2026 Q2 Portfolio Activity
In 2026 Q2, GUARDIAN INVESTMENT MANAGEMENT maintained a portfolio of 60 distinct positions. They heavily accumulated shares in DANAHER CORP DEL, increasing the position by 52.6%. The fund also reduced its exposure to JOHNSON & JOHNSON by 53.0%.
Position History
hover any row below to update
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Total Positions
60
Quarter
2026 Q2
Top Holding
AAPL (14.7%)
Top 10 Concentration
58.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 60
GUARDIAN INVESTMENT MANAGEMENT Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 14.67% | 15.81% |
#1
Prev: #1
|
6.5 |
—
|
-384 | -0.5% |
P
S
|
78,541 | $22,726,725 |
$117.71
+176.2%
|
2014 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | ||
|
DHR
DANAHER CORP DE...
|
Healthcare | 12.58% | 8.79% |
#2
Prev: #2
|
8.5 |
—
|
33,550 | 52.6% |
P
S
|
97,372 | $19,483,207 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 10.29% | 7.21% |
#3
Prev: #3
|
8.0 |
—
|
56,071 | 70.6% |
P
S
|
135,500 | $15,944,285 | 2014 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMGN
AMGEN INC
|
Healthcare | 3.79% | 4.63% |
#4
Prev: #4
|
2.5 |
—
|
-451 | -2.7% |
P
S
|
16,205 | $5,868,335 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 3.30% | 2.68% |
#5
5
Prev: #10
|
2.8 |
—
|
no change | no change |
P
S
|
4,800 | $5,111,520 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ADM
ARCHER DANIELS ...
|
Consumer Defensive | 3.28% | 1.43% |
#6
15
Prev: #21
|
1.8 |
—
|
-185 | -2.1% |
P
S
|
8,750 | $5,082,963 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.80% | 3.84% |
#7
2
Prev: #5
|
1.6 |
—
|
-252 | -5.2% |
P
S
|
4,635 | $4,335,903 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GE
GE AEROSPACE
|
Industrials | 2.69% | 2.50% |
#8
3
Prev: #11
|
1.6 |
—
|
2 | 0.0% |
P
S
|
11,159 | $4,170,472 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
QS
QUANTUMSCAPE CO...
|
Consumer Cyclical | 2.45% | 2.44% |
#9
3
Prev: #12
|
1.5 |
—
|
-990 | -2.5% |
P
S
|
38,650 | $3,801,759 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
INTC
INTEL CORP
|
Technology | 2.43% | 0.99% |
#10
19
Prev: #29
|
1.5 |
—
|
-1,500 | -5.3% |
P
S
|
26,975 | $3,766,519 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.40% | 2.89% |
#11
2
Prev: #9
|
1.5 |
—
|
119 | 1.2% |
P
S
|
9,963 | $3,716,398 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.35% | 3.49% |
#12
6
Prev: #6
|
1.4 |
—
|
-3,400 | -9.6% |
P
S
|
32,200 | $3,646,694 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 2.16% | 3.29% |
#13
6
Prev: #7
|
1.4 |
—
|
50 | 0.2% |
P
S
|
20,190 | $3,346,694 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 2.02% | 1.83% |
#14
1
Prev: #15
|
1.3 |
—
|
1 | 0.0% |
P
S
|
2,663 | $3,127,950 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 2.02% | 2.43% |
#15
2
Prev: #13
|
1.3 |
—
|
-1,750 | -12.3% |
P
S
|
12,425 | $3,126,627 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 1.83% | 2.11% |
#16
2
Prev: #14
|
1.2 |
—
|
-5,009 | -9.1% |
P
S
|
49,770 | $2,835,905 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CSX
CSX CORP
|
Industrials | 1.51% | 1.60% |
#17
1
Prev: #18
|
1.1 |
—
|
18 | 0.0% |
P
S
|
49,295 | $2,343,003 | 2012 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.46% | 1.51% |
#18
1
Prev: #19
|
1.1 |
—
|
306 | 3.3% |
P
S
|
9,506 | $2,265,660 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 1.41% | 0.82% |
#19
12
Prev: #31
|
1.1 |
—
|
-10 | -0.3% |
P
S
|
3,020 | $2,183,600 | 2007 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.37% | 0.65% |
#20
19
Prev: #39
|
0.5 |
—
|
-614 | -25.1% |
P
S
|
1,837 | $2,120,248 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.34% | 1.08% |
#21
6
Prev: #27
|
1.5 |
—
|
no change | no change |
P
S
|
17,645 | $2,072,562 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.31% | 1.61% |
#22
5
Prev: #17
|
1.0 |
—
|
-743 | -10.7% |
P
S
|
6,210 | $2,032,719 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BA
BOEING CO
|
Industrials | 1.31% | 1.45% |
#23
3
Prev: #20
|
1.0 |
—
|
150 | 1.6% |
P
S
|
9,350 | $2,023,995 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.30% | 3.25% |
#24
16
Prev: #8
|
0.5 |
—
|
-8,922 | -53.0% |
P
S
|
7,907 | $2,008,168 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.13% | 1.72% |
#25
9
Prev: #16
|
1.0 |
—
|
-19 | -0.1% |
P
S
|
12,829 | $1,754,034 | 2013 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
KKR
KKR & CO INC
|
Financial Services | 1.05% | 1.15% |
#26
2
Prev: #24
|
2.4 |
—
|
1,560 | 10.7% |
P
S
|
16,144 | $1,632,331 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ITW
ILLINOIS TOOL W...
|
Industrials | 1.01% | 1.27% |
#27
5
Prev: #22
|
0.9 |
—
|
-386 | -6.2% |
P
S
|
5,800 | $1,568,726 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
AXP
AMERICAN EXPRES...
|
Financial Services | 0.98% | 1.07% |
#28
Prev: #28
|
1.4 |
—
|
no change | no change |
P
S
|
4,492 | $1,519,419 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.93% | 1.09% |
#29
4
Prev: #25
|
1.4 |
—
|
no change | no change |
P
S
|
2,888 | $1,445,126 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.88% | 0.86% |
#30
Prev: #30
|
0.9 |
—
|
-200 | -5.3% |
P
S
|
3,609 | $1,361,224 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.82% | 1.18% |
#31
8
Prev: #23
|
0.8 |
—
|
-1,700 | -16.4% |
P
S
|
8,685 | $1,273,568 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.82% | 0.81% |
#32
Prev: #32
|
0.8 |
—
|
20 | 0.2% |
P
S
|
9,095 | $1,272,990 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
B
BARRICK MNG COR...
|
Basic Materials | 0.82% | 0.33% |
#33
16
Prev: #49
|
3.3 |
—
|
24,875 | 245.7% |
P
S
|
35,000 | $1,265,550 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.79% | 0.80% |
#34
1
Prev: #33
|
2.3 |
—
|
90 | 7.5% |
P
S
|
1,293 | $1,216,676 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.77% | 0.80% |
#35
1
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
5,500 | $1,188,330 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.74% | 0.69% |
#36
1
Prev: #37
|
0.8 |
—
|
-640 | -14.2% |
P
S
|
3,860 | $1,150,550 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
DE
DEERE & CO
|
Industrials | 0.65% | 0.71% |
#37
1
Prev: #36
|
1.3 |
—
|
no change | no change |
P
S
|
1,598 | $1,013,659 | 2015 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
WBD
WARNER BROS DIS...
|
Communication Services | 0.60% | 0.75% |
#38
3
Prev: #35
|
1.2 |
—
|
no change | no change |
P
S
|
34,750 | $926,435 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.43% | 0.32% |
#39
11
Prev: #50
|
3.2 |
—
|
1,410 | 67.1% |
P
S
|
3,510 | $665,952 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PJT
PJT PARTNERS IN...
|
Financial Services | 0.42% | 0.47% |
#40
1
Prev: #41
|
0.7 |
—
|
4 | 0.1% |
P
S
|
4,267 | $644,045 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
T
AT&T INC
|
Communication Services | 0.36% | 0.68% |
#41
3
Prev: #38
|
0.6 |
—
|
-2,392 | -8.1% |
P
S
|
27,290 | $564,904 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.36% | 0.38% |
#42
4
Prev: #46
|
2.1 |
—
|
89 | 6.0% |
P
S
|
1,570 | $553,708 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.31% | 0.45% |
#43
1
Prev: #42
|
0.6 |
—
|
-1,441 | -14.7% |
P
S
|
8,376 | $484,472 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.31% | 0.35% |
#44
4
Prev: #48
|
0.6 |
—
|
3 | 0.1% |
P
S
|
3,383 | $484,299 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.31% | 0.43% |
#45
2
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
5,250 | $476,385 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.31% | 0.41% |
#46
2
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
3,750 | $473,775 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.29% | 0.41% |
#47
2
Prev: #45
|
1.1 |
—
|
no change | no change |
P
S
|
3,350 | $453,590 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.27% | 0.36% |
#48
1
Prev: #47
|
0.6 |
—
|
-250 | -3.3% |
P
S
|
7,300 | $420,826 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
V
VISA INC
|
Financial Services | 0.26% | 0.28% |
#49
4
Prev: #53
|
1.1 |
—
|
no change | no change |
P
S
|
1,193 | $409,306 | 2009 Q3 | 13F Filing | 2026-06-30 | 2026-07-20 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.26% | 0.28% |
#50
4
Prev: #54
|
1.1 |
—
|
no change | no change |
P
S
|
1,450 | $407,755 | 2006 Q4 | 13F Filing | 2026-06-30 | 2026-07-20 |
Showing 1-50 of 60 holdings