Guardian Investment Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Guardian Investment Management reported 56 stock positions worth $128.3 million. Its top holding was Apple (AAPL) at 16.7% of the portfolio, followed by Blackstone (BX, 9.5%) and Danaher (DHR, 9.3%). Compared with Q3 2025, it opened 1 new position, added to 10 and reduced 30. The biggest buy was Blackstone (BX, shares +359%) and the biggest sale Quantumscape (QS, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- TIBURON, CA
- CIK
- 0001365474
- Portfolio Value
- $128.3M (Q4 2025)
- SEC Filing
- 0001365474-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 56 stocks · $128.3M
| AAPL Apple Inc. | 16.71% | 78,848 | $21.4M | No change |
| BX Blackstone Inc. | 9.54% | 79,429 | $12.2M | Add +358.7% |
| DHR Danaher Corp. | 9.28% | 63,822 | $11.9M | No change |
| AMGN Amgen Inc. | 4.10% | 16,065 | $5.3M | Reduce -0.9% |
| MSFT Microsoft Corp. | 3.75% | 9,944 | $4.8M | Reduce -3.9% |
| COST Costco Wholesale Corp. | 3.28% | 4,887 | $4.2M | Reduce -3.1% |
| WMT Walmart Inc. | 3.09% | 35,625 | $4.0M | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 3.02% | 70,559 | $3.9M | Reduce -0.7% |
| JNJ Johnson & Johnson | 2.71% | 16,825 | $3.5M | Add +0.0% |
| GE General Electric filed as GE AEROSPACE | 2.68% | 11,155 | $3.4M | Reduce -0.1% |
| CVX Chevron Corp. | 2.55% | 21,478 | $3.3M | Add +1.9% |
| ABBV Abbvie Inc. | 2.52% | 14,145 | $3.2M | Reduce -0.7% |
| CAT Caterpillar Inc. | 2.14% | 4,800 | $2.7M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 2.07% | 8,234 | $2.7M | Reduce -2.4% |
| BA The Boeing Co. | 1.53% | 9,050 | $2.0M | Add +14.9% |
| CSX CSX Corp. | 1.46% | 51,509 | $1.9M | Add +2.6% |
| AMZN Amazon.com Inc. | 1.40% | 7,808 | $1.8M | Reduce -2.2% |
| PG The Procter & Gamble Co. | 1.38% | 12,385 | $1.8M | No change |
| GEV GE Vernova Inc. | 1.35% | 2,653 | $1.7M | Reduce -1.6% |
| AXP American Express Co. | 1.30% | 4,492 | $1.7M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 1.27% | 13,497 | $1.6M | Add +1.6% |
| ADM Archer-Daniels-Midland Co. | 1.26% | 7,550 | $1.6M | Reduce -11.7% |
| MMM 3M Co. | 1.19% | 9,500 | $1.5M | No change |
| QS Quantumscape Corp. | 1.16% | 34,730 | $1.5M | Reduce -27.9% |
| ITW Illinois Tool Works | 1.15% | 6,000 | $1.5M | No change |
| KKR KKR & Co. Inc. | 1.10% | 10,878 | $1.4M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 2,780 | $1.4M | Reduce -5.1% |
| CSCO Cisco Systems Inc. | 1.06% | 17,645 | $1.4M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 0.91% | 3,730 | $1.2M | No change |
| WBD Warner Bros Discovery Inc. | 0.89% | 39,750 | $1.1M | Reduce -31.5% |
| INTC Intel Corp. | 0.88% | 30,550 | $1.1M | Reduce -34.8% |
| C Citigroup Inc. | 0.83% | 9,113 | $1.1M | Reduce -3.8% |
| GS Goldman Sachs Group Inc. | 0.82% | 1,203 | $1.1M | No change |
| CMCSA Comcast Corp. Class A | 0.82% | 33,000 | $1.0M | No change |
| AMAT Applied Materials Inc. | 0.82% | 4,078 | $1.0M | Reduce -22.7% |
| BIIB Biogen Inc. | 0.74% | 5,400 | $950K | No change |
| MU Micron Technology Inc. | 0.65% | 2,925 | $835K | Reduce -42.9% |
| TXN Texas Instruments Inc. | 0.61% | 4,500 | $781K | Reduce -13.5% |
| T AT&T Inc. | 0.57% | 29,626 | $736K | Reduce -11.9% |
| DE Deere & Co. | 0.57% | 1,578 | $735K | No change |
| ABT Abbott Laboratories | 0.56% | 5,750 | $720K | No change |
| PJT PJT Partners Inc. Class A | 0.56% | 4,259 | $712K | Reduce -5.5% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 10,663 | $574K | Reduce -5.7% |
| PEP Pepsico Inc. | 0.42% | 3,780 | $538K | No change |
| HD Home Depot Inc. | 0.40% | 1,481 | $510K | Add +3.5% |
| GILD Gilead Sciences Inc. | 0.36% | 3,750 | $460K | No change |
| EMR Emerson Electric Co. | 0.35% | 3,377 | $448K | Add +0.1% |
| B Barrick Mining Corp. | 0.35% | 10,200 | $444K | Reduce -0.5% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 8,000 | $432K | Reduce -15.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 1,450 | $430K | Reduce -14.7% |
| V Visa Inc. Class A | 0.33% | 1,193 | $418K | No change |
| NSC Norfolk Southern Corp. | 0.31% | 1,361 | $393K | No change |
| GT Goodyear Tire & Rubber Co. | 0.30% | 44,000 | $385K | Reduce -4.3% |
| PSKY Paramount Skydance Class B | 0.25% | 23,641 | $317K | New |
| MP MP Materials Corp. | 0.23% | 5,750 | $290K | Reduce -23.3% |
| PFE Pfizer Inc. | 0.22% | 11,360 | $283K | Reduce -20.6% |
Portfolio Sells Q3 2025 → Q4 2025
| QS Quantumscape Corp. | Reduce -27.9% | 1.16% | −1.34 |
| MSFT Microsoft Corp. | Reduce -3.9% | 3.75% | −0.81 |
| COST Costco Wholesale Corp. | Reduce -3.1% | 3.28% | −0.68 |
| INTC Intel Corp. | Reduce -34.8% | 0.88% | −0.46 |
| ABBV Abbvie Inc. | Reduce -0.7% | 2.52% | −0.29 |
| T AT&T Inc. | Reduce -11.9% | 0.57% | −0.23 |
| TXN Texas Instruments Inc. | Reduce -13.5% | 0.61% | −0.20 |
| MP MP Materials Corp. | Reduce -23.3% | 0.23% | −0.20 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 2.07% | −0.19 |
| GE General Electric | Reduce -0.1% | 2.68% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.1% | 1.09% | −0.16 |
| MDLZ Mondelez International Inc. Class A | Reduce -5.7% | 0.45% | −0.15 |
| PJT PJT Partners Inc. Class A | Reduce -5.5% | 0.56% | −0.13 |
| AMAT Applied Materials Inc. | Reduce -22.7% | 0.82% | −0.10 |
| BAC Bank of America Corp. | Reduce -0.7% | 3.02% | −0.09 |
| PFE Pfizer Inc. | Reduce -20.6% | 0.22% | −0.09 |
| MU Micron Technology Inc. | Reduce -42.9% | 0.65% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -14.7% | 0.33% | −0.07 |
| WBD Warner Bros Discovery Inc. | Reduce -31.5% | 0.89% | −0.07 |
| WMT Walmart Inc. | Reduce -1.2% | 3.09% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 1.40% | −0.06 |
| GEV GE Vernova Inc. | Reduce -1.6% | 1.35% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -15.8% | 0.34% | −0.03 |
| AXP American Express Co. | Reduce -2.2% | 1.30% | −0.00 |
| GT Goodyear Tire & Rubber Co. | Reduce -4.3% | 0.30% | +0.01 |
| C Citigroup Inc. | Reduce -3.8% | 0.83% | +0.01 |
| B Barrick Mining Corp. | Reduce -0.5% | 0.35% | +0.06 |
| ADM Archer-Daniels-Midland Co. | Reduce -11.7% | 1.26% | +0.08 |
| CAT Caterpillar Inc. | Reduce -3.8% | 2.14% | +0.12 |
| AMGN Amgen Inc. | Reduce -0.9% | 4.10% | +0.21 |
Portfolio Buys Q3 2025 → Q4 2025
| BX Blackstone Inc. | Add +358.7% | 9.54% | +7.03 |
| PSKY Paramount Skydance Class B | New | 0.25% | +0.25 |
| BA The Boeing Co. | Add +14.9% | 1.53% | +0.09 |
| CSCO Cisco Systems Inc. | Add +5.4% | 1.06% | +0.09 |
| JNJ Johnson & Johnson | Add +0.0% | 2.71% | +0.06 |
| XOM Exxon Mobil Corp. | Add +1.6% | 1.27% | −0.01 |
| EMR Emerson Electric Co. | Add +0.1% | 0.35% | −0.03 |
| CSX CSX Corp. | Add +2.6% | 1.46% | −0.06 |
| HD Home Depot Inc. | Add +3.5% | 0.40% | −0.10 |
| KKR KKR & Co. Inc. | Add +0.0% | 1.10% | −0.10 |
| CVX Chevron Corp. | Add +1.9% | 2.55% | −0.23 |
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 |