Skip to content

GUARDIAN INVESTMENT MANAGEMENT

Follow

13F filer, CIK 1365474, TIBURON, CA

GUARDIAN INVESTMENT MANAGEMENT reported $128,291,035 across 56 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 58.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001365474-26-000001

Period
2025-12-31
Reported value
$128M
Holdings
56
Top 10 weight
58.17%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BXadded+62,114$9.57M
SKYDnew+23,641$317K
BAadded+1,175$255K
CSCOadded+900$69.3K
CVXadded+400$61K

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
MUreduced-2,200-$628K
INTCreduced-16,300-$601K
QSreduced-13,410-$576K
WBDreduced-18,250-$526K
AMATreduced-1,197-$308K

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, Q4 2025

Share positions as resolved from 13F-HR 0001365474-26-000001, largest first. % of portfolio is the value over $128,291,035, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,729 shares; 2024Q4: 95,869 shares; 2025Q1: 88,740 shares; 2025Q2: 78,618 shares; 2025Q3: 78,848 shares; 2025Q4: 78,848 shares 78,848$21.4M16.71%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,215 shares; 2025Q1: 129,915 shares; 2025Q2: not reported; 2025Q3: 17,315 shares; 2025Q4: 79,429 shares 79,429$12.2M9.54%+62,114Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,822 shares; 2024Q4: 42,822 shares; 2025Q1: 42,822 shares; 2025Q2: 63,822 shares; 2025Q3: 63,822 shares; 2025Q4: 63,822 shares 63,822$11.9M9.28%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,179 shares; 2024Q4: 18,358 shares; 2025Q1: 18,195 shares; 2025Q2: 18,695 shares; 2025Q3: 16,215 shares; 2025Q4: 16,065 shares 16,065$5.26M4.1%-150Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,365 shares; 2024Q4: 11,765 shares; 2025Q1: 9,494 shares; 2025Q2: 8,344 shares; 2025Q3: 10,344 shares; 2025Q4: 9,944 shares 9,944$4.81M3.75%-400Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 5,205 shares; 2025Q1: 4,543 shares; 2025Q2: 5,047 shares; 2025Q3: 5,042 shares; 2025Q4: 4,887 shares 4,887$4.21M3.28%-155Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,795 shares; 2024Q4: 58,800 shares; 2025Q1: 46,000 shares; 2025Q2: 34,850 shares; 2025Q3: 36,050 shares; 2025Q4: 35,625 shares 35,625$3.97M3.09%-425Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,868 shares; 2024Q4: 74,268 shares; 2025Q1: 71,268 shares; 2025Q2: 72,268 shares; 2025Q3: 71,054 shares; 2025Q4: 70,559 shares 70,559$3.88M3.02%-495Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 19,472 shares; 2025Q1: 17,332 shares; 2025Q2: 16,022 shares; 2025Q3: 16,822 shares; 2025Q4: 16,825 shares 16,825$3.48M2.71%+3Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,455 shares; 2024Q4: 11,430 shares; 2025Q1: 11,356 shares; 2025Q2: 11,231 shares; 2025Q3: 11,168 shares; 2025Q4: 11,155 shares 11,155$3.44M2.68%-13Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,278 shares; 2024Q4: 20,928 shares; 2025Q1: 17,978 shares; 2025Q2: 17,778 shares; 2025Q3: 21,078 shares; 2025Q4: 21,478 shares 21,478$3.27M2.55%+400Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,251 shares; 2024Q4: 17,801 shares; 2025Q1: 16,400 shares; 2025Q2: 14,295 shares; 2025Q3: 14,245 shares; 2025Q4: 14,145 shares 14,145$3.23M2.52%-100Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 4,987 shares; 2025Q1: 4,587 shares; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 4,800 shares 4,800$2.75M2.14%-187Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,649 shares; 2024Q4: 19,149 shares; 2025Q1: 13,249 shares; 2025Q2: 8,449 shares; 2025Q3: 8,434 shares; 2025Q4: 8,234 shares 8,234$2.65M2.07%-200Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 7,600 shares; 2025Q1: 6,950 shares; 2025Q2: 7,100 shares; 2025Q3: 7,875 shares; 2025Q4: 9,050 shares 9,050$1.96M1.53%+1,175Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,750 shares; 2024Q4: 42,750 shares; 2025Q1: 38,750 shares; 2025Q2: 38,750 shares; 2025Q3: 50,220 shares; 2025Q4: 51,509 shares 51,509$1.87M1.46%+1,289Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,108 shares; 2024Q4: 7,572 shares; 2025Q1: 5,572 shares; 2025Q2: 7,897 shares; 2025Q3: 7,983 shares; 2025Q4: 7,808 shares 7,808$1.8M1.4%-175Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,955 shares; 2024Q4: 17,135 shares; 2025Q1: 14,910 shares; 2025Q2: 10,410 shares; 2025Q3: 12,385 shares; 2025Q4: 12,385 shares 12,385$1.77M1.38%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,790 shares; 2025Q1: 2,772 shares; 2025Q2: 2,741 shares; 2025Q3: 2,697 shares; 2025Q4: 2,653 shares 2,653$1.73M1.35%-44Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,367 shares; 2024Q4: 4,342 shares; 2025Q1: 4,092 shares; 2025Q2: not reported; 2025Q3: 4,592 shares; 2025Q4: 4,492 shares 4,492$1.66M1.3%-100Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,793 shares; 2024Q4: 13,339 shares; 2025Q1: 10,739 shares; 2025Q2: 11,739 shares; 2025Q3: 13,280 shares; 2025Q4: 13,497 shares 13,497$1.62M1.27%+217Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,450 shares; 2025Q2: 7,900 shares; 2025Q3: 8,550 shares; 2025Q4: 7,550 shares 7,550$1.62M1.26%-1,000Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,250 shares; 2024Q4: 12,100 shares; 2025Q1: 9,800 shares; 2025Q2: 9,000 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares 9,500$1.52M1.19%0Timeline
QSQUANTUMSCAPE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 12,490 shares; 2025Q1: 11,490 shares; 2025Q2: 50,120 shares; 2025Q3: 48,140 shares; 2025Q4: 34,730 shares 34,730$1.49M1.16%-13,410Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 7,100 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares 6,000$1.48M1.15%0Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,525 shares; 2024Q4: 12,425 shares; 2025Q1: 12,375 shares; 2025Q2: 12,225 shares; 2025Q3: 10,875 shares; 2025Q4: 10,878 shares 10,878$1.41M1.1%+3Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,780 shares 2,780$1.4M1.09%-150Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,375 shares; 2024Q4: 21,845 shares; 2025Q1: 17,145 shares; 2025Q2: 16,745 shares; 2025Q3: 16,745 shares; 2025Q4: 17,645 shares 17,645$1.36M1.06%+900Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,730 shares; 2025Q4: 3,730 shares 3,730$1.17M0.91%0Timeline
WBDWARNER BROS DISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,831 shares; 2024Q4: 84,914 shares; 2025Q1: 83,847 shares; 2025Q2: 91,703 shares; 2025Q3: 58,000 shares; 2025Q4: 39,750 shares 39,750$1.15M0.89%-18,250Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,340 shares; 2024Q4: 63,100 shares; 2025Q1: 54,550 shares; 2025Q2: 56,000 shares; 2025Q3: 46,850 shares; 2025Q4: 30,550 shares 30,550$1.13M0.88%-16,300Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,990 shares; 2024Q4: 12,890 shares; 2025Q1: 10,625 shares; 2025Q2: 10,625 shares; 2025Q3: 9,475 shares; 2025Q4: 9,113 shares 9,113$1.06M0.83%-362Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,403 shares; 2025Q1: 1,203 shares; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares 1,203$1.06M0.82%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000$1.05M0.82%0Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,950 shares; 2025Q2: 4,850 shares; 2025Q3: 5,275 shares; 2025Q4: 4,078 shares 4,078$1.05M0.82%-1,197Timeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,165 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares 5,400$950K0.74%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,125 shares; 2025Q4: 2,925 shares 2,925$835K0.65%-2,200Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 4,500 shares 4,500$781K0.61%-700Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,626 shares; 2024Q4: 46,226 shares; 2025Q1: 34,226 shares; 2025Q2: 33,626 shares; 2025Q3: 33,626 shares; 2025Q4: 29,626 shares 29,626$736K0.57%-4,000Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares 1,578$735K0.57%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 10,932 shares; 2025Q1: 7,050 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares 5,750$720K0.56%0Timeline
PJTPJT PARTNERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,506 shares; 2025Q4: 4,259 shares 4,259$712K0.56%-247Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,550 shares; 2024Q4: 12,550 shares; 2025Q1: 10,350 shares; 2025Q2: 10,100 shares; 2025Q3: 11,305 shares; 2025Q4: 10,663 shares 10,663$574K0.45%-642Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,097 shares; 2024Q4: 10,097 shares; 2025Q1: 10,097 shares; 2025Q2: 10,080 shares; 2025Q3: 3,780 shares; 2025Q4: 3,780 shares 3,780$538K0.42%0Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 1,931 shares; 2025Q2: 1,931 shares; 2025Q3: 1,431 shares; 2025Q4: 1,481 shares 1,481$510K0.4%+50Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 4,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares 3,750$460K0.36%0Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,774 shares; 2024Q4: 6,474 shares; 2025Q1: 3,374 shares; 2025Q2: 3,374 shares; 2025Q3: 3,374 shares; 2025Q4: 3,377 shares 3,377$448K0.35%+3Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,250 shares; 2025Q4: 10,200 shares 10,200$444K0.35%-50Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,350 shares; 2024Q4: 11,350 shares; 2025Q1: 9,850 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 8,000 shares 8,000$432K0.34%-1,500Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,400 shares; 2025Q1: 1,500 shares; 2025Q2: 1,200 shares; 2025Q3: 1,700 shares; 2025Q4: 1,450 shares 1,450$430K0.33%-250Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,540 shares; 2024Q4: 9,280 shares; 2025Q1: 6,980 shares; 2025Q2: 6,730 shares; 2025Q3: 1,193 shares; 2025Q4: 1,193 shares 1,193$418K0.33%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares 1,361$393K0.31%0Timeline
GTGOODYEAR TIRE & RUBR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: 39,700 shares; 2025Q1: 39,500 shares; 2025Q2: 41,500 shares; 2025Q3: 46,000 shares; 2025Q4: 44,000 shares 44,000$385K0.3%-2,000Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,641 shares 23,641$317K0.25%newTimeline
MPMP MATERIALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 5,750 shares 5,750$290K0.23%-1,750Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,352 shares; 2024Q4: 16,542 shares; 2025Q1: 11,752 shares; 2025Q2: 13,752 shares; 2025Q3: 14,310 shares; 2025Q4: 11,360 shares 11,360$283K0.22%-2,950Timeline

How Q4 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 0001365474-26-000001 base2026-01-23acceptance time not in the bulk data set