Guardian Investment Management

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 57Value: $118.8MLatest: 2025Q1

GUARDIAN INVESTMENT MANAGEMENT is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 57 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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Apple Inc.

AAPL|037833100

Shares:88.7K

Value:$19.7M

% of Portfolio:16.6% ($19.7M/$118.8M)

Blackstone Inc.

BX|09260D107

Shares:129.9K

Value:$18.2M

% of Portfolio:15.3% ($18.2M/$118.8M)

AMGEN INC

AMGN|031162100

Shares:18.2K

Value:$5.7M

% of Portfolio:4.8% ($5.7M/$118.8M)

DANAHER CORP /DE/

DHR|235851102

Shares:42.8K

Value:$4.3M

% of Portfolio:3.6% ($4.3M/$118.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.5K

Value:$4.3M

% of Portfolio:3.6% ($4.3M/$118.8M)

Walmart Inc.

WMT|931142103

Shares:46.0K

Value:$4.0M

% of Portfolio:3.4% ($4.0M/$118.8M)

MICROSOFT CORP

MSFT|594918104

Shares:9.5K

Value:$3.6M

% of Portfolio:3.0% ($3.6M/$118.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:16.4K

Value:$3.4M

% of Portfolio:2.9% ($3.4M/$118.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:13.2K

Value:$3.2M

% of Portfolio:2.7% ($3.2M/$118.8M)

CHEVRON CORP

CVX|166764100

Shares:18.0K

Value:$3.0M

% of Portfolio:2.5% ($3.0M/$118.8M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:71.3K

Value:$3.0M

% of Portfolio:2.5% ($3.0M/$118.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:17.3K

Value:$2.9M

% of Portfolio:2.4% ($2.9M/$118.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:14.9K

Value:$2.5M

% of Portfolio:2.1% ($2.5M/$118.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.0K

Value:$2.4M

% of Portfolio:2.1% ($2.4M/$118.8M)

GENERAL ELECTRIC CO

GE|369604301

Shares:11.4K

Value:$2.2M

% of Portfolio:1.8% ($2.2M/$118.8M)

QuantumScape Corp

QS|74767V109

Shares:11.5K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$118.8M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:7.1K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$118.8M)

PEPSICO INC

PEP|713448108

Shares:10.1K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$118.8M)

CATERPILLAR INC

CAT|149123101

Shares:4.6K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$118.8M)

3M CO

MMM|88579Y101

Shares:9.8K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$118.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	88.7K	QoQ -7.43% (-7.1K) YoY -12.44% (-12.6K)	All Managers (Combined)	$19.7M	16.6% ($19.7M/$118.8M)	QoQ -17.89% (-$4.3M) YoY +13.41% (-$2.3M)
Blackstone Inc.(BXcusip09260D107)	129.9K	QoQ -6.68% (-9.3K) YoY NEW(+129.9K)	All Managers (Combined)	$18.2M	15.3% ($18.2M/$118.8M)	QoQ -24.34% (-$5.8M) YoY NEW(+$18.2M)
AMGEN INC(AMGNcusip031162100)	18.2K	QoQ -0.88% (-163) YoY +22.69% (+3.4K)	All Managers (Combined)	$5.7M	4.8% ($5.7M/$118.8M)	QoQ +18.47% (-$883.8K) YoY +30.78% (+$1.3M)
DANAHER CORP /DE/(DHRcusip235851102)	42.8K	QoQ 0.00% (-0) YoY NEW(+42.8K)	All Managers (Combined)	$4.3M	3.6% ($4.3M/$118.8M)	QoQ -25.14% (-$1.4M) YoY NEW(+$4.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.5K	QoQ -12.71% (-662) YoY -12.63% (-657)	All Managers (Combined)	$4.3M	3.6% ($4.3M/$118.8M)	QoQ -9.90% (-$472.5K) YoY +12.78% (-$487.0K)
Walmart Inc.(WMTcusip931142103)	46.0K	QoQ -21.76% (-12.8K) YoY -28.51% (-18.3K)	All Managers (Combined)	$4.0M	3.4% ($4.0M/$118.8M)	QoQ -23.98% (-$1.3M) YoY +4.30% (-$166.7K)
MICROSOFT CORP(MSFTcusip594918104)	9.5K	QoQ -19.30% (-2.3K) YoY -36.51% (-5.5K)	All Managers (Combined)	$3.6M	3.0% ($3.6M/$118.8M)	QoQ -28.13% (-$1.4M) YoY -43.35% (-$2.7M)
AbbVie Inc.(ABBVcusip00287Y109)	16.4K	QoQ -7.87% (-1.4K) YoY -18.91% (-3.8K)	All Managers (Combined)	$3.4M	2.9% ($3.4M/$118.8M)	QoQ +8.62% (-$272.9K) YoY -6.70% (-$247.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.2K	QoQ -30.81% (-5.9K) YoY -34.32% (-6.9K)	All Managers (Combined)	$3.2M	2.7% ($3.2M/$118.8M)	QoQ -29.19% (-$1.3M) YoY -19.57% (-$790.9K)
CHEVRON CORP(CVXcusip166764100)	18.0K	QoQ -14.09% (-3.0K) YoY -15.30% (-3.3K)	All Managers (Combined)	$3.0M	2.5% ($3.0M/$118.8M)	QoQ -0.78% (-$23.7K) YoY -10.18% (-$341.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	71.3K	QoQ -4.03% (-3.0K) YoY -16.69% (-14.3K)	All Managers (Combined)	$3.0M	2.5% ($3.0M/$118.8M)	QoQ -8.88% (-$290.1K) YoY -8.32% (-$270.0K)
JOHNSON & JOHNSON(JNJcusip478160104)	17.3K	QoQ -10.99% (-2.1K) YoY -25.68% (-6.0K)	All Managers (Combined)	$2.9M	2.4% ($2.9M/$118.8M)	QoQ +2.01% (-$56.6K) YoY -22.13% (-$816.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	14.9K	QoQ -12.98% (-2.2K) YoY -18.76% (-3.4K)	All Managers (Combined)	$2.5M	2.1% ($2.5M/$118.8M)	QoQ -11.54% (-$331.7K) YoY -14.68% (-$437.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.0K	QoQ 0.00% (+0) YoY -26.65% (-1.8K)	All Managers (Combined)	$2.4M	2.1% ($2.4M/$118.8M)	QoQ +8.05% (+$181.9K) YoY -14.57% (-$416.1K)
GENERAL ELECTRIC CO(GEcusip369604301)	11.4K	QoQ -0.64% (-74) YoY -12.51% (-1.6K)	All Managers (Combined)	$2.2M	1.8% ($2.2M/$118.8M)	QoQ +14.69% (-$280.2K) YoY -4.02% (-$91.7K)
QuantumScape Corp(QScusip74767V109)	11.5K	QoQ -8.00% (-1.0K) YoY -40.18% (-7.7K)	All Managers (Combined)	$1.8M	1.5% ($1.8M/$118.8M)	QoQ -24.53% (-$583.5K) YoY -38.62% (-$1.1M)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	7.1K	QoQ -17.44% (-1.5K) YoY -17.44% (-1.5K)	All Managers (Combined)	$1.8M	1.5% ($1.8M/$118.8M)	QoQ -19.25% (-$419.8K) YoY -23.69% (-$546.9K)
PEPSICO INC(PEPcusip713448108)	10.1K	QoQ 0.00% (-0) YoY +0.16% (-17)	All Managers (Combined)	$1.5M	1.3% ($1.5M/$118.8M)	QoQ -1.39% (-$21.4K) YoY -14.18% (-$250.2K)
CATERPILLAR INC(CATcusip149123101)	4.6K	QoQ -8.02% (-400) YoY -13.24% (-700)	All Managers (Combined)	$1.5M	1.3% ($1.5M/$118.8M)	QoQ -16.37% (-$296.3K) YoY -21.91% (-$424.5K)
3M CO(MMMcusip88579Y101)	9.8K	QoQ -19.00% (-2.3K) YoY -20.96% (-2.6K)	All Managers (Combined)	$1.4M	1.2% ($1.4M/$118.8M)	QoQ -8.40% (-$131.3K) YoY +8.77% (-$115.4K)