Guardian Investment Management Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Guardian Investment Management disclosed 59 stock positions valued at approximately $154.93M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, DANAHER CORP DEL, and BLACKSTONE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 59
- Portfolio Value
- $154.93M
Holdings by Sector
Guardian Investment Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 14.67% | 78,541 | -384 | -0.49% | $22,726,725 |
| DANAHER CORP DEL | DHR | Healthcare | 12.58% | 97,372 | +33,550 | +52.57% | $19,483,207 |
| BLACKSTONE INC | BX | Financial Services | 10.29% | 135,500 | +56,071 | +70.59% | $15,944,285 |
| AMGEN INC | AMGN | Healthcare | 3.79% | 16,205 | -451 | -2.71% | $5,868,335 |
| CATERPILLAR INC | CAT | Industrials | 3.30% | 4,800 | - | - | $5,111,520 |
| ARCHER DANIELS MIDLAND CO | ADM | Consumer Defensive | 3.28% | 8,750 | -185 | -2.07% | $5,082,963 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.80% | 4,635 | -252 | -5.16% | $4,335,903 |
| GE AEROSPACE | GE | Industrials | 2.69% | 11,159 | +2 | +0.02% | $4,170,472 |
| QUANTUMSCAPE CORP | QS | Consumer Cyclical | 2.45% | 38,650 | -990 | -2.50% | $3,801,759 |
| INTEL CORP | INTC | Technology | 2.43% | 26,975 | -1,500 | -5.27% | $3,766,519 |
| MICROSOFT CORP | MSFT | Technology | 2.40% | 9,963 | +119 | +1.21% | $3,716,398 |
| WALMART INC | WMT | Consumer Defensive | 2.35% | 32,200 | -3,400 | -9.55% | $3,646,694 |
| CHEVRON CORPORATION | CVX | Energy | 2.16% | 20,190 | +50 | +0.25% | $3,346,694 |
| GE VERNOVA INC | GEV | Utilities | 2.02% | 2,663 | +1 | +0.04% | $3,127,950 |
| ABBVIE INC | ABBV | Healthcare | 2.02% | 12,425 | -1,750 | -12.35% | $3,126,627 |
| BANK OF AMER CORP | BAC | Financial Services | 1.83% | 49,770 | -5,009 | -9.14% | $2,835,905 |
| CSX CORP | CSX | Industrials | 1.51% | 49,295 | +18 | +0.04% | $2,343,003 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.46% | 9,506 | +306 | +3.33% | $2,265,660 |
| APPLIED MATLS INC | AMAT | Technology | 1.41% | 3,020 | -10 | -0.33% | $2,183,600 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.37% | 1,837 | -614 | -25.05% | $2,120,248 |
| CISCO SYS INC | CSCO | Technology | 1.34% | 17,645 | - | - | $2,072,562 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.31% | 6,210 | -743 | -10.69% | $2,032,719 |
| BOEING CO | BA | Industrials | 1.31% | 9,350 | +150 | +1.63% | $2,023,995 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.30% | 7,907 | -8,922 | -53.02% | $2,008,168 |
| EXXON MOBIL CORP | XOM | Energy | 1.13% | 12,829 | -19 | -0.15% | $1,754,034 |
| KKR & CO INC | KKR | Financial Services | 1.05% | 16,144 | +1,560 | +10.70% | $1,632,331 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 1.01% | 5,800 | -386 | -6.24% | $1,568,726 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.98% | 4,492 | - | - | $1,519,419 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.93% | 2,888 | - | - | $1,445,126 |
| ALPHABET INC | GOOGL | Communication Services | 0.88% | 3,609 | -200 | -5.25% | $1,361,224 |
Showing 30 of 59 holdings in the latest reporting period.