Filed: 4/28/2025ACC: 0001085146-25-002368
📋 What this filing means
GUARDIAN INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $118.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$118.81M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COM$106.13M89.3%
COM NEW$2.94M2.5%
CL B NEW$2.44M2.1%
CL A$2.29M1.9%
COM CL A$2.11M1.8%
COM STK$1.24M1.0%
COM SER A$899.9K0.8%
Portfolio Concentration
Top 3$43.54M36.6%
4–10$25.90M21.8%
11–25$27.54M23.2%
Rest$21.84M18.4%
Top 3 weight
36.6%
Top 10 weight
58.4%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Sole
Full voting authority
1.09M
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
SOLEShares88.74K
TypeSH
Market value$19.71M
16.59%
Sole
88.74K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares129.91K
TypeSH
Market value$18.16M
15.28%
Sole
129.91K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares18.20K
TypeSH
Market value$5.67M
4.77%
Sole
18.20K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares42.82K
TypeSH
Market value$4.30M
3.62%
Sole
42.82K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.54K
TypeSH
Market value$4.30M
3.62%
Sole
4.54K
Shared
0.00
None
0.00
WALMART INC
SOLEShares46K
TypeSH
Market value$4.04M
3.40%
Sole
46K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.49K
TypeSH
Market value$3.56M
3.00%
Sole
9.49K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.40K
TypeSH
Market value$3.44M
2.89%
Sole
16.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares13.25K
TypeSH
Market value$3.25M
2.74%
Sole
13.25K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares17.98K
TypeSH
Market value$3.01M
2.53%
Sole
17.98K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares71.27K
TypeSH
Market value$2.97M
2.50%
Sole
71.27K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares17.33K
TypeSH
Market value$2.87M
2.42%
Sole
17.33K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares14.91K
TypeSH
Market value$2.54M
2.14%
Sole
14.91K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.98K
TypeSH
Market value$2.44M
2.05%
Sole
4.98K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.36K
TypeSH
Market value$2.19M
1.84%
Sole
11.36K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares11.49K
TypeSH
Market value$1.80M
1.51%
Sole
11.49K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares7.10K
TypeSH
Market value$1.76M
1.48%
Sole
7.10K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares10.10K
TypeSH
Market value$1.51M
1.27%
Sole
10.10K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.59K
TypeSH
Market value$1.51M
1.27%
Sole
4.59K
Shared
0.00
None
0.00
3M CO
SOLEShares9.80K
TypeSH
Market value$1.43M
1.20%
Sole
9.80K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares12.38K
TypeSH
Market value$1.36M
1.14%
Sole
12.38K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares15.10K
TypeSH
Market value$1.36M
1.14%
Sole
15.10K
Shared
0.00
None
0.00
COMCAST CORP NEW
SOLEShares35K
TypeSH
Market value$1.29M
1.09%
Sole
35K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares10.74K
TypeSH
Market value$1.27M
1.07%
Sole
10.74K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares54.55K
TypeSH
Market value$1.24M
1.04%
Sole
54.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 88.74K | SH | $19.71M 16.59% | 88.74K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 129.91K | SH | $18.16M 15.28% | 129.91K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 18.20K | SH | $5.67M 4.77% | 18.20K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 42.82K | SH | $4.30M 3.62% | 42.82K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.54K | SH | $4.30M 3.62% | 4.54K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 46K | SH | $4.04M 3.40% | 46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.49K | SH | $3.56M 3.00% | 9.49K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.40K | SH | $3.44M 2.89% | 16.40K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 13.25K | SH | $3.25M 2.74% | 13.25K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 17.98K | SH | $3.01M 2.53% | 17.98K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 71.27K | SH | $2.97M 2.50% | 71.27K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 17.33K | SH | $2.87M 2.42% | 17.33K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 14.91K | SH | $2.54M 2.14% | 14.91K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.98K | SH | $2.44M 2.05% | 4.98K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.36K | SH | $2.19M 1.84% | 11.36K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 11.49K | SH | $1.80M 1.51% | 11.49K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 7.10K | SH | $1.76M 1.48% | 7.10K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 10.10K | SH | $1.51M 1.27% | 10.10K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.59K | SH | $1.51M 1.27% | 4.59K | 0.00 | 0.00 |
3M COSOLE | COM | 9.80K | SH | $1.43M 1.20% | 9.80K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 12.38K | SH | $1.36M 1.14% | 12.38K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 15.10K | SH | $1.36M 1.14% | 15.10K | 0.00 | 0.00 |
COMCAST CORP NEWSOLE | CL A | 35K | SH | $1.29M 1.09% | 35K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 10.74K | SH | $1.27M 1.07% | 10.74K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 54.55K | SH | $1.24M 1.04% | 54.55K | 0.00 | 0.00 |
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