$132 Million is the total value of GUARDIAN INVESTMENT MANAGEMENT's 56 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $17,494,000 | +63.6% | 131,841 | +42.8% | 13.27% | +42.4% |
| INTC | Buy | INTEL CORP | $5,547,000 | -2.8% | 111,359 | +1.0% | 4.21% | -15.4% |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $2,805,000 | – | 12,101 | +100.0% | 2.13% | – |
| BA | Buy | BOEING CO | $2,775,000 | +33.1% | 12,968 | +2.8% | 2.10% | +15.8% |
| PFE | Buy | PFIZER INC | $2,761,000 | +2.2% | 75,011 | +1.9% | 2.09% | -11.1% |
| BIIB | Buy | BIOGEN INC | $2,660,000 | -10.4% | 10,865 | +3.8% | 2.02% | -22.1% |
| XOM | Buy | EXXON MOBIL CORP | $2,587,000 | +22.5% | 62,761 | +2.0% | 1.96% | +6.6% |
| CSCO | Buy | CISCO SYS INC | $1,436,000 | +35.6% | 32,100 | +19.3% | 1.09% | +18.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $1,413,000 | 0.0% | 38,400 | +2.3% | 1.07% | -13.0% |
| C | Buy | CITIGROUP INC | $1,367,000 | +46.2% | 22,180 | +2.3% | 1.04% | +27.2% |
| DOW | New | DOW INC | $965,000 | – | 17,389 | +100.0% | 0.73% | – |
| GILD | New | GILEAD SCIENCES INC | $816,000 | – | 14,000 | +100.0% | 0.62% | – |
| KHC | Buy | KRAFT HEINZ CO | $490,000 | +19.8% | 14,150 | +3.7% | 0.37% | +4.2% |
| WBT | New | WELBILT INC | $427,000 | – | 32,350 | +100.0% | 0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
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.