Guardian Partners Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Guardian Partners Inc. reported 179 stock positions worth $1.2 billion. Its top holding was Royal Bank of Canada (RY) at 5.9% of the portfolio, followed by Toronto-Dominion Bank (TD, 4.5%) and Invesco KBW Bank ETF (KBWB, 3.8%). Compared with Q2 2025, it opened 14 new positions, sold out of 9, added to 52 and reduced 85. The biggest buy was iShares MSCI Global Gold Min (RING, shares +914%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −50%).

Most Recent 13F
Q2 2026
Location
TORONTO, Z4
CIK
0001884799
Portfolio Value
$1.2B (Q3 2025)
SEC Filing
0001062993-25-016690 ↗ filed Nov 13, 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 Q2 2025 Q3 2025: $1.2B $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 179 stocks · $1.2B
RY Royal Bank of Canada 5.91% 473,194 $69.8M Reduce -0.7%
TD Toronto-Dominion Bank 4.48% 657,357 $53.0M Reduce -1.1%
KBWB Invesco KBW Bank ETF 3.79% 581,319 $44.8M Reduce -4.5%
BMO Bank of Montreal filed as BANK MONTREAL QUE 3.75% 338,734 $44.3M Reduce -1.3%
ENB Enbridge Inc. 3.27% 777,706 $38.7M Reduce -0.2%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 3.22% 587,622 $38.0M Reduce -2.2%
MSFT Microsoft Corp. 2.83% 64,298 $33.4M Reduce -0.2%
RING iShares MSCI Global Gold Min 2.60% 469,400 $30.8M Add +913.8%
JPM JPMorgan Chase & Co. 2.33% 88,788 $27.6M Reduce -0.2%
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO 2.09% 305,926 $24.7M Reduce -2.2%
AAPL Apple Inc. 2.00% 92,662 $23.7M Reduce -0.2%
VUG Vanguard Mrngstar GR ETF-Sui 1.92% 47,082 $22.7M Reduce -49.9%
CNI Canadian Natl Railway Co. 1.91% 237,954 $22.5M Add +0.8%
BN Brookfield Corp. 1.69% 293,023 $19.9M Add +0.6%
NTR Nutrien Ltd. 1.65% 344,172 $19.5M Add +0.1%
ING ING Groep N.V.-Sponsored ADR 1.57% 711,506 $18.6M Reduce -1.7%
BAM Brookfield Asset Mgmt-A 1.46% 309,264 $17.3M Reduce -1.8%
EMR Emerson Electric Co. 1.46% 131,297 $17.2M Reduce -0.2%
JNJ Johnson & Johnson 1.45% 92,079 $17.1M Reduce -1.9%
EWJV iShares MSCI Japan Value ETF 1.40% 427,575 $16.6M Add +933.4%
MCD McDonald's Corp. 1.36% 53,492 $16.1M Reduce -0.0%
CNQ Canadian Natural Resources 1.30% 482,719 $15.4M Reduce -3.2%
FTS Fortis Inc. 1.28% 300,428 $15.2M Reduce -0.9%
DUK Duke Energy Corp. 1.28% 123,153 $15.1M Reduce -0.5%
IMO Imperial Oil Ltd. 1.22% 160,108 $14.5M Reduce -1.6%
WMT Walmart Inc. 1.10% 127,921 $13.0M Reduce -4.3%
RCI Rogers Communications Inc. Class B 1.09% 369,555 $12.9M Add +3.9%
GOOGL Alphabet Inc. Class A 1.09% 52,488 $12.9M Add +1.9%
SAP Sap SE-Sponsored ADR 1.07% 46,710 $12.6M Reduce -0.9%
MA Mastercard Inc. Class A 1.07% 21,941 $12.6M Add +0.8%
TU Telus Corp. 1.06% 791,188 $12.5M Reduce -5.0%
PEP Pepsico Inc. 1.05% 86,360 $12.4M Reduce -2.8%
NGG National Grid PLC-SP ADR 1.02% 165,908 $12.1M Reduce -0.7%
ORCL Oracle Corp. 0.98% 39,940 $11.5M Reduce -0.8%
SU Suncor Energy Inc. 0.93% 266,887 $11.0M Reduce -1.9%
COST Costco Wholesale Corp. 0.91% 11,663 $10.7M Add +0.9%
CVX Chevron Corp. 0.90% 68,953 $10.7M Add +1.4%
ABCL Abcellera Biologics Inc. 0.90% 1,786,414 $10.6M No change
TSM Taiwan Semiconductor-SP ADR 0.85% 34,733 $10.0M Reduce -1.6%
PBA Pembina Pipeline Corp. 0.84% 247,467 $9.9M Add +2.4%
MGA Magna International Inc. 0.82% 202,924 $9.6M Add +0.5%
DFEM Dimensional Emrg MRKT Core 0.81% 299,528 $9.6M Reduce -29.3%
RTX RTX Corp. 0.80% 56,471 $9.4M Add +0.3%
TRP TC Energy Corp. 0.78% 170,691 $9.2M Reduce -3.4%
SNY Sanofi-ADR 0.77% 182,446 $9.1M Add +0.4%
AXP American Express Co. 0.76% 27,468 $9.0M Reduce -1.2%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.75% 565,075 $8.8M Add +0.4%
SLF Sun Life Financial Inc. 0.75% 146,586 $8.8M Reduce -2.9%
COPX Global X Copper Miners ETF 0.74% 145,404 $8.8M Reduce -5.6%
EMA Emera Inc. 0.72% 177,397 $8.5M Reduce -0.4%
AEM Agnico Eagle Mines Ltd. 0.68% 47,331 $8.1M Reduce -0.2%
OTEX Open Text Corp. 0.67% 213,875 $8.0M Add +2.2%
NVO Novo-Nordisk A/S-Spons ADR 0.67% 134,363 $8.0M Add +2.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.67% 11,805 $7.9M Reduce -0.1%
TIP iShares Tips Bond ETF 0.66% 70,616 $7.9M No change
TXN Texas Instruments Inc. 0.66% 43,424 $7.8M Add +5.1%
TTE Totalenergies SE -Spon ADR 0.65% 127,371 $7.7M Add +0.5%
AFL Aflac Inc. 0.61% 64,663 $7.2M Add +0.6%
NKE Nike Inc. Class B 0.52% 83,576 $6.2M Add +8.4%
BHP BHP Group Ltd.-Spon ADR 0.51% 108,222 $6.0M Add +12.3%
MFC Manulife Financial Corp. 0.49% 183,763 $5.8M Add +0.3%
UNH Unitedhealth Group Inc. 0.42% 14,152 $4.9M Add +3.8%
AEP American Electric Power 0.41% 42,885 $4.8M Reduce -4.2%
WFC Wells Fargo & Co. 0.40% 58,212 $4.7M Reduce -1.1%
QCOM Qualcomm Inc. 0.38% 27,199 $4.5M Reduce -5.8%
SBUX Starbucks Corp. 0.38% 52,823 $4.5M Reduce -0.7%
CME Cme Group Inc. 0.37% 16,475 $4.4M Add +13.0%
AZN Astrazeneca PLC-Spons ADR 0.32% 44,581 $3.8M Reduce -0.8%
CEF Sprott Physical Gold and Sil 0.31% 100,082 $3.7M Add +5.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.31% 32,625 $3.7M Add +0.6%
BCE Bce Inc. 0.31% 154,376 $3.6M Reduce -2.5%
INTU Intuit Inc. 0.29% 4,967 $3.4M Add +1.3%
LLY Eli Lilly & Co. 0.28% 4,000 $3.3M Add +0.3%
TRI Thomson Reuters Corp. 0.26% 20,466 $3.1M Add +0.1%
AMZN Amazon.com Inc. 0.26% 14,016 $3.1M Reduce -8.4%
DHR Danaher Corp. 0.26% 14,315 $3.0M Reduce -0.6%
NVDA Nvidia Corp. 0.26% 16,245 $3.0M Add +13.1%
NDAQ Nasdaq Inc. 0.26% 34,975 $3.0M Reduce -13.3%
GOOG Alphabet Inc. Class C 0.25% 12,125 $3.0M Reduce -2.6%
MP MP Materials Corp. 0.25% 43,400 $2.9M Reduce -37.0%
BIP Brookfield Infrastructure Pa 0.24% 83,926 $2.8M Reduce -0.1%
UL Unilever PLC 0.23% 46,607 $2.7M Add +1.7%
WCN Waste Connections Inc. 0.20% 13,356 $2.3M Reduce -1.9%
AVGO Broadcom Inc. 0.20% 6,953 $2.3M Reduce -5.4%
CCJ Cameco Corp. 0.18% 26,080 $2.2M Reduce -18.6%
GS Goldman Sachs Group Inc. 0.18% 2,675 $2.1M Reduce -27.2%
BLK BlackRock Inc. 0.18% 1,823 $2.1M Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 4,003 $2.0M Add +0.1%
UBER Uber Technologies Inc. 0.17% 20,632 $2.0M Reduce -12.9%
ILMN Illumina Inc. 0.16% 18,121 $1.9M Add +20.2%
VEA Vanguard Ftse Developed ETF 0.16% 30,557 $1.8M No change
BA The Boeing Co. 0.16% 8,525 $1.8M New
PFE Pfizer Inc. 0.15% 67,305 $1.8M Add +0.0%
GIB Cgi Inc. 0.15% 19,575 $1.8M Add +42.6%
BKNG Booking Holdings Inc. 0.15% 329 $1.8M Reduce -0.6%
BEP Brookfield Renewable Partner 0.15% 64,258 $1.7M Reduce -1.3%
SHOP Shopify Inc. Class A 0.14% 11,276 $1.7M Reduce -19.8%
BABA Alibaba Group Holding-SP ADR 0.14% 9,135 $1.7M New
ONON On Holding AG Class A filed as ON HLDG AG 0.13% 37,350 $1.5M Add +28.1%
CP Canadian Pacific Kansas City 0.13% 20,338 $1.5M Add +3.6%
SNOW Snowflake Inc. 0.12% 6,300 $1.5M New
VRSK Verisk Analytics Inc. 0.12% 5,708 $1.4M Reduce -0.5%
EXE Expand Energy Corp. 0.12% 12,850 $1.4M New
GLW Corning Inc. 0.12% 16,420 $1.4M Reduce -1.2%
TECK Teck Resources Ltd.-CLS B 0.11% 30,045 $1.3M Reduce -0.3%
ADP Automatic Data Processing 0.11% 4,540 $1.3M No change
TEM Tempus AI Inc. Class A 0.10% 13,400 $1.2M Add +28.9%
COMB Graniteshares Bcom Broad STR 0.10% 53,563 $1.2M Add +6.4%
ELV Elevance Health Inc. 0.10% 3,512 $1.2M No change
VST Vistra Corp. 0.10% 5,700 $1.1M Reduce -1.7%
WPM Wheaton Precious Metals Corp. 0.09% 9,800 $1.1M Add +28.2%
XMMO Invesco S&P Midcap Momentum 0.09% 7,938 $1.1M No change
TAC Transalta Corp. 0.09% 73,008 $1.0M Reduce -2.6%
TRV The Travelers Cos Inc. 0.09% 3,647 $1.0M No change
TLT iShares 20+ Year Treasury BD 0.08% 10,950 $978K Add +82.5%
PANW Palo Alto Networks Inc. 0.08% 4,700 $972K New
IBIT iShares Bitcoin Trust ETF 0.08% 14,457 $965K Add +5.2%
PM Philip Morris International 0.08% 5,725 $921K No change
FCX Freeport-McMoran Inc. 0.08% 23,374 $914K Reduce -65.8%
GDX Vaneck Gold Miners ETF 0.08% 11,650 $899K Reduce -89.8%
LIN Linde PLC 0.08% 1,918 $895K Reduce -38.0%
ROP Roper Technologies Inc. 0.08% 1,791 $892K Reduce -0.4%
EEMS iShares MSCI Emerging MKT SM 0.07% 12,674 $865K No change
META Meta Platforms Inc. Class A 0.07% 1,182 $848K Add +18.6%
OKE Oneok Inc. 0.07% 10,700 $781K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.06% 8,298 $759K Reduce -12.2%
CVE Cenovus Energy Inc. 0.06% 45,231 $758K Reduce -4.1%
HD Home Depot Inc. 0.06% 1,888 $750K Add +186.1%
DBA Invesco DB Agriculture Fund 0.06% 27,813 $746K Add +6.6%
XLF SS Financial Select Sector 0.06% 13,886 $741K No change
V Visa Inc. Class A 0.06% 2,109 $734K Add +20.0%
PROSHARES TR II 0.06% 70,000 $727K Reduce -30.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 14,049 $712K Reduce -4.1%
AGG iShares Core U.S. Aggregate 0.06% 6,912 $692K Reduce -3.0%
BEPC Brookfield Renewable Corp. 0.06% 18,906 $677K Reduce -14.8%
VTI VG Morningstar TS MKT ETF-US 0.06% 1,975 $650K No change
SHY iShares 1-3 Year Treasury Bo 0.05% 7,654 $634K Reduce -28.3%
MO Altria Group Inc. 0.05% 9,250 $613K No change
AQN Algonquin Power & Utilities 0.05% 103,276 $592K Reduce -4.8%
QSR Restaurant Brands Intern 0.05% 8,151 $540K Add +3.3%
ABCB Ameris Bancorp 0.04% 5,700 $416K Reduce -8.1%
TSLA Tesla Inc. 0.03% 880 $404K Reduce -35.8%
SOBO South Bow Corp. 0.03% 14,314 $401K Reduce -9.4%
BXP BXP Inc. 0.03% 5,135 $392K Add +2.0%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 4,814 $390K No change
CSCO Cisco Systems Inc. 0.03% 5,655 $389K No change
FNV Franco-Nevada Corp. 0.03% 1,640 $365K Reduce -2.4%
LQDH iShares Int Hedg Corp. BD ETF 0.03% 3,834 $359K No change
PG The Procter & Gamble Co. 0.03% 2,329 $357K Reduce -2.3%
VOO Vanguard S&P 500 ETF 0.03% 565 $347K Add +13.0%
ICSH iShares Ultra Short Duration 0.03% 6,745 $341K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.03% 3,007 $335K No change
MMM 3M Co. 0.03% 2,130 $332K No change
QQQ Invesco QQQ Trust Series 1 0.03% 525 $317K Reduce -12.5%
COF Capital One Financial Corp. 0.03% 1,475 $315K No change
BIPC Brookfield Infrastructure-A 0.03% 7,374 $307K Add +8.2%
QQEW First TR Nasdaq-100 Sel Eq 0.02% 2,050 $291K No change
NVS Novartis AG-Sponsored ADR 0.02% 2,140 $282K No change
DGRO iShares Core Dividend Growth 0.02% 4,000 $273K No change
CL Colgate-Palmolive Co. 0.02% 3,410 $269K No change
UNP Union Pacific Corp. 0.02% 1,099 $258K Reduce -0.8%
T AT&T Inc. 0.02% 9,340 $257K No change
FBTC Fidelity Wise Origin Bitcoin 0.02% 2,498 $256K New
AMAT Applied Materials Inc. 0.02% 1,173 $255K New
ETN Eaton Corp. PLC 0.02% 673 $252K Reduce -77.7%
ACN Accenture PLC Class A 0.02% 1,030 $251K Reduce -66.0%
HL Hecla Mining Co. 0.02% 20,000 $245K No change
MRK Merck & Co. Inc. 0.02% 2,695 $243K No change
XHB SS SPDR S&P Homebldrs ETF 0.02% 2,052 $229K Reduce -96.3%
MKTX Marketaxess Holdings Inc. 0.02% 1,300 $222K Reduce -1.9%
BBU Brookfield Business PT-Unit 0.02% 6,700 $221K New
APH Amphenol Corp. Class A 0.02% 1,740 $217K New
PSLV Sprott Physical Silver Trust 0.02% 13,450 $214K No change
J Jacobs Solutions Inc. 0.02% 1,400 $213K New
HIG Hartford Insurance Group Inc. 0.02% 1,598 $212K New
GLD SPDR Gold Shares 0.02% 578 $206K New
ARKG ARK Genomic Revolution ETF 0.02% 7,100 $205K Reduce -52.0%
UUUU Energy Fuels Inc. 0.02% 12,750 $200K No change
EPRX Eupraxia Pharmaceuticals Inc. 0.01% 24,130 $147K New

Portfolio Sells Q2 2025 → Q3 2025
VUG Vanguard Mrngstar GR ETF-Sui Reduce -49.9% 1.92% −1.82
XHB SS SPDR S&P Homebldrs ETF Reduce -96.3% 0.02% −0.50
GDX Vaneck Gold Miners ETF Reduce -89.8% 0.08% −0.45
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.41
SIL Global X Silver Miners ETF Sold out 0.00% −0.34
DFEM Dimensional Emrg MRKT Core Reduce -29.3% 0.81% −0.33
SAP Sap SE-Sponsored ADR Reduce -0.9% 1.07% −0.25
KBWB Invesco KBW Bank ETF Reduce -4.5% 3.79% −0.21
FCX Freeport-McMoran Inc. Reduce -65.8% 0.08% −0.20
EMR Emerson Electric Co. Reduce -0.2% 1.46% −0.19
TU Telus Corp. Reduce -5.0% 1.06% −0.18
CNQ Canadian Natural Resources Reduce -3.2% 1.30% −0.14
BAM Brookfield Asset Mgmt-A Reduce -1.8% 1.46% −0.12
PROSHARES TR II Reduce -30.0% 0.06% −0.09
CRM Salesforce Inc. Sold out 0.00% −0.09
SLF Sun Life Financial Inc. Reduce -2.9% 0.75% −0.09
MSFT Microsoft Corp. Reduce -0.2% 2.83% −0.09
SBUX Starbucks Corp. Reduce -0.7% 0.38% −0.08
ETN Eaton Corp. PLC Reduce -77.7% 0.02% −0.08
NDAQ Nasdaq Inc. Reduce -13.3% 0.26% −0.07
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.07
ACN Accenture PLC Class A Reduce -66.0% 0.02% −0.06
WMT Walmart Inc. Reduce -4.3% 1.10% −0.06
LIN Linde PLC Reduce -38.0% 0.08% −0.06
WAT Waters Corp. Sold out 0.00% −0.05
GS Goldman Sachs Group Inc. Reduce -27.2% 0.18% −0.05
MCD McDonald's Corp. Reduce -0.0% 1.36% −0.05
AMZN Amazon.com Inc. Reduce -8.4% 0.26% −0.04
DXJ Wisdomtree Japan Hedged Eq Sold out 0.00% −0.04
NGG National Grid PLC-SP ADR Reduce -0.7% 1.02% −0.04
UBER Uber Technologies Inc. Reduce -12.9% 0.17% −0.04
VRSK Verisk Analytics Inc. Reduce -0.5% 0.12% −0.04
WFC Wells Fargo & Co. Reduce -1.1% 0.40% −0.03
BCE Bce Inc. Reduce -2.5% 0.31% −0.03
QCOM Qualcomm Inc. Reduce -5.8% 0.38% −0.03
AXP American Express Co. Reduce -1.2% 0.76% −0.03
SU Suncor Energy Inc. Reduce -1.9% 0.93% −0.03
PEP Pepsico Inc. Reduce -2.8% 1.05% −0.03
DUK Duke Energy Corp. Reduce -0.5% 1.28% −0.03
SHY iShares 1-3 Year Treasury Bo Reduce -28.3% 0.05% −0.03
WCN Waste Connections Inc. Reduce -1.9% 0.20% −0.03
UPS United Parcel Service Class B Sold out 0.00% −0.02
CCJ Cameco Corp. Reduce -18.6% 0.18% −0.02
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.02
DIA SS SPDR Dow Jones Indus Avg Sold out 0.00% −0.02
BKNG Booking Holdings Inc. Reduce -0.6% 0.15% −0.02
ARKG ARK Genomic Revolution ETF Reduce -52.0% 0.02% −0.02
ROP Roper Technologies Inc. Reduce -0.4% 0.08% −0.01
EMA Emera Inc. Reduce -0.4% 0.72% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -12.2% 0.06% −0.01

Portfolio Buys Q2 2025 → Q3 2025
RING iShares MSCI Global Gold Min Add +913.8% 2.60% +2.42
EWJV iShares MSCI Japan Value ETF Add +933.4% 1.40% +1.27
GOOGL Alphabet Inc. Class A Add +1.9% 1.09% +0.27
BA The Boeing Co. New 0.16% +0.16
BABA Alibaba Group Holding-SP ADR New 0.14% +0.14
OTEX Open Text Corp. Add +2.2% 0.67% +0.13
SNOW Snowflake Inc. New 0.12% +0.12
EXE Expand Energy Corp. New 0.12% +0.12
PANW Palo Alto Networks Inc. New 0.08% +0.08
BHP BHP Group Ltd.-Spon ADR Add +12.3% 0.51% +0.08
OKE Oneok Inc. New 0.07% +0.07
RCI Rogers Communications Inc. Class B Add +3.9% 1.09% +0.06
RTX RTX Corp. Add +0.3% 0.80% +0.06
MUFG Mitsubishi Ufj Finl-Spon ADR Add +0.4% 0.75% +0.06
CEF Sprott Physical Gold and Sil Add +5.2% 0.31% +0.05
MGA Magna International Inc. Add +0.5% 0.82% +0.05
NVDA Nvidia Corp. Add +13.1% 0.26% +0.05
UNH Unitedhealth Group Inc. Add +3.8% 0.42% +0.05
TEM Tempus AI Inc. Class A Add +28.9% 0.10% +0.05
BN Brookfield Corp. Add +0.6% 1.69% +0.04
PBA Pembina Pipeline Corp. Add +2.4% 0.84% +0.04
HD Home Depot Inc. Add +186.1% 0.06% +0.04
TLT iShares 20+ Year Treasury BD Add +82.5% 0.08% +0.04
WPM Wheaton Precious Metals Corp. Add +28.2% 0.09% +0.03
ILMN Illumina Inc. Add +20.2% 0.16% +0.02
GIB Cgi Inc. Add +42.6% 0.15% +0.02
FBTC Fidelity Wise Origin Bitcoin New 0.02% +0.02
AMAT Applied Materials Inc. New 0.02% +0.02
BBU Brookfield Business PT-Unit New 0.02% +0.02
APH Amphenol Corp. Class A New 0.02% +0.02
J Jacobs Solutions Inc. New 0.02% +0.02
HIG Hartford Insurance Group Inc. New 0.02% +0.02
GLD SPDR Gold Shares New 0.02% +0.02
AFL Aflac Inc. Add +0.6% 0.61% +0.02
NKE Nike Inc. Class B Add +8.4% 0.52% +0.02
EPRX Eupraxia Pharmaceuticals Inc. New 0.01% +0.01
CME Cme Group Inc. Add +13.0% 0.37% +0.01
META Meta Platforms Inc. Class A Add +18.6% 0.07% +0.01
V Visa Inc. Class A Add +20.0% 0.06% +0.01
VOO Vanguard S&P 500 ETF Add +13.0% 0.03% +0.00
COMB Graniteshares Bcom Broad STR Add +6.4% 0.10% +0.00
IBIT iShares Bitcoin Trust ETF Add +5.2% 0.08% +0.00
DBA Invesco DB Agriculture Fund Add +6.6% 0.06% +0.00
BXP BXP Inc. Add +2.0% 0.03% +0.00
BIPC Brookfield Infrastructure-A Add +8.2% 0.03% +0.00
PFE Pfizer Inc. Add +0.0% 0.15% +0.00
BLK BlackRock Inc. Add +0.3% 0.18% −0.00
QSR Restaurant Brands Intern Add +3.3% 0.05% −0.00
LLY Eli Lilly & Co. Add +0.3% 0.28% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 0.17% −0.00

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