GUARDIAN INVESTMENT MANAGEMENT
13F Reported Value
ⓘ$154.9M
Holdings
60
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GUARDIAN INVESTMENT MANAGEMENT disclosed 60 positions worth $154.9M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 14.7% of the equity portfolio, followed by $DHR and $BX. The portfolio is most concentrated in Technology (45.5% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$22.7M78,541 sh - 64.8#521
Quality
$19.5M97,372 sh - 74.4#112
Quality
$15.9M135,500 sh - 79.2
Quality
$5.9M16,205 sh - 66.5
Quality
$5.1M4,800 sh - 50.7
Quality
$5.1M8,750 sh - 66.2
Quality
$4.3M4,635 sh - 73.8
Quality
$4.2M11,159 sh - —
Quality
$3.8M38,650 sh - 45.6
Quality
$3.8M26,975 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.4#84 | $22.7M | 78,541 |
 DANAHER CORP /DE/$DHR | 64.8#521 | $19.5M | 97,372 |
 Blackstone Inc.$BX | 74.4#112 | $15.9M | 135,500 |
 AMGEN INC$AMGN | 79.2 | $5.9M | 16,205 |
 CATERPILLAR INC$CAT | 66.5 | $5.1M | 4,800 |
 Archer-Daniels-Midland Co$ADM | 50.7 | $5.1M | 8,750 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $4.3M | 4,635 |
 GENERAL ELECTRIC CO$GE | 73.8 | $4.2M | 11,159 |
 QuantumScape Corp$QS | — | $3.8M | 38,650 |
 INTEL CORP$INTC | 45.6 | $3.8M | 26,975 |
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
$70.4M
Financials
$29.0M
Healthcare
$14.1M
Industrials
$13.8M
Consumer Discretionary
$10.8M
Consumer Staples
$7.3M
Energy
$5.1M
Materials
$2.1M
Full Holdings — GUARDIAN INVESTMENT MANAGEMENT (Q2 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. | $22.7M | 14.7% | -0% | 76.4 |
| 2 | $DHR | DANAHER CORP /DE/ | $19.5M | 12.6% | +53% | 64.8 |
| 3 | $BX | Blackstone Inc. | $15.9M | 10.3% | +71% | 74.4 |
| 4 | $AMGN | AMGEN INC | $5.9M | 3.8% | -3% | 79.2 |
| 5 | $CAT | CATERPILLAR INC | $5.1M | 3.3% | +0% | 66.5 |
| 6 | $ADM | Archer-Daniels-Midland Co | $5.1M | 3.3% | -2% | 50.7 |
| 7 | $COST | COSTCO WHOLESALE CORP /NEW | $4.3M | 2.8% | -5% | 66.2 |
| 8 | $GE | GENERAL ELECTRIC CO | $4.2M | 2.7% | +0% | 73.8 |
| 9 | $QS | QuantumScape Corp | $3.8M | 2.5% | -2% | — |
| 10 | $INTC | INTEL CORP | $3.8M | 2.4% | -5% | 45.6 |
| 11 |  $MSFT | MICROSOFT CORP | $3.7M | 2.4% | +1% | 79.8 |
| 12 |  $WMT | Walmart Inc. | $3.6M | 2.4% | -10% | 60.2 |
| 13 |  $CVX | CHEVRON CORP | $3.3M | 2.2% | +0% | 62.8 |
| 14 |  $GEV | GE Vernova Inc. | $3.1M | 2.0% | +0% | 81.1 |
| 15 |  $ABBV | AbbVie Inc. | $3.1M | 2.0% | -12% | 72.6 |
| 16 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.8M | 1.8% | -9% | 67.6 |
| 17 |  $CSX | CSX CORP | $2.3M | 1.5% | +0% | 65.2 |
| 18 |  $AMZN | AMAZON COM INC | $2.3M | 1.5% | +3% | 68.7 |
| 19 |  $AMAT | APPLIED MATERIALS INC /DE | $2.2M | 1.4% | -0% | 72.3 |
| 20 |  $MU | MICRON TECHNOLOGY INC | $2.1M | 1.4% | -25% | 86.2 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 1.3% | +0% | 70.3 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 1.3% | -11% | 70.7 |
| 23 |  $BA | BOEING CO | $2.0M | 1.3% | +2% | 61.6 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 1.3% | -53% | 69 |
| 25 |  $XOM.R34088 | EXXON MOBIL CORP | $1.8M | 1.1% | -0% | 57.9 |
| 26 |  $KKR | KKR & Co. Inc. | $1.6M | 1.1% | +11% | 54.3 |
| 27 |  $ITW | ILLINOIS TOOL WORKS INC | $1.6M | 1.0% | -6% | 63.6 |
| 28 |  $AXP | AMERICAN EXPRESS CO | $1.5M | 1.0% | +0% | 69.4 |
| 29 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.4M | 0.9% | +0% | 73.8 |
| 30 |  $GOOG | Alphabet Inc. | $1.4M | 0.9% | -5% | 78.2 |
| 31 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.8% | -16% | 64.6 |
| 32 |  $C | CITIGROUP INC | $1.3M | 0.8% | +0% | 65 |
| 33 |  $B | BARRICK MINING CORP | $1.3M | 0.8% | +246% | 69.6 |
| 34 |  $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.8% | +7% | 73.5 |
| 35 |  $BIIB | BIOGEN INC. | $1.2M | 0.8% | +0% | 64.7 |
| 36 |  $TXN | TEXAS INSTRUMENTS INC | $1.2M | 0.7% | -14% | 73.4 |
| 37 |  $DE | DEERE & CO | $1.0M | 0.7% | +0% | 55.4 |
| 38 |  $WBD | Warner Bros. Discovery, Inc. | $926,435 | 0.6% | +0% | 41.4 |
| 39 |  $RTX | RTX Corp | $665,952 | 0.4% | +67% | 73.2 |
| 40 |  $PJT | PJT Partners Inc. | $644,045 | 0.4% | +0% | 71 |
| 41 |  $T | AT&T INC. | $564,904 | 0.4% | -8% | 65.7 |
| 42 |  $HD | HOME DEPOT, INC. | $553,708 | 0.4% | +6% | 60.3 |
| 43 |  $MDLZ | Mondelez International, Inc. | $484,472 | 0.3% | -15% | 56.4 |
| 44 |  $EMR | EMERSON ELECTRIC CO | $484,299 | 0.3% | +0% | 65.3 |
| 45 |  $ABT | ABBOTT LABORATORIES | $476,385 | 0.3% | +0% | 65.5 |
| 46 |  $GILD | GILEAD SCIENCES, INC. | $473,775 | 0.3% | +0% | 57.4 |
| 47 |  $PEP | PEPSICO INC | $453,590 | 0.3% | +0% | 63.4 |
| 48 |  $BMY | BRISTOL MYERS SQUIBB CO | $420,826 | 0.3% | -3% | 70.4 |
| 49 |  $V | VISA INC. | $409,306 | 0.3% | +0% | 82.9 |
| 50 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $407,755 | 0.3% | +0% | 70 |
| 51 |  $MP | MP Materials Corp. / DE | $406,073 | 0.3% | +26% | 34.2 |
| 52 |  $GT | GOODYEAR TIRE & RUBBER CO /OH/ | $397,980 | 0.3% | +40% | 34.6 |
| 53 |  $CCZ | COMCAST CORP | $392,980 | 0.3% | -38% | 59.5 |
| 54 |  $NSC | NORFOLK SOUTHERN CORP | $377,508 | 0.2% | -12% | 63.2 |
| 55 |  $MMM | 3M CO | $323,820 | 0.2% | -79% | 64.9 |
| 56 |  $DUK | Duke Energy CORP | $308,729 | 0.2% | +7% | 56.4 |
| 57 |  $UPS | UNITED PARCEL SERVICE INC | $294,106 | 0.2% | +0% | 58.6 |
| 58 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $280,121 | 0.2% | +0% | 62.9 |
| 59 |  $PFE | PFIZER INC | $226,761 | 0.1% | -14% | 62 |
| 60 |  $PSKY | Paramount Skydance Corp | $150,365 | 0.1% | -29% | 44.5 |
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