Latest GUARDIAN INVESTMENT MANAGEMENT Stock Portfolio
GUARDIAN INVESTMENT MANAGEMENT Performance:
2025 Q4: 3.11%YTD: 10.81%2024: 6.88%
Performance for 2025 Q4 is 3.11%, and YTD is 10.81%, and 2024 is 6.88%.
About GUARDIAN INVESTMENT MANAGEMENT and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, GUARDIAN INVESTMENT MANAGEMENT reported an equity portfolio of $128.3 Millions as of 31 Dec, 2025.
The top stock holdings of GUARDIAN INVESTMENT MANAGEMENT are AAPL, BX, DHR. The fund has invested 16.7% of it's portfolio in APPLE INC and 9.5% of portfolio in BLACKSTONE INC.
They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), INTEL CORP (INTC) and WARNER BROS DISCOVERY INC (WBD). GUARDIAN INVESTMENT MANAGEMENT opened new stock positions in PARAMOUNT SKYDANCE CORP. The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), BOEING CO (BA) and CISCO SYS INC (CSCO).
The top stock holdings of GUARDIAN INVESTMENT MANAGEMENT are AAPL, BX, DHR. The fund has invested 16.7% of it's portfolio in APPLE INC and 9.5% of portfolio in BLACKSTONE INC.
They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), INTEL CORP (INTC) and WARNER BROS DISCOVERY INC (WBD). GUARDIAN INVESTMENT MANAGEMENT opened new stock positions in PARAMOUNT SKYDANCE CORP. The fund showed a lot of confidence in some stocks as they added substantially to BLACKSTONE INC (BX), BOEING CO (BA) and CISCO SYS INC (CSCO).
GUARDIAN INVESTMENT MANAGEMENT Annual Return Estimates Vs S&P 500
Our best estimate is that GUARDIAN INVESTMENT MANAGEMENT made a return of 3.11% in the last quarter. In trailing 12 months, it's portfolio return was 10.81%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| paramount skydance corp | 316,789 |
New stocks bought by GUARDIAN INVESTMENT MANAGEMENT
Additions
| Ticker | % Inc. |
|---|---|
| blackstone inc | 358 |
| boeing co | 14.92 |
| cisco sys inc | 5.37 |
| home depot inc | 3.49 |
| csx corp | 2.57 |
| chevron corp new | 1.9 |
| exxon mobil corp | 1.63 |
| emerson elec co | 0.09 |
Additions to existing portfolio by GUARDIAN INVESTMENT MANAGEMENT
Reductions
| Ticker | % Reduced |
|---|---|
| micron technology inc | -42.93 |
| intel corp | -34.79 |
| warner bros discovery inc | -31.47 |
| quantumscape corp | -27.86 |
| mp materials corp | -23.33 |
| applied matls inc | -22.69 |
| pfizer inc | -20.61 |
| bristol-myers squibb co | -15.79 |
GUARDIAN INVESTMENT MANAGEMENT reduced stake in above stock
Sold off
Sector Distribution
GUARDIAN INVESTMENT MANAGEMENT has about 24.8% of it's holdings in Technology sector.
- Technology
- Healthcare
- Financial Services
- Industrials
- Consumer Defensive
- Others
- Energy
- Consumer Cyclical
- Communication Services
| Sector | % |
|---|---|
| Technology | 24.8 |
| Healthcare | 20.8 |
| Financial Services | 19.6 |
| Industrials | 11.4 |
| Consumer Defensive | 9.9 |
| Others | 3.9 |
| Energy | 3.8 |
| Consumer Cyclical | 3.3 |
| Communication Services | 2.4 |
Market Cap. Distribution
GUARDIAN INVESTMENT MANAGEMENT has about 93.9% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- UNALLOCATED
- MID-CAP
| Category | % |
|---|---|
| LARGE-CAP | 48.1 |
| MEGA-CAP | 45.8 |
| UNALLOCATED | 3.9 |
| MID-CAP | 2 |
Stocks belong to which Index?
About 93.6% 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 500 | 93.6 |
| Others | 5.5 |
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 56 stocks in it's portfolio. About 58.2% of the portfolio is in top 10 stocks. BX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for GUARDIAN INVESTMENT MANAGEMENT last quarter.
Last Reported on: 23 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 16.71 | 78,848 | 21,435,600 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 2.52 | 14,145 | 3,231,990 | reduced | -0.7 | ||
| ABT | abbott labs | 0.56 | 5,750 | 720,417 | unchanged | 0.00 | ||
| ADM | archer daniels midland co | 1.26 | 7,550 | 1,616,910 | reduced | -11.7 | ||
| AMAT | applied matls inc | 0.82 | 4,078 | 1,047,960 | reduced | -22.69 | ||
| AMGN | amgen inc | 4.10 | 16,065 | 5,258,400 | reduced | -0.93 | ||
| AMZN | amazon com inc | 1.41 | 7,808 | 1,802,240 | reduced | -2.19 | ||
| AXP | american express co | 1.29 | 4,492 | 1,661,820 | reduced | -2.18 | ||
| BA | boeing co | 1.53 | 9,050 | 1,964,940 | added | 14.92 | ||
| BAC | bank america corp | 3.02 | 70,559 | 3,880,760 | reduced | -0.7 | ||
| BIIB | biogen inc | 0.74 | 5,400 | 950,346 | unchanged | 0.00 | ||
| BMY | bristol-myers squibb co | 0.34 | 8,000 | 431,520 | reduced | -15.79 | ||
| BX | blackstone inc | 9.54 | 79,429 | 12,243,200 | added | 358 | ||
| C | citigroup inc | 0.83 | 9,113 | 1,063,400 | reduced | -3.82 | ||
| CAT | caterpillar inc | 2.14 | 4,800 | 2,749,780 | reduced | -3.75 | ||
| CMCSA | comcast corp new | 0.82 | 33,000 | 1,047,960 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 3.29 | 4,887 | 4,214,260 | reduced | -3.07 | ||
| CSCO | cisco sys inc | 1.06 | 17,645 | 1,359,190 | added | 5.37 | ||
| CSX | csx corp | 1.46 | 51,509 | 1,867,230 | added | 2.57 | ||
| CVX | chevron corp new | 2.55 | 21,478 | 3,273,460 | added | 1.9 | ||