Filed: 7/17/2025ACC: 0001085146-25-003897
📋 What this filing means
GUARDIAN INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 51 equity positions with a total reported market value of $99.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
51
Positions
$99.37M
Total AUM (reported)
940.11K
Total Shares
Allocation by class
COM$87.54M88.1%
COM NEW$3.09M3.1%
COM CL A$3.03M3.1%
CL A$2.20M2.2%
CL B NEW$1.42M1.4%
COM SER A$1.05M1.1%
COM STK$1.03M1.0%
Portfolio Concentration
Top 3$31.38M31.6%
4–10$23.92M24.1%
11–25$25.11M25.3%
Rest$18.96M19.1%
Top 3 weight
31.6%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 940.11K
Sole
Full voting authority
940.11K
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)
Sole51
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings51
Rows:
APPLE INC
SOLEShares78.62K
TypeSH
Market value$16.13M
16.23%
Sole
78.62K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares63.82K
TypeSH
Market value$10.03M
10.10%
Sole
63.82K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares18.70K
TypeSH
Market value$5.22M
5.25%
Sole
18.70K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares5.05K
TypeSH
Market value$5.00M
5.03%
Sole
5.05K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares8.34K
TypeSH
Market value$4.15M
4.18%
Sole
8.34K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares72.27K
TypeSH
Market value$3.42M
3.44%
Sole
72.27K
Shared
0.00
None
0.00
WALMART INC
SOLEShares34.85K
TypeSH
Market value$3.41M
3.43%
Sole
34.85K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares50.12K
TypeSH
Market value$2.74M
2.76%
Sole
50.12K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares14.29K
TypeSH
Market value$2.65M
2.67%
Sole
14.29K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares17.78K
TypeSH
Market value$2.55M
2.56%
Sole
17.78K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares8.45K
TypeSH
Market value$2.45M
2.46%
Sole
8.45K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.02K
TypeSH
Market value$2.45M
2.46%
Sole
16.02K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.23K
TypeSH
Market value$2.19M
2.20%
Sole
11.23K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.99K
TypeSH
Market value$1.94M
1.95%
Sole
4.99K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.90K
TypeSH
Market value$1.73M
1.74%
Sole
7.90K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares10.41K
TypeSH
Market value$1.66M
1.67%
Sole
10.41K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares12.22K
TypeSH
Market value$1.63M
1.64%
Sole
12.22K
Shared
0.00
None
0.00
BOEING CO
SOLEShares7.10K
TypeSH
Market value$1.49M
1.50%
Sole
7.10K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares6K
TypeSH
Market value$1.48M
1.49%
Sole
6K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares2.74K
TypeSH
Market value$1.45M
1.46%
Sole
2.74K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.93K
TypeSH
Market value$1.42M
1.43%
Sole
2.93K
Shared
0.00
None
0.00
3M CO
SOLEShares9K
TypeSH
Market value$1.37M
1.38%
Sole
9K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares10.08K
TypeSH
Market value$1.33M
1.34%
Sole
10.08K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares11.74K
TypeSH
Market value$1.27M
1.27%
Sole
11.74K
Shared
0.00
None
0.00
CSX CORP
SOLEShares38.75K
TypeSH
Market value$1.26M
1.27%
Sole
38.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 78.62K | SH | $16.13M 16.23% | 78.62K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 63.82K | SH | $10.03M 10.10% | 63.82K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 18.70K | SH | $5.22M 5.25% | 18.70K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 5.05K | SH | $5.00M 5.03% | 5.05K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 8.34K | SH | $4.15M 4.18% | 8.34K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 72.27K | SH | $3.42M 3.44% | 72.27K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 34.85K | SH | $3.41M 3.43% | 34.85K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 50.12K | SH | $2.74M 2.76% | 50.12K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.29K | SH | $2.65M 2.67% | 14.29K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 17.78K | SH | $2.55M 2.56% | 17.78K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.45K | SH | $2.45M 2.46% | 8.45K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.02K | SH | $2.45M 2.46% | 16.02K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.23K | SH | $2.19M 2.20% | 11.23K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.99K | SH | $1.94M 1.95% | 4.99K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.90K | SH | $1.73M 1.74% | 7.90K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 10.41K | SH | $1.66M 1.67% | 10.41K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 12.22K | SH | $1.63M 1.64% | 12.22K | 0.00 | 0.00 |
BOEING COSOLE | COM | 7.10K | SH | $1.49M 1.50% | 7.10K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 6K | SH | $1.48M 1.49% | 6K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 2.74K | SH | $1.45M 1.46% | 2.74K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.93K | SH | $1.42M 1.43% | 2.93K | 0.00 | 0.00 |
3M COSOLE | COM | 9K | SH | $1.37M 1.38% | 9K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 10.08K | SH | $1.33M 1.34% | 10.08K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 11.74K | SH | $1.27M 1.27% | 11.74K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 38.75K | SH | $1.26M 1.27% | 38.75K | 0.00 | 0.00 |
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