guardian investment management
13F Reported Value
ⓘ$126.7M
Holdings
60
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
guardian investment management disclosed 60 positions worth $126.7M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 15.8% of the equity portfolio, followed by $DHR and $BX. During the quarter the fund opened 4 new positions and exited 0 — including a new stake in $RTX. The portfolio is most concentrated in Technology (40.0% of disclosed assets). All figures are sourced directly from guardian investment management’s Form 13F-HR filing with the SEC under CIK 1365474.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$20.0M78,925 sh - 63.9#669
Quality
$11.1M63,822 sh - 68.0#433
Quality
$9.1M79,429 sh - 79.5
Quality
$5.9M16,656 sh - 67.0
Quality
$4.9M4,887 sh - 63.2
Quality
$4.4M35,600 sh - 54.7
Quality
$4.2M20,140 sh - 72.8
Quality
$4.1M16,829 sh - 83.7
Quality
$3.7M9,844 sh - 67.8
Quality
$3.4M4,800 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $20.0M | 78,925 |
 DANAHER CORP /DE/$DHR | 63.9#669 | $11.1M | 63,822 |
 Blackstone Inc.$BX | 68.0#433 | $9.1M | 79,429 |
 AMGEN INC$AMGN | 79.5 | $5.9M | 16,656 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $4.9M | 4,887 |
 Walmart Inc.$WMT | 63.2 | $4.4M | 35,600 |
 CHEVRON CORP$CVX | 54.7 | $4.2M | 20,140 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $4.1M | 16,829 |
 MICROSOFT CORP$MSFT | 83.7 | $3.7M | 9,844 |
 CATERPILLAR INC$CAT | 67.8 | $3.4M | 4,800 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of guardian investment management's 60 positions.
Showing top 10 of 60 holdings.
Sector Allocation
Technology
$50.7M
Financials
$21.1M
Healthcare
$17.3M
Consumer Discretionary
$11.7M
Industrials
$11.2M
Energy
$6.3M
Consumer Staples
$4.4M
Communication Services
$2.8M
Full Holdings — guardian investment management (Q1 2026)
All 60 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $20.0M | 15.8% | +0% | 76.1 |
| 2 | $DHR | DANAHER CORP /DE/ | $11.1M | 8.8% | +0% | 63.9 |
| 3 | $BX | Blackstone Inc. | $9.1M | 7.2% | +0% | 68 |
| 4 | $AMGN | AMGEN INC | $5.9M | 4.6% | +4% | 79.5 |
| 5 | $COST | COSTCO WHOLESALE CORP /NEW | $4.9M | 3.8% | +0% | 67 |
| 6 | $WMT | Walmart Inc. | $4.4M | 3.5% | -0% | 63.2 |
| 7 | $CVX | CHEVRON CORP | $4.2M | 3.3% | -6% | 54.7 |
| 8 | $JNJ | JOHNSON & JOHNSON | $4.1M | 3.3% | +0% | 72.8 |
| 9 | $MSFT | MICROSOFT CORP | $3.7M | 2.9% | -1% | 83.7 |
| 10 | $CAT | CATERPILLAR INC | $3.4M | 2.7% | +0% | 67.8 |
| 11 |  $GE | GENERAL ELECTRIC CO | $3.2M | 2.5% | +0% | 74.8 |
| 12 |  $QS | QuantumScape Corp | $3.1M | 2.4% | +14% | — |
| 13 |  $ABBV | AbbVie Inc. | $3.1M | 2.4% | +0% | 59.3 |
| 14 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 2.1% | -22% | 68.4 |
| 15 |  $GEV | GE Vernova Inc. | $2.3M | 1.8% | +0% | 70.1 |
| 16 |  $XOM | EXXON MOBIL CORP | $2.2M | 1.7% | -5% | 61.8 |
| 17 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 1.6% | -16% | 35.6 |
| 18 |  $CSX | CSX CORP | $2.0M | 1.6% | -4% | 66.4 |
| 19 |  $AMZN | AMAZON COM INC | $1.9M | 1.5% | +18% | 74.6 |
| 20 |  $BA | BOEING CO | $1.8M | 1.4% | +2% | 51.8 |
| 21 |  $ADM | Archer-Daniels-Midland Co | $1.8M | 1.4% | +18% | 49.4 |
| 22 |  $ITW | ILLINOIS TOOL WORKS INC | $1.6M | 1.3% | +3% | 71.2 |
| 23 |  $PG | PROCTER & GAMBLE Co | $1.5M | 1.2% | -16% | 72.9 |
| 24 |  $KKR | KKR & Co. Inc. | $1.5M | 1.1% | +34% | 49.8 |
| 25 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 1.1% | +4% | 64.5 |
| 26 |  $MMM | 3M CO | $1.4M | 1.1% | +0% | 60.7 |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $1.4M | 1.1% | +0% | 72.3 |
| 28 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 1.1% | +0% | 73.2 |
| 29 |  $INTC | INTEL CORP | $1.3M | 1.0% | -7% | 41.5 |
| 30 |  $GOOG | Alphabet Inc. | $1.1M | 0.9% | +2% | 80.2 |
| 31 |  $AMAT | APPLIED MATERIALS INC /DE | $1.0M | 0.8% | -26% | 74.8 |
| 32 |  $C | CITIGROUP INC | $1.0M | 0.8% | -0% | 54.8 |
| 33 |  $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.8% | +0% | — |
| 34 |  $BIIB | BIOGEN INC. | $1.0M | 0.8% | +2% | 65.6 |
| 35 |  $WBD | Warner Bros. Discovery, Inc. | $954,235 | 0.8% | -13% | 42.1 |
| 36 |  $DE | DEERE & CO | $900,153 | 0.7% | +1% | 57.4 |
| 37 |  $TXN | TEXAS INSTRUMENTS INC | $873,630 | 0.7% | +0% | 70.4 |
| 38 |  $T | AT&T INC. | $860,474 | 0.7% | +0% | 71.9 |
| 39 |  $MU | MICRON TECHNOLOGY INC | $828,157 | 0.7% | -16% | 88.4 |
| 40 |  $CCZ | COMCAST CORP | $746,460 | 0.6% | -21% | 70.4 |
| 41 |  $PJT | PJT Partners Inc. | $595,581 | 0.5% | +0% | 73.7 |
| 42 |  $MDLZ | Mondelez International, Inc. | $565,869 | 0.5% | -8% | 53.9 |
| 43 |  $ABT | ABBOTT LABORATORIES | $539,018 | 0.4% | -9% | 67 |
| 44 |  $GILD | GILEAD SCIENCES, INC. | $522,638 | 0.4% | +0% | 77.8 |
| 45 |  $PEP | PEPSICO INC | $520,222 | 0.4% | -11% | 62.7 |
| 46 |  $HD | HOME DEPOT, INC. | $487,086 | 0.4% | +0% | 69.2 |
| 47 |  $BMY | BRISTOL MYERS SQUIBB CO | $457,908 | 0.4% | -6% | 70.1 |
| 48 |  $EMR | EMERSON ELECTRIC CO | $442,856 | 0.3% | +0% | 65.9 |
| 49 |  $B | BARRICK MINING CORP | $412,999 | 0.3% | -1% | — |
| 50 |  $RTX | RTX Corp | $405,090 | 0.3% | NEW | 70 |
| 51 |  $NSC | NORFOLK SOUTHERN CORP | $390,607 | 0.3% | +0% | 70.8 |
| 52 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $375,232 | 0.3% | NEW | 60.5 |
| 53 |  $V | VISA INC. | $360,572 | 0.3% | +0% | 83.5 |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $351,466 | 0.3% | +0% | 66.7 |
| 55 |  $PFE | PFIZER INC | $309,161 | 0.2% | -3% | 69 |
| 56 |  $DUK | Duke Energy CORP | $299,722 | 0.2% | NEW | 64 |
| 57 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $286,416 | 0.2% | -2% | 32.6 |
| 58 |  $MP | MP Materials Corp. / DE | $277,495 | 0.2% | +0% | 23.5 |
| 59 |  $UPS | UNITED PARCEL SERVICE INC | $268,135 | 0.2% | NEW | 58.2 |
| 60 |  $PSKY | Paramount Skydance Corp | $193,398 | 0.1% | -9% | 62.5 |
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