Fund Holdings — GUARDIAN CAPITAL LP

Total Portfolio Value
$4.11B
Total Bought
$418.69M
Total Sold
$259.76M
Net Transaction
+$158.93M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q1 2026
▲▼
Q2 2026
▲▼
Change
▲▼
Q1 2026
▲▼
Q2 2026
▲▼
Weight (%)
▲▼
Change
▲▼
ROYAL BK CDA(RY)1,707,1101,596,304-110,806275,085330,4348.04%+55,349
CGI INC(GIB)1,422,5932,201,421+778,828103,671142,2413.46%+38,570
BROOKFIELD CORP(BN)2,751,8073,333,406+581,599111,153142,1713.46%+31,018
ASML HLDG NV
N Y REGISTRY SHS
38,12340,414+2,29150,35480,4011.96%+30,047
TORONTO DOMINION BK ONT(TD)1,301,7371,237,833-63,904121,186150,4513.66%+29,264
BOYD GROUP SERVICES INC(BGSI)616,6411,077,236+460,59578,470101,9642.48%+23,494
BROADCOM INC(AVGO)224,938237,790+12,85269,62189,8252.18%+20,205
NVIDIA CORPORATION(NVDA)112,438196,760+84,32219,60939,3700.96%+19,761
ALPHABET INC(GOOG)198,064207,482+9,41856,95574,1481.80%+17,193
BANK MONTREAL MEDIUM680,673614,927-65,74691,901108,6482.64%+16,747
APPLE INC(AAPL)334,688349,387+14,69984,940101,0992.46%+16,158
CANADIAN IMPERIAL BANK OF CO(CM)823,115786,905-36,21077,76190,5852.20%+12,824
SUN LIFE FINANCIAL INC.(SLF)470,211521,234+51,02329,36440,9090.99%+11,545
OPEN TEXT CORP(OTEX)4,570,6725,097,794+527,122101,530112,7892.74%+11,259
WASTE CONNECTIONS INC(WCN)5,10671,344+66,23882711,8870.29%+11,060
PARKER-HANNIFIN CORP(PH)22,72030,371+7,65120,34029,7060.72%+9,367
BANK NOVA SCOTIA B C493,081483,249-9,83234,09241,9201.02%+7,827
AMPHENOL CORP129,747136,776+7,02916,39424,1160.59%+7,723
CANADIAN NATL RY CO(CNI)421,409422,207+79843,23650,3581.22%+7,123
BROOKFIELD ASSET MANAGMT LTD(BAM)358,646512,297+153,65115,89523,0010.56%+7,106
MICROSOFT CORP(MSFT)175,523192,668+17,14564,97371,8691.75%+6,896
WW GRAINGER INC(GWW)13,04015,437+2,39714,22421,0000.51%+6,776
CANADIAN PACIFIC KANSAS CITY(CP)1,222,9101,181,757-41,15395,928102,4202.49%+6,493
MANULIFE FINL CORP(MFC)1,465,4761,380,780-84,69650,32155,9811.36%+5,659
ELI LILLY & CO(LLY)15,98016,901+92114,69820,2720.49%+5,574
TELESAT CORP(TSAT)0107,029+107,02905,4260.13%+5,426
ADVANCED MICRO DEVICES INC(AMD)09,181+9,18105,3330.13%+5,333
ABBVIE INC(ABBV)98,560105,866+7,30621,43626,6400.65%+5,204
WILLIAMS COS INC(WMB)830,532882,109+51,57760,44665,5761.59%+5,130
SUNCOR ENERGY INC NEW(SU)1,791,2672,276,146+484,879118,100122,4112.98%+4,311
VISTRA CORP(VST)72,58894,527+21,93910,91214,9950.36%+4,083
INTUITIVE SURGICAL INC13,60011,576-2,0245924,6040.11%+4,012
EQUINIX INC(EQIX)32,96134,813+1,85232,31036,2890.88%+3,979
TERADYNE INC(TER)06,692+6,69203,2380.08%+3,238
MKS INC.(MKSI)06,977+6,97703,1030.08%+3,103
UNITEDHEALTH GROUP INC(UNH)19,32219,985+6635,2288,3060.20%+3,078
ICICI BANK LIMITED(IBN)525,324550,067+24,74313,60615,9680.39%+2,363
AMAZON COM INC(AMZN)71,77071,324-44614,94816,9990.41%+2,052
HOME DEPOT INC(HD)58,40760,269+1,86219,20921,2560.52%+2,046
VERTIV HOLDINGS CO(VRT)25,03424,839-1956,2738,3170.20%+2,044
PALO ALTO NETWORKS INC(PANW)21,07915,321-5,7583,3795,2250.13%+1,845
GREENBRIER COS INC(GBX)39,33979,339+40,0002,0713,8880.09%+1,817
NUTRIEN LTD(NTR)297,949384,134+86,18522,42024,1540.59%+1,735
DARDEN RESTAURANTS INC(DRI)80,87584,820+3,94515,85517,4740.42%+1,619
JPMORGAN CHASE & CO(JPM)42,16642,546+38012,40413,9270.34%+1,523
ANALOG DEVICES INC(ADI)13,28514,346+1,0614,2265,6980.14%+1,471
APPLIED MATLS INC8,7256,125-2,6002,9824,4280.11%+1,446
LAM RESEARCH CORP(LRCX)24,59315,311-9,2825,2556,6350.16%+1,380
JOHNSON & JOHNSON(JNJ)158,358157,659-69938,70940,0410.97%+1,332
ALPHABET INC(GOOG)19,55819,586+285,6106,9200.17%+1,310
CADENCE DESIGN SYSTEM INC(CDNS)13,00913,020+113,6154,8870.12%+1,272
WEC ENERGY GROUP INC(WEC)137,339146,617+9,27815,90017,1200.42%+1,221
HUDBAY MINERALS INC(HBM)453,764452,109-1,6559,47210,6720.26%+1,201
MONOLITHIC PWR SYS INC(MPWR)3,6153,667+523,9525,0690.12%+1,117
GILDAN ACTIVEWEAR INC(GIL)1,199,0371,311,862+112,82566,56167,6111.64%+1,050
TC ENERGY CORP(TRP)282,852280,149-2,70317,62518,5460.45%+920
ORACLE CORP(ORCL)108,268114,834+6,56615,92716,8290.41%+902
ILLINOIS TOOL WKS INC(ITW)44,45246,055+1,60311,57012,4560.30%+886
UNILEVER PLC(UL)145,046151,981+6,9358,2639,1370.22%+874
AMGEN INC(AMGN)32,29933,791+1,49211,36412,2360.30%+872
META PLATFORMS INC(META)52,97755,165+2,18830,31031,0740.76%+764
HARTFORD INSURANCE GROUP INC(HIG)188,835198,454+9,61925,53626,2990.64%+763
VISA INC(V)18,37118,370-15,5526,3030.15%+750
MASTERCARD INCORPORATED(MA)59,37159,129-24229,66530,3690.74%+703
ALCON AG(ALC)30,40044,000+13,6002,2782,9780.07%+700
BANCO SANTANDER SA(SAN)274,636273,035-1,6013,0983,7680.09%+670
PROCTER & GAMBLE CO(PG)71,81075,010+3,20010,37210,9990.27%+627
REPUBLIC SVCS INC(RSG)131,982138,447+6,46528,90729,5000.72%+594
AIR PRODUCTS AND CHEMICALS I40,80142,383+1,58211,85212,4260.30%+574
ILLUMINA INC(ILMN)26,20021,400-4,8003,2293,7630.09%+533
TFI INTERNATIONAL INC(TFII)21,44619,764-1,6822,3272,8440.07%+517
SCHEIN HENRY INC(HSIC)41,47642,510+1,0343,0573,5500.09%+494
WASTE MGMT INC DEL(WM)105,388110,620+5,23224,21724,6550.60%+438
FORTIS INC(FTS)744,877728,917-15,96041,42441,7441.02%+320
TAIWAN SEMICONDUCTOR MANUFAC(TSM)2,4022,333-698121,1140.03%+302
PEMBINA PIPELINE CORP(PBA)445,859436,901-8,95819,91720,2080.49%+291
MITSUBISHI UFJ FINANCIAL GRO(MUFG)91,12991,177+481,5461,8140.04%+267
SHERWIN WILLIAMS CO(SHW)11,26611,242-243,6113,8710.09%+260
ING GROEP N.V.(ING)44,88344,88301,1691,4080.03%+239
THOMSON REUTERS CORP(TRI)02,884+2,88402350.01%+235
OSHKOSH CORP(OSK)37,22737,22705,4805,7140.14%+233
CHUBB LIMITED
COM
12,91012,996+864,2084,4280.11%+221
BROOKFIELD INFRASTRUCTURE PA
LP INT UNIT
705,360699,776-5,58425,36325,5500.62%+187
AMETEK INC9,4429,084-3582,0242,1980.05%+174
MAGNA INTL INC(MGA)53,54547,945-5,6002,9813,1520.08%+171
WABTEC(WAB)2,9783,357+3797449050.02%+161
HSBC HLDGS PLC(HSBC)2,6813,599+9182213420.01%+121
MIZUHO FINANCIAL GROUP INC(MFG)84,29981,975-2,3246697850.02%+116
BOOKING HOLDINGS INC(BKNG)1,82243,672+41,8507,6717,7840.19%+113
PARAMOUNT SKYDANCE CORP(PSKY)010,602+10,60201050.00%+105
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
23,30023,900+6001,5581,6510.04%+93
BERKSHIRE HATHAWAY INC DEL3,1553,15501,5121,5790.04%+67
ISHARES TR
ENERGY STRG & MA
49,10038,500-10,6001,6751,7350.04%+60
NATIONAL GRID PLC(NGG)6,6677,508+8415646220.02%+58
EMERA INC(EMA)8,2608,944+6844274740.01%+47
BROOKFIELD RENEWABLE ENERGY
PARTNERSHIP UNIT
11,56711,992+4253764150.01%+39
WEST FRASER TIMBER CO LTD(WFG)17,93917,747-1921,1681,2010.03%+33
THERMO FISHER SCIENTIFIC INC(TMO)2,4322,43201,1951,2190.03%+24
ASTRAZENECA PLC(AZN)170,252177,185+6,93333,57733,5980.82%+21
ATS CORPORATION(ATS)46,95546,433-5221,3191,3380.03%+19
Page 1 of 2
GUARDIAN CAPITAL LP — 13F Holdings — Q2 2026 | TickerTrail