$97.6 Million is the total value of GUARDIAN INVESTMENT MANAGEMENT's 54 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | New | DISNEY WALT CO | $1,195,000 | – | 12,362 | +100.0% | 1.22% | – |
| PM | New | PHILIP MORRIS INTL INC | $839,000 | – | 11,500 | +100.0% | 0.86% | – |
| KKR | New | KKR & CO INCcl a | $411,000 | – | 17,499 | +100.0% | 0.42% | – |
| DISCA | New | DISCOVERY INC | $389,000 | – | 20,000 | +100.0% | 0.40% | – |
| HTBK | New | HERITAGE COMMERCE CORP | $372,000 | – | 48,465 | +100.0% | 0.38% | – |
| WORK | New | SLACK TECHNOLOGIES INC | $322,000 | – | 12,000 | +100.0% | 0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INTEL CORP | 42 | Q3 2023 | 6.4% |
| AT&T INC | 42 | Q3 2023 | 6.5% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 8.7% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.5% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 7.2% |
| AMGEN INC | 42 | Q3 2023 | 4.8% |
| 3M CORP. | 42 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.8% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 3.3% |
| BRISTOL-MYERS SQUIBB CO | 42 | Q3 2023 | 3.7% |
View GUARDIAN INVESTMENT MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-13 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-19 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-19 |
View GUARDIAN INVESTMENT MANAGEMENT's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.