Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $22.7M | 14.7% |
| Danaher Corp. DelCOM | COM | $19.5M | 12.6% |
| Blackstone Inc.COM | COM | $15.9M | 10.3% |
| Amgen Inc.COM | COM | $5.87M | 3.8% |
| Caterpillar Inc.COM | COM | $5.11M | 3.3% |
| Archer Daniels Midland COCOM | COM | $5.08M | 3.3% |
| Costco Wholesale CorporationCOM | COM | $4.34M | 2.8% |
| GE AerospaceCOM NEW | COM NEW | $4.17M | 2.7% |
| Quantumscape Corp.COM CL A | COM CL A | $3.8M | 2.5% |
| Intel Corp.COM | COM | $3.77M | 2.4% |
| Microsoft Corp.COM | COM | $3.72M | 2.4% |
| Walmart Inc.COM | COM | $3.65M | 2.4% |
| Chevron CorporationCOM | COM | $3.35M | 2.2% |
| GE Vernova Inc.COM | COM | $3.13M | 2.0% |
| Abbvie Inc.COM | COM | $3.13M | 2.0% |
| Bank OF Amer Corp.COM | COM | $2.84M | 1.8% |
| CSX Corp.COM | COM | $2.34M | 1.5% |
| Amazon Com Inc.COM | COM | $2.27M | 1.5% |
| Applied Matls Inc.COM | COM | $2.18M | 1.4% |
| Micron Technology Inc.COM | COM | $2.12M | 1.4% |
| Cisco Sys Inc.COM | COM | $2.07M | 1.3% |
| JPMORGAN Chase & COCOM | COM | $2.03M | 1.3% |
| Boeing COCOM | COM | $2.02M | 1.3% |
| Johnson & JohnsonCOM | COM | $2.01M | 1.3% |
| Exxon Mobil Corp.COM | COM | $1.75M | 1.1% |
| KKR & CO Inc.COM | COM | $1.63M | 1.1% |
| Illinois Tool Wks Inc.COM | COM | $1.57M | 1.0% |
| American Express COCOM | COM | $1.52M | 1.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.45M | 0.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.36M | 0.9% |
| Procter & Gamble COCOM | COM | $1.27M | 0.8% |
| Citigroup Inc.COM NEW | COM NEW | $1.27M | 0.8% |
| Barrick Mng Corp.COM SHS | COM SHS | $1.27M | 0.8% |
| Goldman Sachs Group Inc.COM | COM | $1.22M | 0.8% |
| Biogen Inc.COM | COM | $1.19M | 0.8% |
| Texas Instrs Inc.COM | COM | $1.15M | 0.7% |
| Deere & COCOM | COM | $1.01M | 0.7% |
| Warner Bros Discovery Inc.COM SER A | COM SER A | $926K | 0.6% |
| Rtx CorporationCOM | COM | $666K | 0.4% |
| Pjt Partners Inc.COM CL A | COM CL A | $644K | 0.4% |
| AT&T Inc.COM | COM | $565K | 0.4% |
| Home Depot Inc.COM | COM | $554K | 0.4% |
| Mondelez Intl Inc.CL A | CL A | $484K | 0.3% |
| Emerson Elec COCOM | COM | $484K | 0.3% |
| Abbott LaboratoriesCOM | COM | $476K | 0.3% |
| Gilead Sciences Inc.COM | COM | $474K | 0.3% |
| Pepsico Inc.COM | COM | $454K | 0.3% |
| Bristol-myers Squibb COCOM | COM | $421K | 0.3% |
| Visa Inc.COM CL A | COM CL A | $409K | 0.3% |
| International Business MachsCOM | COM | $408K | 0.3% |
- Class
- COM
- Share
- 14.7%
- Class
- COM
- Share
- 12.6%
- Class
- COM
- Share
- 10.3%
- Class
- COM
- Share
- 3.8%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 3.3%
- Class
- COM
- Share
- 2.8%
- Class
- COM NEW
- Share
- 2.7%
- Class
- COM CL A
- Share
- 2.5%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.4%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 2.0%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- CL B NEW
- Share
- 0.9%
- Class
- CAP STK CL A
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM NEW
- Share
- 0.8%
- Class
- COM SHS
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM SER A
- Share
- 0.6%
- Class
- COM
- Share
- 0.4%
- Class
- COM CL A
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- COM
- Share
- 0.4%
- Class
- CL A
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
- Class
- COM CL A
- Share
- 0.3%
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 60 positions by value, with holdings of the same security combined. The 60 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1365474
- File number
- 028-12111
- Options
- 0 call, 0 put
- In the 25 largest
- 83.2%
- Prior quarter
- $127M at 31 March 2026
- Positions opened
- 0
- Positions closed
- 0
Common questions
What are Guardian Investment Management’s 13F holdings worth?
$155 million across 60 positions for the quarter ended 30 June 2026.
What is Guardian Investment Management’s largest 13F holding?
APPLE INC (COM) was the largest position at $22.7 million, or 14.7% of reported 13F value, as of 30 June 2026.
How concentrated is Guardian Investment Management’s 13F portfolio?
The ten largest positions accounted for 58.3% of reported value and the twenty-five largest for 83.2%, across 60 positions as of 30 June 2026.
Does Form 13F show everything Guardian Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Guardian Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.