GUARDIAN INVESTMENT MANAGEMENT

Q3 2026 13F-HR Holdings

Location
Tiburon, CA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$156,864
Net value change ($000)
+1,936 (1.2%)
New positions
2
Sold out positions
2
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 3,020 15.5%
AAPL 2,617 11.5%
EXXONMOBIL HOLDINGS CORP 2,089 NEW
MSFT 1,241 33.4%
PANW 796 NEW
AMGN 752 12.8%
CVX 679 20.3%
AMZN 366 16.2%
ADM 280 5.5%
B 204 16.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,754 -100.0%
COST -1,483 -34.2%
CAT -1,220 -23.9%
BX -760 -4.8%
GE -684 -16.4%
GEV -597 -19.1%
AMAT -576 -26.4%
INTC -524 -13.9%
TXN -451 -39.2%
QS -343 -9.0%
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