Guardian Partners
Guardian Partners reported 412 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are RY (7.0%), TD (6.2%) and BNS (4.4%). Compared with Q2 2026, the fund opened new positions in TTE, BIP and XLE, added to MSFT, CNI and AAPL, trimmed RY, TD and BNS and sold out of HEDJ, KBWB and SCJ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RY Royal BK Cda | $79.4M | 7.0% | 399K | −19K (−5%) | 8 of 8 | |
| 2 |  TD Toronto Dominion BK Ont | $69.6M | 6.2% | 590K | −18K (−3%) | 8 of 8 | |
| 3 |  BNS Bank Nova Scotia Halifax | $49.2M | 4.4% | 540K | −6,954 (−1%) | 8 of 8 | |
| 4 |  BMO Bank Montreal Que F | $48.4M | 4.3% | 289K | −15K (−5%) | 8 of 8 | |
| 5 |  CM Canadian Imperial BK Comm | $36.1M | 3.2% | 327K | −12K (−3%) | 8 of 8 | |
| 6 |  ENB Enbridge Inc F | $30.5M | 2.7% | 654K | −13K (−2%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $30.2M | 2.7% | 59K | +830 (+1%) | 8 of 8 | |
| 8 |  CNI Canadian Natl RY Co F | $28.3M | 2.5% | 237K | +3,234 (+1%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $28.2M | 2.5% | 85K | +1,146 (+1%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $25.2M | 2.2% | 76K | −8,807 (−10%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HEDJ Wisdomtree TR | $5.7M | 100K |
 KBWB Invesco Exch Traded FD TR II | $3.8M | 41K |
 SCJ Ishares Inc | $2.8M | 27K |
 MRVL Marvell Technology Inc | $1.2M | 4,000 |
 XLV State Street | $1.1M | 7,000 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Guardian Partners 13F FAQ
What does Guardian Partners own?
Guardian Partners reported 412 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are RY (7.0%), TD (6.2%) and BNS (4.4%). The table above lists every position in the filing (the top 10 without an account).
What did Guardian Partners buy and sell in Q3 2026?
Compared with Q2 2026: 53 new positions, 76 added to, 111 trimmed and 32 sold out. New positions include TTE, BIP and XLE. It sold all of HEDJ, KBWB and SCJ.
When will Guardian Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Guardian Partners's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.