BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

GUARDIAN INVESTMENT MANAGEMENT

· CIK 0001365474
13F Portfolio $128M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 56 New
Page 2 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 13,497.0 $1.6M 1.27% NEW $120.35 +29.9%
22 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 7,550.0 $1.6M 1.26% NEW $214.16 -64.0%
23 MMM 3M CO Industrials 9,500.0 $1.5M 1.19% NEW $160.10 -5.3%
24 QS QUANTUMSCAPE CORP Consumer Cyclical 34,730.0 $1.5M 1.16% NEW $42.92 -82.1%
25 ITW ILLINOIS TOOL WKS INC Industrials 6,000.0 $1.5M 1.15% NEW $246.30 +1.5%
26 KKR KKR & CO INC Financial Services 10,878.0 $1.4M 1.10% NEW $129.91 -27.1%
27 BERKSHIRE HATHAWAY INC DEL 2,780.0 $1.4M 1.09% NEW $502.65
28 CSCO CISCO SYS INC Technology 17,645.0 $1.4M 1.06% NEW $77.03 +53.4%
29 GOOGL ALPHABET INC Communication Services 3,730.0 $1.2M 0.91% NEW $313.00 +23.9%
30 WBD WARNER BROS DISCOVERY INC Communication Services 39,750.0 $1.1M 0.89% NEW $28.82 -4.9%
31 INTC INTEL CORP Technology 30,550.0 $1.1M 0.88% NEW $36.90 +221.1%
32 C CITIGROUP INC Financial Services 9,113.0 $1.1M 0.83% NEW $116.69 +7.3%
33 GS GOLDMAN SACHS GROUP INC Financial Services 1,203.0 $1.1M 0.82% NEW $879.00 +12.4%
34 CMCSA COMCAST CORP NEW Communication Services 33,000.0 $1.0M 0.82% NEW $31.76 -21.0%
35 AMAT APPLIED MATLS INC Technology 4,078.0 $1.0M 0.82% NEW $256.98 +66.3%
36 BIIB BIOGEN INC Healthcare 5,400.0 $950K 0.74% NEW $175.99 +7.7%
37 MU MICRON TECHNOLOGY INC Technology 2,925.0 $835K 0.65% NEW $285.49 +166.9%
38 TXN TEXAS INSTRS INC Technology 4,500.0 $781K 0.61% NEW $173.49 +75.7%
39 T AT&T INC Communication Services 29,626.0 $736K 0.57% NEW $24.84 +0.4%
40 DE DEERE & CO Industrials 1,578.0 $735K 0.57% NEW $465.57 +14.1%
Page 2 of 3  ·  56 positions

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 25.1%
Healthcare 21.1%
Financial Services 19.8%
Industrials 11.5%
Consumer Defensive 10.0%
Energy 3.9%
Communication Services 3.5%
Consumer Cyclical 3.3%
Utilities 1.4%
Basic Materials 0.6%