guardian investment management Portfolio Holdings
Q3 2025•55 long positions•$117.6M portfolio value
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Holding60 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $20.1M 17.07% | +$58.6K Bought | 0.001% 78.8K shares | 78.6K → 78.8K +$58.6K | +0.29% | $3.78T Mega Cap | Q2 2014 Held for 11y 5m | |
Medical - Diagnostics & Research Healthcare | $11.9M 10.13% | — | 0.009% 63.8K shares | — | — | $141.96B Large Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $5.4M 4.56% | +$1.0M Bought | 0.0% 10.3K shares | 8.3K → 10.3K +$1.0M | +23.97% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $4.7M 3.97% | -$4.6K Sold | 0.001% 5.0K shares | 5.0K → 5.0K −$4.6K | -0.1% | $410.27B Mega Cap | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - General Healthcare | $4.6M 3.89% | -$699.9K Sold | 0.003% 16.2K shares | 18.7K → 16.2K −$699.9K | -13.27% | $151.93B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $3.7M 3.16% | +$123.7K Bought | 0.0% 36.1K shares | 34.9K → 36.1K +$123.7K | +3.44% | $821.68B Mega Cap | Q1 2019 Held for 6y 8m | |
Banks - Diversified Financial Services | $3.7M 3.12% | -$62.6K Sold | 0.001% 71.1K shares | 72.3K → 71.1K −$62.6K | -1.68% | $382.12B Mega Cap | Q4 2016 Held for 8y 11m | |
Aerospace & Defense Industrials | $3.4M 2.86% | -$19.0K Sold | 0.001% 11.2K shares | 11.2K → 11.2K −$19.0K | -0.56% | $319.00B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $3.3M 2.8% | -$11.6K Sold | 0.001% 14.2K shares | 14.3K → 14.2K −$11.6K | -0.35% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $3.3M 2.78% | +$512.5K Bought | 0.001% 21.1K shares | 17.8K → 21.1K +$512.5K | +18.56% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $3.1M 2.65% | +$148.3K Bought | 0.001% 16.8K shares | 16.0K → 16.8K +$148.3K | +4.99% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Asset Management Financial Services | $3.0M 2.52% | +$3.0M Bought | 0.002% 17.3K shares | — | — | $133.37B Large Cap | Q4 2024 Held for 11 months | |
Auto - Parts Consumer Cyclical | $2.9M 2.5% | -$120.8K Sold | 0.009% 48.1K shares | 50.1K → 48.1K −$120.8K | -3.95% | $7.0B Mid Cap | Q3 2021 Held for 4y 2m | |
Banks - Diversified Financial Services | $2.7M 2.26% | -$4.7K Sold | 0.0% 8.4K shares | 8.4K → 8.4K −$4.7K | -0.18% | $867.35B Mega Cap | Q2 2015 Held for 10y 5m | |
Agricultural - Machinery Industrials | $2.4M 2.02% | — | 0.001% 5.0K shares | — | — | $223.53B Mega Cap | Q1 2022 Held for 3y 8m | |
Household & Personal Products Consumer Defensive | $1.9M 1.62% | +$303.5K Bought | 0.001% 12.4K shares | 10.4K → 12.4K +$303.5K | +18.97% | $359.62B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Railroads Industrials | $1.8M 1.52% | +$407.3K Bought | 0.003% 50.2K shares | 38.8K → 50.2K +$407.3K | +29.6% | $66.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $1.7M 1.46% | +$18.6K Bought | 0.0% 8.0K shares | 7.9K → 8.0K +$18.6K | +1.09% | $2.34T Mega Cap | Q2 2023 Held for 2y 5m | |
Aerospace & Defense Industrials | $1.7M 1.45% | +$167.3K Bought | 0.001% 7.9K shares | 7.1K → 7.9K +$167.3K | +10.92% | $163.20B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Renewable Utilities Utilities | $1.7M 1.41% | -$27.1K Sold | 0.001% 2.7K shares | 2.7K → 2.7K −$27.1K | -1.61% | $167.39B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.6M 1.34% | -$307.0K Sold | 0.001% 46.9K shares | 56.0K → 46.9K −$307.0K | -16.34% | $159.60B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial - Machinery Industrials | $1.6M 1.33% | — | 0.002% 6.0K shares | — | — | $76.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $1.5M 1.3% | +$1.5M Bought | 0.001% 4.6K shares | — | — | $231.14B Mega Cap | Q2 2023 Held for 2y 5m | |
Oil & Gas Integrated Energy | $1.5M 1.27% | +$173.9K Bought | 0.0% 13.3K shares | 11.7K → 13.3K +$173.9K | +13.13% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Conglomerates Industrials | $1.5M 1.25% | +$77.6K Bought | 0.002% 9.5K shares | 9.0K → 9.5K +$77.6K | +5.56% | $82.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $1.5M 1.25% | — | 0.0% 2.9K shares | — | — | $1.08T Mega Cap | Q1 2021 Held for 4y 8m | |
Asset Management Financial Services | $1.4M 1.2% | -$175.4K Sold | 0.001% 10.9K shares | 12.2K → 10.9K −$175.4K | -11.04% | $115.78B Large Cap | Q1 2020 Held for 5y 8m | |
Agricultural Farm Products Consumer Defensive | $1.4M 1.18% | +$105.2K Bought | 0.002% 8.6K shares | 7.9K → 8.6K +$105.2K | +8.23% | $28.7B Large Cap | Q1 2025 Held for 8 months | |
Communication Equipment Technology | $1.1M 0.974% | — | 0.0% 16.7K shares | — | — | $270.48B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $1.1M 0.963% | -$658.2K Sold | 0.002% 58.0K shares | 91.7K → 58.0K −$658.2K | -36.75% | $48.4B Large Cap | Q1 2020 Held for 5y 8m | |
Semiconductors Technology | $1.1M 0.918% | +$87.0K Bought | 0.001% 5.3K shares | 4.9K → 5.3K +$87.0K | +8.76% | $163.10B Large Cap | Q3 2024 Held for 1y 2m | |
Telecommunications Services Communication Services | $1.0M 0.882% | — | 0.001% 33.0K shares | — | — | $116.01B Large Cap | Q1 2016 Held for 9y 8m | |
Banks - Diversified Financial Services | $961.7K 0.818% | -$116.7K Sold | 0.001% 9.5K shares | 10.6K → 9.5K −$116.7K | -10.82% | $186.85B Large Cap | Q4 2018 Held for 6y 11m | |
Financial - Capital Markets Financial Services | $958.0K 0.815% | +$958.0K Bought | 0.0% 1.2K shares | — | — | $241.07B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $955.4K 0.812% | — | 0.001% 5.2K shares | — | — | $167.04B Large Cap | Q3 2021 Held for 4y 2m | |
Telecommunications Services Communication Services | $949.6K 0.807% | — | 0.0% 33.6K shares | — | — | $201.93B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $906.8K 0.771% | +$906.8K New | 0.0% 3.7K shares | 0 → 3.7K +$906.8K | New | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $857.5K 0.729% | +$857.5K Bought | 0.0% 5.1K shares | — | — | $187.25B Large Cap | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $800.9K 0.681% | +$800.9K Bought | 0.019% 4.5K shares | — | — | $4.3B Mid Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $770.2K 0.655% | — | 0.0% 5.8K shares | — | — | $233.12B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $756.4K 0.643% | +$14.0K Bought | 0.004% 5.4K shares | 5.3K → 5.4K +$14.0K | +1.89% | $20.5B Large Cap | Q1 2017 Held for 8y 8m | |
Agricultural - Machinery Industrials | $721.6K 0.614% | +$67.7K Bought | 0.001% 1.6K shares | 1.4K → 1.6K +$67.7K | +10.35% | $123.61B Large Cap | Q1 2019 Held for 6y 8m | |
Food Confectioners Consumer Defensive | $706.2K 0.601% | +$75.3K Bought | 0.001% 11.3K shares | 10.1K → 11.3K +$75.3K | +11.93% | $80.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $579.8K 0.493% | -$202.6K Sold | 0.0% 1.4K shares | 1.9K → 1.4K −$202.6K | -25.89% | $403.32B Mega Cap | Q3 2022 Held for 3y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $530.9K 0.451% | -$884.8K Sold | 0.0% 3.8K shares | 10.1K → 3.8K −$884.8K | -62.5% | $192.27B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial Materials Basic Materials | $503.0K 0.428% | +$503.0K Bought | 0.004% 7.5K shares | — | — | $11.9B Large Cap | Q3 2025 Held for 2 months | |
Information Technology Services Technology | $479.8K 0.408% | +$141.1K Bought | 0.0% 1.7K shares | 1.2K → 1.7K +$141.1K | +41.67% | $262.84B Mega Cap | Q3 2019 Held for 6y 2m | |
Industrial - Machinery Industrials | $442.6K 0.376% | — | 0.001% 3.4K shares | — | — | $73.8B Large Cap | Q2 2018 Held for 7y 5m | |
Drug Manufacturers - General Healthcare | $428.5K 0.364% | — | 0.0% 9.5K shares | — | — | $91.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $416.3K 0.354% | — | 0.0% 3.8K shares | — | — | $137.73B Large Cap | Q4 2020 Held for 4y 11m |
