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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 T AT&T INC Communication Services 27,290.0 $565K 0.36% -2K -8.1% $20.70 +25.6%
42 HD HOME DEPOT INC Consumer Cyclical 1,570.0 $554K 0.36% +89.0 +6.0% $352.68 -6.4%
43 MDLZ MONDELEZ INTL INC Consumer Defensive 8,376.0 $484K 0.31% -1K -14.7% $57.84 +7.8%
44 EMR EMERSON ELEC CO Industrials 3,383.0 $484K 0.31% $143.16 +8.4%
45 ABT ABBOTT LABORATORIES Healthcare 5,250.0 $476K 0.31% $90.74 +23.9%
46 GILD GILEAD SCIENCES INC Healthcare 3,750.0 $474K 0.31% $126.34 +15.3%
47 PEP PEPSICO INC Consumer Defensive 3,350.0 $454K 0.29% $135.40 +4.2%
48 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,300.0 $421K 0.27% -250.0 -3.3% $57.65 +15.5%
49 V VISA INC Financial Services 1,193.0 $409K 0.26% $343.09 +11.2%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 1,450.0 $408K 0.26% $281.21 -16.2%
51 MP MP MATERIALS CORP Basic Materials 7,250.0 $406K 0.26% +2K +26.1% $56.01 +0.2%
52 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 60,300.0 $398K 0.26% +17K +39.6% $6.60 -3.8%
53 CMCSA COMCAST CORP NEW Communication Services 16,000.0 $393K 0.25% -10K -38.5% $24.56 +10.2%
54 NSC NORFOLK SOUTHN CORP Industrials 1,200.0 $378K 0.24% -161.0 -11.8% $314.59 +10.8%
55 MMM 3M CO Industrials 2,000.0 $324K 0.21% -8K -79.0% $161.91 +7.7%
56 DUK DUKE ENERGY CORP NEW Utilities 2,439.0 $309K 0.20% +150.0 +6.5% $126.58 -5.0%
57 UPS UNITED PARCEL SVCS INC Industrials 2,736.0 $294K 0.19% $107.49 -2.0%
58 NOC NORTHROP GRUMMAN CORP Industrials 550.0 $280K 0.18% $509.31 +7.1%
59 PFE PFIZER INC Healthcare 9,417.0 $227K 0.15% -2K -14.5% $24.08 +16.1%
60 PSKY PARAMOUNT SKYDANCE CORP Communication Services 15,250.0 $150K 0.10% -6K -28.9% $9.86 +10.3%
Page 3 of 3  ·  60 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%