GUARDIAN INVESTMENT MANAGEMENT

CIK

1365474

Location

TIBURON, CA

Portfolio Value

Small $148,037,306

Diversification

Diversified

Filing Date

Global Rank

#7,518 / 8,827 ▲ 90 · as of Jun 2026

Top Industry

Consumer Electronics 17.1%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 60.2% of the book (60%+)

Turnover

Low turnover

16.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.8 quarters (12+), a floor since 50.8% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 67.7%; sector active share 30.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

60 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.1%

+1.5 pts

Top 5

49.9%

+3.2 pts

Top 10

62.2%

+2.0 pts

HHI

721

Diversified+83

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.5%	$40,679,482	9
Healthcare	24.5%	$36,243,797	9
Financial Services	18.7%	$27,713,986	10
Industrials	12.9%	$19,102,897	13
Consumer Defensive	6.1%	$9,074,578	6
Energy	4.1%	$6,115,059	2
Communication Services	2.4%	$3,542,288	4
Consumer Cyclical	2.3%	$3,438,609	4
Basic Materials	1.2%	$1,848,540	2
Utilities	0.2%	$278,070	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
DHR	Danaher Corp	+1,162	98,534	$21,830,207
B	Barrick Mining Corp	+1,150	36,150	$1,470,220
WMT	Walmart Inc.	+1,069	33,269	$3,457,314
AMZN	Amazon Com Inc	+1,058	10,564	$2,632,020
MMM	3M Co	+900	2,900	$476,035
GOOGL	Alphabet Inc.	+793	4,402	$1,514,640
MP	MP Materials Corp.	+750	8,000	$378,320
BAC	Bank Of America Corp	+515	50,285	$2,737,012
C	Citigroup Inc	+426	9,521	$1,232,779
BA	Boeing Co	+275	9,625	$1,790,731
JPM	Jpmorgan Chase & Co	+141	6,351	$2,101,101
AMAT	Applied Materials Inc	+123	3,143	$1,607,267
V	Visa Inc.	+97	1,290	$463,535
HD	Home Depot, Inc.	+81	1,651	$469,692
UPS	United Parcel Service Inc	+11	2,747	$256,679
XOM	ExxonMobil Holdings Corp	+7	12,836	$2,089,059
EMR	Emerson Electric Co	+3	3,386	$525,168
PJT	PJT Partners Inc.	+3	4,270	$609,371
KKR	KKR & Co. Inc.	+1	16,145	$1,474,038
GE	General Electric Co	+1	11,160	$3,485,156
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
QS	QuantumScape Corp	−28,500	10,150	$47,146
AAPL	Apple Inc.	−2,439	76,102	$25,343,488
—		−2,000	32,750	$1,013,612
GT	Goodyear Tire & Rubber Co	−2,000	58,300	$289,751
COST	Costco Wholesale Corp	−1,501	3,134	$2,853,005
TXN	Texas Instruments Inc	−1,360	2,500	$700,225
BIIB	Biogen Inc.	−1,100	4,400	$993,872
JNJ	Johnson & Johnson	−997	6,910	$1,829,353
MDLZ	Mondelez International, Inc.	−991	7,385	$427,000
AMGN	Amgen Inc	−500	15,705	$6,619,814
ABT	Abbott Laboratories	−500	4,750	$469,442
CVX	Chevron Corp	−475	19,715	$4,026,000
PG	PROCTER & GAMBLE Co	−300	8,385	$1,218,172
MSFT	Microsoft Corp	−298	9,665	$4,957,178
MU	Micron Technology Inc	−134	1,703	$1,813,882
ABBV	AbbVie Inc.	−123	12,302	$3,218,080
GS	Goldman Sachs Group Inc	−62	1,231	$1,108,343
BX	Blackstone Inc.	−40	135,460	$15,183,711
CSX	Csx Corp	−5	49,290	$2,292,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PANW	Palo Alto Networks Inc	2,004	$796,209
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SKYD	Skydance Corp	15,250	$150,365
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $148,037,306 total · filing declares 60 positions · $156,864,266 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	76,102	-2,439	$25,343,488	+11.5%	17.12%
DHR	Danaher Corp Healthcare	Added	98,534	+1,162	$21,830,207	+17.7%	14.75%
BX	Blackstone Inc. Financial Services	Reduced	135,460	-40	$15,183,711	−4.8%	10.26%
AMGN	Amgen Inc Healthcare	Reduced	15,705	-500	$6,619,814	+12.8%	4.47%
MSFT	Microsoft Corp Technology	Reduced	9,665	-298	$4,957,178	+33.4%	3.35%
CVX	Chevron Corp Energy	Reduced	19,715	-475	$4,026,000	+20.3%	2.72%
CAT	Caterpillar Inc Industrials	Held	4,800	0	$3,891,792	−23.9%	2.63%
GE	General Electric Co Industrials	Added	11,160	+1	$3,485,156	−16.4%	2.35%
WMT	Walmart Inc. Consumer Defensive	Added	33,269	+1,069	$3,457,314	−5.2%	2.34%
INTC	Intel Corp Technology	Held	26,975	0	$3,243,204	−13.9%	2.19%
ABBV	AbbVie Inc. Healthcare	Reduced	12,302	-123	$3,218,080	+2.9%	2.17%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	3,134	-1,501	$2,853,005	−34.2%	1.93%
BAC	Bank Of America Corp Financial Services	Added	50,285	+515	$2,737,012	−3.5%	1.85%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,564	+1,058	$2,632,020	+16.2%	1.78%
GEV	GE Vernova Inc. Industrials	Held	2,663	0	$2,531,154	−19.1%	1.71%
CSX	Csx Corp Industrials	Reduced	49,290	-5	$2,292,477	−2.2%	1.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,351	+141	$2,101,101	+3.4%	1.42%
XOM	ExxonMobil Holdings Corp Energy	Added	12,836	+7	$2,089,059	+19.1%	1.41%
CSCO	Cisco Systems, Inc. Technology	Held	17,645	0	$1,899,131	−8.4%	1.28%
JNJ	Johnson & Johnson Healthcare	Reduced	6,910	-997	$1,829,353	−8.9%	1.24%
MU	Micron Technology Inc Technology	Reduced	1,703	-134	$1,813,882	−14.5%	1.23%
BA	Boeing Co Industrials	Added	9,625	+275	$1,790,731	−11.5%	1.21%
AMAT	Applied Materials Inc Technology	Added	3,143	+123	$1,607,267	−26.4%	1.09%
GOOGL	Alphabet Inc. Communication Services	Added	4,402	+793	$1,514,640	+17.4%	1.02%
ITW	Illinois Tool Works Inc Industrials	Held	5,800	0	$1,492,224	−4.9%	1.01%
KKR	KKR & Co. Inc. Financial Services	Added	16,145	+1	$1,474,038	−0.5%	1.00%
B	Barrick Mining Corp Basic Materials	Added	36,150	+1,150	$1,470,220	+14.4%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,888	0	$1,438,079	−0.5%	0.97%
AXP	American Express Co Financial Services	Held	4,492	0	$1,366,017	−10.1%	0.92%
C	Citigroup Inc Financial Services	Added	9,521	+426	$1,232,779	−3.2%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,385	-300	$1,218,172	−4.3%	0.82%
GS	Goldman Sachs Group Inc Financial Services	Reduced	1,231	-62	$1,108,343	−15.2%	0.75%
DE	Deere & Co Industrials	Held	1,598	0	$1,073,136	+5.9%	0.72%
		Reduced	32,750	-2,000	$1,013,612	+9.4%	0.68%
BIIB	Biogen Inc. Healthcare	Reduced	4,400	-1,100	$993,872	−16.4%	0.67%
PANW	Palo Alto Networks Inc Technology	NEW	2,004	NEW	$796,209	NEW	0.54%
TXN	Texas Instruments Inc Technology	Reduced	2,500	-1,360	$700,225	−39.1%	0.47%
ADM	Archer-Daniels-Midland Co Consumer Defensive	Held	8,750	0	$694,575	+3.9%	0.47%
T	At&T Inc. Communication Services	Held	27,290	0	$665,876	+17.9%	0.45%
RTX	RTX Corp Industrials	Held	3,510	0	$651,631	−2.2%	0.44%
PJT	PJT Partners Inc. Financial Services	Added	4,270	+3	$609,371	−5.4%	0.41%
GILD	Gilead Sciences, Inc. Healthcare	Held	3,750	0	$558,937	+18.0%	0.38%
EMR	Emerson Electric Co Industrials	Added	3,386	+3	$525,168	+8.4%	0.35%
MMM	3M Co Industrials	Added	2,900	+900	$476,035	+47.0%	0.32%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,651	+81	$469,692	−15.2%	0.32%
ABT	Abbott Laboratories Healthcare	Reduced	4,750	-500	$469,442	−1.5%	0.32%
V	Visa Inc. Financial Services	Added	1,290	+97	$463,535	+13.2%	0.31%
BMY	Bristol Myers Squibb Co Healthcare	Held	7,300	0	$455,520	+8.3%	0.31%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	7,385	-991	$427,000	−11.9%	0.29%
PEP	Pepsico Inc Consumer Defensive	Held	3,350	0	$424,512	−6.4%	0.29%

Showing the top 50 of 60 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.