Guardian Investment Management Portfolio Holdings

Guardian Investment Management

  • $124 Million
  • Q1 2025

Guardian Investment Management has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $124 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.7M, Blackstone Inc. with a value of $18.2M, Danaher Corp with a value of $8.78M, Amgen Inc with a value of $5.67M, and Costco Wholesale Corp with a value of $4.3M.

Examining the 13F form we can see an decrease of $20.6M in the current position value, from $144M to 124M.

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

Portfolio value $124 Million
Financial Services: $33.4 Million
Technology: $27.4 Million
Healthcare: $25.4 Million
Consumer Defensive: $13.7 Million
Industrials: $11.6 Million
Energy: $5.55 Million
Communication Services: $4.33 Million
Consumer Cyclical: $2.18 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$19.7 Million 15.95% of portfolio
88,740
Q1 2025 Reduced 7.44%
$94.7B
$18.2 Million 14.7% of portfolio
129,915
Q1 2025 Reduced 6.68%
$143B
$8.78 Million 7.1% of portfolio
42,822
Q3 2024 Added 1,283.59%
$151B
$5.67 Million 4.59% of portfolio
18,195
Q1 2025 Reduced 0.89%
$433B
$4.3 Million 3.48% of portfolio
4,543
Q1 2025 Reduced 12.72%
$258B
$4.04 Million 3.27% of portfolio
46,000
Q1 2025 Reduced 21.77%
$2.92T
$3.56 Million 2.88% of portfolio
9,494
Q1 2025 Reduced 19.3%
$340B
$3.44 Million 2.78% of portfolio
16,400
Q1 2025 Reduced 7.87%
$713B
$3.25 Million 2.63% of portfolio
13,249
Q1 2025 Reduced 30.81%
$274B
$3.01 Million 2.43% of portfolio
17,978
Q1 2025 Reduced 14.1%
$319B
$2.97 Million 2.41% of portfolio
71,268
Q1 2025 Reduced 4.04%
$406B
$2.87 Million 2.33% of portfolio
17,332
Q1 2025 Reduced 10.99%
$691B
$2.65 Million 2.15% of portfolio
4,980
Q3 2024 Reduced 26.66%
$384B
$2.54 Million 2.06% of portfolio
14,910
Q1 2025 Reduced 12.99%
$552B
$2.45 Million 1.98% of portfolio
6,980
Q1 2025 Reduced 24.78%
$219B
$2.27 Million 1.84% of portfolio
11,356
Q1 2025 Reduced 0.65%
$162B
$1.51 Million 1.22% of portfolio
4,587
Q1 2025 Reduced 8.02%
$184B
$1.51 Million 1.22% of portfolio
10,097
Q3 2024 Added 0.17%
$76.2B
$1.44 Million 1.16% of portfolio
9,800
Q1 2025 Reduced 19.01%
$98B
$1.43 Million 1.16% of portfolio
12,375
Q1 2025 Reduced 0.4%
$211B
$1.36 Million 1.1% of portfolio
15,100
Q1 2025 Reduced 1.31%
$149B
$1.29 Million 1.04% of portfolio
35,000
Q3 2024 Reduced 7.89%
$48.4B
$1.27 Million 1.03% of portfolio
30,400
Q1 2025 Reduced 4.1%
$453B
$1.28 Million 1.03% of portfolio
10,739
Q1 2025 Reduced 19.49%
$84.2B
$1.24 Million 1.0% of portfolio
54,550
Q1 2025 Reduced 13.55%
$109B
$1.19 Million 0.96% of portfolio
6,950
Q1 2025 Reduced 8.55%
$19.2B
$1.18 Million 0.95% of portfolio
42,750
Q1 2025 Reduced 0.99%
$58.6B
$1.14 Million 0.92% of portfolio
38,750
Q1 2025 Reduced 9.36%
$198B
$1.1 Million 0.89% of portfolio
4,092
Q1 2025 Reduced 5.76%
$1.91T
$1.06 Million 0.86% of portfolio
5,572
Q1 2025 Reduced 26.41%
$233B
$1.06 Million 0.86% of portfolio
17,145
Q1 2025 Reduced 21.52%
$177B
$1.01 Million 0.82% of portfolio
5,200
Q3 2024 Reduced 36.59%
$17.2B
$998,000 0.81% of portfolio
7,300
Q4 2024 Reduced 28.18%
$194B
$967,000 0.78% of portfolio
34,226
Q1 2025 Reduced 25.96%
$227B
$935,000 0.76% of portfolio
7,050
Q1 2025 Reduced 35.51%
$20.9B
$899,000 0.73% of portfolio
83,847
Q1 2025 Reduced 1.26%
$132B
$754,000 0.61% of portfolio
10,625
Q1 2025 Reduced 17.57%
$89.2B
$702,000 0.57% of portfolio
10,350
Q1 2025 Reduced 17.53%
$365B
$707,000 0.57% of portfolio
1,931
Q1 2025 Reduced 17.16%
$139B
$671,000 0.54% of portfolio
1,430
Q4 2024 Reduced 12.27%
$187B
$657,000 0.53% of portfolio
1,203
Q1 2025 Reduced 14.26%
$103B
$600,000 0.49% of portfolio
9,850
Q1 2025 Reduced 13.22%
$130B
$428,000 0.35% of portfolio
2,950
Q1 2025 Reduced 9.23%
$133B
$420,000 0.34% of portfolio
3,750
Q1 2025 Reduced 21.05%
$74.4B
$405,000 0.33% of portfolio
792
Q1 2025 New
$212B
$372,000 0.3% of portfolio
1,500
Q1 2025 Reduced 37.5%
$61.8B
$369,000 0.3% of portfolio
3,374
Q1 2025 Reduced 47.88%
$26.4B
$357,000 0.29% of portfolio
7,450
Q1 2025 New
$3.13B
$364,000 0.29% of portfolio
39,500
Q1 2025 Reduced 0.5%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $124 Million
  • Prior Value $144 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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