§ 13F · FUND PROFILE
GUARDIAN INVESTMENT MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $99.4T (13F)Positions · 51Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$316.8B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 79K | $21.4T | 16.7% | ±0% |
| 2 | BX | BLACKSTONE INC | 79K | $12.2T | 9.5% | +359% |
| 3 | DHR | DANAHER CORPORATION | 64K | $11.9T | 9.3% | ±0% |
| 4 | AMGN | AMGEN INC | 16K | $5.3T | 4.1% | −1% |
| 5 | MSFT | MICROSOFT CORP | 10K | $4.8T | 3.7% | −4% |
| 6 | COST | COSTCO WHSL CORP NEW | 5K | $4.2T | 3.3% | −3% |
| 7 | WMT | WALMART INC | 36K | $4.0T | 3.1% | −1% |
| 8 | BAC | BANK AMERICA CORP | 71K | $3.9T | 3.0% | −1% |
| 9 | JNJ | JOHNSON & JOHNSON | 17K | $3.5T | 2.7% | ±0% |
| 10 | GE | GE AEROSPACE | 11K | $3.4T | 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 $99371.1 trillion in assets. The fund runs a portfolio of 51 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed