Guardian Investment Management
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$126.7M
Q ending 2026-03-31
Prior quarter
$128.3M
Q ending 2025-12-31
Change
-1.3% QoQ · +6.6% YoY
Positions
60
reported holdings
Largest positions
All 60 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $20.0M | 79K |
| Danaher Corp Del | DHR | Shares | $11.1M | 64K |
| Blackstone Inc | BX | Shares | $9.1M | 79K |
| Amgen Inc | AMGN | Shares | $5.9M | 17K |
| Costco Wholesale Corporation | COST | Shares | $4.9M | 5K |
| Walmart Inc | WMT | Shares | $4.4M | 36K |
| Chevron Corporation | CVX | Shares | $4.2M | 20K |
| Johnson & Johnson | JNJ | Shares | $4.1M | 17K |
| Microsoft Corp | MSFT | Shares | $3.7M | 10K |
| Caterpillar Inc | CAT | Shares | $3.4M | 5K |
| Ge Aerospace | GE | Shares | $3.2M | 11K |
| Quantumscape Corp | QS | Shares | $3.1M | 40K |
| Abbvie Inc | ABBV | Shares | $3.1M | 14K |
| Bank America Corp | BAC | Shares | $2.7M | 55K |
| Ge Vernova Inc | GEV | Shares | $2.3M | 3K |
| Exxon Mobil Corp | XOM | Shares | $2.2M | 13K |
| Jpmorgan Chase & Co | JPM | Shares | $2.0M | 7K |
| Csx Corp | CSX | Shares | $2.0M | 49K |
| Amazon Com Inc | AMZN | Shares | $1.9M | 9K |
| Boeing Co | BA | Shares | $1.8M | 9K |
| Archer Daniels Midland Co | ADM | Shares | $1.8M | 9K |
| Illinois Tool Wks Inc | ITW | Shares | $1.6M | 6K |
| Procter & Gamble Co | PG | Shares | $1.5M | 10K |
| Kkr & Co Inc | KKR | Shares | $1.5M | 15K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.4M | 3K |
| 3M Co | MMM | Shares | $1.4M | 10K |
| Cisco Sys Inc | CSCO | Shares | $1.4M | 18K |
| American Express Co | AXP | Shares | $1.4M | 4K |
| Intel Corp | INTC | Shares | $1.3M | 28K |
| Alphabet Inc | GOOGL | Shares | $1.1M | 4K |
| Applied Matls Inc | AMAT | Shares | $1.0M | 3K |
| Citigroup Inc | C | Shares | $1.0M | 9K |
| Goldman Sachs Group Inc | GS | Shares | $1.0M | 1K |
| Biogen Inc | BIIB | Shares | $1.0M | 6K |
| Warner Bros Discovery Inc | WBD | Shares | $954K | 35K |
| Deere & Co | DE | Shares | $900K | 2K |
| Texas Instrs Inc | TXN | Shares | $874K | 5K |
| At&T Inc | T | Shares | $860K | 30K |
| Micron Technology Inc | MU | Shares | $828K | 2K |
| Comcast Corp New | CMCSA | Shares | $746K | 26K |
| Pjt Partners Inc | PJT | Shares | $596K | 4K |
| Mondelez Intl Inc | MDLZ | Shares | $566K | 10K |
| Abbott Laboratories | ABT | Shares | $539K | 5K |
| Gilead Sciences Inc | GILD | Shares | $523K | 4K |
| Pepsico Inc | PEP | Shares | $520K | 3K |
| Home Depot Inc | HD | Shares | $487K | 1K |
| Bristol-Myers Squibb Co | BMY | Shares | $458K | 8K |
| Emerson Elec Co | EMR | Shares | $443K | 3K |
| Barrick Mng Corp | B | Shares | $413K | 10K |
| Rtx Corporation | RTX | Shares | $405K | 2K |
| Norfolk Southn Corp | NSC | Shares | $391K | 1K |
| Northrop Grumman Corp | NOC | Shares | $375K | 550 |
| Visa Inc | V | Shares | $361K | 1K |
| International Business Machs | IBM | Shares | $351K | 1K |
| Pfizer Inc | PFE | Shares | $309K | 11K |
| Duke Energy Corp New | DUK | Shares | $300K | 2K |
| Goodyear Tire & Rubr Co | GT | Shares | $286K | 43K |
| Mp Materials Corp | MP | Shares | $277K | 6K |
| United Parcel Svcs Inc | UPS | Shares | $268K | 3K |
| Paramount Skydance Corp | PSKY | Shares | $193K | 21K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.