Guardian Investment Management has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $131 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.4M, Visa Inc. with a value of $11M, Nvidia Corp with a value of $9.62M, Microsoft Corp with a value of $6.29M, and Intel Corp with a value of $5.07M.

Examining the 13F form we can see an increase of $8.76M in the current position value, from $122M to 131M.

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

Portfolio value $131 Million
Technology: $42.4 Million
Financial Services: $24.5 Million
Healthcare: $19.3 Million
Industrials: $15.9 Million
Consumer Defensive: $15.1 Million
Energy: $4.95 Million
Communication Services: $4.09 Million
Consumer Cyclical: $2.93 Million
Other: $1.52 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $131 Million
  • Prior Value $122 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 2 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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