Guardian Partners Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Guardian Partners Inc. reported 174 stock positions worth $1.1 billion. Its top holding was Royal Bank of Canada (RY) at 5.7% of the portfolio, followed by Toronto-Dominion Bank (TD, 4.4%) and Invesco KBW Bank ETF (KBWB, 4.0%). Compared with Q1 2025, it opened 10 new positions, sold out of 5, added to 68 and reduced 76. The biggest buy was Invesco KBW Bank ETF (KBWB, shares +839%) and the biggest sale SS Financial Select Sector (XLF, shares −98%).

Most Recent 13F
Q2 2026
Location
TORONTO, Z4
CIK
0001884799
Portfolio Value
$1.1B (Q2 2025)
SEC Filing
0001062993-25-013800 ↗ filed Aug 7, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q4 2024: $982.8M Q4 2024 Q1 2025: $967.6M Q1 2025 Q2 2025: $1.1B $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 174 stocks · $1.1B
RY Royal Bank of Canada 5.69% 476,411 $63.3M Reduce -1.1%
TD Toronto-Dominion Bank 4.44% 664,881 $49.4M Reduce -0.9%
KBWB Invesco KBW Bank ETF 4.00% 608,586 $44.5M Add +839.2%
VUG Vanguard Mrngstar GR ETF-Sui 3.74% 93,962 $41.6M Add +576.6%
BMO Bank of Montreal filed as BANK MONTREAL QUE 3.50% 343,237 $38.9M Reduce -1.9%
ENB Enbridge Inc. 3.08% 779,070 $34.2M Add +0.8%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 2.97% 600,702 $33.0M Reduce -4.9%
MSFT Microsoft Corp. 2.91% 64,407 $32.4M Reduce -1.4%
JPM JPMorgan Chase & Co. 2.26% 88,979 $25.2M Reduce -2.1%
CNI Canadian Natl Railway Co. 2.23% 236,131 $24.8M Add +0.7%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM 2.05% 312,669 $22.8M Reduce -3.3%
NTR Nutrien Ltd. 1.93% 343,974 $21.4M Add +3.7%
AAPL Apple Inc. 1.76% 92,820 $19.6M Add +4.8%
EMR Emerson Electric Co. 1.65% 131,502 $18.4M Add +0.6%
BN Brookfield Corp. 1.64% 291,405 $18.3M Add +4.4%
BAM Brookfield Asset Mgmt-A 1.59% 314,866 $17.6M Reduce -0.7%
ING ING Groep N.V.-Sponsored ADR 1.51% 723,954 $16.8M Reduce -0.7%
CNQ Canadian Natural Resources 1.44% 498,552 $16.0M Reduce -6.5%
MCD McDonald's Corp. 1.41% 53,496 $15.7M Add +0.7%
SAP Sap SE-Sponsored ADR 1.32% 47,113 $14.7M Reduce -3.0%
JNJ Johnson & Johnson 1.32% 93,832 $14.7M Reduce -0.2%
DUK Duke Energy Corp. 1.30% 123,782 $14.5M Reduce -1.0%
FTS Fortis Inc. 1.28% 303,140 $14.2M Add +1.6%
TU Telus Corp. 1.24% 832,462 $13.8M Add +0.1%
IMO Imperial Oil Ltd. 1.17% 162,727 $13.0M Add +0.2%
WMT Walmart Inc. 1.16% 133,625 $12.9M Reduce -3.6%
DFEM Dimensional Emrg MRKT Core 1.14% 423,818 $12.7M Add +0.6%
MA Mastercard Inc. Class A 1.10% 21,757 $12.3M Reduce -1.9%
PEP Pepsico Inc. 1.07% 88,868 $12.0M Add +0.4%
NGG National Grid PLC-SP ADR 1.06% 167,143 $11.8M Reduce -2.1%
RCI Rogers Communications Inc. Class B 1.03% 355,812 $11.5M Add +17.2%
COST Costco Wholesale Corp. 1.02% 11,561 $11.4M Add +16.4%
SU Suncor Energy Inc. 0.96% 272,119 $10.7M Add +0.8%
CVX Chevron Corp. 0.94% 68,015 $10.4M Reduce -0.5%
ORCL Oracle Corp. 0.85% 40,241 $9.5M Reduce -1.5%
SLF Sun Life Financial Inc. 0.84% 150,925 $9.3M Reduce -6.6%
NVO Novo-Nordisk A/S-Spons ADR 0.82% 130,552 $9.1M Add +1.4%
GOOGL Alphabet Inc. Class A 0.82% 51,495 $9.1M Add +3.7%
TXN Texas Instruments Inc. 0.80% 41,314 $8.9M Add +1.4%
SNY Sanofi-ADR 0.80% 181,748 $8.9M Reduce -0.9%
PBA Pembina Pipeline Corp. 0.79% 241,771 $8.8M Add +0.6%
AXP American Express Co. 0.79% 27,798 $8.8M Reduce -0.1%
MGA Magna International Inc. 0.77% 201,975 $8.6M Add +7.0%
TRP TC Energy Corp. 0.74% 176,763 $8.3M Reduce -1.0%
RTX RTX Corp. 0.74% 56,313 $8.2M Add +1.0%
TSM Taiwan Semiconductor-SP ADR 0.74% 35,302 $8.2M Reduce -17.9%
EMA Emera Inc. 0.73% 178,034 $8.1M New
TTE Totalenergies SE -Spon ADR 0.71% 126,709 $7.9M Reduce -2.0%
TIP iShares Tips Bond ETF 0.69% 70,616 $7.7M Reduce -16.6%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.69% 562,925 $7.7M Reduce -2.3%
ABCL Abcellera Biologics Inc. 0.68% 1,786,414 $7.5M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.66% 11,820 $7.4M Add +2.0%
COPX Global X Copper Miners ETF 0.62% 154,004 $6.9M Add +785.1%
AFL Aflac Inc. 0.59% 64,308 $6.6M Add +0.9%
OTEX Open Text Corp. 0.54% 209,194 $6.1M Add +2.8%
GDX Vaneck Gold Miners ETF 0.53% 113,850 $5.9M Reduce -70.9%
XHB SS SPDR S&P Homebldrs ETF 0.52% 55,462 $5.8M Add +1683.3%
NKE Nike Inc. Class B 0.51% 77,076 $5.7M Add +9.5%
MFC Manulife Financial Corp. 0.50% 183,180 $5.6M Add +1.8%
AEM Agnico Eagle Mines Ltd. 0.50% 47,423 $5.6M Reduce -6.1%
SBUX Starbucks Corp. 0.46% 53,188 $5.1M Add +2.5%
WFC Wells Fargo & Co. 0.43% 58,847 $4.8M Add +2.6%
BHP BHP Group Ltd.-Spon ADR 0.43% 96,407 $4.8M Reduce -3.7%
AEP American Electric Power 0.42% 44,740 $4.7M Reduce -5.0%
QCOM Qualcomm Inc. 0.41% 28,868 $4.6M Reduce -4.0%
DEO Diageo PLC-Sponsored ADR 0.41% 43,536 $4.6M Reduce -4.2%
UNH Unitedhealth Group Inc. 0.37% 13,641 $4.1M Reduce -8.3%
TRI Thomson Reuters Corp. 0.37% 20,443 $4.1M Reduce -2.8%
CME Cme Group Inc. 0.36% 14,575 $4.0M Add +2.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.35% 32,432 $3.9M Add +1.3%
BCE Bce Inc. 0.34% 158,399 $3.8M Reduce -30.1%
SIL Global X Silver Miners ETF 0.34% 78,400 $3.8M New
INTU Intuit Inc. 0.34% 4,905 $3.8M Add +1.8%
NDAQ Nasdaq Inc. 0.33% 40,325 $3.6M Add +0.5%
AMZN Amazon.com Inc. 0.31% 15,301 $3.4M Add +9.6%
AZN Astrazeneca PLC-Spons ADR 0.29% 44,932 $3.2M Reduce -4.3%
LLY Eli Lilly & Co. 0.28% 3,988 $3.1M Reduce -26.4%
FCX Freeport-McMoran Inc. 0.28% 68,374 $3.1M Add +2.0%
DHR Danaher Corp. 0.26% 14,406 $2.9M Reduce -1.1%
CEF Sprott Physical Gold and Sil 0.26% 95,132 $2.9M Add +20.0%
UL Unilever PLC 0.25% 45,834 $2.8M Reduce -8.3%
BIP Brookfield Infrastructure Pa 0.25% 84,033 $2.8M Reduce -1.4%
GS Goldman Sachs Group Inc. 0.23% 3,675 $2.6M Add +59.8%
WCN Waste Connections Inc. 0.22% 13,619 $2.5M Reduce -6.0%
NVDA Nvidia Corp. 0.21% 14,366 $2.3M Add +4.0%
CCJ Cameco Corp. 0.21% 32,020 $2.3M Reduce -1.0%
UBER Uber Technologies Inc. 0.21% 23,690 $2.3M Add +20.3%
GOOG Alphabet Inc. Class C 0.20% 12,445 $2.2M Reduce -0.1%
MP MP Materials Corp. 0.19% 68,900 $2.1M Add +0.6%
AVGO Broadcom Inc. 0.18% 7,350 $2.0M Reduce -1.3%
RING iShares MSCI Global Gold Min 0.18% 46,300 $2.0M Reduce -87.3%
BLK BlackRock Inc. 0.18% 1,818 $2.0M Add +430.0%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 4,001 $1.9M Reduce -0.7%
BKNG Booking Holdings Inc. 0.17% 331 $1.9M Reduce -5.4%
VEA Vanguard Ftse Developed ETF 0.16% 30,557 $1.8M Add +0.9%
VRSK Verisk Analytics Inc. 0.16% 5,739 $1.7M Reduce -2.4%
PFE Pfizer Inc. 0.15% 67,295 $1.7M Reduce -54.1%
PROSHARES TR II 0.15% 100,000 $1.7M New
BEP Brookfield Renewable Partner 0.15% 65,125 $1.7M Add +0.2%
SHOP Shopify Inc. Class A 0.14% 14,060 $1.6M Add +3.8%
CP Canadian Pacific Kansas City 0.14% 19,634 $1.6M Add +2.5%
ONON On Holding AG Class A filed as ON HLDG AG 0.14% 29,150 $1.6M Add +15.9%
ILMN Illumina Inc. 0.13% 15,071 $1.5M New
LIN Linde PLC 0.13% 3,093 $1.5M Add +5.2%
EWJV iShares MSCI Japan Value ETF 0.13% 41,376 $1.4M Reduce -90.1%
GIB Cgi Inc. 0.13% 13,726 $1.4M Reduce -5.6%
ADP Automatic Data Processing 0.13% 4,540 $1.4M Reduce -0.7%
ELV Elevance Health Inc. 0.11% 3,512 $1.2M Reduce -40.9%
TECK Teck Resources Ltd.-CLS B 0.10% 30,130 $1.2M Add +0.7%
VST Vistra Corp. 0.10% 5,800 $1.1M New
ETN Eaton Corp. PLC 0.10% 3,023 $1.1M No change
COMB Graniteshares Bcom Broad STR 0.10% 50,345 $1.1M Add +21.0%
XMMO Invesco S&P Midcap Momentum 0.09% 7,938 $1.0M Add +25.1%
PM Philip Morris International 0.09% 5,725 $1.0M No change
ROP Roper Technologies Inc. 0.09% 1,798 $1.0M Add +12.7%
CRM Salesforce Inc. 0.09% 3,705 $1.0M New
TRV The Travelers Cos Inc. 0.08% 3,647 $931K Reduce -11.3%
ACN Accenture PLC Class A 0.08% 3,030 $901K Add +138.6%
SHY iShares 1-3 Year Treasury Bo 0.08% 10,681 $881K Reduce -9.5%
IBIT iShares Bitcoin Trust ETF 0.08% 13,742 $874K Add +16.5%
GLW Corning Inc. 0.08% 16,620 $874K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.08% 9,453 $865K Add +8.7%
EEMS iShares MSCI Emerging MKT SM 0.07% 12,674 $821K No change
TAC Transalta Corp. 0.07% 74,955 $795K Reduce -1.3%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.07% 10,000 $756K New
BEPC Brookfield Renewable Corp. 0.07% 22,188 $748K No change
META Meta Platforms Inc. Class A 0.07% 997 $731K Reduce -0.5%
XLF SS Financial Select Sector 0.07% 13,886 $728K Reduce -97.8%
AGG iShares Core U.S. Aggregate 0.06% 7,129 $702K Reduce -2.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 14,649 $686K Add +0.7%
CVE Cenovus Energy Inc. 0.06% 47,146 $684K Reduce -11.5%
WPM Wheaton Precious Metals Corp. 0.06% 7,644 $681K Add +11.8%
DBA Invesco DB Agriculture Fund 0.06% 26,096 $677K Add +24.6%
AQN Algonquin Power & Utilities 0.06% 108,521 $629K Reduce -14.9%
V Visa Inc. Class A 0.06% 1,758 $629K Add +2.0%
TEM Tempus AI Inc. Class A 0.05% 10,400 $607K New
VTI VG Morningstar TS MKT ETF-US 0.05% 1,975 $607K No change
WAT Waters Corp. 0.05% 1,710 $597K Reduce -13.2%
MO Altria Group Inc. 0.05% 9,250 $534K Reduce -1.3%
QSR Restaurant Brands Intern 0.05% 7,892 $532K Add +16.2%
TLT iShares 20+ Year Treasury BD 0.05% 6,000 $522K New
DXJ Wisdomtree Japan Hedged Eq 0.04% 4,092 $468K Reduce -91.9%
TSLA Tesla Inc. 0.04% 1,370 $422K No change
ABCB Ameris Bancorp 0.04% 6,200 $417K No change
SOBO South Bow Corp. 0.04% 15,795 $415K Reduce -12.1%
CSCO Cisco Systems Inc. 0.04% 5,655 $392K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 4,814 $386K Reduce -7.7%
ARKG ARK Genomic Revolution ETF 0.03% 14,800 $386K Reduce -57.5%
PG The Procter & Gamble Co. 0.03% 2,384 $376K Add +12.7%
LQDH iShares Int Hedg Corp. BD ETF 0.03% 3,834 $354K Add +8.2%
BXP BXP Inc. 0.03% 5,035 $348K No change
ICSH iShares Ultra Short Duration 0.03% 6,745 $341K Add +2.3%
QQQ Invesco QQQ Trust Series 1 0.03% 600 $334K No change
MMM 3M Co. 0.03% 2,130 $332K Reduce -3.0%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.03% 3,007 $327K Add +4.3%
COF Capital One Financial Corp. 0.03% 1,475 $322K No change
CL Colgate-Palmolive Co. 0.03% 3,410 $312K Reduce -1.0%
MKTX Marketaxess Holdings Inc. 0.03% 1,325 $291K Reduce -22.7%
VOO Vanguard S&P 500 ETF 0.03% 500 $287K Add +6.4%
QQEW First TR Nasdaq-100 Sel Eq 0.03% 2,050 $283K No change
BIPC Brookfield Infrastructure-A 0.03% 6,814 $282K Reduce -0.0%
FNV Franco-Nevada Corp. 0.02% 1,681 $268K Reduce -24.6%
NVS Novartis AG-Sponsored ADR 0.02% 2,140 $263K No change
T AT&T Inc. 0.02% 9,340 $262K Reduce -2.9%
UNP Union Pacific Corp. 0.02% 1,108 $262K Add +5.5%
DGRO iShares Core Dividend Growth 0.02% 4,000 $260K No change
UPS United Parcel Service Class B 0.02% 2,410 $246K Reduce -4.0%
HD Home Depot Inc. 0.02% 660 $245K Reduce -5.0%
PLTR Palantir Technologies Inc. Class A 0.02% 1,663 $238K Reduce -33.8%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.02% 525 $233K New
MRK Merck & Co. Inc. 0.02% 2,695 $226K No change
PSLV Sprott Physical Silver Trust 0.01% 13,450 $167K No change
HL Hecla Mining Co. 0.01% 20,000 $115K No change
UUUU Energy Fuels Inc. 0.01% 12,750 $71K No change

Portfolio Sells Q1 2025 → Q2 2025
XLF SS Financial Select Sector Reduce -97.8% 0.07% −3.05
GDX Vaneck Gold Miners ETF Reduce -70.9% 0.53% −1.44
RING iShares MSCI Global Gold Min Reduce -87.3% 0.18% −1.36
EWJV iShares MSCI Japan Value ETF Reduce -90.1% 0.13% −1.32
DXJ Wisdomtree Japan Hedged Eq Reduce -91.9% 0.04% −0.51
XLE SS Energy Select Sector Sold out 0.00% −0.50
UNH Unitedhealth Group Inc. Reduce -8.3% 0.37% −0.29
DUK Duke Energy Corp. Reduce -1.0% 1.30% −0.27
TIP iShares Tips Bond ETF Reduce -16.6% 0.69% −0.26
SNY Sanofi-ADR Reduce -0.9% 0.80% −0.21
NGG National Grid PLC-SP ADR Reduce -2.1% 1.06% −0.20
WMT Walmart Inc. Reduce -3.6% 1.16% −0.20
JNJ Johnson & Johnson Reduce -0.2% 1.32% −0.19
PFE Pfizer Inc. Reduce -54.1% 0.15% −0.18
LLY Eli Lilly & Co. Reduce -26.4% 0.28% −0.18
BCE Bce Inc. Reduce -30.1% 0.34% −0.16
ELV Elevance Health Inc. Reduce -40.9% 0.11% −0.15
TRP TC Energy Corp. Reduce -1.0% 0.74% −0.13
DEO Diageo PLC-Sponsored ADR Reduce -4.2% 0.41% −0.11
MA Mastercard Inc. Class A Reduce -1.9% 1.10% −0.11
CNQ Canadian Natural Resources Reduce -6.5% 1.44% −0.10
AEP American Electric Power Reduce -5.0% 0.42% −0.10
SLF Sun Life Financial Inc. Reduce -6.6% 0.84% −0.09
AEM Agnico Eagle Mines Ltd. Reduce -6.1% 0.50% −0.09
BNS Bank of Nova Scotia Reduce -4.9% 2.97% −0.08
UL Unilever PLC Reduce -8.3% 0.25% −0.08
TTE Totalenergies SE -Spon ADR Reduce -2.0% 0.71% −0.07
BHP BHP Group Ltd.-Spon ADR Reduce -3.7% 0.43% −0.07
WCN Waste Connections Inc. Reduce -6.0% 0.22% −0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.7% 0.17% −0.05
AZN Astrazeneca PLC-Spons ADR Reduce -4.3% 0.29% −0.05
ARKG ARK Genomic Revolution ETF Reduce -57.5% 0.03% −0.04
SAP Sap SE-Sponsored ADR Reduce -3.0% 1.32% −0.04
HEDJ Wisdomtree Europe Hedged Equ Sold out 0.00% −0.04
DHR Danaher Corp. Reduce -1.1% 0.26% −0.04
CVX Chevron Corp. Reduce -0.5% 0.94% −0.03
MUFG Mitsubishi Ufj Finl-Spon ADR Reduce -2.3% 0.69% −0.03
TRV The Travelers Cos Inc. Reduce -11.3% 0.08% −0.03
GIB Cgi Inc. Reduce -5.6% 0.13% −0.02
QCOM Qualcomm Inc. Reduce -4.0% 0.41% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -9.5% 0.08% −0.02
PRU Prudential Financial Inc. Sold out 0.00% −0.02
VRSK Verisk Analytics Inc. Reduce -2.4% 0.16% −0.02
VRN Veren Inc. Sold out 0.00% −0.02
WAT Waters Corp. Reduce -13.2% 0.05% −0.01
BAM Brookfield Asset Mgmt-A Reduce -0.7% 1.59% −0.01
FNV Franco-Nevada Corp. Reduce -24.6% 0.02% −0.01
TRI Thomson Reuters Corp. Reduce -2.8% 0.37% −0.01
ADP Automatic Data Processing Reduce -0.7% 0.13% −0.01
MKTX Marketaxess Holdings Inc. Reduce -22.7% 0.03% −0.01

Portfolio Buys Q1 2025 → Q2 2025
KBWB Invesco KBW Bank ETF Add +839.2% 4.00% +3.61
VUG Vanguard Mrngstar GR ETF-Sui Add +576.6% 3.74% +3.22
EMA Emera Inc. New 0.73% +0.73
COPX Global X Copper Miners ETF Add +785.1% 0.62% +0.55
XHB SS SPDR S&P Homebldrs ETF Add +1683.3% 0.52% +0.49
SIL Global X Silver Miners ETF New 0.34% +0.34
EMR Emerson Electric Co. Add +0.6% 1.65% +0.29
RCI Rogers Communications Inc. Class B Add +17.2% 1.03% +0.27
BN Brookfield Corp. Add +4.4% 1.64% +0.22
NTR Nutrien Ltd. Add +3.7% 1.93% +0.17
TXN Texas Instruments Inc. Add +1.4% 0.80% +0.16
PROSHARES TR II New 0.15% +0.15
BLK BlackRock Inc. Add +430.0% 0.18% +0.15
MGA Magna International Inc. Add +7.0% 0.77% +0.14
ILMN Illumina Inc. New 0.13% +0.13
GS Goldman Sachs Group Inc. Add +59.8% 0.23% +0.10
VST Vistra Corp. New 0.10% +0.10
NKE Nike Inc. Class B Add +9.5% 0.51% +0.09
CRM Salesforce Inc. New 0.09% +0.09
IMO Imperial Oil Ltd. Add +0.2% 1.17% +0.08
TTD Trade Desk Inc./the Class A New 0.07% +0.07
NVDA Nvidia Corp. Add +4.0% 0.21% +0.06
DIS The Walt Disney Co. Add +1.3% 0.35% +0.06
UBER Uber Technologies Inc. Add +20.3% 0.21% +0.06
TEM Tempus AI Inc. Class A New 0.05% +0.05
TLT iShares 20+ Year Treasury BD New 0.05% +0.05
RTX RTX Corp. Add +1.0% 0.74% +0.05
AMZN Amazon.com Inc. Add +9.6% 0.31% +0.05
ACN Accenture PLC Class A Add +138.6% 0.08% +0.04
INTU Intuit Inc. Add +1.8% 0.34% +0.04
FCX Freeport-McMoran Inc. Add +2.0% 0.28% +0.04
DFEM Dimensional Emrg MRKT Core Add +0.6% 1.14% +0.03
WFC Wells Fargo & Co. Add +2.6% 0.43% +0.03
ONON On Holding AG Class A Add +15.9% 0.14% +0.03
CEF Sprott Physical Gold and Sil Add +20.0% 0.26% +0.03
MP MP Materials Corp. Add +0.6% 0.19% +0.02
SHOP Shopify Inc. Class A Add +3.8% 0.14% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +2.0% 0.66% +0.02
DIA SS SPDR Dow Jones Indus Avg New 0.02% +0.02
NDAQ Nasdaq Inc. Add +0.5% 0.33% +0.02
GOOGL Alphabet Inc. Class A Add +3.7% 0.82% +0.02
XMMO Invesco S&P Midcap Momentum Add +25.1% 0.09% +0.02
COST Costco Wholesale Corp. Add +16.4% 1.02% +0.02
OTEX Open Text Corp. Add +2.8% 0.54% +0.02
SU Suncor Energy Inc. Add +0.8% 0.96% +0.02
IBIT iShares Bitcoin Trust ETF Add +16.5% 0.08% +0.01
SBUX Starbucks Corp. Add +2.5% 0.46% +0.01
BEP Brookfield Renewable Partner Add +0.2% 0.15% +0.01
COMB Graniteshares Bcom Broad STR Add +21.0% 0.10% +0.01
WPM Wheaton Precious Metals Corp. Add +11.8% 0.06% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 391$1.1BRY, TD, BMO, BNS, CM
Q1 2026 192$1.2BRY, TD, BMO, ENB, BNS
Q4 2025 201$1.2BRY, TD, BMO, BNS, ENB
Q3 2025 179$1.2BRY, TD, KBWB, BMO, ENB
Q2 2025 174$1.1BRY, TD, KBWB, VUG, BMO
Q1 2025 169$967.6MRY, TD, ENB, BMO, XLF
Q4 2024 165$982.8MRY, TD, BMO, ENB, BNS