Q3 2026 13F · SEC CIK 1365474

Guardian Investment Management

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $156.9M
Reported positions: 60
Top holdings a year, 3 yrs: +17.3%
Assets under management: $310.3M

Guardian Investment Management is a wealth manager that reported 60 positions worth $156.9M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Apple Inc (AAPL, 16.2%), Danaher Corp Del (DHR, 14.3%), Blackstone Inc (BX, 9.7%). A portfolio copying its top holdings returned 17.3% a year over the last 3 years, against 20.4% for the S&P 500.

Guardian Investment Management holdings largest 50 of 60 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guardian Investment Management 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	16.2%	14.7%	76,102	-3.1%	$25.3M
DHRDanaher Corp Del	14.3%	12.6%	98,534	+1.2%	$22.5M
BXBlackstone Inc	9.7%	10.3%	135,460	-0.0%	$15.2M
AMGNAmgen Inc	4.2%	3.8%	15,705	-3.1%	$6.6M
ADMArcher Daniels Midland Co	3.4%	3.3%	8,750	+0.0%	$5.4M
MSFTMicrosoft Corp	3.2%	2.4%	9,665	-3.0%	$5.0M
CVXChevron Corporation	2.6%	2.2%	19,715	-2.4%	$4.0M
CATCaterpillar Inc	2.5%	3.3%	4,800	+0.0%	$3.9M
GEGe Aerospace	2.2%	2.7%	11,160	+0.0%	$3.5M
QSQuantumscape Corp	2.2%	2.5%	10,150	-73.7%	$3.5M
WMTWalmart Inc	2.2%	2.4%	33,269	+3.3%	$3.5M
INTCIntel Corp	2.1%	2.4%	26,975	+0.0%	$3.2M
ABBVAbbvie Inc	2.1%	2.0%	12,302	-1.0%	$3.2M
COSTCostco Wholesale Corporation	1.8%	2.8%	3,134	-32.4%	$2.9M
BACBank of Amer Corp	1.7%	1.8%	50,285	+1.0%	$2.7M
AMZNAmazon Com Inc	1.7%	1.5%	10,564	+11.1%	$2.6M
GEVGe Vernova Inc	1.6%	2.0%	2,663	+0.0%	$2.5M
CSXCsx Corp	1.5%	1.5%	49,290	-0.0%	$2.3M
JPMJpmorgan Chase & Co	1.3%	1.3%	6,351	+2.3%	$2.1M
XOMExxonmobil Holdings Corp	1.3%	—	12,836	—	$2.1M
CSCOCisco Sys Inc	1.2%	1.3%	17,645	+0.0%	$1.9M
JNJJohnson & Johnson	1.2%	1.3%	6,910	-12.6%	$1.8M
MUMicron Technology Inc	1.2%	1.4%	1,703	-7.3%	$1.8M
BABoeing Co	1.1%	1.3%	9,625	+2.9%	$1.8M
KKRKkr & Co Inc	1.1%	1.1%	16,145	+0.0%	$1.7M
AMATApplied Matls Inc	1.0%	1.4%	3,143	+4.1%	$1.6M
GOOGLAlphabet Inc	1.0%	0.9%	4,402	+22.0%	$1.5M
ITWIllinois Tool Wks Inc	1.0%	1.0%	5,800	+0.0%	$1.5M
BBarrick Mng Corp	0.9%	0.8%	36,150	+3.3%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.9%	0.9%	2,888	+0.0%	$1.4M
AXPAmerican Express Co	0.9%	1.0%	4,492	+0.0%	$1.4M
CCitigroup Inc	0.8%	0.8%	9,521	+4.7%	$1.2M
PGProcter & Gamble Co	0.8%	0.8%	8,385	-3.5%	$1.2M
GSGoldman Sachs Group Inc	0.7%	0.8%	1,231	-4.8%	$1.1M
DEDeere & Co	0.7%	0.7%	1,598	+0.0%	$1.1M
WBDWarner Bros Discovery Inc	0.6%	0.6%	32,750	-5.8%	$1.0M
BIIBBiogen Inc	0.6%	0.8%	4,400	-20.0%	$994K
PANWPalo Alto Networks Inc	0.5%	—	2,004	—	$796K
TXNTexas Instrs Inc	0.4%	0.7%	2,500	-35.2%	$700K
TAt&t Inc	0.4%	0.4%	27,290	+0.0%	$666K
RTXRtx Corporation	0.4%	0.4%	3,510	+0.0%	$652K
PJTPjt Partners Inc	0.4%	0.4%	4,270	+0.1%	$609K
GILDGilead Sciences Inc	0.4%	0.3%	3,750	+0.0%	$559K
EMREmerson Elec Co	0.3%	0.3%	3,386	+0.1%	$525K
HDHome Depot Inc	0.3%	0.4%	1,651	+5.2%	$470K
ABTAbbott Laboratories	0.3%	0.3%	4,750	-9.5%	$469K
VVisa Inc	0.3%	0.3%	1,290	+8.1%	$464K
BMYBristol-Myers Squibb Co	0.3%	0.3%	7,300	+0.0%	$456K
MDLZMondelez International	0.3%	0.3%	7,385	-11.8%	$427K
PEPPepsico Inc	0.3%	0.3%	3,350	+0.0%	$425K

What Guardian Investment Management bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.3% /yr; S&P 500 +20.1%
3 years: +17.3% /yr; S&P 500 +20.4%
5 years: +7.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$156.9M	60
Q2 2026	$154.9M	60
Q1 2026	$126.7M	60
Q4 2025	$128.3M	56
Q3 2025	$117.6M	55
Q2 2025	$99.4M	51
Q1 2025	$118.8M	57
Q4 2024	$140.1M	57
Q3 2024	$116.1M	55
Q2 2024	$139.8M	56
Q1 2024	$124.4M	54
Q4 2023	$118.7M	56

Questions about Guardian Investment Management's portfolio

What stocks does Guardian Investment Management own?

Guardian Investment Management's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 60 positions worth $156.9M. The largest are Apple Inc (AAPL) at 16.2%, Danaher Corp Del (DHR) at 14.3%, Blackstone Inc (BX) at 9.7%, Amgen Inc (AMGN) at 4.2% and Archer Daniels Midland Co (ADM) at 3.4%.

What did Guardian Investment Management buy last quarter?

In Q3 2026, Guardian Investment Management added Alphabet Inc (GOOGL) (+22.0% shares), Amazon Com Inc (AMZN) (+11.1% shares) and Visa Inc (V) (+8.1% shares), compared with its Q2 2026 filing.

What did Guardian Investment Management sell last quarter?

In Q3 2026, Guardian Investment Management cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 International Business Machs (IBM), Quantumscape Corp (QS) (-73.7% shares), Texas Instrs Inc (TXN) (-35.2% shares) and Costco Wholesale Corporation (COST) (-32.4% shares), compared with its Q2 2026 filing.

How has Guardian Investment Management's portfolio performed?

A portfolio copying Guardian Investment Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.3% against +20.1%. Over 5 years: +7.8% a year against +11.6%.

When is Guardian Investment Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Guardian Investment Management's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Guardian Investment Management manage?

Guardian Investment Management reported $310.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $156.9M.