Filed: 11/13/2025ACC: 0001365474-25-000002
📋 What this filing means
GUARDIAN INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $117.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$117.60M
Total AUM (reported)
911.37K
Total Shares
Allocation by class
COM$103.04M87.6%
COM CL A$4.65M4.0%
COM NEW$4.32M3.7%
CL A$1.74M1.5%
CL B NEW$1.47M1.3%
COM SER A$1.13M1.0%
CAP STK CL A$906.8K0.8%
Portfolio Concentration
Top 3$37.34M31.8%
4–10$26.56M22.6%
11–25$30.46M25.9%
Rest$23.25M19.8%
Top 3 weight
31.8%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 911.37K
Sole
Full voting authority
911.37K
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
APPLE INC
SOLEShares78.85K
TypeSH
Market value$20.08M
17.07%
Sole
78.85K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares63.82K
TypeSH
Market value$11.91M
10.13%
Sole
63.82K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.34K
TypeSH
Market value$5.36M
4.56%
Sole
10.34K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares5.04K
TypeSH
Market value$4.67M
3.97%
Sole
5.04K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares16.21K
TypeSH
Market value$4.58M
3.89%
Sole
16.21K
Shared
0.00
None
0.00
WALMART INC
SOLEShares36.05K
TypeSH
Market value$3.72M
3.16%
Sole
36.05K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares71.05K
TypeSH
Market value$3.67M
3.12%
Sole
71.05K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.17K
TypeSH
Market value$3.36M
2.86%
Sole
11.17K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares14.24K
TypeSH
Market value$3.30M
2.80%
Sole
14.24K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares21.08K
TypeSH
Market value$3.27M
2.78%
Sole
21.08K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.82K
TypeSH
Market value$3.12M
2.65%
Sole
16.82K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares17.32K
TypeSH
Market value$2.96M
2.52%
Sole
17.32K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares48.14K
TypeSH
Market value$2.94M
2.50%
Sole
48.14K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares8.43K
TypeSH
Market value$2.66M
2.26%
Sole
8.43K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.99K
TypeSH
Market value$2.38M
2.02%
Sole
4.99K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.38K
TypeSH
Market value$1.90M
1.62%
Sole
12.38K
Shared
0.00
None
0.00
CSX CORP
SOLEShares50.22K
TypeSH
Market value$1.78M
1.52%
Sole
50.22K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.98K
TypeSH
Market value$1.72M
1.46%
Sole
7.98K
Shared
0.00
None
0.00
BOEING CO
SOLEShares7.88K
TypeSH
Market value$1.70M
1.45%
Sole
7.88K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares2.70K
TypeSH
Market value$1.66M
1.41%
Sole
2.70K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares46.85K
TypeSH
Market value$1.57M
1.34%
Sole
46.85K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares6K
TypeSH
Market value$1.56M
1.33%
Sole
6K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares4.59K
TypeSH
Market value$1.53M
1.30%
Sole
4.59K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares13.28K
TypeSH
Market value$1.50M
1.27%
Sole
13.28K
Shared
0.00
None
0.00
3M CO
SOLEShares9.50K
TypeSH
Market value$1.47M
1.25%
Sole
9.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 78.85K | SH | $20.08M 17.07% | 78.85K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 63.82K | SH | $11.91M 10.13% | 63.82K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.34K | SH | $5.36M 4.56% | 10.34K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 5.04K | SH | $4.67M 3.97% | 5.04K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 16.21K | SH | $4.58M 3.89% | 16.21K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 36.05K | SH | $3.72M 3.16% | 36.05K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 71.05K | SH | $3.67M 3.12% | 71.05K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.17K | SH | $3.36M 2.86% | 11.17K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.24K | SH | $3.30M 2.80% | 14.24K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 21.08K | SH | $3.27M 2.78% | 21.08K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.82K | SH | $3.12M 2.65% | 16.82K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 17.32K | SH | $2.96M 2.52% | 17.32K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 48.14K | SH | $2.94M 2.50% | 48.14K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.43K | SH | $2.66M 2.26% | 8.43K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.99K | SH | $2.38M 2.02% | 4.99K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.38K | SH | $1.90M 1.62% | 12.38K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 50.22K | SH | $1.78M 1.52% | 50.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.98K | SH | $1.72M 1.46% | 7.98K | 0.00 | 0.00 |
BOEING COSOLE | COM | 7.88K | SH | $1.70M 1.45% | 7.88K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 2.70K | SH | $1.66M 1.41% | 2.70K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 46.85K | SH | $1.57M 1.34% | 46.85K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 6K | SH | $1.56M 1.33% | 6K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 4.59K | SH | $1.53M 1.30% | 4.59K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 13.28K | SH | $1.50M 1.27% | 13.28K | 0.00 | 0.00 |
3M COSOLE | COM | 9.50K | SH | $1.47M 1.25% | 9.50K | 0.00 | 0.00 |
Page 1 of 3