GUARDIAN INVESTMENT MANAGEMENT
CIK 0001365474 · TIBURON, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$154.9M
2026 Q2
Positions
60
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
14.7%
DHR
DANAHER CORP DEL
12.6%
BX
BLACKSTONE INC
10.3%
AMGN
AMGEN INC
3.8%
CAT
CATERPILLAR INC
3.3%
ADM
ARCHER DANIELS MIDLAND CO
3.3%
COST
COSTCO WHOLESALE CORPORATION
2.8%
GE
GE AEROSPACE
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.