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