Guardian Investment Management Portfolio Holdings

Guardian Investment Management

  • $100 Million
  • Q2 2025

Guardian Investment Management has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $100 Million distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.1M, Danaher Corp with a value of $12.6M, Amgen Inc with a value of $5.22M, Costco Wholesale Corp with a value of $5M, and Microsoft Corp with a value of $4.15M.

Examining the 13F form we can see an decrease of $23.3M in the current position value, from $124M to 100M.

Below you can find more details about Guardian Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $100 Million
Healthcare: $26.8 Million
Technology: $24.9 Million
Consumer Defensive: $12.8 Million
Industrials: $12.3 Million
Financial Services: $12.2 Million
Energy: $4.84 Million
Consumer Cyclical: $3.21 Million
Communication Services: $3.2 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$16.1 Million 16.09% of portfolio
78,618
Q2 2025 Reduced 11.41%
$140B
$12.6 Million 12.57% of portfolio
63,822
Q2 2025 Added 49.04%
$147B
$5.22 Million 5.2% of portfolio
18,695
Q2 2025 Added 2.75%
$426B
$5 Million 4.98% of portfolio
5,047
Q2 2025 Added 11.09%
$3.8T
$4.15 Million 4.14% of portfolio
8,344
Q2 2025 Reduced 12.11%
$412B
$3.42 Million 3.41% of portfolio
72,268
Q2 2025 Added 1.4%
$283B
$3.41 Million 3.4% of portfolio
34,850
Q2 2025 Reduced 24.24%
$316B
$2.89 Million 2.88% of portfolio
11,231
Q2 2025 Reduced 1.1%
$390B
$2.65 Million 2.65% of portfolio
14,295
Q2 2025 Reduced 12.84%
$313B
$2.55 Million 2.54% of portfolio
17,778
Q2 2025 Reduced 1.11%
$914B
$2.45 Million 2.44% of portfolio
8,449
Q2 2025 Reduced 36.23%
$463B
$2.45 Million 2.44% of portfolio
16,022
Q2 2025 Reduced 7.56%
$566B
$2.39 Million 2.38% of portfolio
6,730
Q2 2025 Reduced 3.58%
$238B
$1.94 Million 1.93% of portfolio
4,987
Q2 2025 Added 8.72%
$2.36T
$1.73 Million 1.73% of portfolio
7,897
Q2 2025 Added 41.73%
$380B
$1.66 Million 1.65% of portfolio
10,410
Q2 2025 Reduced 30.18%
$80.6B
$1.48 Million 1.48% of portfolio
6,000
Q2 2025 Reduced 15.49%
$128B
$1.49 Million 1.48% of portfolio
7,100
Q2 2025 Added 2.16%
$644B
$1.42 Million 1.42% of portfolio
2,930
Q2 2025 Reduced 41.16%
$85.8B
$1.37 Million 1.37% of portfolio
9,000
Q2 2025 Reduced 8.16%
$195B
$1.33 Million 1.33% of portfolio
10,080
Q2 2025 Reduced 0.17%
$68.9B
$1.26 Million 1.26% of portfolio
38,750
Q1 2025 Reduced 9.36%
$480B
$1.27 Million 1.26% of portfolio
11,739
Q2 2025 Added 9.31%
$102B
$1.25 Million 1.25% of portfolio
56,000
Q2 2025 Added 2.66%
$206B
$1.2 Million 1.19% of portfolio
15,100
Q1 2025 Reduced 1.31%
$143B
$1.18 Million 1.17% of portfolio
33,000
Q2 2025 Reduced 5.71%
$278B
$1.16 Million 1.16% of portfolio
16,745
Q2 2025 Reduced 2.33%
$44.3B
$1.05 Million 1.05% of portfolio
91,703
Q2 2025 Added 9.37%
$49.3B
$1.03 Million 1.02% of portfolio
30,400
Q1 2025 Reduced 4.1%
$177B
$1.01 Million 1.01% of portfolio
5,200
Q3 2024 Reduced 36.59%
$211B
$973,000 0.97% of portfolio
33,626
Q2 2025 Reduced 1.75%
$197B
$904,000 0.9% of portfolio
10,625
Q1 2025 Reduced 17.57%
$153B
$887,000 0.88% of portfolio
4,850
Q2 2025 Added 64.41%
$235B
$782,000 0.78% of portfolio
5,750
Q2 2025 Reduced 18.44%
$142B
$727,000 0.73% of portfolio
1,430
Q4 2024 Reduced 12.27%
$427B
$707,000 0.71% of portfolio
1,931
Q1 2025 Reduced 17.16%
$86.1B
$681,000 0.68% of portfolio
10,100
Q2 2025 Reduced 2.42%
$20.9B
$665,000 0.66% of portfolio
5,300
Q2 2025 Reduced 27.4%
$77.5B
$449,000 0.45% of portfolio
3,374
Q1 2025 Reduced 47.88%
$98.1B
$439,000 0.44% of portfolio
9,500
Q2 2025 Reduced 3.55%
$2.41B
$430,000 0.43% of portfolio
41,500
Q2 2025 Added 5.06%
$141B
$415,000 0.41% of portfolio
3,750
Q1 2025 Reduced 21.05%
$33.6B
$416,000 0.41% of portfolio
7,900
Q2 2025 Added 6.04%
$232B
$353,000 0.35% of portfolio
1,200
Q2 2025 Reduced 20.0%
$88.8B
$345,000 0.34% of portfolio
692
Q2 2025 Reduced 12.63%
$20.4B
$343,000 0.34% of portfolio
4,250
Q2 2025 Reduced 4.49%
$3.69B
$336,000 0.34% of portfolio
50,120
Q2 2025 Added 336.21%
$233B
$335,000 0.33% of portfolio
2,300
Q1 2025 Reduced 36.69%
$135B
$333,000 0.33% of portfolio
13,752
Q2 2025 Added 17.02%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $100 Million
  • Prior Value $124 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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