Guardian Investment Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Guardian Investment Management reported 60 stock positions worth $154.9 million. Its top holding was Apple (AAPL) at 14.7% of the portfolio, followed by Danaher (DHR, 12.6%) and Blackstone (BX, 10.3%). Compared with Q1 2026, it added to 21 and reduced 26. The biggest buy was Danaher (DHR, shares +53%) and the biggest sale Johnson & Johnson (JNJ, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- TIBURON, CA
- CIK
- 0001365474
- Portfolio Value
- $154.9M (Q2 2026)
- SEC Filing
- 0001365474-26-000003 ↗ filed Jul 20, 2026
Holdings Value
Holdings 60 stocks · $154.9M
| AAPL Apple Inc. | 14.67% | 78,541 | $22.7M | Reduce -0.5% |
| DHR Danaher Corp. | 12.58% | 97,372 | $19.5M | Add +52.6% |
| BX Blackstone Inc. | 10.29% | 135,500 | $15.9M | Add +70.6% |
| AMGN Amgen Inc. | 3.79% | 16,205 | $5.9M | Reduce -2.7% |
| CAT Caterpillar Inc. | 3.30% | 4,800 | $5.1M | No change |
| ADM Archer-Daniels-Midland Co. | 3.28% | 8,750 | $5.1M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 2.80% | 4,635 | $4.3M | Reduce -5.2% |
| GE General Electric filed as GE AEROSPACE | 2.69% | 11,159 | $4.2M | Add +0.0% |
| QS Quantumscape Corp. | 2.45% | 38,650 | $3.8M | Reduce -2.5% |
| INTC Intel Corp. | 2.43% | 26,975 | $3.8M | Reduce -5.3% |
| MSFT Microsoft Corp. | 2.40% | 9,963 | $3.7M | Add +1.2% |
| WMT Walmart Inc. | 2.35% | 32,200 | $3.6M | Reduce -9.6% |
| CVX Chevron Corp. | 2.16% | 20,190 | $3.3M | Add +0.3% |
| GEV GE Vernova Inc. | 2.02% | 2,663 | $3.1M | Add +0.0% |
| ABBV Abbvie Inc. | 2.02% | 12,425 | $3.1M | Reduce -12.3% |
| BAC Bank of America Corp. | 1.83% | 49,770 | $2.8M | Reduce -9.1% |
| CSX CSX Corp. | 1.51% | 49,295 | $2.3M | Add +0.0% |
| AMZN Amazon.com Inc. | 1.46% | 9,506 | $2.3M | Add +3.3% |
| AMAT Applied Materials Inc. | 1.41% | 3,020 | $2.2M | Reduce -0.3% |
| MU Micron Technology Inc. | 1.37% | 1,837 | $2.1M | Reduce -25.1% |
| CSCO Cisco Systems Inc. | 1.34% | 17,645 | $2.1M | No change |
| JPM JPMorgan Chase & Co. | 1.31% | 6,210 | $2.0M | Reduce -10.7% |
| BA The Boeing Co. | 1.31% | 9,350 | $2.0M | Add +1.6% |
| JNJ Johnson & Johnson | 1.30% | 7,907 | $2.0M | Reduce -53.0% |
| XOM Exxon Mobil Corp. | 1.13% | 12,829 | $1.8M | Reduce -0.1% |
| KKR KKR & Co. Inc. | 1.05% | 16,144 | $1.6M | Add +10.7% |
| ITW Illinois Tool Works | 1.01% | 5,800 | $1.6M | Reduce -6.2% |
| AXP American Express Co. | 0.98% | 4,492 | $1.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.93% | 2,888 | $1.4M | No change |
| GOOGL Alphabet Inc. Class A | 0.88% | 3,609 | $1.4M | Reduce -5.3% |
| PG The Procter & Gamble Co. | 0.82% | 8,685 | $1.3M | Reduce -16.4% |
| C Citigroup Inc. | 0.82% | 9,095 | $1.3M | Add +0.2% |
| B Barrick Mining Corp. | 0.82% | 35,000 | $1.3M | Add +245.7% |
| GS Goldman Sachs Group Inc. | 0.79% | 1,293 | $1.2M | Add +7.5% |
| BIIB Biogen Inc. | 0.77% | 5,500 | $1.2M | No change |
| TXN Texas Instruments Inc. | 0.74% | 3,860 | $1.2M | Reduce -14.2% |
| DE Deere & Co. | 0.65% | 1,598 | $1.0M | No change |
| WBD Warner Bros Discovery Inc. | 0.60% | 34,750 | $926K | No change |
| RTX RTX Corp. | 0.43% | 3,510 | $666K | Add +67.1% |
| PJT PJT Partners Inc. Class A | 0.42% | 4,267 | $644K | Add +0.1% |
| T AT&T Inc. | 0.36% | 27,290 | $565K | Reduce -8.1% |
| HD Home Depot Inc. | 0.36% | 1,570 | $554K | Add +6.0% |
| MDLZ Mondelez International Inc. Class A | 0.31% | 8,376 | $484K | Reduce -14.7% |
| EMR Emerson Electric Co. | 0.31% | 3,383 | $484K | Add +0.1% |
| ABT Abbott Laboratories | 0.31% | 5,250 | $476K | No change |
| GILD Gilead Sciences Inc. | 0.31% | 3,750 | $474K | No change |
| PEP Pepsico Inc. | 0.29% | 3,350 | $454K | No change |
| BMY Bristol-Myers Squibb Co. | 0.27% | 7,300 | $421K | Reduce -3.3% |
| V Visa Inc. Class A | 0.26% | 1,193 | $409K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,450 | $408K | No change |
| MP MP Materials Corp. | 0.26% | 7,250 | $406K | Add +26.1% |
| GT Goodyear Tire & Rubber Co. | 0.26% | 60,300 | $398K | Add +39.6% |
| CMCSA Comcast Corp. Class A | 0.25% | 16,000 | $393K | Reduce -38.5% |
| NSC Norfolk Southern Corp. | 0.24% | 1,200 | $378K | Reduce -11.8% |
| MMM 3M Co. | 0.21% | 2,000 | $324K | Reduce -79.0% |
| DUK Duke Energy Corp. | 0.20% | 2,439 | $309K | Add +6.5% |
| UPS United Parcel Service Class B | 0.19% | 2,736 | $294K | Add +0.4% |
| NOC Northrop Grumman Corp. | 0.18% | 550 | $280K | No change |
| PFE Pfizer Inc. | 0.15% | 9,417 | $227K | Reduce -14.5% |
| PSKY Paramount Skydance Class B | 0.10% | 15,250 | $150K | Reduce -28.9% |
Portfolio Sells Q1 2026 → Q2 2026
| JNJ Johnson & Johnson | Reduce -53.0% | 1.30% | −1.95 |
| AAPL Apple Inc. | Reduce -0.5% | 14.67% | −1.14 |
| WMT Walmart Inc. | Reduce -9.6% | 2.35% | −1.14 |
| COST Costco Wholesale Corp. | Reduce -5.2% | 2.80% | −1.05 |
| MMM 3M Co. | Reduce -79.0% | 0.21% | −0.88 |
| AMGN Amgen Inc. | Reduce -2.7% | 3.79% | −0.84 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 1.13% | −0.59 |
| ABBV Abbvie Inc. | Reduce -12.3% | 2.02% | −0.42 |
| PG The Procter & Gamble Co. | Reduce -16.4% | 0.82% | −0.36 |
| CMCSA Comcast Corp. Class A | Reduce -38.5% | 0.25% | −0.34 |
| T AT&T Inc. | Reduce -8.1% | 0.36% | −0.31 |
| JPM JPMorgan Chase & Co. | Reduce -10.7% | 1.31% | −0.30 |
| BAC Bank of America Corp. | Reduce -9.1% | 1.83% | −0.28 |
| ITW Illinois Tool Works | Reduce -6.2% | 1.01% | −0.26 |
| MDLZ Mondelez International Inc. Class A | Reduce -14.7% | 0.31% | −0.13 |
| PFE Pfizer Inc. | Reduce -14.5% | 0.15% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.3% | 0.27% | −0.09 |
| NSC Norfolk Southern Corp. | Reduce -11.8% | 0.24% | −0.06 |
| PSKY Paramount Skydance Class B | Reduce -28.9% | 0.10% | −0.06 |
| QS Quantumscape Corp. | Reduce -2.5% | 2.45% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 0.88% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -14.2% | 0.74% | +0.05 |
| AMAT Applied Materials Inc. | Reduce -0.3% | 1.41% | +0.59 |
| MU Micron Technology Inc. | Reduce -25.1% | 1.37% | +0.71 |
| INTC Intel Corp. | Reduce -5.3% | 2.43% | +1.44 |
| ADM Archer-Daniels-Midland Co. | Reduce -2.1% | 3.28% | +1.85 |
Portfolio Buys Q1 2026 → Q2 2026
| DHR Danaher Corp. | Add +52.6% | 12.58% | +3.79 |
| BX Blackstone Inc. | Add +70.6% | 10.29% | +3.08 |
| B Barrick Mining Corp. | Add +245.7% | 0.82% | +0.49 |
| GE General Electric | Add +0.0% | 2.69% | +0.19 |
| GEV GE Vernova Inc. | Add +0.0% | 2.02% | +0.18 |
| RTX RTX Corp. | Add +67.1% | 0.43% | +0.11 |
| MP MP Materials Corp. | Add +26.1% | 0.26% | +0.04 |
| GT Goodyear Tire & Rubber Co. | Add +39.6% | 0.26% | +0.03 |
| C Citigroup Inc. | Add +0.2% | 0.82% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +7.5% | 0.79% | −0.02 |
| UPS United Parcel Service Class B | Add +0.4% | 0.19% | −0.02 |
| HD Home Depot Inc. | Add +6.0% | 0.36% | −0.03 |
| EMR Emerson Electric Co. | Add +0.1% | 0.31% | −0.04 |
| DUK Duke Energy Corp. | Add +6.5% | 0.20% | −0.04 |
| AMZN Amazon.com Inc. | Add +3.3% | 1.46% | −0.05 |
| PJT PJT Partners Inc. Class A | Add +0.1% | 0.42% | −0.05 |
| CSX CSX Corp. | Add +0.0% | 1.51% | −0.08 |
| KKR KKR & Co. Inc. | Add +10.7% | 1.05% | −0.10 |
| BA The Boeing Co. | Add +1.6% | 1.31% | −0.14 |
| MSFT Microsoft Corp. | Add +1.2% | 2.40% | −0.49 |
| CVX Chevron Corp. | Add +0.3% | 2.16% | −1.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 60 | $154.9M | AAPL, DHR, BX, AMGN, CAT |
| Q1 2026 | 60 | $126.7M | AAPL, DHR, BX, AMGN, COST |
| Q4 2025 | 56 | $128.3M | AAPL, BX, DHR, AMGN, MSFT |
| Q3 2025 | 55 | $117.6M | AAPL, DHR, MSFT, COST, AMGN |
| Q2 2025 | 51 | $99.4M | AAPL, DHR, AMGN, COST, MSFT |
| Q1 2025 | 57 | $118.8M | AAPL, BX, AMGN, DHR, COST |
| Q4 2024 | 57 | $140.1M | AAPL, BX, DHR, WMT, MSFT |
| Q3 2024 | 55 | $116.1M | AAPL, MSFT, DHR, WMT, COST |
| Q2 2024 | 56 | $139.8M | AAPL, AMZN, MSFT, AMGN, WMT |
| Q1 2024 | 54 | $124.4M | AAPL, NVDA, MSFT, INTC, AMGN |