Guardian Investment Management
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Guardian Investment Management reported 60 stock positions worth $126.7 million. Its top holding was Apple (AAPL) at 15.8% of the portfolio, followed by Danaher (DHR, 8.8%) and Blackstone (BX, 7.2%). Compared with Q4 2025, it opened 4 new positions, added to 19 and reduced 22. The biggest buy was Quantumscape (QS, shares +14%) and the biggest sale Bank of America (BAC, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- TIBURON, CA
- CIK
- 0001365474
- Portfolio Value
- $126.7M (Q1 2026)
- SEC Filing
- 0001365474-26-000002 ↗ filed Apr 16, 2026
Holdings Value
Holdings 60 stocks · $126.7M
| AAPL Apple Inc. | 15.81% | 78,925 | $20.0M | Add +0.1% |
| DHR Danaher Corp. | 8.79% | 63,822 | $11.1M | No change |
| BX Blackstone Inc. | 7.21% | 79,429 | $9.1M | No change |
| AMGN Amgen Inc. | 4.63% | 16,656 | $5.9M | Add +3.7% |
| COST Costco Wholesale Corp. | 3.84% | 4,887 | $4.9M | No change |
| WMT Walmart Inc. | 3.49% | 35,600 | $4.4M | Reduce -0.1% |
| CVX Chevron Corp. | 3.29% | 20,140 | $4.2M | Reduce -6.2% |
| JNJ Johnson & Johnson | 3.25% | 16,829 | $4.1M | Add +0.0% |
| MSFT Microsoft Corp. | 2.89% | 9,844 | $3.7M | Reduce -1.0% |
| CAT Caterpillar Inc. | 2.68% | 4,800 | $3.4M | No change |
| GE General Electric filed as GE AEROSPACE | 2.50% | 11,157 | $3.2M | Add +0.0% |
| QS Quantumscape Corp. | 2.44% | 39,640 | $3.1M | Add +14.1% |
| ABBV Abbvie Inc. | 2.43% | 14,175 | $3.1M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.11% | 54,779 | $2.7M | Reduce -22.4% |
| GEV GE Vernova Inc. | 1.83% | 2,662 | $2.3M | Add +0.3% |
| XOM Exxon Mobil Corp. | 1.72% | 12,848 | $2.2M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 1.61% | 6,953 | $2.0M | Reduce -15.6% |
| CSX CSX Corp. | 1.60% | 49,277 | $2.0M | Reduce -4.3% |
| AMZN Amazon.com Inc. | 1.51% | 9,200 | $1.9M | Add +17.8% |
| BA The Boeing Co. | 1.45% | 9,200 | $1.8M | Add +1.7% |
| ADM Archer-Daniels-Midland Co. | 1.43% | 8,935 | $1.8M | Add +18.3% |
| ITW Illinois Tool Works | 1.27% | 6,186 | $1.6M | Add +3.1% |
| PG The Procter & Gamble Co. | 1.18% | 10,385 | $1.5M | Reduce -16.1% |
| KKR KKR & Co. Inc. | 1.15% | 14,584 | $1.5M | Add +34.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.09% | 2,888 | $1.4M | Add +3.9% |
| MMM 3M Co. | 1.09% | 9,500 | $1.4M | No change |
| CSCO Cisco Systems Inc. | 1.08% | 17,645 | $1.4M | No change |
| AXP American Express Co. | 1.07% | 4,492 | $1.4M | No change |
| INTC Intel Corp. | 0.99% | 28,475 | $1.3M | Reduce -6.8% |
| GOOGL Alphabet Inc. Class A | 0.86% | 3,809 | $1.1M | Add +2.1% |
| AMAT Applied Materials Inc. | 0.82% | 3,030 | $1.0M | Reduce -25.7% |
| C Citigroup Inc. | 0.81% | 9,075 | $1.0M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.80% | 1,203 | $1.0M | No change |
| BIIB Biogen Inc. | 0.80% | 5,500 | $1.0M | Add +1.9% |
| WBD Warner Bros Discovery Inc. | 0.75% | 34,750 | $954K | Reduce -12.6% |
| DE Deere & Co. | 0.71% | 1,598 | $900K | Add +1.3% |
| TXN Texas Instruments Inc. | 0.69% | 4,500 | $874K | No change |
| T AT&T Inc. | 0.68% | 29,682 | $860K | Add +0.2% |
| MU Micron Technology Inc. | 0.65% | 2,451 | $828K | Reduce -16.2% |
| CMCSA Comcast Corp. Class A | 0.59% | 26,000 | $746K | Reduce -21.2% |
| PJT PJT Partners Inc. Class A | 0.47% | 4,263 | $596K | Add +0.1% |
| MDLZ Mondelez International Inc. Class A | 0.45% | 9,817 | $566K | Reduce -7.9% |
| ABT Abbott Laboratories | 0.43% | 5,250 | $539K | Reduce -8.7% |
| GILD Gilead Sciences Inc. | 0.41% | 3,750 | $523K | No change |
| PEP Pepsico Inc. | 0.41% | 3,350 | $520K | Reduce -11.4% |
| HD Home Depot Inc. | 0.38% | 1,481 | $487K | No change |
| BMY Bristol-Myers Squibb Co. | 0.36% | 7,550 | $458K | Reduce -5.6% |
| EMR Emerson Electric Co. | 0.35% | 3,380 | $443K | Add +0.1% |
| B Barrick Mining Corp. | 0.33% | 10,125 | $413K | Reduce -0.7% |
| RTX RTX Corp. | 0.32% | 2,100 | $405K | New |
| NSC Norfolk Southern Corp. | 0.31% | 1,361 | $391K | No change |
| NOC Northrop Grumman Corp. | 0.30% | 550 | $375K | New |
| V Visa Inc. Class A | 0.28% | 1,193 | $361K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 1,450 | $351K | No change |
| PFE Pfizer Inc. | 0.24% | 11,010 | $309K | Reduce -3.1% |
| DUK Duke Energy Corp. | 0.24% | 2,289 | $300K | New |
| GT Goodyear Tire & Rubber Co. | 0.23% | 43,200 | $286K | Reduce -1.8% |
| MP MP Materials Corp. | 0.22% | 5,750 | $277K | No change |
| UPS United Parcel Service Class B | 0.21% | 2,725 | $268K | New |
| PSKY Paramount Skydance Class B | 0.15% | 21,441 | $193K | Reduce -9.3% |
Portfolio Sells Q4 2025 → Q1 2026
| BAC Bank of America Corp. | Reduce -22.4% | 2.11% | −0.92 |
| MSFT Microsoft Corp. | Reduce -1.0% | 2.89% | −0.86 |
| JPM JPMorgan Chase & Co. | Reduce -15.6% | 1.61% | −0.45 |
| CMCSA Comcast Corp. Class A | Reduce -21.2% | 0.59% | −0.23 |
| PG The Procter & Gamble Co. | Reduce -16.1% | 1.18% | −0.20 |
| WBD Warner Bros Discovery Inc. | Reduce -12.6% | 0.75% | −0.14 |
| ABT Abbott Laboratories | Reduce -8.7% | 0.43% | −0.14 |
| PSKY Paramount Skydance Class B | Reduce -9.3% | 0.15% | −0.09 |
| GT Goodyear Tire & Rubber Co. | Reduce -1.8% | 0.23% | −0.07 |
| B Barrick Mining Corp. | Reduce -0.7% | 0.33% | −0.02 |
| C Citigroup Inc. | Reduce -0.4% | 0.81% | −0.02 |
| PEP Pepsico Inc. | Reduce -11.4% | 0.41% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.9% | 0.45% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -25.7% | 0.82% | +0.00 |
| MU Micron Technology Inc. | Reduce -16.2% | 0.65% | +0.00 |
| PFE Pfizer Inc. | Reduce -3.1% | 0.24% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.6% | 0.36% | +0.03 |
| INTC Intel Corp. | Reduce -6.8% | 0.99% | +0.11 |
| CSX CSX Corp. | Reduce -4.3% | 1.60% | +0.14 |
| WMT Walmart Inc. | Reduce -0.1% | 3.49% | +0.40 |
| XOM Exxon Mobil Corp. | Reduce -4.8% | 1.72% | +0.45 |
| CVX Chevron Corp. | Reduce -6.2% | 3.29% | +0.74 |
Portfolio Buys Q4 2025 → Q1 2026
| QS Quantumscape Corp. | Add +14.1% | 2.44% | +1.28 |
| JNJ Johnson & Johnson | Add +0.0% | 3.25% | +0.53 |
| AMGN Amgen Inc. | Add +3.7% | 4.63% | +0.53 |
| GEV GE Vernova Inc. | Add +0.3% | 1.83% | +0.48 |
| RTX RTX Corp. | New | 0.32% | +0.32 |
| NOC Northrop Grumman Corp. | New | 0.30% | +0.30 |
| DUK Duke Energy Corp. | New | 0.24% | +0.24 |
| UPS United Parcel Service Class B | New | 0.21% | +0.21 |
| ADM Archer-Daniels-Midland Co. | Add +18.3% | 1.43% | +0.17 |
| DE Deere & Co. | Add +1.3% | 0.71% | +0.14 |
| ITW Illinois Tool Works | Add +3.1% | 1.27% | +0.12 |
| AMZN Amazon.com Inc. | Add +17.8% | 1.51% | +0.11 |
| T AT&T Inc. | Add +0.2% | 0.68% | +0.11 |
| BIIB Biogen Inc. | Add +1.9% | 0.80% | +0.06 |
| KKR KKR & Co. Inc. | Add +34.1% | 1.15% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.9% | 1.09% | +0.00 |
| EMR Emerson Electric Co. | Add +0.1% | 0.35% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 0.86% | −0.05 |
| PJT PJT Partners Inc. Class A | Add +0.1% | 0.47% | −0.08 |
| ABBV Abbvie Inc. | Add +0.2% | 2.43% | −0.09 |
| BA The Boeing Co. | Add +1.7% | 1.45% | −0.09 |
| GE General Electric | Add +0.0% | 2.50% | −0.18 |
| AAPL Apple Inc. | Add +0.1% | 15.81% | −0.90 |
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 |