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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$18.2 Million 14.7% of portfolio
129,915
Q1 2025 Reduced 6.68%
$144B
$8.78 Million 7.1% of portfolio
42,822
Q3 2024 Added 1,283.59%
$159B
$5.67 Million 4.59% of portfolio
18,195
Q1 2025 Reduced 0.89%
$79.1B
$1.76 Million 1.42% of portfolio
7,100
Q1 2025 Reduced 17.44%
$187B
$1.51 Million 1.22% of portfolio
10,097
Q3 2024 Added 0.17%
$87.3B
$1.44 Million 1.16% of portfolio
9,800
Q1 2025 Reduced 19.01%
$120B
$1.43 Million 1.16% of portfolio
12,375
Q1 2025 Reduced 0.4%
$157B
$1.29 Million 1.04% of portfolio
35,000
Q3 2024 Reduced 7.89%
$51.4B
$1.27 Million 1.03% of portfolio
30,400
Q1 2025 Reduced 4.1%
$95.7B
$1.24 Million 1.0% of portfolio
54,550
Q1 2025 Reduced 13.55%
$137B
$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%
$71.4B
$1.14 Million 0.92% of portfolio
38,750
Q1 2025 Reduced 9.36%
$177B
$1.01 Million 0.82% of portfolio
5,200
Q3 2024 Reduced 36.59%
$19.2B
$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%
$169B
$754,000 0.61% of portfolio
10,625
Q1 2025 Reduced 17.57%
$92.7B
$702,000 0.57% of portfolio
10,350
Q1 2025 Reduced 17.53%
$153B
$671,000 0.54% of portfolio
1,430
Q4 2024 Reduced 12.27%
$101B
$600,000 0.49% of portfolio
9,850
Q1 2025 Reduced 13.22%
$170B
$428,000 0.35% of portfolio
2,950
Q1 2025 Reduced 9.23%
$140B
$420,000 0.34% of portfolio
3,750
Q1 2025 Reduced 21.05%
$80.2B
$405,000 0.33% of portfolio
792
Q1 2025 New
$82.7B
$369,000 0.3% of portfolio
3,374
Q1 2025 Reduced 47.88%
$29.8B
$357,000 0.29% of portfolio
7,450
Q1 2025 New
$142B
$297,000 0.24% of portfolio
11,752
Q1 2025 Reduced 28.96%
$20.7B
$293,000 0.24% of portfolio
4,450
Q2 2024 Reduced 7.29%
$126B
$274,000 0.22% of portfolio
900
Q1 2025 Reduced 59.09%
$73B
$252,000 0.2% of portfolio
2,300
Q1 2025 Reduced 39.47%

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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