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Benjamin H Pearce

Guardian Capital, Llc

Assets Managed
$104.524M
Holdings
81
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-6.41%(2Q avg: -3.2%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Guardian Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 104.524M in assets, with a quarterly growth rate of -6.41% and a 2-quarter average growth rate of -3.2%. The portfolio is managed by Benjamin H Pearce, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 99%
8.62%
$9.002M
23,481 shares@ $383.4 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -8.13%
6.45%
$6.734M
11,667 shares@ $577.19 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -33.05%
4.48%
$4.676M
26,813 shares@ $174.4 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 112.45%
4.46%
$4.658M
10,826 shares@ $430.3 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 224.33%
3.92%
$4.09M
44,695 shares@ $91.52 avg price
RPG
Invesco S&p 500 Pure Growth
Recent Activity
New Position
3.78%
$3.946M
84,433 shares@ $46.74 avg price
OCTW
Allianzim Us Lc Buffer20 Oct
Recent Activity
Increased 84.26%
3.67%
$3.828M
99,498 shares@ $38.47 avg price
JANW
Allianzim Us Lc Buffer20 Jan
Recent Activity
Increased 82.27%
3.63%
$3.79M
103,904 shares@ $36.49 avg price
APRW
Allianzim Us Lc Buffer20 Apr
Recent Activity
Increased 75%
3.59%
$3.744M
105,827 shares@ $35.38 avg price
JULW
Allianzim Us Lc Buffer20 Jul
Recent Activity
Increased 76.32%
3.54%
$3.691M
95,103 shares@ $38.82 avg price

1-10 of 81