Guardian Investment Management holds a focused book of 60 reported positions worth $154.9M as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they trimmed Apple Inc. Their largest long position is Apple Inc at 15% of the reported non-option book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+2 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Guardian Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 30 / 60 | $439.3M |
| Emerald Advisors, LLC | 30 / 60 | $630.7M |
| Outlook Capital Management, LLC | 13 / 60 | $243.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 6 / 60 | $355.2M |
| 9823 Capital, L.P. | 7 / 60 | $109.8M |
| AdviceOne Advisory Services, LLC | 17 / 60 | $127.7M |
| Westchester Capital Management, Inc. | 21 / 60 | $399.2M |
| Drexel Morgan & Co. | 26 / 60 | $508.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Guardian Investment Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $22.7M | 78.5K | 14.7% | ▼−0.5% Reduced · −384 sh | |
| 2 | Danaher Corp Del COM | $19.5M | 97.4K | 12.6% | ▲+53% Added · +34K sh | |
| 3 | Blackstone Inc COM | $15.9M | 135.5K | 10.3% | ▲+71% Added · +56K sh | |
| 4 | Amgen Inc COM | $5.9M | 16.2K | 3.8% | ▼−2.7% Reduced · −451 sh | |
| 5 | Caterpillar Inc COM | $5.1M | 4.8K | 3.3% | —Held | |
| 6 | Archer Daniels Midland Co COM | $5.1M | 8.8K | 3.3% | ▼−2.1% Reduced · −185 sh | |
| 7 | Costco Wholesale Corporation COM | $4.3M | 4.6K | 2.8% | ▼−5.2% Reduced · −252 sh | |
| 8 | Ge Aerospace COM NEW | $4.2M | 11.2K | 2.7% | ▲~0% Added · +2 sh | |
| 9 | Quantumscape Corp COM CL A | $3.8M | 38.6K | 2.5% | ▼−2.5% Reduced · −990 sh | |
| 10 | Intel Corp COM | $3.8M | 27.0K | 2.4% | ▼−5.3% Reduced · −2K sh | |
| 11 | Microsoft Corp COM | $3.7M | 10.0K | 2.4% | ▲+1.2% Added · +119 sh | |
| 12 | Walmart Inc COM | $3.6M | 32.2K | 2.4% | ▼−9.6% Reduced · −3K sh | |
| 13 | Chevron Corporation COM | $3.3M | 20.2K | 2.2% | ▲+0.2% Added · +50 sh | |
| 14 | Ge Vernova Inc COM | $3.1M | 2.7K | 2.0% | ▲~0% Added · +1 sh | |
| 15 | Abbvie Inc COM | $3.1M | 12.4K | 2.0% | ▼−12% Reduced · −2K sh | |
| 16 | Bank Of Amer Corp COM | $2.8M | 49.8K | 1.8% | ▼−9.1% Reduced · −5K sh | |
| 17 | CSX Corp COM | $2.3M | 49.3K | 1.5% | ▲~0% Added · +18 sh | |
| 18 | Amazon Com Inc COM | $2.3M | 9.5K | 1.5% | ▲+3.3% Added · +306 sh | |
| 19 | Applied Matls Inc COM | $2.2M | 3.0K | 1.4% | ▼−0.3% Reduced · −10 sh | |
| 20 | Micron Technology Inc COM | $2.1M | 1.8K | 1.4% | ▼−25% Reduced · −614 sh | |
| 21 | Cisco Sys Inc COM | $2.1M | 17.6K | 1.3% | —Held | |
| 22 | JPMorgan Chase & Co COM | $2.0M | 6.2K | 1.3% | ▼−11% Reduced · −743 sh | |
| 23 | Boeing Co COM | $2.0M | 9.3K | 1.3% | ▲+1.6% Added · +150 sh | |
| 24 | Johnson & Johnson COM | $2.0M | 7.9K | 1.3% | ▼−53% Reduced · −9K sh | |
| 25 | Exxon Mobil Corp COM | $1.8M | 12.8K | 1.1% | ▼−0.1% Reduced · −19 sh | |
| 26 | KKR & Co Inc COM | $1.6M | 16.1K | 1.1% | ▲+11% Added · +2K sh | |
| 27 | Illinois Tool WKS Inc COM | $1.6M | 5.8K | 1.0% | ▼−6.2% Reduced · −386 sh | |
| 28 | American Express Co COM | $1.5M | 4.5K | 1.0% | —Held | |
| 29 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.9K | 0.9% | —Held | |
| 30 | Alphabet Inc CAP STK CL A | $1.4M | 3.6K | 0.9% | ▼−5.3% Reduced · −200 sh | |
| 31 | Procter & Gamble Co COM | $1.3M | 8.7K | 0.8% | ▼−16% Reduced · −2K sh | |
| 32 | Citigroup Inc COM NEW | $1.3M | 9.1K | 0.8% | ▲+0.2% Added · +20 sh | |
| 33 | Barrick MNG Corp COM SHS | $1.3M | 35.0K | 0.8% | ▲+246% Added · +25K sh | |
| 34 | Goldman Sachs Group Inc COM | $1.2M | 1.3K | 0.8% | ▲+7.5% Added · +90 sh | |
| 35 | Biogen Inc COM | $1.2M | 5.5K | 0.8% | —Held | |
| 36 | Texas Instrs Inc COM | $1.2M | 3.9K | 0.7% | ▼−14% Reduced · −640 sh | |
| 37 | Deere & Co COM | $1.0M | 1.6K | 0.7% | —Held | |
| 38 | Warner Bros Discovery Inc COM SER A | $926K | 34.8K | 0.6% | —Held | |
| 39 | RTX Corporation COM | $666K | 3.5K | 0.4% | ▲+67% Added · +1K sh | |
| 40 | PJT Partners Inc COM CL A | $644K | 4.3K | 0.4% | ▲+0.1% Added · +4 sh | |
| 41 | AT&T Inc COM | $565K | 27.3K | 0.4% | ▼−8.1% Reduced · −2K sh | |
| 42 | Home Depot Inc COM | $554K | 1.6K | 0.4% | ▲+6.0% Added · +89 sh | |
| 43 | Mondelez Intl Inc CL A | $484K | 8.4K | 0.3% | ▼−15% Reduced · −1K sh | |
| 44 | Emerson Elec Co COM | $484K | 3.4K | 0.3% | ▲+0.1% Added · +3 sh | |
| 45 | Abbott Laboratories COM | $476K | 5.3K | 0.3% | —Held | |
| 46 | Gilead Sciences Inc COM | $474K | 3.8K | 0.3% | —Held | |
| 47 | Pepsico Inc COM | $454K | 3.4K | 0.3% | —Held | |
| 48 | Bristol-Myers Squibb Co COM | $421K | 7.3K | 0.3% | ▼−3.3% Reduced · −250 sh | |
| 49 | Visa Inc COM CL A | $409K | 1.2K | 0.3% | —Held | |
| 50 | International Business Machs COM | $408K | 1.4K | 0.3% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1365474/holdings"
Use Arkolith to show GUARDIAN INVESTMENT MANAGEMENT's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 20d | 60 | $154.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 60 | $126.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 56 | $128.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 55 | $117.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 51 | $99.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 57 | $118.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 16d | 57 | $140.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 10d | 55 | $116.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.