Guardian Investment Management
Guardian Investment Management reported 60 stocks worth $157M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (16.2%), DHR (14.3%) and BX (9.7%). Compared with Q2 2026, the fund opened new positions in XOM and PANW, added to DHR, WMT and BAC, trimmed AAPL, AMGN and MSFT and sold out of XOM and SKYD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $25.3M | 16.2% | 76K | −2,439 (−3%) | 8 of 8 | |
| 2 |  DHR Danaher Corp | $22.5M | 14.3% | 99K | +1,162 (+1%) | 8 of 8 | |
| 3 |  BX Blackstone Inc | $15.2M | 9.7% | 135K | No change | 7 of 8 | |
| 4 |  AMGN Amgen Inc | $6.6M | 4.2% | 16K | −500 (−3%) | 8 of 8 | |
| 5 |  ADM Archer Daniels Midland Co | $5.4M | 3.4% | 8,750 | No change | 7 of 8 | |
| 6 |  MSFT Microsoft Corp | $5M | 3.2% | 9,665 | −298 (−3%) | 8 of 8 | |
| 7 |  CVX Chevron Corp New | $4M | 2.6% | 20K | −475 (−2%) | 8 of 8 | |
| 8 |  CAT Caterpillar Inc | $3.9M | 2.5% | 4,800 | No change | 8 of 8 | |
| 9 |  GE GE Aerospace | $3.5M | 2.2% | 11K | No change | 8 of 8 | |
| 10 |  QS Quantumscape Corp | $3.5M | 2.2% | 10K | −29K (−74%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Guardian Investment Management 13F FAQ
What does Guardian Investment Management own?
Guardian Investment Management reported 60 stocks worth $157M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (16.2%), DHR (14.3%) and BX (9.7%). The table above lists every position in the filing (the top 10 without an account).
What did Guardian Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 15 added to, 17 trimmed and 2 sold out. New positions include XOM and PANW. It sold all of XOM and SKYD.
When will Guardian Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Guardian Investment Management's portfolio worth?
The Q3 2026 filing reports $157M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.