GUARDIAN INVESTMENT MANAGEMENT
CIK: 0001365474SEC EDGAR →
Portfolio Value
$128.3B
Holdings
56
As of
Q4 2025
New Positions
9
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 78,848 | $21.4B | 16.71% |
| 2 | BLACKSTONE INC | 79,429 | $12.2B | 9.54% |
| 3 | DANAHER CORPORATION | 63,822 | $11.9B | 9.28% |
| 4 | AMGEN INC | 16,065 | $5.3B | 4.10% |
| 5 | MICROSOFT CORP | 9,944 | $4.8B | 3.75% |
| 6 | COSTCO WHSL CORP NEW | 4,887 | $4.2B | 3.28% |
| 7 | WALMART INC | 35,625 | $4.0B | 3.09% |
| 8 | BANK AMERICA CORP | 70,559 | $3.9B | 3.02% |
| 9 | JOHNSON & JOHNSON | 16,825 | $3.5B | 2.71% |
| 10 | GE AEROSPACE | 11,155 | $3.4B | 2.68% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 8 | $31.8B | 24.8% |
| Healthcare | 9 | $26.7B | 20.8% |
| Financial Services | 8 | $24.0B | 18.7% |
| Industrials | 9 | $14.6B | 11.4% |
| Consumer Defensive | 6 | $12.7B | 9.9% |
| Energy | 2 | $4.9B | 3.8% |
| Communication Services | 5 | $4.4B | 3.4% |
| Consumer Cyclical | 4 | $4.2B | 3.3% |
| Unknown | 2 | $2.5B | 1.9% |
| Utilities | 1 | $1.7B | 1.4% |
| Basic Materials | 2 | $734.0M | 0.6% |