Institutional Fund
Guardian Investment Management
Tiburon, CACIK 13654745 filings on record
Portfolio Value
$126.67M
Q1 2026
Holdings
60
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.3%
from $128.29M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc15.8%
- Danaher Corporation8.8%
- Blackstone Inc7.2%
- Amgen Inc4.6%
- Costco Whsl Corp New3.8%
- Walmart Inc3.5%
- Other56.2%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 78.9K | $20.03M | 15.8% | +77 | Added |
| 2 | Danaher Corporation | 63.8K | $11.13M | 8.8% | 0 | Held |
| 3 | Blackstone Inc | 79.4K | $9.13M | 7.2% | 0 | Held |
| 4 | Amgen Inc | 16.7K | $5.86M | 4.6% | +591 | Added |
| 5 | Costco Whsl Corp New | 4.9K | $4.87M | 3.8% | 0 | Held |
| 6 | Walmart Inc | 35.6K | $4.42M | 3.5% | −25 | Reduced |
| 7 | Chevron Corp New | 20.1K | $4.17M | 3.3% | −1.3K | Reduced |
| 8 | Johnson & Johnson | 16.8K | $4.11M | 3.2% | +4 | Added |
| 9 | Microsoft Corp | 9.8K | $3.66M | 2.9% | −100 | Reduced |
| 10 | Caterpillar Inc | 4.8K | $3.40M | 2.7% | 0 | Held |
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