Guardian Investment Management Portfolio Stock Holdings

Guardian Investment Management disclosed 60 stock positions valued at approximately $154.9 million in its latest SEC 13F filing. The largest holdings include APPLE INC, DANAHER CORP DEL, and BLACKSTONE INC. The filing reflects positions held as of June 30, 2026 and was filed on July 20, 2026.

Report Period
June 30, 2026
No. of Stocks
60
Portfolio Value
$154.9M
Holdings by Sector
Guardian Investment Management Portfolio Holdings in Q2 2026

59 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology14.67%78,541-384-0.49%$22,726,725
DANAHER CORP DELDHRHealthcare12.58%97,372+33,550+52.57%$19,483,207
BLACKSTONE INCBXFinancial Services10.29%135,500+56,071+70.59%$15,944,285
AMGEN INCAMGNHealthcare3.79%16,205-451-2.71%$5,868,335
CATERPILLAR INCCATIndustrials3.30%4,800--$5,111,520
ARCHER DANIELS MIDLAND COADMConsumer Defensive3.28%8,750-185-2.07%$5,082,963
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive2.80%4,635-252-5.16%$4,335,903
GE AEROSPACEGEIndustrials2.69%11,159+2+0.02%$4,170,472
QUANTUMSCAPE CORPQSConsumer Cyclical2.45%38,650-990-2.50%$3,801,759
INTEL CORPINTCTechnology2.43%26,975-1,500-5.27%$3,766,519
MICROSOFT CORPMSFTTechnology2.40%9,963+119+1.21%$3,716,398
WALMART INCWMTConsumer Defensive2.35%32,200-3,400-9.55%$3,646,694
CHEVRON CORPORATIONCVXEnergy2.16%20,190+50+0.25%$3,346,694
GE VERNOVA INCGEVUtilities2.02%2,663+1+0.04%$3,127,950
ABBVIE INCABBVHealthcare2.02%12,425-1,750-12.35%$3,126,627
BANK OF AMER CORPBACFinancial Services1.83%49,770-5,009-9.14%$2,835,905
CSX CORPCSXIndustrials1.51%49,295+18+0.04%$2,343,003
AMAZON COM INCAMZNConsumer Cyclical1.46%9,506+306+3.33%$2,265,660
APPLIED MATLS INCAMATTechnology1.41%3,020-10-0.33%$2,183,600
MICRON TECHNOLOGY INCMUTechnology1.37%1,837-614-25.05%$2,120,248
CISCO SYS INCCSCOTechnology1.34%17,645--$2,072,562
JPMORGAN CHASE & COJPMFinancial Services1.31%6,210-743-10.69%$2,032,719
BOEING COBAIndustrials1.31%9,350+150+1.63%$2,023,995
JOHNSON & JOHNSONJNJHealthcare1.30%7,907-8,922-53.02%$2,008,168
EXXON MOBIL CORPXOMEnergy1.13%12,829-19-0.15%$1,754,034
KKR & CO INCKKRFinancial Services1.05%16,144+1,560+10.70%$1,632,331
ILLINOIS TOOL WKS INCITWIndustrials1.01%5,800-386-6.24%$1,568,726
AMERICAN EXPRESS COAXPFinancial Services0.98%4,492--$1,519,419
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.93%2,888--$1,445,126
ALPHABET INCGOOGLCommunication Services0.88%3,609-200-5.25%$1,361,224
PROCTER & GAMBLE COPGConsumer Defensive0.82%8,685-1,700-16.37%$1,273,568
CITIGROUP INCCFinancial Services0.82%9,095+20+0.22%$1,272,990
BARRICK MNG CORPBOther0.82%35,000+24,875+245.68%$1,265,550
GOLDMAN SACHS GROUP INCGSFinancial Services0.79%1,293+90+7.48%$1,216,676
BIOGEN INCBIIBHealthcare0.77%5,500--$1,188,330
TEXAS INSTRS INCTXNTechnology0.74%3,860-640-14.22%$1,150,550
DEERE & CODEIndustrials0.65%1,598--$1,013,659
WARNER BROS DISCOVERY INCWBDCommunication Services0.60%34,750--$926,435
RTX CORPORATIONRTXIndustrials0.43%3,510+1,410+67.14%$665,952
PJT PARTNERS INCPJTFinancial Services0.42%4,267+4+0.09%$644,045
AT&T INCTCommunication Services0.36%27,290-2,392-8.06%$564,904
HOME DEPOT INCHDConsumer Cyclical0.36%1,570+89+6.01%$553,708
MONDELEZ INTL INCMDLZConsumer Defensive0.31%8,376-1,441-14.68%$484,472
EMERSON ELEC COEMRIndustrials0.31%3,383+3+0.09%$484,299
ABBOTT LABORATORIESABTHealthcare0.31%5,250--$476,385
GILEAD SCIENCES INCGILDHealthcare0.31%3,750--$473,775
PEPSICO INCPEPConsumer Defensive0.29%3,350--$453,590
BRISTOL-MYERS SQUIBB COBMYHealthcare0.27%7,300-250-3.31%$420,826
VISA INCVFinancial Services0.26%1,193--$409,306
INTERNATIONAL BUSINESS MACHSIBMTechnology0.26%1,450--$407,755
MP MATERIALS CORPMPBasic Materials0.26%7,250+1,500+26.09%$406,073
GOODYEAR TIRE & RUBR COGTConsumer Cyclical0.26%60,300+17,100+39.58%$397,980
COMCAST CORP NEWCMCSACommunication Services0.25%16,000-10,000-38.46%$392,980
NORFOLK SOUTHN CORPNSCIndustrials0.24%1,200-161-11.83%$377,508
3M COMMMIndustrials0.21%2,000-7,500-78.95%$323,820
DUKE ENERGY CORP NEWDUKUtilities0.20%2,439+150+6.55%$308,729
UNITED PARCEL SVCS INCUPSIndustrials0.19%2,736+11+0.40%$294,106
NORTHROP GRUMMAN CORPNOCIndustrials0.18%550--$280,121
PFIZER INCPFEHealthcare0.15%9,417-1,593-14.47%$226,761