Guardian-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMM",
  "ABT",
  "ABBV",
  "AXP",
  "T",
  "CAT",
  "QS",
  "PARAA",
  "GILD",
  "HD",
  "ITW",
  "AMAT",
  "EMR",
  "MSFT",
  "MDLZ",
  "GE",
  "ADM",
  "BX",
  "KKR",
  "NOC",
  "PEP",
  "AAPL",
  "GS",
  "INTC",
  "PFE",
  "PG",
  "MRK",
  "AMGN",
  "SLB",
  "RTX",
  "IBM",
  "TXN",
  "UPS",
  "GT",
  "EL",
  "AMZN",
  "V",
  "WBD",
  "WMT",
  "BIIB",
  "GEV",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  "BMY",
  "CVX",
  "CSCO",
  "C",
  "CMCSA",
  "COST",
  "CSX",
  "DHR",
  "DE",
  "XOM",
  "JNJ",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 57
Total Value: 118813703
Accession Number: 0001085146-25-002368
Form Type: 13F-HR
CIK: guardian-investment-management
Manager Name: Guardian-Investment-Management

Data Enrichment

100% identified

57 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

57 positions • $118.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Merck & Co., Inc.

MRK|58933Y105

Shares:15.1K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$118.8M)

KKR & Co. Inc.

KKR|48251W104

Shares:12.4K

Value:$1.4M

% of Portfolio:1.1% ($1.4M/$118.8M)

COMCAST CORP

CMCSA|20030N101

Shares:35.0K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$118.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:10.7K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$118.8M)

INTEL CORP

INTC|458140100

Shares:54.5K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$118.8M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:30.4K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$118.8M)

BOEING CO

BA|097023105

Shares:7.0K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$118.8M)

CSX CORP

CSX|126408103

Shares:38.8K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$118.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:4.1K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$118.8M)

AMAZON COM INC

AMZN|023135106

Shares:5.6K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$118.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:17.1K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$118.8M)

BIOGEN INC.

BIIB|09062X103

Shares:7.3K

Value:$998.9K

% of Portfolio:0.8% ($998.9K/$118.8M)

AT&T INC.

T|00206R102

Shares:34.2K

Value:$967.9K

% of Portfolio:0.8% ($967.9K/$118.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:7.0K

Value:$935.2K

% of Portfolio:0.8% ($935.2K/$118.8M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:5.2K

Value:$934.4K

% of Portfolio:0.8% ($934.4K/$118.8M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:83.8K

Value:$899.9K

% of Portfolio:0.8% ($899.9K/$118.8M)

GE Vernova Inc.

GEV|36828A101

Shares:2.8K

Value:$846.2K

% of Portfolio:0.7% ($846.2K/$118.8M)

Archer-Daniels-Midland Co

ADM|039483102

Shares:7.5K

Value:$765.4K

% of Portfolio:0.6% ($765.4K/$118.8M)

CITIGROUP INC

C|172967424

Shares:10.6K

Value:$754.6K

% of Portfolio:0.6% ($754.6K/$118.8M)

HOME DEPOT, INC.

HD|437076102

Shares:1.9K

Value:$707.7K

% of Portfolio:0.6% ($707.7K/$118.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	15.1K	QoQ -1.30% (-200) YoY -6.79% (-1.1K)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$118.8M)	QoQ -10.95% (-$166.7K) YoY -36.59% (-$782.2K)
KKR & Co. Inc.(KKRcusip48251W104)	12.4K	QoQ -0.40% (-50) YoY -8.33% (-1.1K)	All Managers (Combined)	$1.4M	1.1% ($1.4M/$118.8M)	QoQ -26.24% (-$482.4K) YoY -0.16% (-$2.2K)
COMCAST CORP(CMCSAcusip20030N101)	35.0K	QoQ 0.00% (-0) YoY -30.15% (-15.1K)	All Managers (Combined)	$1.3M	1.1% ($1.3M/$118.8M)	QoQ -1.67% (-$22.1K) YoY -40.54% (-$880.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	10.7K	QoQ -19.49% (-2.6K) YoY -22.14% (-3.1K)	All Managers (Combined)	$1.3M	1.1% ($1.3M/$118.8M)	QoQ -11.44% (-$164.2K) YoY -20.74% (-$332.6K)
INTEL CORP(INTCcusip458140100)	54.5K	QoQ -13.54% (-8.6K) YoY -52.51% (-60.3K)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$118.8M)	QoQ -2.08% (-$26.3K) YoY -75.58% (-$3.8M)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	30.4K	QoQ -4.10% (-1.3K) YoY NEW(+30.4K)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$118.8M)	QoQ +1.92% (-$23.5K) YoY NEW(+$1.2M)
BOEING CO(BAcusip097023105)	7.0K	QoQ -8.55% (-650) YoY -24.53% (-2.3K)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$118.8M)	QoQ -11.88% (-$159.9K) YoY -32.80% (-$578.8K)
CSX CORP(CSXcusip126408103)	38.8K	QoQ -9.35% (-4.0K) YoY -12.42% (-5.5K)	All Managers (Combined)	$1.1M	1.0% ($1.1M/$118.8M)	QoQ -20.51% (-$294.4K) YoY -30.47% (-$499.9K)
AMERICAN EXPRESS CO(AXPcusip025816109)	4.1K	QoQ -5.75% (-250) YoY -6.29% (-275)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$118.8M)	QoQ -14.56% (-$187.7K) YoY +10.72% (-$106.6K)
AMAZON COM INC(AMZNcusip023135106)	5.6K	QoQ -26.41% (-2.0K) YoY -18.75% (-1.3K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$118.8M)	QoQ -36.18% (-$601.1K) YoY -14.30% (-$176.9K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	17.1K	QoQ -21.51% (-4.7K) YoY -36.96% (-10.1K)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$118.8M)	QoQ -18.18% (-$235.2K) YoY -22.06% (-$299.5K)
BIOGEN INC.(BIIBcusip09062X103)	7.3K	QoQ 0.00% (-0) YoY -28.18% (-2.9K)	All Managers (Combined)	$998.9K	0.8% ($998.9K/$118.8M)	QoQ -10.51% (-$117.4K) YoY -54.42% (-$1.2M)
AT&T INC.(Tcusip00206R102)	34.2K	QoQ -25.95% (-12.0K) YoY -37.74% (-20.8K)	All Managers (Combined)	$967.9K	0.8% ($967.9K/$118.8M)	QoQ -8.04% (-$84.7K) YoY +0.03% (-$333)
ABBOTT LABORATORIES(ABTcusip002824100)	7.0K	QoQ -35.51% (-3.9K) YoY -43.25% (-5.4K)	All Managers (Combined)	$935.2K	0.8% ($935.2K/$118.8M)	QoQ -24.36% (-$301.3K) YoY -33.77% (-$477.0K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	5.2K	QoQ 0.00% (-0) YoY -36.58% (-3.0K)	All Managers (Combined)	$934.4K	0.8% ($934.4K/$118.8M)	QoQ -4.16% (-$40.6K) YoY -34.58% (-$494.1K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	83.8K	QoQ -1.25% (-1.1K) YoY +31.30% (+20.0K)	All Managers (Combined)	$899.9K	0.8% ($899.9K/$118.8M)	QoQ +0.26% (-$2.3K) YoY +61.42% (+$342.4K)
GE Vernova Inc.(GEVcusip36828A101)	2.8K	QoQ -0.64% (-18) YoY NEW(+2.8K)	All Managers (Combined)	$846.2K	0.7% ($846.2K/$118.8M)	QoQ -7.78% (-$71.5K) YoY NEW(+$846.2K)
Archer-Daniels-Midland Co(ADMcusip039483102)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$765.4K	0.6% ($765.4K/$118.8M)	QoQ NEW(+$765.4K) YoY NEW(+$765.4K)
CITIGROUP INC(Ccusip172967424)	10.6K	QoQ -17.57% (-2.3K) YoY -35.37% (-5.8K)	All Managers (Combined)	$754.6K	0.6% ($754.6K/$118.8M)	QoQ -16.82% (-$152.7K) YoY -27.41% (-$285.0K)
HOME DEPOT, INC.(HDcusip437076102)	1.9K	QoQ -17.16% (-400) YoY -23.22% (-584)	All Managers (Combined)	$707.7K	0.6% ($707.7K/$118.8M)	QoQ -21.95% (-$199.0K) YoY -26.64% (-$257.1K)