Holdings of Guardian Partners Inc.
140 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 38.5 % of the equity sleeve
Sector breakdown
- Technology 20.0 %
- Financials 19.6 %
- Health care 10.0 %
- Consumer staples 7.4 %
- Industrials 7.0 %
- Utilities 7.0 %
- Consumer discretionary 6.7 %
- Communication 4.3 %
- Materials 1.9 %
- Funds 1.5 %
- Energy 0.7 %
- Real estate 0.1 %
- Unattributed 13.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 85.8 %
- NL 3.4 %
- GB 3.0 %
- TW 2.1 %
- FR 1.8 %
- AU 1.6 %
- DE 1.6 %
- DK 0.4 %
- BR 0.3 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 130 | 471.5M $ | 85.78 % |
| 2 | NL | 1 | 18.6M $ | 3.39 % |
| 3 | GB | 2 | 16.3M $ | 2.96 % |
| 4 | TW | 1 | 11.8M $ | 2.15 % |
| 5 | FR | 2 | 10.2M $ | 1.85 % |
| 6 | AU | 1 | 8.9M $ | 1.62 % |
| 7 | DE | 1 | 8.6M $ | 1.57 % |
| 8 | DK | 1 | 2.4M $ | 0.44 % |
| 9 | BR | 1 | 1.4M $ | 0.26 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | JPMorgan Chase & Co | 95,888 | 28.3M $ | |
| 2 | Microsoft Corp | 71,634 | 26.6M $ | |
| 3 | Apple Inc | 97,376 | 24.8M $ | |
| 4 | Johnson & Johnson | 96,086 | 23.5M $ | |
| 5 | iShares Trust | 165,370 | 22.9M $ | |
| 6 | ING Groep NV | 712,635 | 18.6M $ | |
| 7 | Emerson Electric Co. | 132,889 | 17.5M $ | |
| 8 | McDonald's Corp. | 54,320 | 16.9M $ | |
| 9 | Alphabet Inc | 57,036 | 16.4M $ | |
| 10 | Duke Energy Corp | 124,370 | 16.3M $ | |
| 11 | Walmart Inc | 121,299 | 15.1M $ | |
| 12 | Chevron Corp | 70,702 | 14.7M $ | |
| 13 | National Grid PLC | 171,170 | 14.5M $ | |
| 14 | Mastercard Inc | 24,658 | 12.4M $ | |
| 15 | Taiwan Semiconductor Manufacturing Co Ltd | 34,838 | 11.8M $ | |
| 16 | RTX Corp | 56,852 | 11M $ | |
| 17 | Costco Wholesale Corp | 10,360 | 10.4M $ | |
| 18 | Sanofi SA | 204,086 | 9.9M $ | |
| 19 | Mitsubishi UFJ Financial Group Inc | 558,229 | 9.5M $ | |
| 20 | Invesco KBW Bank ETF | 117,400 | 9.3M $ | |
| 21 | Texas Instruments Inc | 46,611 | 9.1M $ | |
| 22 | BHP Group Ltd | 122,177 | 8.9M $ | |
| 23 | PepsiCo Inc | 57,130 | 8.9M $ | |
| 24 | SAP SE | 50,264 | 8.6M $ | |
| 25 | American Express Co | 26,369 | 8M $ | |
| 26 | Aflac Inc | 72,588 | 8M $ | |
| 27 | State Street SPDR S&P 500 ETF Trust | 12,040 | 7.9M $ | |
| 28 | iShares Trust | 61,026 | 6.1M $ | |
| 29 | CME Group Inc | 19,910 | 5.9M $ | |
| 30 | Oracle Corp | 37,782 | 5.6M $ | |
| 31 | American Electric Power Co Inc | 41,959 | 5.5M $ | |
| 32 | Applied Materials Inc | 15,038 | 5.2M $ | |
| 33 | Starbucks Corp | 57,160 | 5.1M $ | |
| 34 | NIKE Inc | 95,518 | 5.1M $ | |
| 35 | Amazon.com Inc | 23,088 | 4.8M $ | |
| 36 | Wells Fargo & Co | 56,213 | 4.5M $ | |
| 37 | NVIDIA Corp | 20,889 | 3.7M $ | |
| 38 | UnitedHealth Group Inc | 13,243 | 3.6M $ | |
| 39 | Eli Lilly & Co | 3,638 | 3.4M $ | |
| 40 | iShares MSCI Global Gold Miners ETF | 42,000 | 3.3M $ | |
| 41 | Alphabet Inc | 11,401 | 3.3M $ | |
| 42 | QUALCOMM Inc | 24,725 | 3.2M $ | |
| 43 | Walt Disney Co/The | 32,991 | 3.2M $ | |
| 44 | Broadcom Inc | 9,928 | 3.1M $ | |
| 45 | Danaher Corp | 15,620 | 3M $ | |
| 46 | Nasdaq Inc | 32,826 | 2.8M $ | |
| 47 | Goldman Sachs Group Inc/The | 3,241 | 2.7M $ | |
| 48 | Unilever PLC | 44,618 | 2.5M $ | |
| 49 | Berkshire Hathaway Inc | 5,239 | 2.5M $ | |
| 50 | Novo Nordisk A/S | 65,512 | 2.4M $ | |
| 51 | Illumina Inc | 19,472 | 2.4M $ | |
| 52 | Intuit Inc | 5,429 | 2.4M $ | |
| 53 | Corning Inc | 15,721 | 2.1M $ | |
| 54 | iShares MSCI Brazil ETF | 55,000 | 2.1M $ | |
| 55 | Booking Holdings Inc | 478 | 2M $ | |
| 56 | Pfizer Inc | 67,721 | 1.9M $ | |
| 57 | Shell PLC | 18,601 | 1.7M $ | |
| 58 | Planet Labs PBC | 60,000 | 1.7M $ | |
| 59 | Uber Technologies Inc | 22,158 | 1.6M $ | |
| 60 | Merck & Co Inc | 12,884 | 1.6M $ | |
| 61 | Vistra Corp | 9,951 | 1.5M $ | |
| 62 | iShares Trust | 17,889 | 1.5M $ | |
| 63 | Crowdstrike Holdings Inc | 3,701 | 1.4M $ | |
| 64 | Petroleo Brasileiro SA - Petrobras | 68,001 | 1.4M $ | |
| 65 | GE Vernova Inc | 1,532 | 1.3M $ | |
| 66 | Alibaba Group Holding Ltd | 10,536 | 1.3M $ | |
| 67 | Ishares Gold Trust | 15,000 | 1.3M $ | |
| 68 | Rocket Cos Inc | 91,301 | 1.3M $ | |
| 69 | Freeport-McMoRan Inc | 22,135 | 1.3M $ | |
| 70 | Verisk Analytics Inc | 6,793 | 1.3M $ | |
| 71 | Novartis AG | 8,091 | 1.2M $ | |
| 72 | Philip Morris International Inc. | 7,441 | 1.2M $ | |
| 73 | Travelers Cos Inc/The | 3,648 | 1.1M $ | |
| 74 | SPDR Series Trust | 11,395 | 1M $ | |
| 75 | Automatic Data Processing Inc | 5,127 | 1M $ | |
| 76 | Rocket Lab Corp | 16,000 | 1M $ | |
| 77 | State Street Health Care Select Sector SPDR ETF | 7,000 | 1M $ | |
| 78 | Morgan Stanley | 6,209 | 1M $ | |
| 79 | Altria Group, Inc. | 14,251 | 940.7K $ | |
| 80 | Elevance Health Inc | 2,960 | 868.7K $ | |
| 81 | Cummins Inc | 1,584 | 852.2K $ | |
| 82 | iShares Core U.S. Aggregate Bond ETF | 8,353 | 830.4K $ | |
| 83 | Union Pacific Corp | 3,350 | 813.2K $ | |
| 84 | ServiceNow Inc | 7,756 | 813.2K $ | |
| 85 | Home Depot Inc/The | 2,462 | 810.4K $ | |
| 86 | Bank of America Corp | 15,165 | 741.2K $ | |
| 87 | MP Materials Corp | 14,901 | 721.2K $ | |
| 88 | Procter & Gamble Co/The | 4,768 | 689.1K $ | |
| 89 | iShares iBoxx USD Investment Grade Corporate Bond ETF | 6,157 | 671.7K $ | |
| 90 | Visa Inc | 2,173 | 658.7K $ | |
| 91 | Meta Platforms Inc | 1,135 | 651K $ | |
| 92 | Boeing Co/The | 3,226 | 643.9K $ | |
| 93 | Colgate-Palmolive Co | 7,461 | 636.7K $ | |
| 94 | Vanguard Total Stock Market ETF | 1,976 | 635.5K $ | |
| 95 | Pampa Energia SA | 7,000 | 619.5K $ | |
| 96 | Snowflake Inc | 3,801 | 575K $ | |
| 97 | Blackrock Inc | 591 | 569K $ | |
| 98 | Ishares Inc | 293 | 553.4K $ | |
| 99 | Roper Technologies Inc | 1,557 | 552K $ | |
| 100 | Cisco Systems, Inc. | 6,906 | 536.7K $ | |