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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$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%
$2.39T
$1.75 Million 1.55% of portfolio
7,983
Q3 2025 Added 1.09%
$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%
$265B
$958,000 0.85% of portfolio
1,203
Q3 2025 New
$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
$228B
$770,000 0.68% of portfolio
5,750
Q2 2025 Reduced 18.44%
$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%
$266B
$479,000 0.42% of portfolio
1,700
Q3 2025 Added 41.67%
$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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