StockDriftsStockDriftsTop 50 Guardian Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 16.16% | 76.1K | $25.3M | -3.11%(-2.44K) | $142.49(+143.38%) | 2026-09-30 | |
| DHR | DANAHER CORP DEL | 14.35% | 98.5K | $22.5M | +1.19%(+1.16K) | $223.41(+1.72%) | 2026-09-30 | |
| BX | BLACKSTONE INC | 9.68% | 135.5K | $15.2M | -0.03%(-40) | $142.73(-18.00%) | 2026-09-30 | |
| AMGN | AMGEN INC | 4.22% | 15.7K | $6.6M | -3.09%(-500) | $183.44(+140.21%) | 2026-09-30 | |
| ADM | ARCHER DANIELS MIDLAND CO | 3.42% | 8.8K | $5.4M | +0.00%(+0) | $52.21(+53.34%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.16% | 9.7K | $5.0M | -2.99%(-298) | $241.19(+117.21%) | 2026-09-30 | |
| CVX | CHEVRON CORPORATION | 2.57% | 19.7K | $4.0M | -2.35%(-475) | $113.08(+106.28%) | 2026-09-30 | |
| CAT | CATERPILLAR INC | 2.48% | 4.8K | $3.9M | +0.00%(+0) | $231.15(+197.41%) | 2026-09-30 | |
| GE | GE AEROSPACE | 2.22% | 11.2K | $3.5M | +0.01%(+1) | $108.91(+163.03%) | 2026-09-30 | |
| QS | QUANTUMSCAPE CORP | 2.2% | 10.2K | $3.5M | -73.74%(-28.50K) | $6.05(-32.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.92% | +55.78% | +8.27% | +48.79% |
| Top 20 Holdings Unweighted | +15.34% | +53.43% | +7.00% | +40.28% |
Guardian Investment Management reports $156.86M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (16.2%), DHR (14.3%) and BX (9.7%). The top 20 holdings account for 77.64% of reported assets. Its disclosed equity book has returned +55.78% on a three-year cumulative basis. Figures reflect the Q3 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