Titelia

Holdings of Guardian Partners Inc.

· Original filing · Compare with another fund · Report an error

Net assets
-
Positions
140 in 9 countries
Top ten
38.5 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101ConocoPhillips 4,032532.5K $
102iShares Trust 5,833464.7K $
103Ameris Bancorp 5,701445.9K $
104AbbVie Inc 1,977430K $
105Tesla Inc 1,126419.8K $
106Lamar Advertising Co 3,113394.3K $
107Public Service Enterprise Group Inc 4,853392.9K $
108Old Republic International Corp 9,737388.5K $
109Darden Restaurants Inc 1,974387K $
110iShares Ultra Short Duration B 7,447377.8K $
111Simon Property Group Inc 1,959365.4K $
112Snap-on Inc 1,005365K $
113iShares TIPS Bond ETF 3,301362.1K $
114Hecla Mining Co 19,000354K $
115Dick's Sporting Goods Inc 1,716340.3K $
116Capital One Financial Corp 1,851338.3K $
117Yum China Holdings Inc 6,919337.6K $
118iShares Interest Rate Hedged C 3,481322.1K $
119CVS Health Corp 4,476321.7K $
120Abivax SA 2,700300.6K $
1213M Co 2,051298K $
122Circle Internet Group Inc 3,000286.2K $
123iShares Core Dividend Growth ETF 4,001281.6K $
124Invesco QQQ Trust Series 1 476275.3K $
125Newmont Corp 2,872260K $
126Watsco Inc 708257.6K $
127iShares MSCI EAFE ETF 2,590251.8K $
128Waters Corp 789235.4K $
129MarketAxess Holdings Inc 1,401231.7K $
130AT&T Inc 7,841227.6K $
131Paychex Inc 2,441224.9K $
132Amphenol Corp 1,741220K $
133Ryman Hospitality Properties Inc 2,327214.7K $
134United Parcel Service Inc 2,126209.6K $
135iShares Core MSCI EAFE ETF 2,311209.2K $
136UGI Corp 5,731208.7K $
137SPDR Gold Shares 479206.7K $
138Ares Management Corp 1,887205.9K $
139Hartford Insurance Group Inc/The 1,501203.6K $
140Direxion Shares ETF Trust 5,001203.1K $

Download this table: CSV, JSON

Sector breakdown

  • Technology 19.9 %
  • Financials 19.6 %
  • Health care 10.0 %
  • Consumer staples 7.4 %
  • Industrials 7.1 %
  • Utilities 7.0 %
  • Consumer discretionary 6.7 %
  • Communication 4.3 %
  • Materials 1.9 %
  • Funds 1.5 %
  • Energy 0.7 %
  • Real estate 0.1 %
  • Unattributed 13.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 85.8 %
  • Netherlands 3.4 %
  • United Kingdom 3.0 %
  • Taiwan 2.1 %
  • France 1.8 %
  • Australia 1.6 %
  • Germany 1.6 %
  • Denmark 0.4 %
  • Brazil 0.3 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States130471.5M $85.78 %
2Netherlands118.6M $3.39 %
3United Kingdom216.3M $2.96 %
4Taiwan111.8M $2.15 %
5France210.2M $1.85 %
6Australia18.9M $1.62 %
7Germany18.6M $1.57 %
8Denmark12.4M $0.44 %
9Brazil11.4M $0.26 %
Cite this page

Titelia. "Holdings of Guardian Partners Inc.". https://titelia.com/en/funds/US13F1884799