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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Tesla, Inc.

TSLA|88160R101

Shares:1.4K

Value:$335.5K

% of Portfolio:0.0% ($335.5K/$967.6M)

46434V878

Shares:6.6K

Value:$333.6K

% of Portfolio:0.0% ($333.6K/$967.6M)

BXP, Inc.

BXP|101121101

Shares:5.0K

Value:$328.7K

% of Portfolio:0.0% ($328.7K/$967.6M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:3.4K

Value:$323.5K

% of Portfolio:0.0% ($323.5K/$967.6M)

46431W705

Shares:3.5K

Value:$321.3K

% of Portfolio:0.0% ($321.3K/$967.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:5.7K

Value:$314.6K

% of Portfolio:0.0% ($314.6K/$967.6M)

464287242

Shares:2.9K

Value:$306.4K

% of Portfolio:0.0% ($306.4K/$967.6M)

BlackRock, Inc.

BLK|09290D101

Shares:343

Value:$306.1K

% of Portfolio:0.0% ($306.1K/$967.6M)

3M CO

MMM|88579Y101

Shares:2.2K

Value:$298.7K

% of Portfolio:0.0% ($298.7K/$967.6M)

78464A888

Shares:3.1K

Value:$286.3K

% of Portfolio:0.0% ($286.3K/$967.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:600

Value:$272.7K

% of Portfolio:0.0% ($272.7K/$967.6M)

AT&T INC.

T|00206R102

Shares:9.6K

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$967.6M)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

Shares:1.5K

Value:$260.3K

% of Portfolio:0.0% ($260.3K/$967.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.5K

Value:$253.4K

% of Portfolio:0.0% ($253.4K/$967.6M)

HOME DEPOT, INC.

HD|437076102

Shares:695

Value:$247.7K

% of Portfolio:0.0% ($247.7K/$967.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.5K

Value:$244.0K

% of Portfolio:0.0% ($244.0K/$967.6M)

Brookfield Infrastructure Corp

BIPC|11276H106

Shares:6.8K

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$967.6M)

337344105

Shares:2.0K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$967.6M)

NOVARTIS AG

NVS|66987V109

Shares:2.1K

Value:$235.7K

% of Portfolio:0.0% ($235.7K/$967.6M)

46434V621

DGRO|46434V621

Shares:4.0K

Value:$235.1K

% of Portfolio:0.0% ($235.1K/$967.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Tesla, Inc.(TSLAcusip88160R101)	1.4K	QoQ -0.36% (-5) YoY-	All Managers (Combined)	$335.5K	0.0% ($335.5K/$967.6M)	QoQ -39.74% (-$221.3K) YoY-
(cusip46434V878)✕	6.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$333.6K	0.0% ($333.6K/$967.6M)	QoQ +0.17% (+$593) YoY-
BXP, Inc.(BXPcusip101121101)	5.0K	QoQ -78.76% (-18.7K) YoY-	All Managers (Combined)	$328.7K	0.0% ($328.7K/$967.6M)	QoQ -80.17% (-$1.3M) YoY-
COLGATE PALMOLIVE CO(CLcusip194162103)	3.4K	QoQ -1.43% (-50) YoY-	All Managers (Combined)	$323.5K	0.0% ($323.5K/$967.6M)	QoQ +5.81% (-$17.8K) YoY-
(cusip46431W705)✕	3.5K	QoQ -2.07% (-75) YoY-	All Managers (Combined)	$321.3K	0.0% ($321.3K/$967.6M)	QoQ -4.40% (-$14.8K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	5.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$314.6K	0.0% ($314.6K/$967.6M)	QoQ -6.03% (-$20.2K) YoY-
(cusip464287242)✕	2.9K	QoQ -4.25% (-128) YoY-	All Managers (Combined)	$306.4K	0.0% ($306.4K/$967.6M)	QoQ -3.96% (-$12.6K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	343	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$306.1K	0.0% ($306.1K/$967.6M)	QoQ -9.48% (-$32.1K) YoY-
3M CO(MMMcusip88579Y101)	2.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$298.7K	0.0% ($298.7K/$967.6M)	QoQ +1.13% (+$3.4K) YoY-
(cusip78464A888)✕	3.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$286.3K	0.0% ($286.3K/$967.6M)	QoQ -11.86% (-$38.5K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	600	QoQ -14.28% (-100) YoY-	All Managers (Combined)	$272.7K	0.0% ($272.7K/$967.6M)	QoQ -24.38% (-$88.0K) YoY-
AT&T INC.(Tcusip00206R102)	9.6K	QoQ -17.46% (-2.0K) YoY-	All Managers (Combined)	$261.6K	0.0% ($261.6K/$967.6M)	QoQ +1.18% (-$3.1K) YoY-
CAPITAL ONE FINANCIAL CORP(COFcusip14040H105)	1.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$260.3K	0.0% ($260.3K/$967.6M)	QoQ -2.04% (-$5.4K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	2.5K	QoQ -91.40% (-26.7K) YoY-	All Managers (Combined)	$253.4K	0.0% ($253.4K/$967.6M)	QoQ -87.30% (-$1.7M) YoY-
HOME DEPOT, INC.(HDcusip437076102)	695	QoQ -12.57% (-100) YoY-	All Managers (Combined)	$247.7K	0.0% ($247.7K/$967.6M)	QoQ -19.52% (-$60.1K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.5K	QoQ -6.34% (-170) YoY-	All Managers (Combined)	$244.0K	0.0% ($244.0K/$967.6M)	QoQ -28.17% (-$95.7K) YoY-
Brookfield Infrastructure Corp(BIPCcusip11276H106)	6.8K	QoQ +11.73% (-716) YoY-	All Managers (Combined)	$239.4K	0.0% ($239.4K/$967.6M)	QoQ -2.91% (-$7.2K) YoY-
(cusip337344105)✕	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$239.2K	0.0% ($239.2K/$967.6M)	QoQ -7.78% (-$20.2K) YoY-
NOVARTIS AG(NVScusip66987V109)	2.1K	QoQ -1.60% (-35) YoY-	All Managers (Combined)	$235.7K	0.0% ($235.7K/$967.6M)	QoQ +8.12% (-$17.7K) YoY-
(DGROcusip46434V621)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$235.1K	0.0% ($235.1K/$967.6M)	QoQ -4.22% (-$10.4K) YoY-