Filed: 1/16/2025ACC: 0001085146-25-000248
📋 What this filing means
GUARDIAN INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $140.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$140.11M
Total AUM (reported)
1.21M
Total Shares
Allocation by class
COM$126.40M90.2%
COM NEW$3.25M2.3%
COM CL A$2.75M2.0%
CL A$2.41M1.7%
CL B NEW$2.26M1.6%
COM STK$1.22M0.9%
COM SER A$897.5K0.6%
Portfolio Concentration
Top 3$53.76M38.4%
4–10$30.84M22.0%
11–25$30.24M21.6%
Rest$25.27M18.0%
Top 3 weight
38.4%
Top 10 weight
60.4%
Voting Authority Distribution
Total shares with voting rights: 1.21M
Sole
Full voting authority
1.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
APPLE INC
SOLEShares95.87K
TypeSH
Market value$24.01M
17.13%
Sole
95.87K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares139.22K
TypeSH
Market value$24.00M
17.13%
Sole
139.22K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares42.82K
TypeSH
Market value$5.75M
4.10%
Sole
42.82K
Shared
0.00
None
0.00
WALMART INC
SOLEShares58.80K
TypeSH
Market value$5.31M
3.79%
Sole
58.80K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.77K
TypeSH
Market value$4.96M
3.54%
Sole
11.77K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares18.36K
TypeSH
Market value$4.78M
3.42%
Sole
18.36K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares5.21K
TypeSH
Market value$4.77M
3.40%
Sole
5.21K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares19.15K
TypeSH
Market value$4.59M
3.28%
Sole
19.15K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares74.27K
TypeSH
Market value$3.26M
2.33%
Sole
74.27K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares17.80K
TypeSH
Market value$3.16M
2.26%
Sole
17.80K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares20.93K
TypeSH
Market value$3.03M
2.16%
Sole
20.93K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares17.14K
TypeSH
Market value$2.87M
2.05%
Sole
17.14K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares19.47K
TypeSH
Market value$2.82M
2.01%
Sole
19.47K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares12.49K
TypeSH
Market value$2.38M
1.70%
Sole
12.49K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.98K
TypeSH
Market value$2.26M
1.61%
Sole
4.98K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares8.60K
TypeSH
Market value$2.18M
1.56%
Sole
8.60K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.43K
TypeSH
Market value$1.91M
1.36%
Sole
11.43K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares12.43K
TypeSH
Market value$1.84M
1.31%
Sole
12.43K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.99K
TypeSH
Market value$1.81M
1.29%
Sole
4.99K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.57K
TypeSH
Market value$1.66M
1.19%
Sole
7.57K
Shared
0.00
None
0.00
3M CO
SOLEShares12.10K
TypeSH
Market value$1.56M
1.11%
Sole
12.10K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares10.10K
TypeSH
Market value$1.54M
1.10%
Sole
10.10K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares15.30K
TypeSH
Market value$1.52M
1.09%
Sole
15.30K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares13.34K
TypeSH
Market value$1.43M
1.02%
Sole
13.34K
Shared
0.00
None
0.00
CSX CORP
SOLEShares42.75K
TypeSH
Market value$1.43M
1.02%
Sole
42.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 95.87K | SH | $24.01M 17.13% | 95.87K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 139.22K | SH | $24.00M 17.13% | 139.22K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 42.82K | SH | $5.75M 4.10% | 42.82K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 58.80K | SH | $5.31M 3.79% | 58.80K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.77K | SH | $4.96M 3.54% | 11.77K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 18.36K | SH | $4.78M 3.42% | 18.36K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 5.21K | SH | $4.77M 3.40% | 5.21K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 19.15K | SH | $4.59M 3.28% | 19.15K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 74.27K | SH | $3.26M 2.33% | 74.27K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 17.80K | SH | $3.16M 2.26% | 17.80K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 20.93K | SH | $3.03M 2.16% | 20.93K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 17.14K | SH | $2.87M 2.05% | 17.14K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 19.47K | SH | $2.82M 2.01% | 19.47K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 12.49K | SH | $2.38M 1.70% | 12.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.98K | SH | $2.26M 1.61% | 4.98K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 8.60K | SH | $2.18M 1.56% | 8.60K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.43K | SH | $1.91M 1.36% | 11.43K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 12.43K | SH | $1.84M 1.31% | 12.43K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.99K | SH | $1.81M 1.29% | 4.99K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.57K | SH | $1.66M 1.19% | 7.57K | 0.00 | 0.00 |
3M COSOLE | COM | 12.10K | SH | $1.56M 1.11% | 12.10K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 10.10K | SH | $1.54M 1.10% | 10.10K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 15.30K | SH | $1.52M 1.09% | 15.30K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 13.34K | SH | $1.43M 1.02% | 13.34K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 42.75K | SH | $1.43M 1.02% | 42.75K | 0.00 | 0.00 |
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