Guardian Investment Management Portfolio Holdings

Guardian Investment Management

  • $113 Million
  • Q3 2025

Guardian Investment Management has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $113 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.1M, Danaher Corp with a value of $12.7M, Microsoft Corp with a value of $5.36M, Costco Wholesale Corp with a value of $4.67M, and Amgen Inc with a value of $4.58M.

Examining the 13F form we can see an increase of $12.9M in the current position value, from $100M to 113M.

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

Portfolio value $113 Million
Technology: $31.6 Million
Healthcare: $26.4 Million
Financial Services: $16.8 Million
Industrials: $13.8 Million
Consumer Defensive: $12 Million
Energy: $4.77 Million
Communication Services: $4.02 Million
Consumer Cyclical: $3.27 Million
Other: $503,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$20.1 Million 17.74% of portfolio
78,848
Q3 2025 Added 0.29%
$160B
$12.7 Million 11.18% of portfolio
63,822
Q2 2025 Added 49.04%
$3.78T
$5.36 Million 4.73% of portfolio
10,344
Q3 2025 Added 23.97%
$404B
$4.67 Million 4.12% of portfolio
5,042
Q3 2025 Reduced 0.1%
$183B
$4.58 Million 4.04% of portfolio
16,215
Q3 2025 Reduced 13.27%
$279B
$3.72 Million 3.28% of portfolio
36,050
Q3 2025 Added 3.44%
$413B
$3.67 Million 3.24% of portfolio
71,054
Q3 2025 Reduced 1.68%
$328B
$3.36 Million 2.97% of portfolio
11,168
Q3 2025 Reduced 0.56%
$414B
$3.3 Million 2.91% of portfolio
14,245
Q3 2025 Reduced 0.35%
$303B
$3.27 Million 2.89% of portfolio
21,078
Q3 2025 Added 18.56%
$522B
$3.12 Million 2.76% of portfolio
16,822
Q3 2025 Added 4.99%
$98.1B
$2.96 Million 2.61% of portfolio
17,315
Q3 2025 New
$881B
$2.66 Million 2.35% of portfolio
8,434
Q3 2025 Reduced 0.18%
$291B
$2.38 Million 2.1% of portfolio
4,987
Q2 2025 Added 8.72%
$346B
$1.9 Million 1.68% of portfolio
12,385
Q3 2025 Added 18.97%
$73.4B
$1.78 Million 1.58% of portfolio
50,220
Q3 2025 Added 29.6%
$114B
$1.7 Million 1.5% of portfolio
7,875
Q3 2025 Added 10.92%
$143B
$1.57 Million 1.39% of portfolio
46,850
Q3 2025 Reduced 16.34%
$74.9B
$1.56 Million 1.38% of portfolio
6,000
Q2 2025 Reduced 15.49%
$255B
$1.53 Million 1.35% of portfolio
4,592
Q3 2025 New
$490B
$1.5 Million 1.32% of portfolio
13,280
Q3 2025 Added 13.13%
$662B
$1.47 Million 1.3% of portfolio
2,930
Q2 2025 Reduced 41.16%
$91.4B
$1.47 Million 1.3% of portfolio
9,500
Q3 2025 Added 5.56%
$103B
$1.41 Million 1.25% of portfolio
10,875
Q3 2025 Reduced 11.04%
$319B
$1.15 Million 1.01% of portfolio
16,745
Q2 2025 Reduced 2.33%
$55.9B
$1.13 Million 1.0% of portfolio
58,000
Q3 2025 Reduced 36.75%
$197B
$1.08 Million 0.95% of portfolio
5,275
Q3 2025 Added 8.76%
$120B
$1.04 Million 0.92% of portfolio
33,000
Q2 2025 Reduced 5.71%
$177B
$1.01 Million 0.89% of portfolio
5,200
Q3 2024 Reduced 36.59%
$190B
$961,000 0.85% of portfolio
9,475
Q3 2025 Reduced 10.82%
$265B
$958,000 0.85% of portfolio
1,203
Q3 2025 New
$181B
$949,000 0.84% of portfolio
33,626
Q2 2025 Reduced 1.75%
$1.65T
$906,000 0.8% of portfolio
3,730
Q3 2025 New
$268B
$857,000 0.76% of portfolio
5,125
Q3 2025 New
$4.04B
$800,000 0.71% of portfolio
4,506
Q3 2025 New
$228B
$770,000 0.68% of portfolio
5,750
Q2 2025 Reduced 18.44%
$24.1B
$756,000 0.67% of portfolio
5,400
Q3 2025 Added 1.89%
$144B
$721,000 0.64% of portfolio
1,578
Q3 2025 Added 10.35%
$76.2B
$706,000 0.62% of portfolio
11,305
Q3 2025 Added 11.93%
$4.79B
$593,000 0.52% of portfolio
48,140
Q3 2025 Reduced 3.95%
$367B
$579,000 0.51% of portfolio
1,431
Q3 2025 Reduced 25.89%
$204B
$530,000 0.47% of portfolio
3,780
Q3 2025 Reduced 62.5%
$32.2B
$510,000 0.45% of portfolio
8,550
Q3 2025 Added 8.23%
$10.4B
$503,000 0.44% of portfolio
7,500
Q3 2025 New
$266B
$479,000 0.42% of portfolio
1,700
Q3 2025 Added 41.67%
$75.4B
$442,000 0.39% of portfolio
3,374
Q1 2025 Reduced 47.88%
$99.5B
$428,000 0.38% of portfolio
9,500
Q2 2025 Reduced 3.55%
$156B
$416,000 0.37% of portfolio
3,750
Q1 2025 Reduced 21.05%
$533B
$407,000 0.36% of portfolio
1,193
Q3 2025 Reduced 82.27%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $113 Million
  • Prior Value $100 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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