$144 Million is the total value of GUARDIAN INVESTMENT MANAGEMENT's 54 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 17.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAC | Sell | BK OF AMERICA CORP | $3,927,000 | +2.4% | 88,279 | -2.3% | 2.73% | -3.6% |
| DE | Sell | DEERE & CO | $3,479,000 | -12.5% | 10,000 | -16.0% | 2.42% | -17.6% |
| PG | Sell | PROCTER AND GAMBLE CO | $3,183,000 | +15.2% | 19,462 | -1.5% | 2.21% | +8.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $2,989,000 | -11.6% | 10,000 | -17.4% | 2.08% | -16.8% |
| T | Sell | AT&T INC | $2,638,000 | -13.2% | 107,263 | -4.7% | 1.83% | -18.3% |
| CVX | Sell | CHEVRON CORP NEW | $2,568,000 | +11.1% | 21,884 | -4.0% | 1.78% | +4.6% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $2,540,000 | +3.6% | 40,750 | -1.7% | 1.77% | -2.4% |
| PEP | Sell | PEPSICO INC | $2,263,000 | +15.5% | 13,030 | -0.1% | 1.57% | +8.8% |
| XOM | Sell | EXXON MOBIL CORP | $2,088,000 | +3.9% | 34,124 | -0.1% | 1.45% | -2.1% |
| DUK | Sell | DUKE ENERGY CORP NEW | $1,557,000 | +5.3% | 14,849 | -2.0% | 1.08% | -0.7% |
| EMR | Sell | EMERSON ELEC CO | $1,554,000 | -8.9% | 16,717 | -2.3% | 1.08% | -14.1% |
| MP | Sell | MP MATERIALS CORP | $1,146,000 | +32.9% | 25,250 | -5.6% | 0.80% | +25.3% |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $424,000 | +11.6% | 19,900 | -0.5% | 0.30% | +5.4% |
| MO | Sell | ALTRIA GROUP INC | $353,000 | -51.5% | 15,000 | -1.8% | 0.24% | -54.4% |
| FEYE | Exit | FIREEYE INC | $0 | – | -29,500 | -100.0% | -0.39% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -11,500 | -100.0% | -0.72% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -12,958 | -100.0% | -0.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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.