$868 Million is the total value of GUARDIAN CAPITAL ADVISORS LP's 154 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | LINDE PLC | $742,417 | – | 2,066 | +100.0% | 0.08% | – | |
| UNP | New | UNION PAC CORP | $228,540 | – | 1,150 | +100.0% | 0.03% | – |
| FB | New | META PLATFORMS INCcl a | $221,918 | – | 1,037 | +100.0% | 0.03% | – |
| ILMN | New | ILLUMINA INC | $204,192 | – | 900 | +100.0% | 0.02% | – |
| HUM | New | HUMANA INC | $204,839 | – | 385 | +100.0% | 0.02% | – |
| DIA | New | SPDR DOW JONES INDL AVERAGEut ser 1 | $210,381 | – | 625 | +100.0% | 0.02% | – |
| PBR | New | PETROLEO BRASILEIRO SA PETROsponsored adr | $129,250 | – | 11,000 | +100.0% | 0.02% | – |
| BTEGF | New | BAYTEX ENERGY CORP | $66,955 | – | 16,687 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TORONTO DOMINION BK ONT | 42 | Q3 2023 | 7.6% |
| ROYAL BK CDA SUSTAINABL | 42 | Q3 2023 | 6.9% |
| BANK N S HALIFAX | 42 | Q3 2023 | 5.8% |
| BANK MONTREAL QUE | 42 | Q3 2023 | 4.3% |
| CDN IMPERIAL BK OF COMMERCE | 42 | Q3 2023 | 3.7% |
| CANADIAN NATL RY CO | 42 | Q3 2023 | 3.9% |
| BCE INC | 42 | Q3 2023 | 3.9% |
| ENBRIDGE INC | 42 | Q3 2023 | 2.9% |
| MICROSOFT CORP | 42 | Q3 2023 | 3.2% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.4% |
View GUARDIAN CAPITAL ADVISORS LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-10 |
View GUARDIAN CAPITAL ADVISORS LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.