Guardian Partners Inc. Portfolio Holdings by Sector

Guardian Partners Inc.

$983 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Diversified \| Financial Services RY TD BMO BNS JPM CM ING MUFG 10 stocks	$236 Million 25.43% of portfolio	10	-	10	-	0 Calls 0 Puts
ETFs \| ETFs KBWB VUG DFEM TIP SPY XMMO URTH VEA 25 stocks	$74.1 Million 7.98% of portfolio	25	-	25	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ENB TRP PBA 3 stocks	$51.8 Million 5.58% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL PLTR SQ PANW 5 stocks	$42.1 Million 4.53% of portfolio	5	-	5	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK FTS NGG AEP NEE 5 stocks	$41 Million 4.42% of portfolio	5	-	5	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy IMO CVX SU TTE CVE 5 stocks	$39.7 Million 4.28% of portfolio	5	-	5	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ SNY PFE LLY AZN MRK NVS 7 stocks	$33.1 Million 3.57% of portfolio	7	-	7	-	0 Calls 0 Puts
Telecom Services \| Communication Services TU RCI BCE T 4 stocks	$28.6 Million 3.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Semiconductors \| Technology TSM TXN QCOM NVDA AVGO 5 stocks	$25.3 Million 2.73% of portfolio	5	-	5	-	0 Calls 0 Puts
Railroads \| Industrials CNI UNP 2 stocks	$23.7 Million 2.56% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$23.2 Million 2.5% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology SAP OTEX INTU SHOP CRM 5 stocks	$22.9 Million 2.47% of portfolio	5	-	5	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$22.2 Million 2.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA AXP V COF 4 stocks	$21.2 Million 2.28% of portfolio	4	-	4	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX QSR 3 stocks	$20.5 Million 2.21% of portfolio	3	-	3	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CNQ 1 stocks	$18.5 Million 2.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials EMR ETN ROP 3 stocks	$17.4 Million 1.88% of portfolio	3	-	3	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO ABCL 2 stocks	$16.3 Million 1.76% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$14.9 Million 1.61% of portfolio	3	-	3	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials NTR 1 stocks	$14.6 Million 1.57% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services AFL MFC PRU 3 stocks	$12.9 Million 1.39% of portfolio	3	-	3	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$12.9 Million 1.39% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$12.3 Million 1.32% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services SLF BRK-B 2 stocks	$11.2 Million 1.21% of portfolio	2	-	2	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR ILMN WAT 3 stocks	$7.59 Million 0.82% of portfolio	3	-	3	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MGA 1 stocks	$7.26 Million 0.78% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME NDAQ 2 stocks	$6.63 Million 0.71% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$6.4 Million 0.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE ONON 2 stocks	$6.36 Million 0.69% of portfolio	2	-	2	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials BHP TECK 2 stocks	$6.02 Million 0.65% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$5.95 Million 0.64% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials AEM FNV HL 3 stocks	$4.8 Million 0.52% of portfolio	3	-	3	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL PG CL 3 stocks	$3.49 Million 0.38% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$3.44 Million 0.37% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities BIP 1 stocks	$3.24 Million 0.35% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MKTX 1 stocks	$2.99 Million 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials WCN 1 stocks	$2.63 Million 0.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN JD 2 stocks	$2.51 Million 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$2.47 Million 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities BEP AQN 2 stocks	$2.16 Million 0.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Information Technology Services \| Technology GIB ACN 2 stocks	$2.11 Million 0.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG 1 stocks	$1.82 Million 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK 1 stocks	$1.68 Million 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate BXP 1 stocks	$1.66 Million 0.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy CCJ UUUU 2 stocks	$1.58 Million 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$1.37 Million 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$1.19 Million 0.13% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV 1 stocks	$1.11 Million 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities TAC 1 stocks	$1.05 Million 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW KULR 2 stocks	$907,819 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$575,870 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$556,815 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services ABCB 1 stocks	$403,920 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$339,717 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$334,776 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$307,824 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$295,293 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy PDS 1 stocks	$217,441 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services PSLV 1 stocks	$135,038 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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Guardian Partners Inc. Portfolio Holdings by Sector

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