.2% ($2.2M/$967.6M)	QoQ NEW(+$2.2M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.0K	QoQ +8.31% (+309) YoY-	All Managers (Combined)	$2.1M	0.2% ($2.1M/$967.6M)	QoQ +26.28% (+$441.5K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	12.5K	QoQ -1.61% (-205) YoY-	All Managers (Combined)	$2.0M	0.2% ($2.0M/$967.6M)	QoQ -20.58% (-$509.4K) YoY-
Verisk Analytics, Inc.(VRSKcusip92345Y106)	5.9K	QoQ -1.58% (-95) YoY-	All Managers (Combined)	$1.7M	0.2% ($1.7M/$967.6M)	QoQ +1.79% (-$30.0K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	350	QoQ -6.41% (-24) YoY-	All Managers (Combined)	$1.7M	0.2% ($1.7M/$967.6M)	QoQ -9.13% (-$166.4K) YoY-
MP Materials Corp. / DE(MPcusip553368101)	68.5K	QoQ NEW(+68.5K) YoY-	All Managers (Combined)	$1.6M	0.2% ($1.6M/$967.6M)	QoQ NEW(+$1.6M) YoY-
(VEAcusip921943858)	30.3K	QoQ +4.42% (+1.3K) YoY-	All Managers (Combined)	$1.6M	0.2% ($1.6M/$967.6M)	QoQ +11.78% (+$164.9K) YoY-
(cusip12532H104)✕	14.5K	QoQ +4.98% (-690) YoY-	All Managers (Combined)	$1.5M	0.2% ($1.5M/$967.6M)	QoQ -3.07% (-$46.5K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	19.7K	QoQ NEW(+19.7K) YoY-	All Managers (Combined)	$1.5M	0.2% ($1.5M/$967.6M)	QoQ NEW(+$1.5M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	13.8K	QoQ -1.18% (-165) YoY-	All Managers (Combined)	$1.4M	0.1% ($1.4M/$967.6M)	QoQ -27.55% (-$539.8K) YoY-
Brookfield Renewable Partners L.P.(BEPcusipG16258108)	65.0K	QoQ -2.18% (-1.5K) YoY-	All Managers (Combined)	$1.4M	0.1% ($1.4M/$967.6M)	QoQ -7.59% (-$114.3K) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	19.2K	QoQ +1.00% (-190) YoY-	All Managers (Combined)	$1.3M	0.1% ($1.3M/$967.6M)	QoQ -6.75% (-$97.7K) YoY-
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	4.6K	QoQ -2.97% (-140) YoY-	All Managers (Combined)	$1.3M	0.1% ($1.3M/$967.6M)	QoQ -2.42% (-$33.3K) YoY-
LINDE PLC(LINcusipG54950103)	2.9K	QoQ -35.93% (-1.6K) YoY-	All Managers (Combined)	$1.3M	0.1% ($1.3M/$967.6M)	QoQ -31.63% (-$610.1K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	7.5K	QoQ +36.07% (+2.0K) YoY-	All Managers (Combined)	$1.3M	0.1% ($1.3M/$967.6M)	QoQ +4.97% (+$62.5K) YoY-