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GUARDIAN INVESTMENT MANAGEMENT

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13F filer, CIK 1365474, TIBURON, CA

GUARDIAN INVESTMENT MANAGEMENT reported $99,371,050 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 55.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003897

Period
2025-06-30
Reported value
$99.4M
Holdings
51
Top 10 weight
55.65%
New
0
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DHRadded+21,000$3.3M
QSadded+38,630$2.11M
AMZNadded+2,325$510K
COSTadded+504$499K
AMATadded+1,900$348K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BXexited-129,915-$18.2M
AAPLreduced-10,122-$2.08M
JPMreduced-4,800-$1.39M
AXPexited-4,092-$1.1M
WMTreduced-11,150-$1.09M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-003897, largest first. % of portfolio is the value over $99,371,050, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,729 shares; 2024Q4: 95,869 shares; 2025Q1: 88,740 shares; 2025Q2: 78,618 shares 78,618$16.1M16.23%-10,122Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,822 shares; 2024Q4: 42,822 shares; 2025Q1: 42,822 shares; 2025Q2: 63,822 shares 63,822$10M10.1%+21,000Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 18,358 shares; 2025Q1: 18,195 shares; 2025Q2: 18,695 shares 18,695$5.22M5.25%+500Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 5,205 shares; 2025Q1: 4,543 shares; 2025Q2: 5,047 shares 5,047$5M5.03%+504Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 11,765 shares; 2025Q1: 9,494 shares; 2025Q2: 8,344 shares 8,344$4.15M4.18%-1,150Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,868 shares; 2024Q4: 74,268 shares; 2025Q1: 71,268 shares; 2025Q2: 72,268 shares 72,268$3.42M3.44%+1,000Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,795 shares; 2024Q4: 58,800 shares; 2025Q1: 46,000 shares; 2025Q2: 34,850 shares 34,850$3.41M3.43%-11,150Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 12,490 shares; 2025Q1: 11,490 shares; 2025Q2: 50,120 shares 50,120$2.74M2.76%+38,630Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 17,801 shares; 2025Q1: 16,400 shares; 2025Q2: 14,295 shares 14,295$2.65M2.67%-2,105Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 20,928 shares; 2025Q1: 17,978 shares; 2025Q2: 17,778 shares 17,778$2.55M2.56%-200Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,649 shares; 2024Q4: 19,149 shares; 2025Q1: 13,249 shares; 2025Q2: 8,449 shares 8,449$2.45M2.46%-4,800Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 19,472 shares; 2025Q1: 17,332 shares; 2025Q2: 16,022 shares 16,022$2.45M2.46%-1,310Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 11,430 shares; 2025Q1: 11,356 shares; 2025Q2: 11,231 shares 11,231$2.19M2.2%-125Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 4,987 shares; 2025Q1: 4,587 shares; 2025Q2: 4,987 shares 4,987$1.94M1.95%+400Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 7,572 shares; 2025Q1: 5,572 shares; 2025Q2: 7,897 shares 7,897$1.73M1.74%+2,325Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 17,135 shares; 2025Q1: 14,910 shares; 2025Q2: 10,410 shares 10,410$1.66M1.67%-4,500Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: 12,425 shares; 2025Q1: 12,375 shares; 2025Q2: 12,225 shares 12,225$1.63M1.64%-150Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 7,600 shares; 2025Q1: 6,950 shares; 2025Q2: 7,100 shares 7,100$1.49M1.5%+150Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 7,100 shares; 2025Q2: 6,000 shares 6,000$1.48M1.49%-1,100Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,790 shares; 2025Q1: 2,772 shares; 2025Q2: 2,741 shares 2,741$1.45M1.46%-31Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 2,930 shares 2,930$1.42M1.43%-2,050Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,100 shares; 2025Q1: 9,800 shares; 2025Q2: 9,000 shares 9,000$1.37M1.38%-800Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10,097 shares; 2025Q1: 10,097 shares; 2025Q2: 10,080 shares 10,080$1.33M1.34%-17Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 13,339 shares; 2025Q1: 10,739 shares; 2025Q2: 11,739 shares 11,739$1.27M1.27%+1,000Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,750 shares; 2024Q4: 42,750 shares; 2025Q1: 38,750 shares; 2025Q2: 38,750 shares 38,750$1.26M1.27%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,340 shares; 2024Q4: 63,100 shares; 2025Q1: 54,550 shares; 2025Q2: 56,000 shares 56,000$1.25M1.26%+1,450Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,300 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares 15,100$1.2M1.2%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 33,000 shares 33,000$1.18M1.19%-2,000Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,375 shares; 2024Q4: 21,845 shares; 2025Q1: 17,145 shares; 2025Q2: 16,745 shares 16,745$1.16M1.17%-400Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,450 shares; 2025Q2: 7,900 shares 7,900$1.12M1.13%+450Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares 5,200$1.08M1.09%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,831 shares; 2024Q4: 84,914 shares; 2025Q1: 83,847 shares; 2025Q2: 91,703 shares 91,703$1.05M1.06%+7,856Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,700 shares; 2025Q1: 30,400 shares; 2025Q2: 30,400 shares 30,400$1.03M1.03%0Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,626 shares; 2024Q4: 46,226 shares; 2025Q1: 34,226 shares; 2025Q2: 33,626 shares 33,626$973K0.98%-600Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 12,890 shares; 2025Q1: 10,625 shares; 2025Q2: 10,625 shares 10,625$904K0.91%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,950 shares; 2025Q2: 4,850 shares 4,850$888K0.89%+1,900Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 10,932 shares; 2025Q1: 7,050 shares; 2025Q2: 5,750 shares 5,750$782K0.79%-1,300Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares 1,430$727K0.73%0Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 12,550 shares; 2025Q1: 10,350 shares; 2025Q2: 10,100 shares 10,100$681K0.69%-250Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 5,300 shares 5,300$666K0.67%-2,000Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares 1,931$561K0.56%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,474 shares; 2025Q1: 3,374 shares; 2025Q2: 3,374 shares 3,374$450K0.45%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 11,350 shares; 2025Q1: 9,850 shares; 2025Q2: 9,500 shares 9,500$440K0.44%-350Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: 39,700 shares; 2025Q1: 39,500 shares; 2025Q2: 41,500 shares 41,500$430K0.43%+2,000Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 4,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares 3,750$416K0.42%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,400 shares; 2025Q1: 1,500 shares; 2025Q2: 1,200 shares 1,200$354K0.36%-300Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 792 shares; 2025Q2: 692 shares 692$346K0.35%-100Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,250 shares 4,250$343K0.35%-200Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 16,542 shares; 2025Q1: 11,752 shares; 2025Q2: 13,752 shares 13,752$333K0.34%+2,000Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,099 shares; 2024Q4: 3,633 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares 2,300$307K0.31%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 9,280 shares; 2025Q1: 6,980 shares; 2025Q2: 6,730 shares 6,730$291K0.29%-250Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BXBLACKSTONE INC129,915$18.2Mshares
AXPAMERICAN EXPRESS CO4,092$1.1Mshares
GSGOLDMAN SACHS GROUP INC1,203$657Kshares
PARAMOUNT GLOBALPARAMOUNT GLOBAL42,750$511Kshares
ADPAUTOMATIC DATA PROCESSING IN900$275Kshares
UPSUNITED PARCEL SVCS INC2,300$255Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-003897 base2025-07-17acceptance time not in the bulk data set