GUARDIAN INVESTMENT MANAGEMENT
•CIK: 1365474•Filing: Q4 2025
**GUARDIAN INVESTMENT MANAGEMENT** manages $128M across a diversified portfolio of 56 positions. The fund exhibits a significant concentration in mega-cap technology and healthcare, with AAPL representing the largest holding at $21.4M. Key allocations include substantial positions in BX ($12.2M), DHR ($11.9M), and AMGN ($5.3M). This structure suggests a focus on established, market-leading names across technology, healthcare, and industrials.
Total AUM
$128.3M
QoQ Performance
+9.1%
Positions
56
Top 10 Concentration
58.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
BX
DHR
AAPL16.7%
BX9.5%
DHR9.3%
AMGN4.1%
MSFT3.7%
COST3.3%
WMT3.1%
BAC3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other27.2%
Technology24.2%
Healthcare20.1%
Financial8.6%
Consumer8.2%
Industrial8.1%
Communication1.4%
Energy1.3%
Changes from Q3 2025
NEW1 new position
↑10 increased
↓30 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023