StockDriftsStockDriftsTop 50 Guardian Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 14.67% | 78.5K | $22.7M | -0.49%(-384) | $142.49(+115.22%) | 2026-06-30 | |
| DHR | DANAHER CORP DEL | 12.58% | 97.4K | $19.5M | +52.57%(+33.55K) | $223.62(-7.33%) | 2026-06-30 | |
| BX | BLACKSTONE INC | 10.29% | 135.5K | $15.9M | +70.59%(+56.07K) | $142.73(+1.77%) | 2026-06-30 | |
| AMGN | AMGEN INC | 3.79% | 16.2K | $5.9M | -2.71%(-451) | $183.44(+128.88%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.3% | 4.8K | $5.1M | +0.00%(+0) | $231.15(+270.22%) | 2026-06-30 | |
| ADM | ARCHER DANIELS MIDLAND CO | 3.28% | 8.8K | $5.1M | -2.07%(-185) | $52.21(+53.48%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.8% | 4.6K | $4.3M | -5.16%(-252) | $564.34(+68.86%) | 2026-06-30 | |
| GE | GE AEROSPACE | 2.69% | 11.2K | $4.2M | +0.02%(+2) | $108.89(+240.59%) | 2026-06-30 | |
| QS | QUANTUMSCAPE CORP | 2.45% | 38.6K | $3.8M | -2.50%(-990) | $6.05(+4.29%) | 2026-06-30 | |
| INTC | INTEL CORP | 2.43% | 27.0K | $3.8M | -5.27%(-1.50K) | $35.57(+173.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.77% | +55.16% | +6.93% | +39.80% |
| Top 20 Holdings Unweighted | +16.39% | +57.69% | +6.47% | +36.84% |
Guardian Investment Management reports $154.93M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (14.7%), DHR (12.6%) and BX (10.3%). The top 20 holdings account for 76.81% of reported assets. Its disclosed equity book has returned +55.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Guardian Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1365474). View Guardian Investment Management’s 13F filings on SEC