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Latest GUARDIAN INVESTMENT MANAGEMENT Stock Portfolio

GUARDIAN INVESTMENT MANAGEMENT Performance:
2026 Q1: -1.22%YTD: -1.22%2025: 10.81%
Performance for 2026 Q1 is -1.22%, and YTD is -1.22%, and 2025 is 10.81%.

About GUARDIAN INVESTMENT MANAGEMENT and 13F Hedge Fund Stock Holdings

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, GUARDIAN INVESTMENT MANAGEMENT reported an equity portfolio of $126.7 Millions as of 31 Mar, 2026.

The top stock holdings of GUARDIAN INVESTMENT MANAGEMENT are AAPL, DHR, BX. The fund has invested 15.8% of it's portfolio in APPLE INC and 8.8% of portfolio in DANAHER CORP DEL.

They significantly reduced their stock positions in APPLIED MATLS INC (AMAT), BANK AMERICA CORP (BAC) and COMCAST CORP NEW (CMCSA). GUARDIAN INVESTMENT MANAGEMENT opened new stock positions in RTX CORPORATION (RTX), NORTHROP GRUMMAN CORP (NOC) and DUKE ENERGY CORP NEW (DUK). The fund showed a lot of confidence in some stocks as they added substantially to KKR & CO INC (KKR), ARCHER DANIELS MIDLAND CO (ADM) and AMAZON COM INC (AMZN).

GUARDIAN INVESTMENT MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that GUARDIAN INVESTMENT MANAGEMENT made a return of -1.22% in the last quarter. In trailing 12 months, it's portfolio return was 15.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
rtx corporation405,090
northrop grumman corp375,232
duke energy corp new299,722
united parcel svcs inc268,135
New stocks bought by GUARDIAN INVESTMENT MANAGEMENT

Additions

Ticker% Inc.
kkr & co inc34.07
archer daniels midland co18.34
amazon com inc17.83
quantumscape corp14.14
berkshire hathaway inc del3.88
amgen inc3.68
illinois tool wks inc3.1
alphabet inc2.12
Additions to existing portfolio by GUARDIAN INVESTMENT MANAGEMENT

Reductions

Ticker% Reduced
applied matls inc-25.7
bank america corp-22.36
comcast corp new-21.21
micron technology inc-16.21
procter & gamble co-16.15
jpmorgan chase & co-15.56
warner bros discovery inc-12.58
pepsico inc-11.38
GUARDIAN INVESTMENT MANAGEMENT reduced stake in above stock

Sold off

None of the stocks were completely sold off by GUARDIAN INVESTMENT MANAGEMENT

Sector Distribution

GUARDIAN INVESTMENT MANAGEMENT has about 23.2% of it's holdings in Technology sector.

Sector%
Technology23.2
Healthcare21.3
Financial Services15.5
Industrials12.8
Consumer Defensive10.8
Energy5
Consumer Cyclical4.6
Others4
Communication Services2.3

Market Cap. Distribution

GUARDIAN INVESTMENT MANAGEMENT has about 92.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP58.5
LARGE-CAP34.4
UNALLOCATED4
MID-CAP3.1

Stocks belong to which Index?

About 92.1% of the stocks held by GUARDIAN INVESTMENT MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50092.1
Others7.2
Top 5 Winners (%)%
QS
quantumscape corp
73.2 %
XOM
exxon mobil corp
40.0 %
CVX
chevron corporation
34.6 %
ge vernova inc
33.5 %
AMAT
applied matls inc
28.8 %
Top 5 Winners ($)$
QS
quantumscape corp
1.3 M
CVX
chevron corporation
1.1 M
COST
costco wholesale corporation
0.7 M
CAT
caterpillar inc
0.7 M
XOM
exxon mobil corp
0.6 M
Top 5 Losers (%)%
paramount skydance corp
-31.2 %
BX
blackstone inc
-25.4 %
GT
goodyear tire & rubr co
-24.1 %
MSFT
microsoft corp
-23.0 %
KKR
kkr & co inc
-20.5 %
Top 5 Losers ($)$
BX
blackstone inc
-3.1 M
AAPL
apple inc
-1.4 M
MSFT
microsoft corp
-1.1 M
DHR
danaher corp del
-0.8 M
BAC
bank america corp
-0.4 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 55.9% of the portfolio is in top 10 stocks. BX proved to be the most loss making stock for the portfolio. QS was the most profitable stock for GUARDIAN INVESTMENT MANAGEMENT last quarter.

Last Reported on: 16 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions