Filed: 1/23/2026ACC: 0001365474-26-000001
📋 What this filing means
GUARDIAN INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $128.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$128.29M
Total AUM (reported)
931.76K
Total Shares
Allocation by class
COM$114.79M89.5%
COM NEW$4.50M3.5%
COM CL A$2.91M2.3%
CL A$1.62M1.3%
CL B NEW$1.40M1.1%
CAP STK CL A$1.17M0.9%
COM SER A$1.15M0.9%
Portfolio Concentration
Top 3$45.58M35.5%
4–10$29.05M22.6%
11–25$30.44M23.7%
Rest$23.22M18.1%
Top 3 weight
35.5%
Top 10 weight
58.2%
Voting Authority Distribution
Total shares with voting rights: 931.76K
Sole
Full voting authority
931.76K
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
APPLE INC
SOLEShares78.85K
TypeSH
Market value$21.44M
16.71%
Sole
78.85K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares79.43K
TypeSH
Market value$12.24M
9.54%
Sole
79.43K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares63.82K
TypeSH
Market value$11.90M
9.28%
Sole
63.82K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares16.07K
TypeSH
Market value$5.26M
4.10%
Sole
16.07K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.94K
TypeSH
Market value$4.81M
3.75%
Sole
9.94K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.89K
TypeSH
Market value$4.21M
3.28%
Sole
4.89K
Shared
0.00
None
0.00
WALMART INC
SOLEShares35.63K
TypeSH
Market value$3.97M
3.09%
Sole
35.63K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares70.56K
TypeSH
Market value$3.88M
3.02%
Sole
70.56K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.82K
TypeSH
Market value$3.48M
2.71%
Sole
16.82K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.15K
TypeSH
Market value$3.44M
2.68%
Sole
11.15K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares21.48K
TypeSH
Market value$3.27M
2.55%
Sole
21.48K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares14.14K
TypeSH
Market value$3.23M
2.52%
Sole
14.14K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.80K
TypeSH
Market value$2.75M
2.14%
Sole
4.80K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares8.23K
TypeSH
Market value$2.65M
2.07%
Sole
8.23K
Shared
0.00
None
0.00
BOEING CO
SOLEShares9.05K
TypeSH
Market value$1.96M
1.53%
Sole
9.05K
Shared
0.00
None
0.00
CSX CORP
SOLEShares51.51K
TypeSH
Market value$1.87M
1.46%
Sole
51.51K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares7.81K
TypeSH
Market value$1.80M
1.40%
Sole
7.81K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares12.38K
TypeSH
Market value$1.77M
1.38%
Sole
12.38K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares2.65K
TypeSH
Market value$1.73M
1.35%
Sole
2.65K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares4.49K
TypeSH
Market value$1.66M
1.30%
Sole
4.49K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares13.50K
TypeSH
Market value$1.62M
1.27%
Sole
13.50K
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
SOLEShares7.55K
TypeSH
Market value$1.62M
1.26%
Sole
7.55K
Shared
0.00
None
0.00
3M CO
SOLEShares9.50K
TypeSH
Market value$1.52M
1.19%
Sole
9.50K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares34.73K
TypeSH
Market value$1.49M
1.16%
Sole
34.73K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares6K
TypeSH
Market value$1.48M
1.15%
Sole
6K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 78.85K | SH | $21.44M 16.71% | 78.85K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 79.43K | SH | $12.24M 9.54% | 79.43K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 63.82K | SH | $11.90M 9.28% | 63.82K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 16.07K | SH | $5.26M 4.10% | 16.07K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.94K | SH | $4.81M 3.75% | 9.94K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.89K | SH | $4.21M 3.28% | 4.89K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 35.63K | SH | $3.97M 3.09% | 35.63K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 70.56K | SH | $3.88M 3.02% | 70.56K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.82K | SH | $3.48M 2.71% | 16.82K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.15K | SH | $3.44M 2.68% | 11.15K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 21.48K | SH | $3.27M 2.55% | 21.48K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.14K | SH | $3.23M 2.52% | 14.14K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.80K | SH | $2.75M 2.14% | 4.80K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 8.23K | SH | $2.65M 2.07% | 8.23K | 0.00 | 0.00 |
BOEING COSOLE | COM | 9.05K | SH | $1.96M 1.53% | 9.05K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 51.51K | SH | $1.87M 1.46% | 51.51K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 7.81K | SH | $1.80M 1.40% | 7.81K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 12.38K | SH | $1.77M 1.38% | 12.38K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 2.65K | SH | $1.73M 1.35% | 2.65K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 4.49K | SH | $1.66M 1.30% | 4.49K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 13.50K | SH | $1.62M 1.27% | 13.50K | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 7.55K | SH | $1.62M 1.26% | 7.55K | 0.00 | 0.00 |
3M COSOLE | COM | 9.50K | SH | $1.52M 1.19% | 9.50K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 34.73K | SH | $1.49M 1.16% | 34.73K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 6K | SH | $1.48M 1.15% | 6K | 0.00 | 0.00 |
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