Guardian Investment Management has filed its 13F-HR report for the third quarter of 2026, revealing a total portfolio value of $156.86 million as of September 30. This filing is significant as it provides insights into the firm’s investment strategies and positions in various sectors, which may influence market perceptions and competitor strategies.

Guardian Investment Management, based in Tiburon, California, operates under the Central Index Key (CIK) number 0001365474. The firm is categorized as an investment manager and is not publicly traded. Recent filings include a series of 13F-HR submissions, with this latest report dated October 23, 2026.

The filing highlights a total of 60 positions held by Guardian, showcasing a diverse investment approach across multiple sectors. Notable holdings include:

  • Apple Inc, valued at approximately $25.34 million with 76,102 shares.
  • Amazon.com Inc, valued at about $26.32 million with 10,564 shares.
  • Alphabet Inc, valued at around $1.51 million with 4,402 shares.
  • Microsoft Corp, valued at approximately $4.96 million with 9,665 shares.
  • Johnson & Johnson, valued at about $1.83 million with 6,910 shares.

These figures indicate Guardian's strategic positioning in technology and healthcare sectors, which are currently pivotal in the market landscape. The firm’s investment discretion is noted as “sole” for all positions, indicating a focused management strategy.

The filing also mentions that there are no other included managers, which suggests that Guardian is operating independently in managing its investment portfolio. This independence may allow for more agile decision-making in response to market changes.

As the investment management industry continues to evolve, Guardian’s latest filing serves as a benchmark for assessing its performance and strategies. Competitors may analyze this data to refine their own investment approaches, especially in sectors where Guardian has established significant holdings.

Looking ahead, it remains to be seen how Guardian Investment Management will adjust its strategies in response to market trends and economic conditions. The filing does not specify any upcoming actions or changes, leaving the market curious about the firm’s next moves.