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Portfolio (Quarterly) Guide ↗

GUARDIAN INVESTMENT MANAGEMENT

· CIK 0001365474
13F Portfolio $127M AUM 60 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 11 Added 20 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RTX RTX CORPORATION Industrials 2,100.0 $405K 0.32% NEW $192.90 -9.4%
2 NOC NORTHROP GRUMMAN CORP Industrials 550.0 $375K 0.30% NEW $682.24 -19.2%
3 DUK DUKE ENERGY CORP NEW Utilities 2,289.0 $300K 0.24% NEW $130.94 -4.8%
4 UPS UNITED PARCEL SVCS INC Industrials 2,725.0 $268K 0.21% NEW $98.40 +0.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.5%
Healthcare 21.6%
Financial Services 15.7%
Industrials 12.9%
Consumer Defensive 10.9%
Energy 5.1%
Consumer Cyclical 4.6%
Communication Services 3.1%
Utilities 2.1%
Basic Materials 0.6%