Grufity logo
Grufity logo

Latest GUARDIAN INVESTMENT MANAGEMENT Stock Portfolio

$156Million | No. of Holdings #60

GUARDIAN INVESTMENT MANAGEMENT Performance

2026 Q3+6.16%
YTD+20.22%
2025+10.81%

About GUARDIAN INVESTMENT MANAGEMENT and 13F Hedge Fund Stock Holdings

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, GUARDIAN INVESTMENT MANAGEMENT reported an equity portfolio of $156.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of GUARDIAN INVESTMENT MANAGEMENT are AAPL, DHR, BX. The fund has invested 16.2% of it's portfolio in APPLE INC and 14.3% of portfolio in DANAHER CORP DEL. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and PARAMOUNT SKYDANCE CORP stocks. They significantly reduced their stock positions in QUANTUMSCAPE CORP (QS), TEXAS INSTRS INC (TXN) and COSTCO WHOLESALE CORPORATION (COST). GUARDIAN INVESTMENT MANAGEMENT opened new stock positions in EXXONMOBIL HOLDINGS CORP and PALO ALTO NETWORKS INC (PANW). The fund showed a lot of confidence in some stocks as they added substantially to 3M CO (MMM), ALPHABET INC (GOOG) and AMAZON COM INC (AMZN).
GUARDIAN INVESTMENT MANAGEMENT Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$156Million
  as of Oct 23, 2026

GUARDIAN INVESTMENT MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that GUARDIAN INVESTMENT MANAGEMENT made a return of 6.16% in the last quarter. In trailing 12 months, it's portfolio return was 23.96%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp2,089,060
palo alto networks inc796,209
New stocks bought by GUARDIAN INVESTMENT MANAGEMENT

Additions

Ticker% Inc.
3m co45.00
alphabet inc21.97
amazon com inc11.13
mp materials corp10.34
visa inc8.13
home depot inc5.16
citigroup inc4.68
applied matls inc4.07
Additions to existing portfolio by GUARDIAN INVESTMENT MANAGEMENT

Reductions

Ticker% Reduced
quantumscape corp-73.74
texas instrs inc-35.23
costco wholesale corporation-32.38
biogen inc-20.00
johnson & johnson-12.61
mondelez intl inc-11.83
abbott laboratories-9.52
micron technology inc-7.29
GUARDIAN INVESTMENT MANAGEMENT reduced stake in above stock

Sold off

Ticker$ Sold
paramount skydance corp-150,365
exxon mobil corp-1,754,030
GUARDIAN INVESTMENT MANAGEMENT got rid off the above stocks

Sector Distribution

GUARDIAN INVESTMENT MANAGEMENT has about 25.9% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Others
  • Consumer Cyclical
  • Energy
  • Communication Services
Sector%
Technology25.9
Healthcare23.5
Financial Services16.9
Industrials10.5
Consumer Defensive8.8
Others5
Consumer Cyclical4.4
Energy2.6
Communication Services2

Market Cap. Distribution

GUARDIAN INVESTMENT MANAGEMENT has about 91.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP54.5
LARGE-CAP37.4
UNALLOCATED5
MID-CAP3

Stocks belong to which Index?

About 91.1% of the stocks held by GUARDIAN INVESTMENT MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50091.1
Others8.3
Top 5 Winners (%)%
QS
quantumscape corp
155.6 %
MSFT
microsoft corp
36.9 %
CVX
chevron corporation
22.9 %
PFE
pfizer inc
18.4 %
GILD
gilead sciences inc
18.0 %
Top 5 Winners ($)$
QS
quantumscape corp
5.9 M
AAPL
apple inc
3.4 M
DHR
danaher corp del
2.8 M
MSFT
microsoft corp
1.4 M
AMGN
amgen inc
0.9 M
Top 5 Losers (%)%
AMAT
applied matls inc
-28.9 %
MMM
3m co
-26.7 %
GT
goodyear tire & rubr co
-24.3 %
CAT
caterpillar inc
-23.9 %
IBM
international business machs
-21.8 %
Top 5 Losers ($)$
CAT
caterpillar inc
-1.2 M
BX
blackstone inc
-0.8 M
GE
ge aerospace
-0.7 M
AMAT
applied matls inc
-0.7 M
ge vernova inc
-0.6 M

GUARDIAN INVESTMENT MANAGEMENT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GUARDIAN INVESTMENT MANAGEMENT

GUARDIAN INVESTMENT MANAGEMENT has 60 stocks in it's portfolio. About 60.5% of the portfolio is in top 10 stocks. CAT proved to be the most loss making stock for the portfolio. QS was the most profitable stock for GUARDIAN INVESTMENT MANAGEMENT last quarter.

$156.86MTotal Value
62.00Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of GUARDIAN INVESTMENT MANAGEMENT, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
CMCSA
Comcast Corp New

Comcast Corp New

CMCSA
GUARDIAN INVESTMENT MANAGEMENT's holding in Comcast Corp New over time
0.22%16,000
$348.2K
0.22%
unchanged 0 percentunchanged