GUARDIAN INVESTMENT MANAGEMENT
CIK: 0001365474SEC EDGAR →
Portfolio Value
$128.3M
Holdings
56
As of
Q4 2025
New Positions
9
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 78,848 | $21.4M | 16.71% |
| 2 | BLACKSTONE INC | 79,429 | $12.2M | 9.54% |
| 3 | DANAHER CORPORATION | 63,822 | $11.9M | 9.28% |
| 4 | AMGEN INC | 16,065 | $5.3M | 4.10% |
| 5 | MICROSOFT CORP | 9,944 | $4.8M | 3.75% |
| 6 | COSTCO WHSL CORP NEW | 4,887 | $4.2M | 3.28% |
| 7 | WALMART INC | 35,625 | $4.0M | 3.09% |
| 8 | BANK AMERICA CORP | 70,559 | $3.9M | 3.02% |
| 9 | JOHNSON & JOHNSON | 16,825 | $3.5M | 2.71% |
| 10 | GE AEROSPACE | 11,155 | $3.4M | 2.68% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $31.8M | 24.8% |
| Healthcare | 9 | $26.7M | 20.8% |
| Financial Services | 8 | $24.0M | 18.7% |
| Industrials | 9 | $14.6M | 11.4% |
| Consumer Defensive | 6 | $12.7M | 9.9% |
| Energy | 2 | $4.9M | 3.8% |
| Communication Services | 5 | $4.4M | 3.4% |
| Consumer Cyclical | 4 | $4.2M | 3.3% |
| Unknown | 2 | $2.5M | 1.9% |
| Utilities | 1 | $1.7M | 1.4% |
| Basic Materials | 2 | $734K | 0.6% |