Guardian Investment Management Portfolio Holdings

Guardian Investment Management

  • $122 Million
  • Q4 2025

Guardian Investment Management has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $122 Million distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.1M, Danaher Corp with a value of $14.1M, Blackstone Inc. with a value of $11M, Amgen Inc with a value of $5.49M, and Microsoft Corp with a value of $5.05M.

Examining the 13F form we can see an increase of $9.26M in the current position value, from $113M to 122M.

Below you can find more details about Guardian Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $122 Million
Technology: $31.5 Million
Healthcare: $29 Million
Financial Services: $24.3 Million
Industrials: $14.1 Million
Consumer Defensive: $11.5 Million
Energy: $4.91 Million
Communication Services: $3.6 Million
Consumer Cyclical: $3.16 Million
Other: $337,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$21.1 Million 17.22% of portfolio
78,848
Q3 2025 Added 0.29%
$160B
$14.1 Million 11.49% of portfolio
63,822
Q2 2025 Added 49.04%
$98.1B
$11 Million 8.98% of portfolio
79,429
Q4 2025 Added 358.73%
$183B
$5.49 Million 4.48% of portfolio
16,065
Q4 2025 Reduced 0.93%
$3.78T
$5.05 Million 4.12% of portfolio
9,944
Q4 2025 Reduced 3.87%
$404B
$4.46 Million 3.64% of portfolio
4,887
Q4 2025 Reduced 3.07%
$279B
$3.67 Million 2.99% of portfolio
35,625
Q4 2025 Reduced 1.18%
$413B
$3.63 Million 2.97% of portfolio
70,559
Q4 2025 Reduced 0.7%
$522B
$3.36 Million 2.74% of portfolio
16,825
Q4 2025 Added 0.02%
$328B
$3.35 Million 2.73% of portfolio
11,155
Q4 2025 Reduced 0.12%
$303B
$3.33 Million 2.72% of portfolio
21,478
Q4 2025 Added 1.9%
$414B
$3.31 Million 2.7% of portfolio
14,145
Q4 2025 Reduced 0.7%
$291B
$2.65 Million 2.16% of portfolio
4,800
Q4 2025 Reduced 3.75%
$881B
$2.47 Million 2.02% of portfolio
8,234
Q4 2025 Reduced 2.37%
$2.39T
$1.83 Million 1.5% of portfolio
7,808
Q4 2025 Reduced 2.19%
$346B
$1.81 Million 1.47% of portfolio
12,385
Q3 2025 Added 18.97%
$114B
$1.74 Million 1.42% of portfolio
9,050
Q4 2025 Added 14.92%
$490B
$1.59 Million 1.3% of portfolio
13,497
Q4 2025 Added 1.63%
$91.4B
$1.57 Million 1.28% of portfolio
9,500
Q3 2025 Added 5.56%
$255B
$1.53 Million 1.25% of portfolio
4,492
Q4 2025 Reduced 2.18%
$74.9B
$1.46 Million 1.19% of portfolio
6,000
Q2 2025 Reduced 15.49%
$662B
$1.41 Million 1.15% of portfolio
2,780
Q4 2025 Reduced 5.12%
$319B
$1.37 Million 1.12% of portfolio
17,645
Q4 2025 Added 5.37%
$103B
$1.3 Million 1.06% of portfolio
10,878
Q4 2025 Added 0.03%
$143B
$1.06 Million 0.87% of portfolio
30,550
Q4 2025 Reduced 34.79%
$1.65T
$1.03 Million 0.84% of portfolio
3,730
Q3 2025 New
$197B
$932,000 0.76% of portfolio
4,078
Q4 2025 Reduced 22.69%
$265B
$932,000 0.76% of portfolio
1,203
Q3 2025 New
$55.9B
$915,000 0.75% of portfolio
39,750
Q4 2025 Reduced 31.47%
$24.1B
$904,000 0.74% of portfolio
5,400
Q3 2025 Added 1.89%
$190B
$894,000 0.73% of portfolio
9,113
Q4 2025 Reduced 3.82%
$120B
$898,000 0.73% of portfolio
33,000
Q2 2025 Reduced 5.71%
$177B
$875,000 0.71% of portfolio
4,500
Q4 2025 Reduced 13.46%
$181B
$754,000 0.62% of portfolio
29,626
Q4 2025 Reduced 11.9%
$144B
$751,000 0.61% of portfolio
1,578
Q3 2025 Added 10.35%
$228B
$747,000 0.61% of portfolio
5,750
Q2 2025 Reduced 18.44%
$268B
$721,000 0.59% of portfolio
2,925
Q4 2025 Reduced 42.93%
$4.04B
$710,000 0.58% of portfolio
4,259
Q4 2025 Reduced 5.48%
$76.2B
$592,000 0.48% of portfolio
10,663
Q4 2025 Reduced 5.68%
$204B
$558,000 0.46% of portfolio
3,780
Q3 2025 Reduced 62.5%
$367B
$530,000 0.43% of portfolio
1,481
Q4 2025 Added 3.49%
$156B
$465,000 0.38% of portfolio
3,750
Q1 2025 Reduced 21.05%
$4.79B
$466,000 0.38% of portfolio
34,730
Q4 2025 Reduced 27.86%
$32.2B
$442,000 0.36% of portfolio
7,550
Q4 2025 Reduced 11.7%
$266B
$430,000 0.35% of portfolio
1,450
Q4 2025 Reduced 14.71%
$75.4B
$430,000 0.35% of portfolio
3,377
Q4 2025 Added 0.09%
$65.7B
$386,000 0.32% of portfolio
1,361
Q3 2025 New
$533B
$388,000 0.32% of portfolio
1,193
Q3 2025 Reduced 82.27%
$99.5B
$374,000 0.31% of portfolio
8,000
Q4 2025 Reduced 15.79%

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $122 Million
  • Prior Value $113 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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