Guardian Investment Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Guardian Investment Management reported 57 stock positions worth $140.1 million. Its top holding was Apple (AAPL) at 17.1% of the portfolio, followed by Blackstone (BX, 17.1%) and Danaher (DHR, 4.1%). Compared with Q3 2024, it opened 5 new positions, sold out of 3, added to 4 and reduced 35. The biggest buy was a new position in Blackstone (BX) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- TIBURON, CA
- CIK
- 0001365474
- Portfolio Value
- $140.1M (Q4 2024)
- SEC Filing
- 0001085146-25-000248 ↗ filed Jan 16, 2025
Holdings Value
Holdings 57 stocks · $140.1M
| AAPL Apple Inc. | 17.13% | 95,869 | $24.0M | Reduce -2.9% |
| BX Blackstone Inc. | 17.13% | 139,215 | $24.0M | New |
| DHR Danaher Corp. | 4.10% | 42,822 | $5.8M | No change |
| WMT Walmart Inc. | 3.79% | 58,800 | $5.3M | Reduce -6.4% |
| MSFT Microsoft Corp. | 3.54% | 11,765 | $5.0M | Reduce -4.8% |
| AMGN Amgen Inc. | 3.42% | 18,358 | $4.8M | Add +29.5% |
| COST Costco Wholesale Corp. | 3.40% | 5,205 | $4.8M | No change |
| JPM JPMorgan Chase & Co. | 3.28% | 19,149 | $4.6M | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.33% | 74,268 | $3.3M | Reduce -2.1% |
| ABBV Abbvie Inc. | 2.26% | 17,801 | $3.2M | Reduce -2.5% |
| CVX Chevron Corp. | 2.16% | 20,928 | $3.0M | Add +3.2% |
| PG The Procter & Gamble Co. | 2.05% | 17,135 | $2.9M | Reduce -4.6% |
| JNJ Johnson & Johnson | 2.01% | 19,472 | $2.8M | Reduce -2.8% |
| QS Quantumscape Corp. | 1.70% | 12,490 | $2.4M | Add +158.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.61% | 4,980 | $2.3M | No change |
| ITW Illinois Tool Works | 1.56% | 8,600 | $2.2M | No change |
| GE General Electric filed as GE AEROSPACE | 1.36% | 11,430 | $1.9M | Reduce -0.2% |
| KKR KKR & Co. Inc. | 1.31% | 12,425 | $1.8M | Reduce -0.8% |
| CAT Caterpillar Inc. | 1.29% | 4,987 | $1.8M | Reduce -5.7% |
| AMZN Amazon.com Inc. | 1.19% | 7,572 | $1.7M | Add +6.5% |
| MMM 3M Co. | 1.11% | 12,100 | $1.6M | Reduce -1.2% |
| PEP Pepsico Inc. | 1.10% | 10,097 | $1.5M | No change |
| MRK Merck & Co. Inc. | 1.09% | 15,300 | $1.5M | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 1.02% | 13,339 | $1.4M | Reduce -3.3% |
| CSX CSX Corp. | 1.02% | 42,750 | $1.4M | No change |
| BA The Boeing Co. | 0.96% | 7,600 | $1.3M | Reduce -1.4% |
| CMCSA Comcast Corp. Class A | 0.94% | 35,000 | $1.3M | No change |
| CSCO Cisco Systems Inc. | 0.92% | 21,845 | $1.3M | Reduce -10.4% |
| AXP American Express Co. | 0.92% | 4,342 | $1.3M | Reduce -0.6% |
| INTC Intel Corp. | 0.90% | 63,100 | $1.3M | Reduce -4.9% |
| ABT Abbott Laboratories | 0.88% | 10,932 | $1.2M | Reduce -5.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.87% | 31,700 | $1.2M | New |
| BIIB Biogen Inc. | 0.80% | 7,300 | $1.1M | Reduce -28.2% |
| T AT&T Inc. | 0.75% | 46,226 | $1.1M | Reduce -8.7% |
| TXN Texas Instruments Inc. | 0.70% | 5,200 | $975K | No change |
| GEV GE Vernova Inc. | 0.66% | 2,790 | $918K | New |
| C Citigroup Inc. | 0.65% | 12,890 | $907K | Reduce -14.0% |
| HD Home Depot Inc. | 0.65% | 2,331 | $907K | No change |
| WBD Warner Bros Discovery Inc. | 0.64% | 84,914 | $898K | Reduce -2.2% |
| GS Goldman Sachs Group Inc. | 0.57% | 1,403 | $803K | New |
| EMR Emerson Electric Co. | 0.57% | 6,474 | $802K | Reduce -4.4% |
| MDLZ Mondelez International Inc. Class A | 0.54% | 12,550 | $750K | No change |
| ADP Automatic Data Processing | 0.46% | 2,200 | $644K | Reduce -21.4% |
| BMY Bristol-Myers Squibb Co. | 0.46% | 11,350 | $642K | No change |
| DE Deere & Co. | 0.43% | 1,430 | $606K | Reduce -12.3% |
| AMAT Applied Materials Inc. | 0.41% | 3,250 | $569K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 2,400 | $528K | Reduce -13.5% |
| UPS United Parcel Service Class B | 0.34% | 3,800 | $479K | Reduce -6.8% |
| PARAA Paramount Global Class A | 0.32% | 43,178 | $452K | New |
| QCOM Qualcomm Inc. | 0.32% | 2,936 | $451K | Reduce -22.5% |
| DUK Duke Energy Corp. | 0.31% | 4,089 | $441K | Reduce -6.0% |
| GILD Gilead Sciences Inc. | 0.31% | 4,750 | $439K | Reduce -15.9% |
| PFE Pfizer Inc. | 0.31% | 16,542 | $436K | Reduce -18.7% |
| RTX RTX Corp. | 0.30% | 3,633 | $423K | Reduce -11.4% |
| V Visa Inc. Class A | 0.26% | 9,280 | $371K | Reduce -19.6% |
| GT Goodyear Tire & Rubber Co. | 0.26% | 39,700 | $357K | Reduce -1.2% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.24% | 4,450 | $342K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -2.9% | 17.13% | −2.67 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −1.85 |
| MSFT Microsoft Corp. | Reduce -4.8% | 3.54% | −1.04 |
| BIIB Biogen Inc. | Reduce -28.2% | 0.80% | −0.90 |
| ABBV Abbvie Inc. | Reduce -2.5% | 2.26% | −0.85 |
| JNJ Johnson & Johnson | Reduce -2.8% | 2.01% | −0.78 |
| PG The Procter & Gamble Co. | Reduce -4.6% | 2.05% | −0.63 |
| WMT Walmart Inc. | Reduce -6.4% | 3.79% | −0.57 |
| GE General Electric | Reduce -0.2% | 1.36% | −0.50 |
| CAT Caterpillar Inc. | Reduce -5.7% | 1.29% | −0.49 |
| TGT Target Corp. | Sold out | 0.00% | −0.45 |
| PARAA Paramount Global Class B | Sold out | 0.00% | −0.45 |
| INTC Intel Corp. | Reduce -4.9% | 0.90% | −0.44 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 1.09% | −0.43 |
| XOM Exxon Mobil Corp. | Reduce -3.3% | 1.02% | −0.37 |
| MMM 3M Co. | Reduce -1.2% | 1.11% | −0.33 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 3.28% | −0.29 |
| BAC Bank of America Corp. | Reduce -2.1% | 2.33% | −0.26 |
| ABT Abbott Laboratories | Reduce -5.6% | 0.88% | −0.25 |
| QCOM Qualcomm Inc. | Reduce -22.5% | 0.32% | −0.23 |
| T AT&T Inc. | Reduce -8.7% | 0.75% | −0.21 |
| ADP Automatic Data Processing | Reduce -21.4% | 0.46% | −0.21 |
| PFE Pfizer Inc. | Reduce -18.7% | 0.31% | −0.20 |
| CSCO Cisco Systems Inc. | Reduce -10.4% | 0.92% | −0.19 |
| V Visa Inc. Class A | Reduce -19.6% | 0.26% | −0.18 |
| C Citigroup Inc. | Reduce -14.0% | 0.65% | −0.16 |
| DE Deere & Co. | Reduce -12.3% | 0.43% | −0.15 |
| IBM Intl Business Machines Corp. | Reduce -13.5% | 0.38% | −0.15 |
| UPS United Parcel Service Class B | Reduce -6.8% | 0.34% | −0.14 |
| RTX RTX Corp. | Reduce -11.4% | 0.30% | −0.13 |
| DUK Duke Energy Corp. | Reduce -6.0% | 0.31% | −0.12 |
| AXP American Express Co. | Reduce -0.6% | 0.92% | −0.10 |
| KKR KKR & Co. Inc. | Reduce -0.8% | 1.31% | −0.10 |
| GILD Gilead Sciences Inc. | Reduce -15.9% | 0.31% | −0.09 |
| EMR Emerson Electric Co. | Reduce -4.4% | 0.57% | −0.07 |
| GT Goodyear Tire & Rubber Co. | Reduce -1.2% | 0.26% | −0.05 |
| BA The Boeing Co. | Reduce -1.4% | 0.96% | −0.05 |
| WBD Warner Bros Discovery Inc. | Reduce -2.2% | 0.64% | +0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| BX Blackstone Inc. | New | 17.13% | +17.13 |
| QS Quantumscape Corp. | Add +158.6% | 1.70% | +1.01 |
| SLB SLB Ltd. | New | 0.87% | +0.87 |
| GEV GE Vernova Inc. | New | 0.66% | +0.66 |
| GS Goldman Sachs Group Inc. | New | 0.57% | +0.57 |
| PARAA Paramount Global Class A | New | 0.32% | +0.32 |
| AMZN Amazon.com Inc. | Add +6.5% | 1.19% | +0.05 |
| CVX Chevron Corp. | Add +3.2% | 2.16% | −0.41 |
| AMGN Amgen Inc. | Add +29.5% | 3.42% | −0.52 |
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 |