Guardian Investment Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Guardian Investment Management reported 57 stock positions worth $118.8 million. Its top holding was Apple (AAPL) at 16.6% of the portfolio, followed by Blackstone (BX, 15.3%) and Amgen (AMGN, 4.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 2 and reduced 47. The biggest buy was a new position in Archer-Daniels-Midland (ADM) and the biggest sale Blackstone (BX, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- TIBURON, CA
- CIK
- 0001365474
- Portfolio Value
- $118.8M (Q1 2025)
- SEC Filing
- 0001085146-25-002368 ↗ filed Apr 28, 2025
Holdings Value
Holdings 57 stocks · $118.8M
| AAPL Apple Inc. | 16.59% | 88,740 | $19.7M | Reduce -7.4% |
| BX Blackstone Inc. | 15.28% | 129,915 | $18.2M | Reduce -6.7% |
| AMGN Amgen Inc. | 4.77% | 18,195 | $5.7M | Reduce -0.9% |
| DHR Danaher Corp. | 3.62% | 42,822 | $4.3M | No change |
| COST Costco Wholesale Corp. | 3.62% | 4,543 | $4.3M | Reduce -12.7% |
| WMT Walmart Inc. | 3.40% | 46,000 | $4.0M | Reduce -21.8% |
| MSFT Microsoft Corp. | 3.00% | 9,494 | $3.6M | Reduce -19.3% |
| ABBV Abbvie Inc. | 2.89% | 16,400 | $3.4M | Reduce -7.9% |
| JPM JPMorgan Chase & Co. | 2.74% | 13,249 | $3.2M | Reduce -30.8% |
| CVX Chevron Corp. | 2.53% | 17,978 | $3.0M | Reduce -14.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.50% | 71,268 | $3.0M | Reduce -4.0% |
| JNJ Johnson & Johnson | 2.42% | 17,332 | $2.9M | Reduce -11.0% |
| PG The Procter & Gamble Co. | 2.14% | 14,910 | $2.5M | Reduce -13.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.05% | 4,980 | $2.4M | No change |
| GE General Electric filed as GE AEROSPACE | 1.84% | 11,356 | $2.2M | Reduce -0.7% |
| QS Quantumscape Corp. | 1.51% | 11,490 | $1.8M | Reduce -8.0% |
| ITW Illinois Tool Works | 1.48% | 7,100 | $1.8M | Reduce -17.4% |
| PEP Pepsico Inc. | 1.27% | 10,097 | $1.5M | No change |
| CAT Caterpillar Inc. | 1.27% | 4,587 | $1.5M | Reduce -8.0% |
| MMM 3M Co. | 1.20% | 9,800 | $1.4M | Reduce -19.0% |
| KKR KKR & Co. Inc. | 1.14% | 12,375 | $1.4M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 1.14% | 15,100 | $1.4M | Reduce -1.3% |
| CMCSA Comcast Corp. Class A | 1.09% | 35,000 | $1.3M | No change |
| XOM Exxon Mobil Corp. | 1.07% | 10,739 | $1.3M | Reduce -19.5% |
| INTC Intel Corp. | 1.04% | 54,550 | $1.2M | Reduce -13.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 1.04% | 30,400 | $1.2M | Reduce -4.1% |
| BA The Boeing Co. | 1.00% | 6,950 | $1.2M | Reduce -8.6% |
| CSX CSX Corp. | 0.96% | 38,750 | $1.1M | Reduce -9.4% |
| AXP American Express Co. | 0.93% | 4,092 | $1.1M | Reduce -5.8% |
| AMZN Amazon.com Inc. | 0.89% | 5,572 | $1.1M | Reduce -26.4% |
| CSCO Cisco Systems Inc. | 0.89% | 17,145 | $1.1M | Reduce -21.5% |
| BIIB Biogen Inc. | 0.84% | 7,300 | $999K | No change |
| T AT&T Inc. | 0.81% | 34,226 | $968K | Reduce -26.0% |
| ABT Abbott Laboratories | 0.79% | 7,050 | $935K | Reduce -35.5% |
| TXN Texas Instruments Inc. | 0.79% | 5,200 | $934K | No change |
| WBD Warner Bros Discovery Inc. | 0.76% | 83,847 | $900K | Reduce -1.3% |
| GEV GE Vernova Inc. | 0.71% | 2,772 | $846K | Reduce -0.7% |
| ADM Archer-Daniels-Midland Co. | 0.64% | 7,450 | $765K | New |
| C Citigroup Inc. | 0.64% | 10,625 | $755K | Reduce -17.6% |
| HD Home Depot Inc. | 0.60% | 1,931 | $708K | Reduce -17.2% |
| MDLZ Mondelez International Inc. Class A | 0.59% | 10,350 | $702K | Reduce -17.5% |
| DE Deere & Co. | 0.56% | 1,430 | $671K | No change |
| GS Goldman Sachs Group Inc. | 0.55% | 1,203 | $657K | Reduce -14.3% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 9,850 | $601K | Reduce -13.2% |
| PARAA Paramount Global Class A | 0.43% | 42,750 | $511K | Reduce -1.0% |
| AMAT Applied Materials Inc. | 0.36% | 2,950 | $428K | Reduce -9.2% |
| GILD Gilead Sciences Inc. | 0.35% | 3,750 | $420K | Reduce -21.1% |
| NOC Northrop Grumman Corp. | 0.34% | 792 | $406K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,500 | $373K | Reduce -37.5% |
| EMR Emerson Electric Co. | 0.31% | 3,374 | $370K | Reduce -47.9% |
| GT Goodyear Tire & Rubber Co. | 0.31% | 39,500 | $364K | Reduce -0.5% |
| V Visa Inc. Class A | 0.27% | 6,980 | $317K | Reduce -24.8% |
| RTX RTX Corp. | 0.26% | 2,300 | $306K | Reduce -36.7% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.25% | 4,450 | $294K | No change |
| PFE Pfizer Inc. | 0.25% | 11,752 | $294K | Reduce -29.0% |
| ADP Automatic Data Processing | 0.23% | 900 | $275K | Reduce -59.1% |
| UPS United Parcel Service Class B | 0.21% | 2,300 | $255K | Reduce -39.5% |
Portfolio Sells Q4 2024 → Q1 2025
| BX Blackstone Inc. | Reduce -6.7% | 15.28% | −1.85 |
| AAPL Apple Inc. | Reduce -7.4% | 16.59% | −0.54 |
| JPM JPMorgan Chase & Co. | Reduce -30.8% | 2.74% | −0.54 |
| MSFT Microsoft Corp. | Reduce -19.3% | 3.00% | −0.54 |
| WMT Walmart Inc. | Reduce -21.8% | 3.40% | −0.39 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.32 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.31 |
| AMZN Amazon.com Inc. | Reduce -26.4% | 0.89% | −0.29 |
| EMR Emerson Electric Co. | Reduce -47.9% | 0.31% | −0.26 |
| ADP Automatic Data Processing | Reduce -59.1% | 0.23% | −0.23 |
| QS Quantumscape Corp. | Reduce -8.0% | 1.51% | −0.19 |
| KKR KKR & Co. Inc. | Reduce -0.4% | 1.14% | −0.17 |
| UPS United Parcel Service Class B | Reduce -39.5% | 0.21% | −0.13 |
| ABT Abbott Laboratories | Reduce -35.5% | 0.79% | −0.10 |
| ITW Illinois Tool Works | Reduce -17.4% | 1.48% | −0.07 |
| PFE Pfizer Inc. | Reduce -29.0% | 0.25% | −0.06 |
| CSX CSX Corp. | Reduce -9.4% | 0.96% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -37.5% | 0.31% | −0.06 |
| HD Home Depot Inc. | Reduce -17.2% | 0.60% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -9.2% | 0.36% | −0.05 |
| RTX RTX Corp. | Reduce -36.7% | 0.26% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -21.5% | 0.89% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -14.3% | 0.55% | −0.02 |
| CAT Caterpillar Inc. | Reduce -8.0% | 1.27% | −0.02 |
| C Citigroup Inc. | Reduce -17.6% | 0.64% | −0.01 |
| V Visa Inc. Class A | Reduce -24.8% | 0.27% | +0.00 |
| AXP American Express Co. | Reduce -5.8% | 0.93% | +0.01 |
| BA The Boeing Co. | Reduce -8.6% | 1.00% | +0.04 |
| GILD Gilead Sciences Inc. | Reduce -21.1% | 0.35% | +0.04 |
| XOM Exxon Mobil Corp. | Reduce -19.5% | 1.07% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -13.2% | 0.51% | +0.05 |
| GT Goodyear Tire & Rubber Co. | Reduce -0.5% | 0.31% | +0.05 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 1.14% | +0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -17.5% | 0.59% | +0.06 |
| GEV GE Vernova Inc. | Reduce -0.7% | 0.71% | +0.06 |
| T AT&T Inc. | Reduce -26.0% | 0.81% | +0.06 |
| PG The Procter & Gamble Co. | Reduce -13.0% | 2.14% | +0.09 |
| MMM 3M Co. | Reduce -19.0% | 1.20% | +0.09 |
| PARAA Paramount Global Class A | Reduce -1.0% | 0.43% | +0.11 |
| WBD Warner Bros Discovery Inc. | Reduce -1.3% | 0.76% | +0.12 |
| INTC Intel Corp. | Reduce -13.6% | 1.04% | +0.14 |
| BAC Bank of America Corp. | Reduce -4.0% | 2.50% | +0.17 |
| SLB SLB Ltd. | Reduce -4.1% | 1.04% | +0.18 |
| COST Costco Wholesale Corp. | Reduce -12.7% | 3.62% | +0.21 |
| CVX Chevron Corp. | Reduce -14.1% | 2.53% | +0.37 |
| JNJ Johnson & Johnson | Reduce -11.0% | 2.42% | +0.41 |
| GE General Electric | Reduce -0.7% | 1.84% | +0.48 |
| ABBV Abbvie Inc. | Reduce -7.9% | 2.89% | +0.63 |
| AMGN Amgen Inc. | Reduce -0.9% | 4.77% | +1.36 |
Portfolio Buys Q4 2024 → Q1 2025
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 |