GUARDIAN CAPITAL LP
Comparing Q1 2026 vs Q4 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| MDA SPACE LTD | 0 | 3,557,734 | +3,557,734 | 0 | 89,838,806 | +89,838,806 |
| CANADIAN NAT RES LTD MED TER | 3,310,091 | 3,453,521 | +143,430 | 112,170,079 | 167,906,130 | +55,736,051 |
| SHOPIFY INC | 44,590 | 523,837 | +479,247 | 7,183,024 | 61,957,318 | +54,774,294 |
| ASTRAZENECA PLC | 0 | 170,252 | +170,252 | 0 | 33,577,099 | +33,577,099 |
| SUNCOR ENERGY INC NEW | 1,989,193 | 1,791,267 | -197,926 | 88,331,247 | 118,100,016 | +29,768,769 |
| COSTCO WHOLESALE CORPORATION | 56,015 | 64,856 | +8,841 | 48,303,976 | 64,624,464 | +16,320,488 |
| WILLIAMS COS INC | 738,403 | 830,532 | +92,129 | 44,385,404 | 60,446,119 | +16,060,715 |
| TOTALENERGIES SE | 538,757 | 551,137 | +12,380 | 35,245,483 | 50,142,444 | +14,896,961 |
| BROOKFIELD ASSET MANAGMT LTD | 40,701 | 358,646 | +317,945 | 2,133,101 | 15,894,991 | +13,761,890 |
| AMPHENOL CORP | 19,547 | 129,747 | +110,200 | 2,641,581 | 16,393,534 | +13,751,953 |
| RESTAURANT BRANDS INTL INC | 881,913 | 979,526 | +97,613 | 60,208,449 | 72,252,809 | +12,044,360 |
| EQUINIX INC | 27,690 | 32,961 | +5,271 | 21,214,970 | 32,309,691 | +11,094,721 |
| ASML HLDG NV | 36,767 | 38,123 | +1,356 | 39,335,543 | 50,354,002 | +11,018,459 |
| NVIDIA CORPORATION | 47,025 | 112,438 | +65,413 | 8,770,163 | 19,609,187 | +10,839,024 |
| VISTRA CORP | 8,121 | 72,588 | +64,467 | 1,310,161 | 10,912,154 | +9,601,993 |
| JOHNSON & JOHNSON | 142,938 | 158,358 | +15,420 | 29,581,019 | 38,709,029 | +9,128,010 |
| AMAZON COM INC | 28,361 | 71,770 | +43,409 | 6,546,286 | 14,947,538 | +8,401,252 |
| APPLE INC | 283,872 | 334,688 | +50,816 | 77,173,442 | 84,940,467 | +7,767,025 |
| SHELL PLC | 325,130 | 337,067 | +11,937 | 23,890,552 | 31,347,231 | +7,456,679 |
| BOYD GROUP SERVICES INC | 448,067 | 616,641 | +168,574 | 71,405,269 | 78,470,334 | +7,065,065 |
| JPMORGAN CHASE & CO | 16,980 | 42,166 | +25,186 | 5,471,295 | 12,403,550 | +6,932,255 |
| PARKER-HANNIFIN CORP | 15,686 | 22,720 | +7,034 | 13,787,367 | 20,339,852 | +6,552,485 |
| ALPHABET INC | 161,081 | 198,064 | +36,983 | 50,418,353 | 56,955,284 | +6,536,931 |
| TJX COS INC NEW | 147,759 | 182,379 | +34,620 | 22,697,260 | 29,125,927 | +6,428,667 |
| BROADCOM INC | 183,521 | 224,938 | +41,417 | 63,516,618 | 69,620,560 | +6,103,942 |
| WEC ENERGY GROUP INC | 97,018 | 137,339 | +40,321 | 10,231,518 | 15,899,737 | +5,668,219 |
| AIR PRODUCTS AND CHEMICALS I | 25,922 | 40,801 | +14,879 | 6,403,252 | 11,852,283 | +5,449,031 |
| WHEATON PRECIOUS METALS CORP | 332,289 | 339,568 | +7,279 | 39,083,135 | 44,430,595 | +5,347,460 |
| CANADIAN PACIFIC KANSAS CITY | 1,230,640 | 1,222,910 | -7,730 | 90,645,216 | 95,927,740 | +5,282,524 |
| ILLINOIS TOOL WKS INC | 26,689 | 44,452 | +17,763 | 6,573,501 | 11,570,411 | +4,996,910 |
| LAM RESEARCH CORP | 1,659 | 24,593 | +22,934 | 283,987 | 5,254,540 | +4,970,553 |
| ROGERS COMMUNICATIONS INC | 627,572 | 737,820 | +110,248 | 23,700,346 | 28,285,171 | +4,584,825 |
| MCDONALDS CORP | 123,635 | 135,886 | +12,251 | 37,786,565 | 42,232,010 | +4,445,445 |
| META PLATFORMS INC | 39,349 | 52,977 | +13,628 | 25,973,881 | 30,309,731 | +4,335,850 |
| VERTIV HOLDINGS CO | 12,301 | 25,034 | +12,733 | 1,992,885 | 6,273,020 | +4,280,135 |
| ANALOG DEVICES INC | 0 | 13,285 | +13,285 | 0 | 4,226,490 | +4,226,490 |
| WASTE MGMT INC DEL | 91,428 | 105,388 | +13,960 | 20,087,646 | 24,217,109 | +4,129,463 |
| MOTOROLA SOLUTIONS INC | 25,414 | 31,945 | +6,531 | 9,741,695 | 13,863,172 | +4,121,477 |
| BROOKFIELD INFRASTRUCTURE PA | 611,953 | 705,360 | +93,407 | 21,281,637 | 25,362,735 | +4,081,098 |
| REPUBLIC SVCS INC | 117,768 | 131,982 | +14,214 | 24,958,572 | 28,906,697 | +3,948,125 |
| HARTFORD INSURANCE GROUP INC | 157,070 | 188,835 | +31,765 | 21,644,246 | 25,536,157 | +3,891,911 |
| STANTEC INC | 294,684 | 366,389 | +71,705 | 27,820,885 | 31,573,173 | +3,752,288 |
| CANADIAN NATL RY CO | 399,231 | 421,409 | +22,178 | 39,504,051 | 43,235,528 | +3,731,477 |
| DARDEN RESTAURANTS INC | 66,528 | 80,875 | +14,347 | 12,242,483 | 15,854,735 | +3,612,252 |
| AFLAC INC | 28,716 | 60,890 | +32,174 | 3,166,513 | 6,680,242 | +3,513,729 |
| BANK MONTREAL MEDIUM | 680,733 | 680,673 | -60 | 88,447,159 | 91,900,976 | +3,453,817 |
| MONOLITHIC PWR SYS INC | 581 | 3,615 | +3,034 | 526,595 | 3,952,460 | +3,425,865 |
| VISA INC | 6,083 | 18,371 | +12,288 | 2,133,369 | 5,552,451 | +3,419,082 |
| CHUBB LTD SWITZ | 2,745 | 12,910 | +10,165 | 856,769 | 4,207,756 | +3,350,987 |
| AMGEN INC | 24,777 | 32,299 | +7,522 | 8,109,760 | 11,364,403 | +3,254,643 |
| ABBVIE INC | 79,700 | 98,560 | +18,860 | 18,210,653 | 21,435,814 | +3,225,161 |
| NETFLIX INC. | 11,453 | 43,485 | +32,032 | 1,073,833 | 4,181,083 | +3,107,250 |
| FORTIS INC | 737,570 | 744,877 | +7,307 | 38,365,038 | 41,424,459 | +3,059,421 |
| ALLEGION PLC | 0 | 20,596 | +20,596 | 0 | 2,992,393 | +2,992,393 |
| WW GRAINGER INC | 11,138 | 13,040 | +1,902 | 11,238,798 | 14,224,163 | +2,985,365 |
| PEMBINA PIPELINE CORP | 446,491 | 445,859 | -632 | 17,031,033 | 19,916,771 | +2,885,738 |
| ENBRIDGE INC | 1,342,206 | 1,240,899 | -101,307 | 64,258,393 | 66,999,921 | +2,741,528 |
| HOME DEPOT INC | 48,088 | 58,407 | +10,319 | 16,547,081 | 19,209,478 | +2,662,397 |
| SHERWIN WILLIAMS CO | 3,220 | 11,266 | +8,046 | 1,043,377 | 3,611,317 | +2,567,940 |
| WALMART INC | 2,090 | 22,301 | +20,211 | 232,847 | 2,771,569 | +2,538,722 |
| CENOVUS ENERGY INC | 239,597 | 239,597 | 0 | 4,058,698 | 6,338,633 | +2,279,935 |
| ELI LILLY & CO | 11,615 | 15,980 | +4,365 | 12,482,408 | 14,697,925 | +2,215,517 |
| GREENBRIER COS INC | 0 | 39,339 | +39,339 | 0 | 2,071,198 | +2,071,198 |
| CHEVRON CORPORATION | 18,454 | 23,454 | +5,000 | 2,812,574 | 4,852,633 | +2,040,059 |
| TC ENERGY CORP | 283,494 | 282,852 | -642 | 15,618,104 | 17,625,173 | +2,007,069 |
| CADENCE DESIGN SYSTEM INC | 6,518 | 13,009 | +6,491 | 2,037,396 | 3,614,811 | +1,577,415 |
| PALO ALTO NETWORKS INC | 9,904 | 21,079 | +11,175 | 1,824,316 | 3,379,385 | +1,555,069 |
| AMETEK INC | 2,502 | 9,442 | +6,940 | 513,686 | 2,023,987 | +1,510,301 |
| MOODYS CORP | 2,442 | 6,289 | +3,847 | 1,247,496 | 2,743,577 | +1,496,081 |
| PALANTIR TECHNOLOGIES INC | 10,568 | 22,187 | +11,619 | 1,878,462 | 3,245,515 | +1,367,053 |
| INTUITIVE SURGICAL INC | 7,260 | 11,732 | +4,472 | 4,111,773 | 5,408,335 | +1,296,562 |
| EMERSON ELEC CO | 29,286 | 39,360 | +10,074 | 3,886,838 | 5,156,947 | +1,270,109 |
| MITSUBISHI UFJ FINANCIAL GRO | 33,625 | 91,129 | +57,504 | 533,292 | 1,546,459 | +1,013,167 |
| STARBUCKS CORP | 26,644 | 35,644 | +9,000 | 2,243,691 | 3,193,346 | +949,655 |
| OSHKOSH CORP | 37,227 | 37,227 | 0 | 4,676,828 | 5,480,187 | +803,359 |
| DUKE ENERGY CORP NEW | 28,566 | 30,966 | +2,400 | 3,348,221 | 4,054,688 | +706,467 |
| SERVICENOW INC | 16,783 | 30,661 | +13,878 | 2,570,988 | 3,205,608 | +634,620 |
| ISHARES TR | 29,500 | 36,500 | +7,000 | 2,376,327 | 2,903,940 | +527,613 |
| BANCO SANTANDER SA | 228,126 | 274,636 | +46,510 | 2,675,918 | 3,097,894 | +421,976 |
| DESCARTES SYS GROUP INC | 150,501 | 190,877 | +40,376 | 13,209,290 | 13,628,307 | +419,017 |
| TEXAS INSTRS INC | 19,155 | 18,971 | -184 | 3,323,201 | 3,683,030 | +359,829 |
| HSBC HLDGS PLC | 0 | 2,681 | +2,681 | 0 | 221,156 | +221,156 |
| SANOFI SA | 120,355 | 125,277 | +4,922 | 5,832,403 | 6,035,846 | +203,443 |
| MASTERCARD INCORPORATED(Put) | 3,600 | 2,800 | -800 | 37,066 | 227,803 | +190,737 |
| UNITEDHEALTH GROUP INC(Put) | 4,500 | 4,100 | -400 | 78,598 | 268,635 | +190,037 |
| ACCENTURE PLC IRELAND(Put) | 4,100 | 3,300 | -800 | 32,555 | 189,317 | +156,762 |
| PATTERSON-UTI ENERGY INC | 0 | 13,922 | +13,922 | 0 | 150,775 | +150,775 |
| SUN LIFE FINANCIAL INC. | 467,976 | 470,211 | +2,235 | 29,226,754 | 29,363,970 | +137,216 |
| EQUINOX GOLD CORP | 357,019 | 357,019 | 0 | 5,024,198 | 5,139,535 | +115,337 |
| NATIONAL GRID PLC | 5,812 | 6,667 | +855 | 449,558 | 564,028 | +114,470 |
| WABTEC | 2,978 | 2,978 | 0 | 635,654 | 744,232 | +108,578 |
| ADOBE INC(Put) | 2,500 | 2,900 | +400 | 75,209 | 163,078 | +87,869 |
| BOOKING HOLDINGS INC(Put) | 400 | 300 | -100 | 88,745 | 176,542 | +87,797 |
| NIKE INC(Put) | 19,100 | 15,700 | -3,400 | 110,797 | 188,645 | +77,848 |
| WEST FRASER TIMBER LTD | 17,980 | 17,939 | -41 | 1,099,069 | 1,167,948 | +68,879 |
| BROOKFIELD RENEWABLE ENERGY | 11,567 | 11,567 | 0 | 312,720 | 376,132 | +63,412 |
| WASTE CONNECTIONS INC | 4,381 | 5,106 | +725 | 768,711 | 826,956 | +58,245 |
| YUM CHINA HLDGS INC(Put) | 44,100 | 37,200 | -6,900 | 115,178 | 167,594 | +52,416 |
| MICROSOFT CORP(Put) | 3,700 | 2,800 | -900 | 173,134 | 209,319 | +36,185 |
| MIZUHO FINANCIAL GROUP INC | 87,214 | 84,299 | -2,915 | 638,406 | 669,334 | +30,928 |