Guardian Partners Inc.
SEC Form 13F institutional filer · CIK 0001884799
13F-HR · 90 reported holdings · 2026-03-31
Reported long-US-equity value
$0.40B
Top-10 concentration
49.5%
Guardian Partners Inc. — $404M AUM allocation strategy
Guardian Partners Inc. files SEC Form 13F and reports $404M of long US equity value across 90 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.8%, followed by Information Technology 15.0% and Consumer Staples 8.5%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Guardian Partners Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$404M
total across 90 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MSFT +2.82K sh · −$1.82M+$VST +2.35K sh · +$421K+$AMZN +2.18K sh · −$37.3K
Biggest trims (shares)
−$AMAT −164K sh · −$272K−$IVZ −21K sh · −$2.38M−$GOOG −11.3K sh · −$6.26M
Exited to nil (held last quarter, gone now)
$XLU ($5.1M last qtr)$EXE ($1.68M last qtr)$GM ($1.47M last qtr)$WDC ($1.35M last qtr)$INTC ($1.29M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Diversified Banks7.0%—
- Systems Software6.6%—
- Consumer Staples Merchandise Retail6.3%—
- Technology Hardware, Storage & Peripherals6.1%—
- Pharmaceuticals5.8%—
- Electrical Components & Equipment4.3%—
- Restaurants4.2%—
- Interactive Media & Services4.1%—
- Other holdings55.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $JPM | JP Morgan Chase & Co | 95.9K | $28.3M | -4.93K | 7.0% |
| $MSFT | Microsoft Corporation | 71.6K | $26.6M | +2.82K | 6.6% |
| $AAPL | Apple Inc | 97.4K | $24.8M | -7.94K | 6.1% |
| $JNJ | Johnson & Johnson | 96.1K | $23.5M | -1.23K | 5.8% |
| $EMR | Emerson Electric Company | 133K | $17.5M | -594 | 4.3% |
| $MCD | McDonald's Corporation | 54.3K | $16.9M | -174 | 4.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 57K | $16.4M | -11.3K | 4.1% |
| $DUK | Duke Energy Corporation | 124K | $16.3M | -994 | 4.0% |
| $WMT | Walmart Inc | 121K | $15.1M | -3.8K | 3.7% |
| $CVX | Chevron Corporation | 70.7K | $14.7M | -160 | 3.6% |
…and 80 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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