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GIM

Guardian Investment Management Portfolio holdings

AUM $155M
1-Year Est. Return 39.11%
This Fund
S&P 500
This Quarter Est. Return
+4.91%
1 Year Est. Return
+39.11%
3 Year Est. Return
+89.72%
5 Year Est. Return
+118.07%
10 Year Est. Return
+332.07%
AUM
$128M
AUM Growth
+$10.7M
Cap. Flow
+$6.67M
Cap. Flow %
5.2%
Top 10 Hldgs %
58.17%
Holding
56
New
1
Increased
10
Reduced
30
Closed
–

Top Buys

Rank Stock Value
1
BX icon
Blackstone
BX
+$9.44M
2
PSKY
Paramount Skydance Corp
PSKY
+$369K
3
BA icon
Boeing
BA
+$242K
4
CSCO icon
Cisco
CSCO
+$66.8K
5
CVX icon
Chevron
CVX
+$60.9K

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$615K
2
MU icon
Micron Technology
MU
+$505K
3
WBD icon
Warner Bros
WBD
+$427K
4
AMAT icon
Applied Materials
AMAT
+$287K
5
MSFT icon
Microsoft
MSFT
+$200K

Sector Composition

Rank Sector Weight
1 Technology 24.81%
2 Healthcare 20.83%
3 Financials 20.66%
4 Industrials 12.73%
5 Consumer Staples 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
51
Visa
V
$677B
$418K 0.33%
1,193
– –
NSC icon
52
Norfolk Southern
NSC
$75.2B
$393K 0.31%
1,361
– –
GT icon
53
Goodyear
GT
$1.75B
$385K 0.3%
44,000
-2,000
-4% -$15.8K
PSKY
54
Paramount Skydance Corp
PSKY
$10.5B
$317K 0.25%
+23,641
New +$369K
MP icon
55
MP Materials
MP
$9.84B
$290K 0.23%
5,750
-1,750
-23% -$111K
PFE icon
56
Pfizer
PFE
$152B
$283K 0.22%
11,360
-2,950
-21% -$74.4K
1 2
3

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MA
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AF
AtlasMark Financial Austin, Texas $155M AUM 17.25% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
MCWA
Meadow Creek Wealth Advisors Atlanta, Georgia $155M AUM 23.95% 1-Year Est. Return
LBC
Leigh Baldwin & Co Cazenovia, New York $154M AUM 26.5% 1-Year Est. Return
SPM
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PWC
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Guardian Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Guardian Investment Management held 56 positions worth $128M, up 9.1% from $118M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Guardian Investment Management deployed $6.67M of net new capital in Q4 2025, opening 1 new position and adding to 10 existing holdings. Its largest new stake was Paramount Skydance Corp: 23,641 shares worth $317K.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Intel, an estimated $615K trimmed.

  • Guardian Investment Management's largest Q4 2025 buy was Paramount Skydance Corp: 23,641 shares worth $317K.
  • Guardian Investment Management added most to Blackstone in Q4 2025, an estimated $9.44M increase.
  • Guardian Investment Management's biggest Q4 2025 reduction was Intel, cutting an estimated $615K.
  • Guardian Investment Management's ten largest holdings make up 58% of its $128M portfolio in Q4 2025.
  • Guardian Investment Management opened 1 new position and closed 0 in Q4 2025.
  • Guardian Investment Management's portfolio value rose 9.1% quarter-over-quarter to $128M.

Based on Guardian Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.