GUARDIAN INVESTMENT MANAGEMENT

Q2 2026 13F-HR Holdings

Location
Tiburon, CA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$154,928
Net value change ($000)
+28,255 (22.3%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DHR 8,352 75.0%
BX 6,810 74.6%
ADM 3,265 179.6%
AAPL 2,697 13.5%
INTC 2,510 199.7%
CAT 1,711 50.3%
MU 1,292 156.0%
AMAT 1,149 111.0%
GE 1,004 31.7%
B 853 206.5%
Top Reduces (Value $000, Stocks/ETFs)
JNJ -2,106 -51.2%
MMM -1,056 -76.5%
CVX -820 -19.7%
WMT -777 -17.6%
COST -534 -11.0%
XOM -426 -19.5%
CMCSA -353 -47.3%
T -295 -34.3%
PG -226 -15.1%
NOC -95 -25.3%
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