GUARDIAN INVESTMENT MANAGEMENT

Q4 2025 13F-HR Holdings

Location
Tiburon, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$128,291
Net value change ($000)
+10,687 (9.1%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BX 9,285 313.9%
AAPL 1,359 6.8%
AMGN 682 14.9%
CAT 370 15.5%
JNJ 363 11.6%
PSKY 317 NEW
BA 265 15.6%
GOOGL 260 28.7%
WMT 254 6.8%
ADM 234 16.9%
Top Reduces (Value $000, Stocks/ETFs)
QS -1,447 -49.3%
MSFT -549 -10.2%
COST -453 -9.7%
INTC -445 -28.3%
T -214 -22.5%
MP -213 -42.3%
TXN -174 -18.2%
MDLZ -132 -18.7%
PG -128 -6.7%
PJT -89 -11.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type