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GUARDIAN INVESTMENT MANAGEMENT
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $156,864,266
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $25,343,604
- DANAHER CORP DEL · COM · 235851102 · shares: $22,503,309
- BLACKSTONE INC · COM · 09260D107 · shares: $15,183,711
- AMGEN INC · COM · 031162100 · shares: $6,620,025
- ARCHER DANIELS MIDLAND CO · COM · 039483102 · shares: $5,362,900
- MICROSOFT CORP · COM · 594918104 · shares: $4,957,179
- CHEVRON CORPORATION · COM · 166764100 · shares: $4,026,000
- CATERPILLAR INC · COM · 149123101 · shares: $3,891,792
- GE AEROSPACE · COM NEW · 369604301 · shares: $3,485,511
- QUANTUMSCAPE CORP · COM CL A · 74767V109 · shares: $3,458,511
Reported holdings
60 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 76,102 shares | $25,343,604 |
| DANAHER CORP DEL | COM | 235851102 | — | 98,534 shares | $22,503,309 |
| BLACKSTONE INC | COM | 09260D107 | — | 135,460 shares | $15,183,711 |
| AMGEN INC | COM | 031162100 | — | 15,705 shares | $6,620,025 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 8,750 shares | $5,362,900 |
| MICROSOFT CORP | COM | 594918104 | — | 9,665 shares | $4,957,179 |
| CHEVRON CORPORATION | COM | 166764100 | — | 19,715 shares | $4,026,000 |
| CATERPILLAR INC | COM | 149123101 | — | 4,800 shares | $3,891,792 |
| GE AEROSPACE | COM NEW | 369604301 | — | 11,160 shares | $3,485,511 |
| QUANTUMSCAPE CORP | COM CL A | 74767V109 | — | 10,150 shares | $3,458,511 |
| WALMART INC | COM | 931142103 | — | 33,269 shares | $3,457,314 |
| INTEL CORP | COM | 458140100 | — | 26,975 shares | $3,243,204 |
| ABBVIE INC | COM | 00287Y109 | — | 12,302 shares | $3,218,030 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,134 shares | $2,853,006 |
| BANK OF AMER CORP | COM | 060505104 | — | 50,285 shares | $2,737,013 |
| AMAZON COM INC | COM | 023135106 | — | 10,564 shares | $2,632,021 |
| GE VERNOVA INC | COM | 36828A101 | — | 2,663 shares | $2,530,697 |
| CSX CORP | COM | 126408103 | — | 49,290 shares | $2,292,479 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 6,351 shares | $2,101,101 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 12,836 shares | $2,089,059 |
| CISCO SYS INC | COM | 17275R102 | — | 17,645 shares | $1,899,131 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 6,910 shares | $1,829,405 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,703 shares | $1,813,860 |
| BOEING CO | COM | 097023105 | — | 9,625 shares | $1,790,713 |
| KKR & CO INC | COM | 48251W104 | — | 16,145 shares | $1,695,470 |
| APPLIED MATLS INC | COM | 038222105 | — | 3,143 shares | $1,607,625 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,402 shares | $1,514,640 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 5,800 shares | $1,492,224 |
| BARRICK MNG CORP | COM SHS | 06849F108 | — | 36,150 shares | $1,470,221 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,888 shares | $1,438,080 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 4,492 shares | $1,366,017 |
| CITIGROUP INC | COM NEW | 172967424 | — | 9,521 shares | $1,232,828 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 8,385 shares | $1,218,173 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,231 shares | $1,108,343 |
| DEERE & CO | COM | 244199105 | — | 1,598 shares | $1,073,137 |
| WARNER BROS DISCOVERY INC | COM SER A | 934423104 | — | 32,750 shares | $1,013,613 |
| BIOGEN INC | COM | 09062X103 | — | 4,400 shares | $993,872 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 2,004 shares | $796,209 |
| TEXAS INSTRS INC | COM | 882508104 | — | 2,500 shares | $700,225 |
| AT&T INC | COM | 00206R102 | — | 27,290 shares | $665,877 |
| RTX CORPORATION | COM | 75513E101 | — | 3,510 shares | $651,632 |
| PJT PARTNERS INC | COM CL A | 69343T107 | — | 4,270 shares | $609,432 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 3,750 shares | $558,938 |
| EMERSON ELEC CO | COM | 291011104 | — | 3,386 shares | $525,188 |
| HOME DEPOT INC | COM | 437076102 | — | 1,651 shares | $469,683 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 4,750 shares | $469,443 |
| VISA INC | COM CL A | 92826C839 | — | 1,290 shares | $463,536 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 7,300 shares | $455,520 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 7,385 shares | $426,978 |
| PEPSICO INC | COM | 713448108 | — | 3,350 shares | $424,512 |
| MP MATERIALS CORP | COM CL A | 553368101 | — | 8,000 shares | $378,320 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,200 shares | $370,800 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 16,000 shares | $348,160 |
| 3M CO | COM | 88579Y101 | — | 2,900 shares | $328,300 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,450 shares | $318,899 |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | — | 58,300 shares | $289,571 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,439 shares | $278,070 |
| PFIZER INC | COM | 717081103 | — | 9,417 shares | $268,573 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 550 shares | $265,914 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 2,747 shares | $256,668 |