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Portfolio (Quarterly) Guide ↗

GUARDIAN INVESTMENT MANAGEMENT

· CIK 0001365474
13F Portfolio $155M AUM 60 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 Added 23 Reduced
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MMM 3M CO Industrials 2,000.0 $324K 0.21% -8K -79.0% $161.91 +7.7%
22 PFE PFIZER INC Healthcare 9,417.0 $227K 0.15% -2K -14.5% $24.08 +16.1%
23 PSKY PARAMOUNT SKYDANCE CORP Communication Services 15,250.0 $150K 0.10% -6K -28.9% $9.86 +10.3%
Page 2 of 2  ·  23 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 21.9%
Financial Services 17.0%
Industrials 12.3%
Consumer Defensive 10.1%
Consumer Cyclical 4.6%
Energy 3.4%
Utilities 2.3%
Communication Services 2.2%
Basic Materials 1.1%