Fund HoldingsGUARDIAN CAPITAL LP

Total Portfolio Value
$2.65B
Total Bought
$144.21M
Total Sold
$311.18M
Net Transaction
-$166.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
ALPHABET INC(GOOG)92,803159,453+66,65014,00729,0441.10%+15,038
AGNICO EAGLE MINES LTD(AEM)01,398,039+1,398,039091,4213.45%+91,421
ROYAL BK CDA(RY)01,829,309+1,829,3090194,7157.34%+194,715
CANADIAN IMPERIAL BK COMM TO(CM)765,225996,700+231,47538,83147,3821.79%+8,551
ICICI BANK LIMITED(IBN)28,419319,148+290,7297519,1950.35%+8,444
APPLE INC(AAPL)0239,821+239,821050,5111.90%+50,511
RESTAURANT BRANDS INTL INC(QSR)1,029,8951,263,100+233,20581,86688,9853.36%+7,119
COSTCO WHSL CORP NEW(COST)50,75851,952+1,19437,18744,1591.67%+6,972
ASML HOLDING N V
N Y REGISTRY SHS
28,31333,133+4,82027,47733,8861.28%+6,409
MICROSOFT CORP(MSFT)134,085136,776+2,69156,41261,1322.31%+4,720
NOVO-NORDISK A S(NVO)211,233209,858-1,37527,12229,9551.13%+2,833
BROOKFIELD INFRASTRUCTURE CO(BIPC)278,240379,253+101,01310,03412,7630.48%+2,730
ARM HOLDINGS PLC016,525+16,52502,7040.10%+2,704
WILLIAMS COS INC(WMB)680,194677,114-3,08026,50728,7771.09%+2,270
INTUITIVE SURGICAL INC1,7596,182+4,4237022,7500.10%+2,048
ALPHABET INC(GOOG)13,62122,369+8,7482,0744,1030.15%+2,029
GRANITE REAL ESTATE INVT TR217,383284,749+67,36612,41914,1070.53%+1,688
META PLATFORMS INC(META)03,344+3,34401,6860.06%+1,686
EQUINIX INC(EQIX)12,00815,100+3,0929,91111,4250.43%+1,514
SHELL PLC(SHEL)310,865309,522-1,34320,84022,3410.84%+1,501
DANAHER CORPORATION(DHR)05,002+5,00201,2500.05%+1,250
BARRICK GOLD CORP0970,377+970,377016,1830.61%+16,183
ELI LILLY & CO(LLY)9211,850+9297171,6750.06%+958
SERVICENOW INC(NOW)1,5072,555+1,0481,1492,0100.08%+861
SYNOPSYS INC(SNPS)1,5432,877+1,3348821,7120.06%+830
ASTRAZENECA PLC(AZN)52,27455,979+3,7053,5424,3660.16%+824
CADENCE DESIGN SYSTEM INC(CDNS)1,8744,371+2,4975831,3450.05%+762
VERISK ANALYTICS INC(VRSK)018,966+18,96605,1120.19%+5,112
UNILEVER PLC(UL)150,421149,669-7527,5508,2300.31%+681
AMGEN INC(AMGN)023,119+23,11907,2240.27%+7,224
AIR PRODS & CHEMS INC047,498+47,498012,2570.46%+12,257
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
8,53813,503+4,9659791,5610.06%+582
PARKER-HANNIFIN CORP(PH)7621,851+1,0894249360.04%+513
COLGATE PALMOLIVE CO(CL)66,82066,720-1006,0176,4750.24%+457
TEXAS INSTRS INC(TXN)16,05516,05502,7973,1230.12%+326
FACTSET RESH SYS INC(FDS)02,363+2,36309650.04%+965
MOTOROLA SOLUTIONS INC(MSI)0696+69602690.01%+269
AGILENT TECHNOLOGIES INC(A)05,818+5,81807540.03%+754
PEMBINA PIPELINE CORP(PBA)509,626492,185-17,44118,00518,2580.69%+253
NIKE INC(NKE)(Put)0116+1160242+242
BROOKFIELD RENEWABLE CORP(BEPC)0520,614+520,614014,7470.56%+14,747
VISA INC(V)2,6913,724+1,0337519770.04%+226
ACCENTURE PLC IRELAND(Put)
SHS CLASS A
052+520225+225
MONOLITHIC PWR SYS INC(MPWR)0373+37302240.01%+224
REPUBLIC SVCS INC(RSG)110,616110,068-54821,17621,3910.81%+214
WASTE CONNECTIONS INC(WCN)26,70327,353+6504,5954,7980.18%+203
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
0425,920+425,920010,5360.40%+10,536
PROCTER AND GAMBLE CO(PG)67,96667,693-27311,02711,1640.42%+136
YUM CHINA HLDGS INC(YUMC)(Put)260232-28218352+133
HEALTHCARE SVCS GROUP INC(HCSG)011,956+11,95601260.00%+126
ROPER TECHNOLOGIES INC(ROP)05,378+5,37803,0310.11%+3,031
HECLA MNG CO(HL)022,062+22,06201070.00%+107
DUKE ENERGY CORP NEW(DUK)025,766+25,76602,5830.10%+2,583
NVIDIA CORPORATION(NVDA)5,44740,168+34,7214,9224,9620.19%+41
JPMORGAN CHASE & CO.(JPM)14,00414,069+652,8052,8460.11%+41
AMERICAN EXPRESS CO(AXP)10,38810,38802,3652,4050.09%+40
AMAZON COM INC(AMZN)24,65023,092-1,5584,4464,4630.17%+16
MANULIFE FINL CORP(MFC)1,391,9021,307,281-84,62134,79634,8041.31%+8
ISHARES TR50,79851,318+5201,3521,3560.05%+4
DESCARTES SYS GROUP INC(DSGX)32,10430,348-1,7562,9392,9400.11%0
RTX CORPORATION(RTX)20,98320,378-6052,0462,0460.08%-1
AFLAC INC(AFL)27,62226,422-1,2002,3722,3600.09%-12
CHEVRON CORP NEW(CVX)012,554+12,55401,9640.07%+1,964
ISHARES TR033,500+33,50002,5840.10%+2,584
LUMEN TECHNOLOGIES INC(LUMN)000000
STARBUCKS CORP(SBUX)023,244+23,24401,8100.07%+1,810
METHANEX CORP(MEOH)04,187+4,18702020.01%+202
CONDUENT INC000000
ALGONQUIN PWR UTILS CORP083,701+83,70104920.02%+492
IMPERIAL OIL LTD(IMO)57,68957,68903,9833,9330.15%-50
SANOFI(SNY)0112,497+112,49705,4580.21%+5,458
TOYOTA MOTOR CORP(TM)1,2571,25703162580.01%-59
PEPSICO INC(PEP)20,08620,839+7533,5153,4370.13%-78
WASTE MGMT INC DEL(WM)85,90585,455-45018,31118,2310.69%-80
EMERSON ELEC CO(EMR)25,56325,56302,8992,8160.11%-83
THOMSON REUTERS CORP.(TRI)218,538201,494-17,04434,04233,9581.28%-84
CRH PLC
ORD
9,5119,51108207130.03%-107
EOG RES INC(EOG)044,656+44,65605,6210.21%+5,621
COLLIERS INTL GROUP INC(CIGI)015,709+15,70901,7540.07%+1,754
AUTOMATIC DATA PROCESSING IN19,95119,851-1004,9834,7380.18%-244
STERIS PLC(STE)000000
YUM CHINA HLDGS INC(YUMC)76,52589,090+12,5653,0452,7480.10%-297
WEC ENERGY GROUP INC(WEC)077,875+77,87506,1100.23%+6,110
HARTFORD FINL SVCS GROUP INC(HIG)109,886109,215-67111,32410,9800.41%-343
TECK RESOURCES LTD(TECK)563,825531,000-32,82525,83225,4410.96%-391
MAGNA INTL INC(MGA)055,545+55,54502,3280.09%+2,328
BROOKFIELD ASSET MANAGMT LTD(BAM)056,401+56,40102,1470.08%+2,147
MARKETAXESS HLDGS INC(MKTX)025,074+25,07405,0280.19%+5,028
MONGODB INC(MDB)000000
GRAINGER W W INC(GWW)10,99211,764+77211,18210,6140.40%-568
IDEXX LABS INC(IDXX)000000
BOOKING HOLDINGS INC(BKNG)3,1872,762-42511,56210,9420.41%-620
WATERS CORP(WAT)11,93411,93404,1083,4620.13%-646
ILLUMINA INC(ILMN)23,06323,06303,1672,4070.09%-760
ILLINOIS TOOL WKS INC(ITW)24,29524,190-1056,5195,7320.22%-787
SHOPIFY INC(SHOP)118,037125,619+7,5829,1158,3000.31%-815
ABBVIE INC(ABBV)74,46474,285-17913,56012,7410.48%-819
SHERWIN WILLIAMS CO(SHW)4,6482,621-2,0271,6147820.03%-832
TOTALENERGIES SE(TTE)346,636345,014-1,62223,85923,0060.87%-853
POOL CORP(POOL)000000
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