account_balance

Investment manager · 13F filer · SEC CIK 2083963

Guardian Capital, LLC

Reported value$132Mas of Sep 30, 2026
Positions70 4 new, 13 sold out
Top 10 weight66.1%QQQ alone is 25%
FiledNov 637 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 24.8% Added +151%
HYG iShares Tr 7.5% Added +392%
OCTW Aim ETF Products Trust 5.1% Added +18%
JANW Aim ETF Products Trust 5.1% Added +18%
APRW Aim ETF Products Trust 5.1% Added +18%
JULW Aim ETF Products Trust 5.1% Added +18%
FLOT iShares Tr 4.4% New
NVDA NVIDIA Corp 3.3% Trimmed −19%
MTUM iShares Tr 2.9% Trimmed −50%
CWB SPDR Series Trust 2.7% Trimmed −35%
AAPL Apple Inc. 2.5% Trimmed −13%
DBMF Im Global Partner Funds 2.1% Added +172%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 6, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • FLOT $5.8M
  • BIL $589K
  • COWZ $263K
  • SPYG $201K
arrow_upwardAdded
  • HYG +392%
  • DBMF +172%
  • QQQ +151%
  • JULW +18%
arrow_downwardTrimmed
  • SMH −74%
  • MTUM −50%
  • CWB −35%
  • PPA −28%
remove_circleSold out
  • SOXX $4.35M
  • RPG $3.94M
  • PFF $1.34M
  • CAT $315K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist