Institutions / Guardian Capital, LLC

Guardian Capital, LLC

CIK 2083963 · Institution · as of Jun 30, 2026
Portfolio value
$122.26M
Positions
79
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$122.26M+9.5%
$122.26M$116.97M$111.69MQ4 '25Q2 '26

Positions

79-10.2%
888479Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 79 →
CompanyClassValueShares% of portfolio
Invesco Qqq Tr$12.99M17,64610.6%
VanEck ETF Trust$8.65M13,1927.1%
iShares MSCI UAE ETF$8.25M24,0566.7%
SPDR Series Trust$5.85M54,2124.8%
Aim ETF Products Trust$5.59M136,6264.6%
Aim ETF Products Trust$5.59M136,8554.6%
Aim ETF Products Trust$5.58M150,3424.6%
Aim ETF Products Trust$5.58M144,3654.6%
NVIDIA Corp$4.67M23,3483.8%
iShares Tr$4.35M6,7823.6%
Invesco Exchange Traded Fd T$3.94M61,7653.2%
Apple Inc.$3.31M11,4332.7%
iShares Tr$2.09M26,0891.7%
Amazon.com Inc$2.07M8,6731.7%
SPDR Gold Tr$2.05M5,5581.7%
Vanguard World Fd$1.93M16,1781.6%
Broadcom Inc.$1.72M4,5491.4%
Costco Wholesale Corp /New$1.68M1,7991.4%
Home Depot, Inc.$1.64M4,6471.3%
iShares Tr$1.34M44,0481.1%
Waste Management Inc$1.33M5,9551.1%
Meta Platforms Inc$1.32M2,3441.1%
Walmart Inc.$1.22M10,8021.0%
Vanguard Index Fds$1.13M5,1760.9%
Microsoft Corp$1.12M3,0110.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
NewiShares MSCI UAE ETF
Common stock
$8.25M+24K
24,056
6.75% of portfolio
medium
Q2 2026
as of
Add78464A359
Common stock
$4.36M+40K
+293.38%
54,212
4.78% of portfolio
low
Q2 2026
as of
New464287523
Common stock
$4.35M+7K
6,782
3.55% of portfolio
low
Q2 2026
as of
New46137V266
Common stock
$3.94M+62K
61,765
3.23% of portfolio
low
Q2 2026
as of
Add46090E103
Common stock
$3.64M+5K
+38.94%
17,646
10.63% of portfolio
low
Q2 2026
as of
Add00888H406
Common stock
$3.38M+83K
+153.73%
136,855
4.57% of portfolio
low
Q2 2026
as of
Add00888H505
Common stock
$3.38M+83K
+153.01%
136,626
4.57% of portfolio
low
Q2 2026
as of
Add00888H802
Common stock
$3.38M+87K
+153.24%
144,365
4.57% of portfolio
low
Q2 2026
as of
TrimNVIDIA Corp
Common stock
$-3.34M-17K
-41.71%
23,348
3.82% of portfolio
low
Q2 2026
as of
Add00888H208
Common stock
$3.34M+90K
+148.60%
150,342
4.57% of portfolio
low