Fund HoldingsGUARDIAN CAPITAL LP

Total Portfolio Value
$3.37B
Total Bought
$650.83M
Total Sold
$414.93M
Net Transaction
+$235.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
BOYD GROUP SERVICES INC(BGSI)0448,067+448,067071,4052.12%+71,405
ROYAL BK CDA(RY)1,579,8831,767,408+187,525232,906301,4478.94%+68,541
TORONTO DOMINION BK ONT(TD)793,6131,319,972+526,35963,471124,4643.69%+60,993
GILDAN ACTIVEWEAR INC(GIL)323,6871,221,049+897,36218,70476,3572.26%+57,653
CGI INC(GIB)01,292,690+1,292,6900119,4603.54%+119,460
CANADIAN PACIFIC KANSAS CITY(CP)01,230,640+1,230,640090,6452.69%+90,645
TOTALENERGIES SE(TTE)0538,757+538,757035,2451.05%+35,245
CANADIAN NAT RES LTD(CNQ)2,456,2633,310,091+853,82878,557112,1703.33%+33,613
MANULIFE FINL CORP(MFC)01,516,983+1,516,983055,2321.64%+55,232
ENBRIDGE INC(ENB)868,3381,342,206+473,86843,81664,2581.91%+20,442
BARRICK MNG CORP(B)597,422897,066+299,64419,62639,0961.16%+19,469
ORACLE CORP(ORCL)089,026+89,026017,3520.51%+17,352
NUTRIEN LTD(NTR)0526,741+526,741032,5280.96%+32,528
ALPHABET INC(GOOG)141,006161,081+20,07534,27950,4181.50%+16,140
AGNICO EAGLE MINES LTD(AEM)940,7281,024,503+83,775158,478173,8205.15%+15,341
HUDBAY MINERALS INC(HBM)0601,889+601,889011,9650.35%+11,965
DESCARTES SYS GROUP INC(DSGX)0150,501+150,501013,2090.39%+13,209
SUNCOR ENERGY INC NEW(SU)1,867,8601,989,193+121,33378,18388,3312.62%+10,148
UNILEVER PLC(UL)0140,642+140,64209,1980.27%+9,198
CANADIAN NATL RY CO(CNI)0399,231+399,231039,5041.17%+39,504
EQUINOX GOLD CORP(EQX)0357,019+357,01905,0240.15%+5,024
OSHKOSH CORP(OSK)037,227+37,22704,6770.14%+4,677
BANK NOVA SCOTIA HALIFAX496,676496,719+4332,12336,6521.09%+4,529
MCDONALDS CORP(MCD)110,436123,635+13,19933,56037,7871.12%+4,226
APPLE INC(AAPL)286,722283,872-2,85073,00877,1732.29%+4,165
CENOVUS ENERGY INC(CVE)0239,597+239,59704,0590.12%+4,059
ELI LILLY & CO(LLY)11,63611,615-218,87812,4820.37%+3,604
HENRY SCHEIN INC(HSIC)041,476+41,47603,1350.09%+3,135
TECK RESOURCES LTD(TECK)925,851900,873-24,97840,62343,2081.28%+2,585
ASML HOLDING N V
N Y REGISTRY SHS
38,10836,767-1,34136,89239,3361.17%+2,444
FORTIS INC(FTS)711,833737,570+25,73736,11338,3651.14%+2,252
ROGERS COMMUNICATIONS INC(RCI)623,545627,572+4,02721,47023,7000.70%+2,230
JOHNSON & JOHNSON(JNJ)147,984142,938-5,04627,43929,5810.88%+2,142
SUN LIFE FINANCIAL INC.(SLF)452,127467,976+15,84927,15629,2270.87%+2,071
PARKER-HANNIFIN CORP(PH)15,74615,686-6011,93813,7870.41%+1,850
BROOKFIELD CORP(BN)1,743,5972,642,075+898,478119,661121,3673.60%+1,706
BERKSHIRE HATHAWAY INC DEL03,155+3,15501,5860.05%+1,586
WHEATON PRECIOUS METALS CORP(WPM)335,706332,289-3,41737,57639,0831.16%+1,507
BROOKFIELD INFRASTRUCTURE CO(BIPC)0303,852+303,852013,8010.41%+13,801
THERMO FISHER SCIENTIFIC INC(TMO)02,432+2,43201,4090.04%+1,409
JPMORGAN CHASE & CO.(JPM)13,03316,980+3,9474,1115,4710.16%+1,360
ATS CORPORATION(ATS)047,063+47,06301,2980.04%+1,298
AUTOZONE INC(AZO)0382+38201,2960.04%+1,296
ING GROEP N.V.(ING)044,883+44,88301,2570.04%+1,257
WEST FRASER TIMBER CO LTD(WFG)017,980+17,98001,0990.03%+1,099
TFI INTL INC(TFII)30,04635,746+5,7002,6453,6970.11%+1,052
GRANITE REAL ESTATE INVT TR(GRTUF)271,986269,961-2,02515,11616,0790.48%+963
INTUITIVE SURGICAL INC07,260+7,26004,1120.12%+4,112
AMGEN INC(AMGN)25,36624,777-5897,1588,1100.24%+951
ZIMMER BIOMET HOLDINGS INC(ZBH)010,484+10,48409430.03%+943
DECKERS OUTDOOR CORP(DECK)08,608+8,60808920.03%+892
AMAZON COM INC(AMZN)028,361+28,36106,5460.19%+6,546
CHUBB LIMITED
COM
02,745+2,74508570.03%+857
ALCON AG(ALC)038,200+38,20003,0500.09%+3,050
TJX COS INC NEW(TJX)151,824147,759-4,06521,94522,6970.67%+753
NVIDIA CORPORATION(NVDA)43,01647,025+4,0098,0268,7700.26%+744
APPLIED MATLS INC15,15014,850-3003,1023,8160.11%+714
VERTIV HOLDINGS CO(VRT)8,50512,301+3,7961,2831,9930.06%+710
MAGNA INTL INC(MGA)66,44571,945+5,5003,1493,8370.11%+688
DANAHER CORPORATION(DHR)12,65213,852+1,2002,5083,1710.09%+663
WABTEC(WAB)02,978+2,97806360.02%+636
ISHARES TR013,500+13,50005920.02%+592
BROADCOM INC(AVGO)0183,521+183,521063,5171.88%+63,517
PALANTIR TECHNOLOGIES INC(PLTR)7,37610,568+3,1921,3461,8780.06%+533
AMPHENOL CORP NEW17,35319,547+2,1942,1472,6420.08%+494
PALO ALTO NETWORKS INC(PANW)6,7489,904+3,1561,3741,8240.05%+450
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,3332,653+1,3203728060.02%+434
VISA INC(V)06,083+6,08302,1330.06%+2,133
VISTRA CORP(VST)08,121+8,12101,3100.04%+1,310
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
0611,953+611,953021,2820.63%+21,282
MOODYS CORP(MCO)02,442+2,44201,2470.04%+1,247
BANCO SANTANDER SA(SAN)228,126228,12602,3912,6760.08%+285
LAM RESEARCH CORP(LRCX)01,659+1,65902840.01%+284
WALMART INC(WMT)02,090+2,09002330.01%+233
AMETEK INC02,502+2,50205140.02%+514
STARBUCKS CORP(SBUX)026,644+26,64402,2440.07%+2,244
ALPHABET INC(GOOG)24,12819,177-4,9515,8766,0180.18%+141
AMERICAN EXPRESS CO(AXP)9,5888,988-6003,1853,3250.10%+140
BROOKFIELD ASSET MANAGMT LTD(BAM)040,701+40,70102,1330.06%+2,133
EMERSON ELEC CO(EMR)029,286+29,28603,8870.12%+3,887
AFLAC INC(AFL)27,52228,716+1,1943,0743,1670.09%+92
INTUIT(INTU)05,463+5,46303,6190.11%+3,619
MONOLITHIC PWR SYS INC(MPWR)488581+934495270.02%+77
SHERWIN WILLIAMS CO(SHW)03,220+3,22001,0430.03%+1,043
MICROSOFT CORP(MSFT)(Put)03,700+3,7000173+173
ALGONQUIN PWR UTILS CORP076,301+76,30104690.01%+469
PLAYTIKA HLDG CORP(PLTK)014,794+14,7940580.00%+58
NETFLIX INC(NFLX)011,453+11,45301,0740.03%+1,074
MIZUHO FINANCIAL GROUP INC(MFG)87,21487,21405846380.02%+54
ICICI BANK LIMITED(IBN)0478,281+478,281014,2530.42%+14,253
ISHARES TR109,800106,700-3,1001,7001,7510.05%+51
ROPER TECHNOLOGIES INC(ROP)07,105+7,10503,1630.09%+3,163
AUTOMATIC DATA PROCESSING IN(Put)03,500+3,5000110+110
CRH PLC
ORD
7,6637,66309199560.03%+38
ARDAGH METAL PACKAGING S A
SHS
019,983+19,9830820.00%+82
APPLE INC(Put)01,900+1,900042+42
NATIONAL GRID PLC(NGG)5,8125,81204224500.01%+27
NIKE INC(NKE)(Put)019,100+19,1000111+111
HOME DEPOT INC(HD)(Put)0500+500022+22
EMERA INC(EMA)08,260+8,26004070.01%+407
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