GUARDIAN INVESTMENT MANAGEMENT — 13F Holdings & Portfolio
CIK 1365474 · latest 13F-HR filed 2026-07-20
GUARDIAN INVESTMENT MANAGEMENT manages $154.9M in 13F-reported U.S. long-equity assets across 60 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (14.67%), DHR (12.58%), BX (10.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 34, and trimmed 17.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
TIBURON, CA 94920
$154.9M
Long-equity book
60
Distinct positions
2026-06-30
Filed 2026-07-20
+0 / −0 / ↑34 / ↓17
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- DANAHER CORP DEL$8.4M +75.0%
- BLACKSTONE INC$6.8M +74.6%
- ARCHER DANIELS MIDLAND CO$3.3M +179.6%
- APPLE INC$2.7M +13.5%
- INTEL CORP$2.5M +199.7%
Top Trims
- JOHNSON & JOHNSON-$2.1M -51.2%
- 3M CO-$1.1M -76.5%
- CHEVRON CORPORATION-$820.3K -19.7%
- WALMART INC-$777.7K -17.6%
- COSTCO WHOLESALE CORPORATION-$533.6K -11.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $22.7M | 14.67% | 78,541 | SH |
| 2 | DANAHER CORP DEL | DHR | 235851102 | $19.5M | 12.58% | 97,372 | SH |
| 3 | BLACKSTONE INC | BX | 09260D107 | $15.9M | 10.29% | 135,500 | SH |
| 4 | AMGEN INC | AMGN | 031162100 | $5.9M | 3.79% | 16,205 | SH |
| 5 | CATERPILLAR INC | CAT | 149123101 | $5.1M | 3.30% | 4,800 | SH |
| 6 | ARCHER DANIELS MIDLAND CO | ADM | 039483102 | $5.1M | 3.28% | 8,750 | SH |
| 7 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.3M | 2.80% | 4,635 | SH |
| 8 | GE AEROSPACE | GE | 369604301 | $4.2M | 2.69% | 11,159 | SH |
| 9 | QUANTUMSCAPE CORP | QS | 74767V109 | $3.8M | 2.45% | 38,650 | SH |
| 10 | INTEL CORP | INTC | 458140100 | $3.8M | 2.43% | 26,975 | SH |
| 11 | MICROSOFT CORP | MSFT | 594918104 | $3.7M | 2.40% | 9,963 | SH |
| 12 | WALMART INC | WMT | 931142103 | $3.6M | 2.35% | 32,200 | SH |
| 13 | CHEVRON CORPORATION | CVX | 166764100 | $3.3M | 2.16% | 20,190 | SH |
| 14 | GE VERNOVA INC | GEV | 36828A101 | $3.1M | 2.02% | 2,663 | SH |
| 15 | ABBVIE INC | ABBV | 00287Y109 | $3.1M | 2.02% | 12,425 | SH |
| 16 | BANK OF AMER CORP | BAC | 060505104 | $2.8M | 1.83% | 49,770 | SH |
| 17 | CSX CORP | CSX | 126408103 | $2.3M | 1.51% | 49,295 | SH |
| 18 | AMAZON COM INC | AMZN | 023135106 | $2.3M | 1.46% | 9,506 | SH |
| 19 | APPLIED MATLS INC | AMAT | 038222105 | $2.2M | 1.41% | 3,020 | SH |
| 20 | MICRON TECHNOLOGY INC | MU | 595112103 | $2.1M | 1.37% | 1,837 | SH |
| 21 | CISCO SYS INC | CSCO | 17275R102 | $2.1M | 1.34% | 17,645 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.0M | 1.31% | 6,210 | SH |
| 23 | BOEING CO | BA | 097023105 | $2.0M | 1.31% | 9,350 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $2.0M | 1.30% | 7,907 | SH |
| 25 | EXXON MOBIL CORP | XOM | 30231G102 | $1.8M | 1.13% | 12,829 | SH |
| 26 | KKR & CO INC | KKR | 48251W104 | $1.6M | 1.05% | 16,144 | SH |
| 27 | ILLINOIS TOOL WKS INC | ITW | 452308109 | $1.6M | 1.01% | 5,800 | SH |
| 28 | AMERICAN EXPRESS CO | AXP | 025816109 | $1.5M | 0.98% | 4,492 | SH |
| 29 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.4M | 0.93% | 2,888 | SH |
| 30 | ALPHABET INC | GOOGL | 02079K305 | $1.4M | 0.88% | 3,609 | SH |
| 31 | PROCTER & GAMBLE CO | PG | 742718109 | $1.3M | 0.82% | 8,685 | SH |
| 32 | CITIGROUP INC | C | 172967424 | $1.3M | 0.82% | 9,095 | SH |
| 33 | BARRICK MNG CORP | B | 06849F108 | $1.3M | 0.82% | 35,000 | SH |
| 34 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.2M | 0.79% | 1,293 | SH |
| 35 | BIOGEN INC | BIIB | 09062X103 | $1.2M | 0.77% | 5,500 | SH |
| 36 | TEXAS INSTRS INC | TXN | 882508104 | $1.2M | 0.74% | 3,860 | SH |
| 37 | DEERE & CO | DE | 244199105 | $1.0M | 0.65% | 1,598 | SH |
| 38 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $926.4K | 0.60% | 34,750 | SH |
| 39 | RTX CORPORATION | RTX | 75513E101 | $666.0K | 0.43% | 3,510 | SH |
| 40 | PJT PARTNERS INC | PJT | 69343T107 | $644.0K | 0.42% | 4,267 | SH |
| 41 | AT&T INC | T | 00206R102 | $564.9K | 0.36% | 27,290 | SH |
| 42 | HOME DEPOT INC | HD | 437076102 | $553.7K | 0.36% | 1,570 | SH |
| 43 | MONDELEZ INTL INC | MDLZ | 609207105 | $484.5K | 0.31% | 8,376 | SH |
| 44 | EMERSON ELEC CO | EMR | 291011104 | $484.3K | 0.31% | 3,383 | SH |
| 45 | ABBOTT LABORATORIES | ABT | 002824100 | $476.4K | 0.31% | 5,250 | SH |
| 46 | GILEAD SCIENCES INC | GILD | 375558103 | $473.8K | 0.31% | 3,750 | SH |
| 47 | PEPSICO INC | PEP | 713448108 | $453.6K | 0.29% | 3,350 | SH |
| 48 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $420.8K | 0.27% | 7,300 | SH |
| 49 | VISA INC | V | 92826C839 | $409.3K | 0.26% | 1,193 | SH |
| 50 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $407.8K | 0.26% | 1,450 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $154.9M | 60 | 0001365474-26-000003 |
| 2026-03-31 | 2026-04-16 | $126.7M | 60 | 0001365474-26-000002 |
| 2025-12-31 | 2026-01-23 | $128.3M | 56 | 0001365474-26-000001 |