Guardian Partners Inc.
13F filer · CIK 0001884799Reported Jul 29, 2026
13F portfolio value$1.11BU.S. long equity reported on 13F
Positions321Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight39.5%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 29, 2026321 positions | |||||
| $86.6M | 7.81% | 0.03% | -17.0% | Q4 2024 | |
| $74M | 6.67% | 0.04% | -13.4% | Q4 2024 | |
| $53.7M | 4.84% | 0.04% | -17.5% | Q4 2024 | |
| $47.4M | 4.28% | 0.04% | -13.5% | Q4 2024 | |
| $39M | 3.52% | 0.04% | -10.2% | Q4 2024 | |
| $36.2M | 3.26% | 0.03% | -19.0% | Q4 2024 | |
| $27.9M | 2.52% | 0.04% | -6.3% | Q4 2024 | |
| $27.9M | 2.51% | 0.00% | -11.3% | Q4 2024 | |
| $24.2M | 2.18% | 0.00% | -14.2% | Q4 2024 | |
| $21.7M | 1.96% | 0.00% | -18.9% | Q4 2024 | |
| $20.7M | 1.87% | 0.00% | -15.0% | Q4 2024 | |
| $19.4M | 1.75% | Not reported | -10.6% | Q4 2024 | |
| $18M | 1.62% | 0.00% | -11.8% | Q4 2024 | |
| $17.9M | 1.61% | 0.02% | -20.2% | Q4 2024 | |
| $16.6M | 1.50% | 0.05% | -24.6% | Q4 2024 | |
| $16.6M | 1.49% | 0.06% | -6.0% | Q4 2024 | |
| $16.5M | 1.49% | 0.02% | -24.4% | Q4 2024 | |
| $15.9M | 1.43% | 0.02% | -16.5% | Q4 2024 | |
| $15.8M | 1.43% | 0.03% | -8.9% | Q4 2024 | |
| $14.8M | 1.34% | Not reported | -3.5% | Q4 2024 | |
| $13.3M | 1.20% | 0.07% | -4.0% | Q4 2024 | |
| DEDUKDuke Energy CORP | $13.1M | 1.18% | 0.01% | -16.8% | Q4 2024 |
| $12.9M | 1.16% | 0.00% | -7.3% | Q4 2024 | |
| $12.7M | 1.15% | 0.01% | -13.4% | Q4 2024 | |
| $12.5M | 1.13% | 0.02% | -20.8% | Q4 2024 | |
| $11.9M | 1.07% | 0.00% | -16.3% | Q4 2024 | |
| $11.1M | 1.00% | Not reported | -8.4% | Q4 2024 | |
| $10.7M | 0.97% | Not reported | -12.2% | Q4 2024 | |
| $10.4M | 0.94% | 0.00% | -24.6% | Q4 2024 | |
| $10.3M | 0.93% | 0.00% | -5.1% | Q3 2025 | |
| $10.1M | 0.91% | Not reported | -12.1% | Q4 2024 | |
| $10M | 0.91% | 0.00% | -39.6% | Q4 2024 | |
| $9.49M | 0.86% | 0.00% | -25.1% | Q4 2024 | |
| $9.47M | 0.85% | 0.00% | -19.2% | Q4 2024 | |
| $9.46M | 0.85% | 0.00% | -2.4% | Q4 2024 | |
| $9.02M | 0.81% | 0.00% | +1.1% | Q4 2024 | |
| $8.91M | 0.80% | 0.03% | -27.8% | Q4 2024 | |
| $8.89M | 0.80% | Not reported | -1.1% | Q4 2024 | |
| $8.83M | 0.80% | 0.00% | -18.2% | Q4 2024 | |
| $8.82M | 0.80% | 0.01% | -10.6% | Q4 2024 | |
| $8.52M | 0.77% | 0.06% | -13.8% | Q2 2025 | |
| $8.09M | 0.73% | 0.00% | -27.2% | Q4 2024 | |
| $7.76M | 0.70% | 0.01% | -10.8% | Q4 2024 | |
| $7.29M | 0.66% | 0.01% | -14.3% | Q4 2024 | |
| $7.07M | 0.64% | Not reported | -11.3% | Q4 2024 | |
| $7.02M | 0.63% | 0.00% | -9.4% | Q4 2024 | |
| $6.34M | 0.57% | 0.00% | -18.0% | Q4 2024 | |
| $5.71M | 0.51% | 0.00% | -2.3% | Q4 2024 | |
| $5.58M | 0.50% | 0.00% | -45.1% | Q4 2024 | |
| $5.4M | 0.49% | 0.04% | -4.5% | Q4 2025 | |
| Q1 2026Reported May 18, 2026171 positions | |||||
| $81.4M | 6.79% | 0.04% | -0.7% | Q4 2024 | |
| $65.6M | 5.47% | 0.04% | -1.8% | Q4 2024 | |
| $49.9M | 4.16% | 0.05% | -1.0% | Q4 2024 | |
| $44.8M | 3.74% | 0.04% | 0.0% | Q4 2024 | |
| $43.9M | 3.66% | 0.05% | -0.9% | Q4 2024 | |
| $35.7M | 2.98% | 0.04% | -1.2% | Q4 2024 | |
| $28.3M | 2.36% | 0.00% | -4.9% | Q4 2024 | |
| $26.8M | 2.24% | 0.03% | -1.6% | Q4 2024 | |
| $26.6M | 2.22% | 0.00% | +4.1% | Q4 2024 | |
| $26.4M | 2.20% | 0.06% | -2.3% | Q4 2024 | |
| $25.7M | 2.14% | 0.04% | +0.4% | Q4 2024 | |
| $24.8M | 2.06% | 0.00% | -7.5% | Q4 2024 | |
| $23.5M | 1.96% | 0.00% | -1.3% | Q4 2024 | |
| $20.7M | 1.73% | Not reported | -4.2% | Q4 2024 | |
| $20.3M | 1.69% | 0.03% | -2.2% | Q4 2024 | |
| $19.4M | 1.62% | 0.02% | +0.1% | Q4 2024 | |
| $18.6M | 1.55% | 0.02% | -0.8% | Q4 2024 | |
| $17.5M | 1.46% | 0.02% | -0.5% | Q4 2024 | |
| $17.2M | 1.43% | 0.06% | 0.0% | Q4 2024 | |
| $16.9M | 1.41% | 0.01% | -0.3% | Q4 2024 | |
| $16.4M | 1.37% | 0.00% | -16.6% | Q4 2024 | |
| DEDUKDuke Energy CORP | $16.3M | 1.36% | 0.02% | -0.8% | Q4 2024 |
| $15.2M | 1.27% | Not reported | +0.4% | Q4 2024 | |
| $15.1M | 1.26% | 0.00% | -3.0% | Q4 2024 | |
| $14.7M | 1.22% | 0.00% | -0.2% | Q4 2024 | |
| $14.5M | 1.21% | 0.00% | -1.4% | Q4 2024 | |
| $14.3M | 1.19% | Not reported | +0.6% | Q4 2024 | |
| $12.9M | 1.07% | 0.01% | +43.0% | Q4 2024 | |
| $12.4M | 1.03% | 0.00% | +1.1% | Q4 2024 | |
| $12M | 1.00% | 0.05% | -0.8% | Q4 2024 | |
| $11.8M | 0.98% | 0.00% | -5.5% | Q4 2024 | |
| $11.7M | 0.98% | 0.08% | +0.1% | Q4 2024 | |
| $11.7M | 0.97% | Not reported | -1.3% | Q4 2024 | |
| $11M | 0.92% | 0.00% | -1.4% | Q4 2024 | |
| $10.4M | 0.86% | 0.00% | -2.0% | Q4 2024 | |
| $9.86M | 0.82% | 0.02% | +0.5% | Q4 2024 | |
| $9.67M | 0.81% | 0.07% | -0.6% | Q2 2025 | |
| $9.5M | 0.79% | 0.00% | -2.7% | Q4 2024 | |
| $9.16M | 0.76% | Not reported | -1.6% | Q4 2024 | |
| $9.07M | 0.76% | 0.01% | +1.2% | Q4 2024 | |
| $8.91M | 0.74% | 0.00% | +15.3% | Q4 2024 | |
| $8.9M | 0.74% | 0.00% | -1.3% | Q4 2024 | |
| $8.63M | 0.72% | 0.00% | +1.3% | Q4 2024 | |
| $8M | 0.67% | 0.00% | -0.7% | Q4 2024 | |
| $7.98M | 0.67% | 0.01% | +0.6% | Q4 2024 | |
| $7.85M | 0.65% | Not reported | +0.3% | Q4 2024 | |
| $6.82M | 0.57% | Not reported | +2.5% | Q4 2024 | |
| $6.25M | 0.52% | 0.59% | 0.0% | Q4 2024 | |
| $5.89M | 0.49% | 0.01% | +0.5% | Q4 2024 | |
| $5.57M | 0.46% | 0.00% | -1.7% | Q4 2024 | |
| Q4 2025Reported Feb 17, 2026175 positions | |||||
| $85.9M | 6.88% | 0.04% | +7.2% | Q4 2024 | |
| $68.1M | 5.46% | 0.04% | +8.9% | Q4 2024 | |
| $52.2M | 4.18% | 0.05% | +9.8% | Q4 2024 | |
| $47.5M | 3.81% | 0.05% | +8.6% | Q4 2024 | |
| $41.1M | 3.30% | 0.04% | +5.9% | Q4 2024 | |
| $36.1M | 2.89% | 0.04% | +24.7% | Q4 2024 | |
| $31.9M | 2.56% | 0.00% | +13.6% | Q4 2024 | |
| $29M | 2.33% | 0.00% | +13.7% | Q4 2024 | |
| $28.4M | 2.28% | 0.00% | +7.0% | Q4 2024 | |
| $25.5M | 2.04% | 0.06% | +4.2% | Q4 2024 | |
| $24.6M | 1.97% | 0.04% | +4.6% | Q4 2024 | |
| $24.2M | 1.94% | Not reported | +20.8% | Q4 2024 | |
| $22.7M | 1.82% | 0.00% | +5.7% | Q4 2024 | |
| $22.7M | 1.82% | 0.00% | +30.2% | Q4 2024 | |
| $21.9M | 1.76% | 0.02% | +1.0% | Q4 2024 | |
| $21.5M | 1.72% | 0.03% | +15.9% | Q4 2024 | |
| $20.9M | 1.68% | 0.02% | +1.7% | Q4 2024 | |
| $17.6M | 1.41% | 0.01% | +1.9% | Q4 2024 | |
| $17.4M | 1.40% | 0.03% | -1.1% | Q4 2024 | |
| $16.8M | 1.35% | Not reported | +10.0% | Q4 2024 | |
| $16.6M | 1.33% | 0.06% | +2.4% | Q4 2024 | |
| $16M | 1.28% | 0.00% | -2.2% | Q4 2024 | |
| $15.4M | 1.23% | 0.02% | +10.1% | Q4 2024 | |
| DEDUKDuke Energy CORP | $15.3M | 1.22% | 0.02% | +1.8% | Q4 2024 |
| $15.2M | 1.22% | 0.00% | +4.6% | Q4 2024 | |
| $13.7M | 1.10% | Not reported | -0.2% | Q4 2024 | |
| $13.5M | 1.08% | 0.00% | +11.2% | Q4 2024 | |
| $12.8M | 1.03% | 0.00% | +2.8% | Q4 2024 | |
| $12M | 0.96% | 0.00% | +6.2% | Q4 2024 | |
| $11.3M | 0.91% | 0.05% | +8.8% | Q4 2024 | |
| $11.3M | 0.91% | 0.00% | +2.1% | Q4 2024 | |
| $11.1M | 0.89% | 0.08% | +3.6% | Q4 2024 | |
| $11M | 0.89% | Not reported | +9.6% | Q4 2024 | |
| $10.6M | 0.85% | 0.00% | +1.5% | Q4 2024 | |
| $10.3M | 0.83% | 0.00% | -9.4% | Q4 2024 | |
| $10.2M | 0.82% | 0.01% | +6.1% | Q4 2024 | |
| $9.87M | 0.79% | 0.00% | +6.2% | Q4 2024 | |
| $9.73M | 0.78% | 0.02% | +11.3% | Q4 2024 | |
| $9.67M | 0.78% | Not reported | +1.1% | Q4 2024 | |
| $9.59M | 0.77% | 0.00% | -33.0% | Q4 2024 | |
| $9.39M | 0.75% | 0.07% | +5.7% | Q2 2025 | |
| $9.36M | 0.75% | 0.00% | -3.3% | Q4 2024 | |
| $8.81M | 0.71% | 0.01% | -6.3% | Q4 2024 | |
| $8.21M | 0.66% | Not reported | +1.7% | Q4 2024 | |
| $8.17M | 0.65% | 0.01% | +11.6% | Q4 2024 | |
| $7.62M | 0.61% | 0.00% | -2.1% | Q4 2024 | |
| $7.15M | 0.57% | Not reported | +4.4% | Q4 2024 | |
| $6.73M | 0.54% | 0.01% | +25.8% | Q4 2024 | |
| $6.72M | 0.54% | 0.03% | -40.1% | Q4 2024 | |
| $5.82M | 0.47% | 0.01% | +20.3% | Q4 2024 | |
| Q3 2025Reported Nov 13, 2025153 positions | |||||
| $69.8M | 5.91% | 0.03% | -0.7% | Q4 2024 | |
| $53M | 4.48% | 0.04% | -1.1% | Q4 2024 | |
| $44.3M | 3.75% | 0.05% | -1.3% | Q4 2024 | |
| $38.7M | 3.27% | 0.04% | -0.2% | Q4 2024 | |
| $38M | 3.22% | 0.05% | -2.2% | Q4 2024 | |
| $33.4M | 2.83% | 0.00% | -0.2% | Q4 2024 | |
| $27.6M | 2.33% | 0.00% | -0.2% | Q4 2024 | |
| $24.7M | 2.09% | 0.03% | -2.2% | Q4 2024 | |
| $23.7M | 2.00% | 0.00% | -0.2% | Q4 2024 | |
| $22.5M | 1.91% | 0.04% | +0.8% | Q4 2024 | |
| $19.9M | 1.69% | Not reported | +0.6% | Q4 2024 | |
| $19.5M | 1.65% | 0.06% | +0.1% | Q4 2024 | |
| $18.6M | 1.57% | 0.02% | -1.7% | Q4 2024 | |
| $17.3M | 1.46% | Not reported | -1.8% | Q4 2024 | |
| $17.2M | 1.46% | 0.02% | -0.2% | Q4 2024 | |
| $17.1M | 1.45% | 0.00% | -1.9% | Q4 2024 | |
| $16.1M | 1.36% | 0.01% | 0.0% | Q4 2024 | |
| $15.4M | 1.30% | 0.02% | -3.2% | Q4 2024 | |
| $15.2M | 1.28% | 0.06% | -0.9% | Q4 2024 | |
| DEDUKDuke Energy CORP | $15.1M | 1.28% | 0.02% | -0.5% | Q4 2024 |
| $14.5M | 1.22% | 0.03% | -1.6% | Q4 2024 | |
| $13M | 1.10% | 0.00% | -4.3% | Q4 2024 | |
| $12.9M | 1.09% | Not reported | +3.9% | Q4 2024 | |
| $12.9M | 1.09% | 0.00% | +1.9% | Q4 2024 | |
| $12.6M | 1.07% | 0.00% | -0.9% | Q4 2024 | |
| $12.6M | 1.07% | 0.00% | +0.9% | Q4 2024 | |
| $12.5M | 1.06% | 0.05% | -5.0% | Q4 2024 | |
| $12.4M | 1.05% | 0.01% | -2.8% | Q4 2024 | |
| $12.1M | 1.02% | 0.00% | -0.7% | Q4 2024 | |
| $11.5M | 0.98% | 0.00% | -0.8% | Q4 2024 | |
| $11M | 0.93% | 0.02% | -1.9% | Q4 2024 | |
| $10.7M | 0.91% | 0.00% | +0.9% | Q4 2024 | |
| $10.7M | 0.90% | 0.00% | +1.4% | Q4 2024 | |
| $10.6M | 0.90% | 0.60% | Not reported | Q4 2024 | |
| $10M | 0.85% | 0.00% | -1.6% | Q4 2024 | |
| $9.9M | 0.84% | 0.04% | +2.4% | Q4 2024 | |
| $9.65M | 0.82% | 0.07% | +0.5% | Q4 2024 | |
| $9.44M | 0.80% | 0.00% | +0.3% | Q4 2024 | |
| $9.22M | 0.78% | Not reported | -3.4% | Q4 2024 | |
| $9.08M | 0.77% | 0.01% | +0.4% | Q4 2024 | |
| $9.02M | 0.76% | 0.00% | -1.2% | Q4 2024 | |
| $8.84M | 0.75% | 0.00% | +0.4% | Q4 2024 | |
| $8.84M | 0.75% | Not reported | -2.9% | Q4 2024 | |
| $8.47M | 0.72% | 0.06% | -0.4% | Q2 2025 | |
| $8.07M | 0.68% | 0.01% | -0.2% | Q4 2024 | |
| $7.96M | 0.67% | 0.08% | +2.2% | Q4 2024 | |
| $7.95M | 0.67% | Not reported | +2.9% | Q4 2024 | |
| $7.89M | 0.67% | Not reported | -0.1% | Q4 2024 | |
| $7.83M | 0.66% | 0.00% | +5.1% | Q4 2024 | |
| $7.7M | 0.65% | 0.01% | +0.5% | Q4 2024 | |
Premium opens every quarter this fund has filed