Guardian Investment Management

13F filer · CIK 0001365474

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$155MU.S. long equity reported on 13F

Positions600 new · 0 closed

Net flow last quarter+$7.36MBuys minus sells

Top 10 positions weight58.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 202660 positions
AAPLApple Inc.	$22.7M	14.67%	0.00%	-0.5%	Q2 2014
DHRDanaher Corp	$19.5M	12.58%	0.01%	+52.6%	Q2 2024
BXBlackstone Inc.	$15.9M	10.29%	0.02%	+70.6%	Q1 2014
AMGNAmgen Inc	$5.87M	3.79%	0.00%	-2.7%	Q2 2013
CATCaterpillar Inc	$5.11M	3.30%	0.00%	Not reported	Q2 2013
ADMArcher-Daniels-Midland Co	$5.08M	3.28%	0.00%	-2.1%	Q1 2025
COSTCostco Wholesale Corp	$4.34M	2.80%	0.00%	-5.2%	Q2 2013
GEGeneral Electric Co	$4.17M	2.69%	0.00%	0.0%	Q3 2021
QSQuantumScape Corp	$3.8M	2.45%	0.04%	-2.5%	Q3 2021
INTCIntel Corp	$3.77M	2.43%	0.00%	-5.3%	Q2 2013
MSFTMicrosoft Corp	$3.72M	2.40%	0.00%	+1.2%	Q2 2013
WMTWalmart Inc.	$3.65M	2.35%	0.00%	-9.6%	Q1 2019
CVXChevron Corp	$3.35M	2.16%	0.00%	+0.3%	Q2 2013
GEVGE Vernova Inc.	$3.13M	2.02%	0.00%	0.0%	Q2 2024
ABBVAbbVie Inc.	$3.13M	2.02%	0.00%	-12.4%	Q2 2013
BACBank of America Corp	$2.84M	1.83%	0.00%	-9.1%	Q1 2014
CSXCSX Corp	$2.34M	1.51%	0.00%	0.0%	Q2 2013
AMZNAmazon Com Inc	$2.27M	1.46%	0.00%	+3.3%	Q2 2023
AMATApplied Materials Inc	$2.18M	1.41%	0.00%	-0.3%	Q1 2018
MUMicron Technology Inc	$2.12M	1.37%	0.00%	-25.1%	Q1 2018
CSCOCisco Systems, Inc.	$2.07M	1.34%	0.00%	Not reported	Q2 2013
JPMJPMorgan Chase & Co	$2.03M	1.31%	0.00%	-10.7%	Q2 2015
BABoeing Co	$2.02M	1.31%	0.00%	+1.6%	Q2 2013
JNJJohnson & Johnson	$2.01M	1.30%	0.00%	-53.0%	Q2 2013
XOMExxonMobil Holdings Corp	$1.75M	1.13%	0.00%	-0.2%	Q2 2013
KKRKKR & Co. Inc.	$1.63M	1.05%	0.00%	+10.7%	Q1 2017
ITWIllinois Tool Works Inc	$1.57M	1.01%	0.00%	-6.2%	Q2 2013
AXPAmerican Express Co	$1.52M	0.98%	0.00%	Not reported	Q2 2013
BRK.BBerkshire Hathaway Inc	$1.45M	0.93%	Not reported	Not reported	Q1 2021
GOOGLAlphabet Inc.	$1.36M	0.88%	0.00%	-5.3%	Q3 2025
PGPROCTER & GAMBLE Co	$1.27M	0.82%	0.00%	-16.4%	Q2 2013
CCitigroup Inc	$1.27M	0.82%	0.00%	+0.2%	Q1 2014
BBarrick Mining Corp	$1.27M	0.82%	0.00%	+245.7%	Q3 2025
GSGoldman Sachs Group Inc	$1.22M	0.79%	0.00%	+7.5%	Q4 2024
BIIBBiogen Inc.	$1.19M	0.77%	0.00%	Not reported	Q1 2017
TXNTexas Instruments Inc	$1.15M	0.74%	0.00%	-14.2%	Q2 2015
DEDeere & Co	$1.01M	0.65%	0.00%	Not reported	Q3 2015
WBDWarner Bros. Discovery, Inc.	$926K	0.60%	0.00%	Not reported	Q2 2022
RTXRTX Corp	$666K	0.43%	0.00%	+67.1%	Q3 2021
PJTPJT Partners Inc.	$644K	0.42%	0.02%	+0.1%	Q1 2022
TAt&T Inc.	$565K	0.36%	0.00%	-8.1%	Q2 2013
HDHome Depot, Inc.	$554K	0.36%	0.00%	+6.0%	Q1 2015
MDLZMondelez International, Inc.	$484K	0.31%	0.00%	-14.7%	Q2 2013
EMREmerson Electric Co	$484K	0.31%	0.00%	+0.1%	Q2 2018
ABTAbbott Laboratories	$476K	0.31%	0.00%	Not reported	Q2 2013
GILDGilead Sciences, Inc.	$474K	0.31%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$454K	0.29%	0.00%	Not reported	Q2 2013
BMYBristol Myers Squibb Co	$421K	0.27%	0.00%	-3.3%	Q2 2013
VVisa Inc.	$409K	0.26%	0.00%	Not reported	Q2 2013
IBMInternational Business Machines Corp	$408K	0.26%	0.00%	Not reported	Q3 2019

Q1 2026Reported Apr 16, 202660 positions
AAPLApple Inc.	$20M	15.81%	0.00%	+0.1%	Q2 2014
DHRDanaher Corp	$11.1M	8.79%	0.01%	Not reported	Q2 2024
BXBlackstone Inc.	$9.13M	7.21%	0.01%	Not reported	Q1 2014
AMGNAmgen Inc	$5.86M	4.63%	0.00%	+3.7%	Q2 2013
COSTCostco Wholesale Corp	$4.87M	3.84%	0.00%	Not reported	Q2 2013
WMTWalmart Inc.	$4.42M	3.49%	0.00%	-0.1%	Q1 2019
CVXChevron Corp	$4.17M	3.29%	0.00%	-6.2%	Q2 2013
JNJJohnson & Johnson	$4.11M	3.25%	0.00%	0.0%	Q2 2013
MSFTMicrosoft Corp	$3.66M	2.89%	0.00%	-1.0%	Q2 2013
CATCaterpillar Inc	$3.4M	2.68%	0.00%	Not reported	Q2 2013
GEGeneral Electric Co	$3.17M	2.50%	0.00%	0.0%	Q3 2021
QSQuantumScape Corp	$3.1M	2.44%	0.04%	+14.1%	Q3 2021
ABBVAbbVie Inc.	$3.08M	2.43%	0.00%	+0.2%	Q2 2013
BACBank of America Corp	$2.67M	2.11%	0.00%	-22.4%	Q1 2014
GEVGE Vernova Inc.	$2.32M	1.83%	0.00%	+0.3%	Q2 2024
XOMExxonMobil Holdings Corp	$2.18M	1.72%	0.00%	-4.8%	Q2 2013
JPMJPMorgan Chase & Co	$2.05M	1.61%	0.00%	-15.6%	Q2 2015
CSXCSX Corp	$2.02M	1.60%	0.00%	-4.3%	Q2 2013
AMZNAmazon Com Inc	$1.92M	1.51%	0.00%	+17.8%	Q2 2023
BABoeing Co	$1.83M	1.45%	0.00%	+1.7%	Q2 2013
ADMArcher-Daniels-Midland Co	$1.82M	1.43%	0.00%	+18.3%	Q1 2025
ITWIllinois Tool Works Inc	$1.61M	1.27%	0.00%	+3.1%	Q2 2013
PGPROCTER & GAMBLE Co	$1.5M	1.18%	0.00%	-16.2%	Q2 2013
KKRKKR & Co. Inc.	$1.46M	1.15%	0.00%	+34.1%	Q1 2017
BRK.BBerkshire Hathaway Inc	$1.38M	1.09%	Not reported	+3.9%	Q1 2021
MMM3m Co	$1.38M	1.09%	0.00%	Not reported	Q2 2013
CSCOCisco Systems, Inc.	$1.37M	1.08%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$1.36M	1.07%	0.00%	Not reported	Q2 2013
INTCIntel Corp	$1.26M	0.99%	0.00%	-6.8%	Q2 2013
GOOGLAlphabet Inc.	$1.1M	0.86%	0.00%	+2.1%	Q3 2025
AMATApplied Materials Inc	$1.04M	0.82%	0.00%	-25.7%	Q1 2018
CCitigroup Inc	$1.03M	0.81%	0.00%	-0.4%	Q1 2014
GSGoldman Sachs Group Inc	$1.02M	0.80%	0.00%	Not reported	Q4 2024
BIIBBiogen Inc.	$1.01M	0.80%	0.00%	+1.9%	Q1 2017
WBDWarner Bros. Discovery, Inc.	$954K	0.75%	0.00%	-12.6%	Q2 2022
DEDeere & Co	$900K	0.71%	0.00%	+1.3%	Q3 2015
TXNTexas Instruments Inc	$874K	0.69%	0.00%	Not reported	Q2 2015
TAt&T Inc.	$860K	0.68%	0.00%	+0.2%	Q2 2013
MUMicron Technology Inc	$828K	0.65%	0.00%	-16.2%	Q1 2018
CMCSAComcast Corp	$746K	0.59%	0.00%	-21.2%	Q1 2016
PJTPJT Partners Inc.	$596K	0.47%	0.02%	+0.1%	Q1 2022
MDLZMondelez International, Inc.	$566K	0.45%	0.00%	-7.9%	Q2 2013
ABTAbbott Laboratories	$539K	0.43%	0.00%	-8.7%	Q2 2013
GILDGilead Sciences, Inc.	$523K	0.41%	0.00%	Not reported	Q4 2020
PEPPepsico Inc	$520K	0.41%	0.00%	-11.4%	Q2 2013
HDHome Depot, Inc.	$487K	0.38%	0.00%	Not reported	Q1 2015
BMYBristol Myers Squibb Co	$458K	0.36%	0.00%	-5.6%	Q2 2013
EMREmerson Electric Co	$443K	0.35%	0.00%	+0.1%	Q2 2018
BBarrick Mining Corp	$413K	0.33%	0.00%	-0.7%	Q3 2025
RTXRTX Corp	$405K	0.32%	0.00%	Not reported	Q3 2021

Q4 2025Reported Jan 23, 202656 positions
AAPLApple Inc.	$21.4M	16.71%	0.00%	Not reported	Q2 2014
BXBlackstone Inc.	$12.2M	9.54%	0.01%	+358.7%	Q1 2014
DHRDanaher Corp	$11.9M	9.28%	0.01%	Not reported	Q2 2024
AMGNAmgen Inc	$5.26M	4.10%	0.00%	-0.9%	Q2 2013
MSFTMicrosoft Corp	$4.81M	3.75%	0.00%	-3.9%	Q2 2013
COSTCostco Wholesale Corp	$4.21M	3.28%	0.00%	-3.1%	Q2 2013
WMTWalmart Inc.	$3.97M	3.09%	0.00%	-1.2%	Q1 2019
BACBank of America Corp	$3.88M	3.02%	0.00%	-0.7%	Q1 2014
JNJJohnson & Johnson	$3.48M	2.71%	0.00%	0.0%	Q2 2013
GEGeneral Electric Co	$3.44M	2.68%	0.00%	-0.1%	Q3 2021
CVXChevron Corp	$3.27M	2.55%	0.00%	+1.9%	Q2 2013
ABBVAbbVie Inc.	$3.23M	2.52%	0.00%	-0.7%	Q2 2013
CATCaterpillar Inc	$2.75M	2.14%	0.00%	-3.8%	Q2 2013
JPMJPMorgan Chase & Co	$2.65M	2.07%	0.00%	-2.4%	Q2 2015
BABoeing Co	$1.96M	1.53%	0.00%	+14.9%	Q2 2013
CSXCSX Corp	$1.87M	1.46%	0.00%	+2.6%	Q2 2013
AMZNAmazon Com Inc	$1.8M	1.40%	0.00%	-2.2%	Q2 2023
PGPROCTER & GAMBLE Co	$1.77M	1.38%	0.00%	Not reported	Q2 2013
GEVGE Vernova Inc.	$1.73M	1.35%	0.00%	-1.6%	Q2 2024
AXPAmerican Express Co	$1.66M	1.30%	0.00%	-2.2%	Q2 2013
XOMExxonMobil Holdings Corp	$1.62M	1.27%	0.00%	+1.6%	Q2 2013
ADMArcher-Daniels-Midland Co	$1.62M	1.26%	0.00%	-11.7%	Q1 2025
MMM3m Co	$1.52M	1.19%	0.00%	Not reported	Q2 2013
QSQuantumScape Corp	$1.49M	1.16%	0.04%	-27.9%	Q3 2021
ITWIllinois Tool Works Inc	$1.48M	1.15%	0.00%	Not reported	Q2 2013
KKRKKR & Co. Inc.	$1.41M	1.10%	0.00%	0.0%	Q1 2017
BRK.BBerkshire Hathaway Inc	$1.4M	1.09%	Not reported	-5.1%	Q1 2021
CSCOCisco Systems, Inc.	$1.36M	1.06%	0.00%	+5.4%	Q2 2013
GOOGLAlphabet Inc.	$1.17M	0.91%	0.00%	Not reported	Q3 2025
WBDWarner Bros. Discovery, Inc.	$1.15M	0.89%	0.00%	-31.5%	Q2 2022
INTCIntel Corp	$1.13M	0.88%	0.00%	-34.8%	Q2 2013
CCitigroup Inc	$1.06M	0.83%	0.00%	-3.8%	Q1 2014
GSGoldman Sachs Group Inc	$1.06M	0.82%	0.00%	Not reported	Q4 2024
CMCSAComcast Corp	$1.05M	0.82%	0.00%	Not reported	Q1 2016
AMATApplied Materials Inc	$1.05M	0.82%	0.00%	-22.7%	Q1 2018
BIIBBiogen Inc.	$950K	0.74%	0.00%	Not reported	Q1 2017
MUMicron Technology Inc	$835K	0.65%	0.00%	-42.9%	Q1 2018
TXNTexas Instruments Inc	$781K	0.61%	0.00%	-13.5%	Q2 2015
TAt&T Inc.	$736K	0.57%	0.00%	-11.9%	Q2 2013
DEDeere & Co	$735K	0.57%	0.00%	Not reported	Q3 2015
ABTAbbott Laboratories	$720K	0.56%	0.00%	Not reported	Q2 2013
PJTPJT Partners Inc.	$712K	0.56%	0.02%	-5.5%	Q1 2022
MDLZMondelez International, Inc.	$574K	0.45%	0.00%	-5.7%	Q2 2013
PEPPepsico Inc	$538K	0.42%	0.00%	Not reported	Q2 2013
HDHome Depot, Inc.	$510K	0.40%	0.00%	+3.5%	Q1 2015
GILDGilead Sciences, Inc.	$460K	0.36%	0.00%	Not reported	Q4 2020
EMREmerson Electric Co	$448K	0.35%	0.00%	+0.1%	Q2 2018
BBarrick Mining Corp	$444K	0.35%	0.00%	-0.5%	Q3 2025
BMYBristol Myers Squibb Co	$432K	0.34%	0.00%	-15.8%	Q2 2013
IBMInternational Business Machines Corp	$430K	0.33%	0.00%	-14.7%	Q3 2019

Q3 2025Reported Nov 13, 202555 positions
AAPLApple Inc.	$20.1M	17.07%	0.00%	+0.3%	Q2 2014
DHRDanaher Corp	$11.9M	10.13%	0.01%	Not reported	Q2 2024
MSFTMicrosoft Corp	$5.36M	4.56%	0.00%	+24.0%	Q2 2013
COSTCostco Wholesale Corp	$4.67M	3.97%	0.00%	-0.1%	Q2 2013
AMGNAmgen Inc	$4.58M	3.89%	0.00%	-13.3%	Q2 2013
WMTWalmart Inc.	$3.72M	3.16%	0.00%	+3.4%	Q1 2019
BACBank of America Corp	$3.67M	3.12%	0.00%	-1.7%	Q1 2014
GEGeneral Electric Co	$3.36M	2.86%	0.00%	-0.6%	Q3 2021
ABBVAbbVie Inc.	$3.3M	2.80%	0.00%	-0.4%	Q2 2013
CVXChevron Corp	$3.27M	2.78%	0.00%	+18.6%	Q2 2013
JNJJohnson & Johnson	$3.12M	2.65%	0.00%	+5.0%	Q2 2013
BXBlackstone Inc.	$2.96M	2.52%	0.00%	Not reported	Q1 2014
QSQuantumScape Corp	$2.94M	2.50%	0.05%	-4.0%	Q3 2021
JPMJPMorgan Chase & Co	$2.66M	2.26%	0.00%	-0.2%	Q2 2015
CATCaterpillar Inc	$2.38M	2.02%	0.00%	Not reported	Q2 2013
PGPROCTER & GAMBLE Co	$1.9M	1.62%	0.00%	+19.0%	Q2 2013
CSXCSX Corp	$1.78M	1.52%	0.00%	+29.6%	Q2 2013
AMZNAmazon Com Inc	$1.72M	1.46%	0.00%	+1.1%	Q2 2023
BABoeing Co	$1.7M	1.45%	0.00%	+10.9%	Q2 2013
GEVGE Vernova Inc.	$1.66M	1.41%	0.00%	-1.6%	Q2 2024
INTCIntel Corp	$1.57M	1.34%	0.00%	-16.3%	Q2 2013
ITWIllinois Tool Works Inc	$1.56M	1.33%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$1.53M	1.30%	0.00%	Not reported	Q2 2013
XOMExxonMobil Holdings Corp	$1.5M	1.27%	0.00%	+13.1%	Q2 2013
MMM3m Co	$1.47M	1.25%	0.00%	+5.6%	Q2 2013
BRK.BBerkshire Hathaway Inc	$1.47M	1.25%	Not reported	Not reported	Q1 2021
KKRKKR & Co. Inc.	$1.41M	1.20%	0.00%	-11.0%	Q1 2017
ADMArcher-Daniels-Midland Co	$1.38M	1.18%	0.00%	+8.2%	Q1 2025
CSCOCisco Systems, Inc.	$1.15M	0.97%	0.00%	Not reported	Q2 2013
WBDWarner Bros. Discovery, Inc.	$1.13M	0.96%	0.00%	-36.8%	Q2 2022
AMATApplied Materials Inc	$1.08M	0.92%	0.00%	+8.8%	Q1 2018
CMCSAComcast Corp	$1.04M	0.88%	0.00%	Not reported	Q1 2016
CCitigroup Inc	$962K	0.82%	0.00%	-10.8%	Q1 2014
GSGoldman Sachs Group Inc	$958K	0.81%	0.00%	Not reported	Q4 2024
TXNTexas Instruments Inc	$955K	0.81%	0.00%	Not reported	Q2 2015
TAt&T Inc.	$950K	0.81%	0.00%	Not reported	Q2 2013
GOOGLAlphabet Inc.	$907K	0.77%	0.00%	New	Q3 2025
MUMicron Technology Inc	$858K	0.73%	0.00%	Not reported	Q1 2018
PJTPJT Partners Inc.	$801K	0.68%	0.02%	Not reported	Q1 2022
ABTAbbott Laboratories	$770K	0.65%	0.00%	Not reported	Q2 2013
BIIBBiogen Inc.	$756K	0.64%	0.00%	+1.9%	Q1 2017
DEDeere & Co	$722K	0.61%	0.00%	+10.4%	Q3 2015
MDLZMondelez International, Inc.	$706K	0.60%	0.00%	+11.9%	Q2 2013
HDHome Depot, Inc.	$580K	0.49%	0.00%	-25.9%	Q1 2015
PEPPepsico Inc	$531K	0.45%	0.00%	-62.5%	Q2 2013
MPMP Materials Corp. / DE	$503K	0.43%	0.00%	Not reported	Q3 2021
IBMInternational Business Machines Corp	$480K	0.41%	0.00%	+41.7%	Q3 2019
EMREmerson Electric Co	$443K	0.38%	0.00%	Not reported	Q2 2018
BMYBristol Myers Squibb Co	$428K	0.36%	0.00%	Not reported	Q2 2013
GILDGilead Sciences, Inc.	$416K	0.35%	0.00%	Not reported	Q4 2020

Premium opens every quarter this fund has filed