GUARDIAN INVESTMENT MANAGEMENT 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GI GUARDIAN INVESTMENT MANAGEMENT | Institutional Filer | ▼ 1.26% | $126.7M | 60 |
Current Portfolio Holdings
Showing all 60 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 79K | $20.0M | 15.81% |
| 2 | DHR | Danaher Corporation | Healthcare | 64K | $11.1M | 8.79% |
| 3 | BX | Blackstone Inc. | Financial Services | 79K | $9.1M | 7.21% |
| 4 | AMGN | Amgen Inc. | Healthcare | 17K | $5.9M | 4.63% |
| 5 | COST | Costco Wholesale Corporation | Consumer Defensive | 5K | $4.9M | 3.84% |
| 6 | WMT | Walmart Inc. | Consumer Defensive | 36K | $4.4M | 3.49% |
| 7 | CVX | Chevron Corporation | Energy | 20K | $4.2M | 3.29% |
| 8 | JNJ | Johnson & Johnson | Healthcare | 17K | $4.1M | 3.25% |
| 9 | MSFT | Microsoft Corporation | Technology | 10K | $3.7M | 2.89% |
| 10 | CAT | Caterpillar Inc. | Industrials | 5K | $3.4M | 2.68% |
| 11 | GE | GE Aerospace | Industrials | 11K | $3.2M | 2.50% |
| 12 | QS | QuantumScape Corporation | Consumer Cyclical | 40K | $3.1M | 2.44% |
| 13 | ABBV | AbbVie Inc. | Healthcare | 14K | $3.1M | 2.43% |
| 14 | BAC | Bank of America Corporation | Financial Services | 55K | $2.7M | 2.11% |
| 15 | GEV | GE Vernova Inc. | Utilities | 3K | $2.3M | 1.83% |
Showing 1 to 15 of 60 holdings