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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$148B
$12.6 Million 12.57% of portfolio
63,822
Q2 2025 Added 49.04%
$165B
$5.22 Million 5.2% of portfolio
18,695
Q2 2025 Added 2.75%
$129B
$1.63 Million 1.62% of portfolio
12,225
Q2 2025 Reduced 1.21%
$80.4B
$1.48 Million 1.48% of portfolio
6,000
Q2 2025 Reduced 15.49%
$138B
$1.49 Million 1.48% of portfolio
7,100
Q2 2025 Added 2.16%
$82.5B
$1.37 Million 1.37% of portfolio
9,000
Q2 2025 Reduced 8.16%
$199B
$1.33 Million 1.33% of portfolio
10,080
Q2 2025 Reduced 0.17%
$73.6B
$1.26 Million 1.26% of portfolio
38,750
Q1 2025 Reduced 9.36%
$92.9B
$1.25 Million 1.25% of portfolio
56,000
Q2 2025 Added 2.66%
$156B
$1.18 Million 1.17% of portfolio
33,000
Q2 2025 Reduced 5.71%
$31.2B
$1.05 Million 1.05% of portfolio
91,703
Q2 2025 Added 9.37%
$50B
$1.03 Million 1.02% of portfolio
30,400
Q1 2025 Reduced 4.1%
$177B
$1.01 Million 1.01% of portfolio
5,200
Q3 2024 Reduced 36.59%
$199B
$973,000 0.97% of portfolio
33,626
Q2 2025 Reduced 1.75%
$185B
$904,000 0.9% of portfolio
10,625
Q1 2025 Reduced 17.57%
$162B
$887,000 0.88% of portfolio
4,850
Q2 2025 Added 64.41%
$96.2B
$681,000 0.68% of portfolio
10,100
Q2 2025 Reduced 2.42%
$19.1B
$665,000 0.66% of portfolio
5,300
Q2 2025 Reduced 27.4%
$86.8B
$449,000 0.45% of portfolio
3,374
Q1 2025 Reduced 47.88%
$104B
$439,000 0.44% of portfolio
9,500
Q2 2025 Reduced 3.55%
$142B
$415,000 0.41% of portfolio
3,750
Q1 2025 Reduced 21.05%
$30.5B
$416,000 0.41% of portfolio
7,900
Q2 2025 Added 6.04%
$87.5B
$345,000 0.34% of portfolio
692
Q2 2025 Reduced 12.63%
$20.1B
$343,000 0.34% of portfolio
4,250
Q2 2025 Reduced 4.49%
$142B
$333,000 0.33% of portfolio
13,752
Q2 2025 Added 17.02%

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $100 Million
  • Prior Value $124 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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