§ 13F · FUND PROFILE
GUARDIAN INVESTMENT MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $118M (13F)Positions · 55Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 79K | $20M | 15.8% | ±0% |
| 2 | DHR | DANAHER CORP DEL | 64K | $11M | 8.8% | ±0% |
| 3 | BX | BLACKSTONE INC | 79K | $9M | 7.2% | ±0% |
| 4 | AMGN | AMGEN INC | 17K | $6M | 4.6% | +4% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 5K | $5M | 3.8% | ±0% |
| 6 | WMT | WALMART INC | 36K | $4M | 3.5% | ±0% |
| 7 | CVX | CHEVRON CORPORATION | 20K | $4M | 3.3% | −6% |
| 8 | JNJ | JOHNSON & JOHNSON | 17K | $4M | 3.2% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 10K | $4M | 2.9% | −1% |
| 10 | CAT | CATERPILLAR INC | 5K | $3M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUARDIAN SIGNAL
AC read
GUARDIAN INVESTMENT MANAGEMENT is a Other fund managing $118 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed