Filed: 4/16/2026ACC: 0001365474-26-000002
📋 What this filing means
GUARDIAN INVESTMENT MANAGEMENT filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $126.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$126.67M
Total AUM (reported)
907.55K
Total Shares
Allocation by class
COM$112.23M88.6%
COM NEW$4.50M3.5%
COM CL A$4.33M3.4%
CL B NEW$1.38M1.1%
CL A$1.31M1.0%
CAP STK CL A$1.10M0.9%
COM SER A$954.2K0.8%
Portfolio Concentration
Top 3$40.29M31.8%
4–10$30.49M24.1%
11–25$32.11M25.3%
Rest$23.77M18.8%
Top 3 weight
31.8%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 907.55K
Sole
Full voting authority
907.55K
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)
Sole60
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings60
Rows:
APPLE INC
SOLEShares78.92K
TypeSH
Market value$20.03M
15.81%
Sole
78.92K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares63.82K
TypeSH
Market value$11.13M
8.79%
Sole
63.82K
Shared
0.00
None
0.00
BLACKSTONE INC
SOLEShares79.43K
TypeSH
Market value$9.13M
7.21%
Sole
79.43K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares16.66K
TypeSH
Market value$5.86M
4.63%
Sole
16.66K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares4.89K
TypeSH
Market value$4.87M
3.84%
Sole
4.89K
Shared
0.00
None
0.00
WALMART INC
SOLEShares35.60K
TypeSH
Market value$4.42M
3.49%
Sole
35.60K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares20.14K
TypeSH
Market value$4.17M
3.29%
Sole
20.14K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares16.83K
TypeSH
Market value$4.11M
3.25%
Sole
16.83K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.84K
TypeSH
Market value$3.66M
2.89%
Sole
9.84K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares4.80K
TypeSH
Market value$3.40M
2.68%
Sole
4.80K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares11.16K
TypeSH
Market value$3.17M
2.50%
Sole
11.16K
Shared
0.00
None
0.00
QUANTUMSCAPE CORP
SOLEShares39.64K
TypeSH
Market value$3.10M
2.44%
Sole
39.64K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares14.18K
TypeSH
Market value$3.08M
2.43%
Sole
14.18K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares54.78K
TypeSH
Market value$2.67M
2.11%
Sole
54.78K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares2.66K
TypeSH
Market value$2.32M
1.83%
Sole
2.66K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares12.85K
TypeSH
Market value$2.18M
1.72%
Sole
12.85K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares6.95K
TypeSH
Market value$2.05M
1.61%
Sole
6.95K
Shared
0.00
None
0.00
CSX CORP
SOLEShares49.28K
TypeSH
Market value$2.02M
1.60%
Sole
49.28K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.20K
TypeSH
Market value$1.92M
1.51%
Sole
9.20K
Shared
0.00
None
0.00
BOEING CO
SOLEShares9.20K
TypeSH
Market value$1.83M
1.45%
Sole
9.20K
Shared
0.00
None
0.00
ARCHER DANIELS MIDLAND CO
SOLEShares8.94K
TypeSH
Market value$1.82M
1.43%
Sole
8.94K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares6.19K
TypeSH
Market value$1.61M
1.27%
Sole
6.19K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares10.38K
TypeSH
Market value$1.50M
1.18%
Sole
10.38K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares14.58K
TypeSH
Market value$1.46M
1.15%
Sole
14.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.89K
TypeSH
Market value$1.38M
1.09%
Sole
2.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 78.92K | SH | $20.03M 15.81% | 78.92K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 63.82K | SH | $11.13M 8.79% | 63.82K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 79.43K | SH | $9.13M 7.21% | 79.43K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 16.66K | SH | $5.86M 4.63% | 16.66K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 4.89K | SH | $4.87M 3.84% | 4.89K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 35.60K | SH | $4.42M 3.49% | 35.60K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 20.14K | SH | $4.17M 3.29% | 20.14K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 16.83K | SH | $4.11M 3.25% | 16.83K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.84K | SH | $3.66M 2.89% | 9.84K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 4.80K | SH | $3.40M 2.68% | 4.80K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 11.16K | SH | $3.17M 2.50% | 11.16K | 0.00 | 0.00 |
QUANTUMSCAPE CORPSOLE | COM CL A | 39.64K | SH | $3.10M 2.44% | 39.64K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.18K | SH | $3.08M 2.43% | 14.18K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 54.78K | SH | $2.67M 2.11% | 54.78K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 2.66K | SH | $2.32M 1.83% | 2.66K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 12.85K | SH | $2.18M 1.72% | 12.85K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 6.95K | SH | $2.05M 1.61% | 6.95K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 49.28K | SH | $2.02M 1.60% | 49.28K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.20K | SH | $1.92M 1.51% | 9.20K | 0.00 | 0.00 |
BOEING COSOLE | COM | 9.20K | SH | $1.83M 1.45% | 9.20K | 0.00 | 0.00 |
ARCHER DANIELS MIDLAND COSOLE | COM | 8.94K | SH | $1.82M 1.43% | 8.94K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 6.19K | SH | $1.61M 1.27% | 6.19K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 10.38K | SH | $1.50M 1.18% | 10.38K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 14.58K | SH | $1.46M 1.15% | 14.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.89K | SH | $1.38M 1.09% | 2.89K | 0.00 | 0.00 |
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