Guardian Investment Management Top Holdings and 13F Report (2025) About Guardian Investment ManagementInvestment ActivityGuardian Investment Management has $118.81 million in total holdings as of March 31, 2025.Guardian Investment Management owns shares of 57 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 0.99% of the portfolio was purchased this quarter.About 12.87% of the portfolio was sold this quarter.This quarter, Guardian Investment Management has purchased 57 new stocks and bought additional shares in 0 stocks.Guardian Investment Management sold shares of 47 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $19,711,816Blackstone $18,159,518Amgen $5,668,808Danaher $4,304,447Costco Wholesale $4,296,679 Largest New Holdings this Quarter 039483102 - Archer-Daniels-Midland $765,413 Holding666807102 - Northrop Grumman $405,511 Holding Largest Purchases this Quarter Archer-Daniels-Midland 7,450 shares (about $765.41K)Northrop Grumman 792 shares (about $405.51K) Largest Sales this Quarter Apple 7,129 shares (about $1.58M)JPMorgan Chase & Co. 5,900 shares (about $1.45M)Blackstone 9,300 shares (about $1.30M)Walmart 12,800 shares (about $1.12M)Microsoft 2,271 shares (about $852.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGuardian Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$19,711,816$1,583,565 ▼-7.4%88,74016.6%Computer and TechnologyBXBlackstone$18,159,518$1,299,954 ▼-6.7%129,91515.3%FinanceAMGNAmgen$5,668,808$50,784 ▼-0.9%18,1954.8%MedicalDHRDanaher$4,304,4470.0%42,8223.6%MedicalCOSTCostco Wholesale$4,296,679$626,106 ▼-12.7%4,5433.6%Retail/WholesaleWMTWalmart$4,038,340$1,123,712 ▼-21.8%46,0003.4%Retail/WholesaleMSFTMicrosoft$3,563,972$852,515 ▼-19.3%9,4943.0%Computer and TechnologyABBVAbbVie$3,436,128$293,538 ▼-7.9%16,4002.9%MedicalJPMJPMorgan Chase & Co.$3,249,980$1,447,270 ▼-30.8%13,2492.7%FinanceCVXChevron$3,007,540$493,506 ▼-14.1%17,9782.5%EnergyBACBank of America$2,974,014$125,190 ▼-4.0%71,2682.5%FinanceJNJJohnson & Johnson$2,872,680$354,693 ▼-11.0%17,3322.4%MedicalPGProcter & Gamble$2,540,962$379,184 ▼-13.0%14,9102.1%Consumer StaplesBRK.BBerkshire Hathaway$2,439,2160.0%4,9802.1%FinanceGEGE Aerospace$2,186,645$14,249 ▼-0.6%11,3561.8%IndustrialsQSQuantumScape$1,795,083$156,230 ▼-8.0%11,4901.5%Auto/Tires/TrucksITWIllinois Tool Works$1,760,781$371,996 ▼-17.4%7,1001.5%IndustrialsPEPPepsiCo$1,513,9440.0%10,0971.3%Consumer StaplesCATCaterpillar$1,512,793$131,920 ▼-8.0%4,5871.3%IndustrialsMMM3M$1,430,674$335,770 ▼-19.0%9,8001.2%Multi-Sector ConglomeratesMRKMerck & Co., Inc.$1,355,376$17,952 ▼-1.3%15,1001.1%MedicalKKRKKR & Co. Inc.$1,355,376$5,476 ▼-0.4%12,3751.1%FinanceCMCSAComcast$1,291,5000.0%35,0001.1%Consumer DiscretionaryXOMExxon Mobil$1,270,720$307,652 ▼-19.5%10,7391.1%EnergyINTCIntel$1,238,831$194,171 ▼-13.5%54,5501.0%Computer and TechnologySLBSchlumberger$1,238,830$52,976 ▼-4.1%30,4001.0%EnergyBABoeing$1,185,322$110,857 ▼-8.6%6,9501.0%AerospaceCSXCSX$1,140,412$117,720 ▼-9.4%38,7501.0%TransportationAXPAmerican Express$1,100,952$67,262 ▼-5.8%4,0920.9%FinanceAMZNAmazon.com$1,060,129$380,520 ▼-26.4%5,5720.9%Retail/WholesaleCSCOCisco Systems$1,058,018$290,037 ▼-21.5%17,1450.9%Computer and TechnologyBIIBBiogen$998,9320.0%7,3000.8%MedicalTAT&T$967,911$339,360 ▼-26.0%34,2260.8%Computer and TechnologyABTAbbott Laboratories$935,183$514,948 ▼-35.5%7,0500.8%MedicalTXNTexas Instruments$934,4400.0%5,2000.8%Computer and TechnologyWBDWarner Bros. Discovery$899,878$11,451 ▼-1.3%83,8470.8%Consumer DiscretionaryGE VERNOVA INC$846,235$5,495 ▼-0.6%2,7720.7%COMADMArcher-Daniels-Midland$765,413$765,413 ▲New Holding7,4500.6%Consumer StaplesCCitigroup$754,629$160,869 ▼-17.6%10,6250.6%FinanceHDHome Depot$707,692$146,596 ▼-17.2%1,9310.6%Retail/WholesaleMDLZMondelez International$702,248$149,270 ▼-17.5%10,3500.6%Consumer StaplesDEDeere & Company$671,1700.0%1,4300.6%IndustrialsGSThe Goldman Sachs Group$657,188$109,258 ▼-14.3%1,2030.6%FinanceBMYBristol-Myers Squibb$600,751$91,485 ▼-13.2%9,8500.5%MedicalPARAAParamount Global$511,290$5,119 ▼-1.0%42,7500.4%Consumer DiscretionaryAMATApplied Materials$428,104$43,536 ▼-9.2%2,9500.4%Computer and TechnologyGILDGilead Sciences$420,188$112,050 ▼-21.1%3,7500.4%MedicalNOCNorthrop Grumman$405,511$405,511 ▲New Holding7920.3%AerospaceIBMInternational Business Machines$372,990$223,794 ▼-37.5%1,5000.3%Computer and TechnologyEMREmerson Electric$369,925$339,884 ▼-47.9%3,3740.3%IndustrialsGTGoodyear Tire & Rubber$364,080$1,843 ▼-0.5%39,5000.3%Auto/Tires/TrucksVVisa$316,613$104,328 ▼-24.8%6,9800.3%Business ServicesRTXRTX$306,187$177,455 ▼-36.7%2,3000.3%AerospaceELEstée Lauder Companies$293,7000.0%4,4500.2%Consumer StaplesPFEPfizer$293,700$119,709 ▼-29.0%11,7520.2%MedicalADPAutomatic Data Processing$274,977$397,189 ▼-59.1%9000.2%Business ServicesUPSUnited Parcel Service$255,282$166,488 ▼-39.5%2,3000.2%TransportationQCOMQUALCOMM$0$451,028 ▼-100.0%00.0%Computer and TechnologyDUKDuke Energy$0$440,549 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
