Guardian Investment Management Portfolio Holdings

Guardian Investment Management

  • $144 Million
  • Q4 2024

Guardian Investment Management has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $144 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackstone Inc. with a value of $24M, Apple Inc. with a value of $24M, Danaher Corp with a value of $9.83M, Walmart Inc. with a value of $5.31M, and Microsoft Corp with a value of $4.96M.

Examining the 13F form we can see an increase of $19.6M in the current position value, from $125M to 144M.

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

Portfolio value $144 Million
Financial Services: $41.9 Million
Technology: $34 Million
Healthcare: $26 Million
Consumer Defensive: $15.6 Million
Industrials: $13.1 Million
Energy: $5.68 Million
Communication Services: $4.45 Million
Consumer Cyclical: $2.99 Million
Other: $440,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$132B
$24 Million 16.65% of portfolio
139,215
Q4 2024 New
$179B
$9.83 Million 6.82% of portfolio
42,822
Q3 2024 Added 1,283.59%
$149B
$4.78 Million 3.32% of portfolio
18,358
Q4 2024 Added 29.47%
$79.8B
$2.18 Million 1.51% of portfolio
8,600
Q3 2024 Reduced 31.75%
$142B
$1.84 Million 1.27% of portfolio
12,425
Q4 2024 Reduced 0.8%
$82.7B
$1.56 Million 1.08% of portfolio
12,100
Q4 2024 Reduced 1.22%
$70.8B
$1.38 Million 0.96% of portfolio
42,750
Q3 2024 Reduced 39.4%
$106B
$1.35 Million 0.93% of portfolio
7,600
Q4 2024 Reduced 1.43%
$165B
$1.31 Million 0.91% of portfolio
35,000
Q3 2024 Reduced 7.89%
$88.6B
$1.27 Million 0.88% of portfolio
63,100
Q4 2024 Reduced 4.88%
$59.6B
$1.22 Million 0.84% of portfolio
31,700
Q4 2024 New
$19.2B
$1.19 Million 0.82% of portfolio
43,178
Q4 2024 New
$20.7B
$1.12 Million 0.77% of portfolio
7,300
Q4 2024 Reduced 28.18%
$161B
$1.05 Million 0.73% of portfolio
46,226
Q4 2024 Reduced 8.69%
$177B
$1.01 Million 0.7% of portfolio
5,200
Q3 2024 Reduced 36.59%
$159B
$907,000 0.63% of portfolio
12,890
Q4 2024 Reduced 14.01%
$77.6B
$802,000 0.56% of portfolio
6,474
Q4 2024 Reduced 4.43%
$78.1B
$749,000 0.52% of portfolio
12,550
Q1 2024 Added 900.0%
$123B
$644,000 0.45% of portfolio
2,200
Q4 2024 Reduced 21.43%
$126B
$641,000 0.44% of portfolio
11,350
Q3 2024 Reduced 5.02%
$143B
$605,000 0.42% of portfolio
1,430
Q4 2024 Reduced 12.27%
$164B
$528,000 0.37% of portfolio
3,250
Q3 2024 New
$97.5B
$479,000 0.33% of portfolio
3,800
Q4 2024 Reduced 6.75%
$84.2B
$440,000 0.31% of portfolio
4,089
Q4 2024 Reduced 5.98%
$196B
$451,000 0.31% of portfolio
2,936
Q4 2024 Reduced 22.53%
$148B
$438,000 0.3% of portfolio
16,542
Q4 2024 Reduced 18.72%
$116B
$438,000 0.3% of portfolio
4,750
Q4 2024 Reduced 15.93%
$186B
$420,000 0.29% of portfolio
3,633
Q4 2024 Reduced 11.37%
$18.5B
$333,000 0.23% of portfolio
4,450
Q2 2024 Reduced 7.29%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $144 Million
  • Prior Value $125 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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