GUARDIAN INVESTMENT MANAGEMENT Diversified Active

CIK: 0001365474 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 16, 2015

Total Value ($000): $90,136 (100.0% shares, 0.0% debt)

Holdings (54)

GENERAL ELECTRIC CO 5.4%
Value ($000) $4,905 Shares 179,319 Est. Cost $24.80 Unrealized
T AT&T INC 5.2%
Value ($000) $4,721 Shares 147,000 Est. Cost $11.67 Unrealized +5.1%
AAPL APPLE INC 5.0%
Value ($000) $4,475 Shares 35,000 Est. Cost $25.34 Unrealized +3.7%
CVX CHEVRON CORP NEW 4.9%
Value ($000) $4,459 Shares 50,438 Est. Cost $71.30 Unrealized -24.5%
INTC INTEL CORP 4.3%
Value ($000) $3,883 Shares 119,637 Est. Cost $17.96 Unrealized +26.0%
XOM EXXON MOBIL CORP 3.9%
Value ($000) $3,542 Shares 47,833 Est. Cost $53.87 Unrealized -8.9%
JNJ JOHNSON & JOHNSON 3.8%
Value ($000) $3,447 Shares 37,000 Est. Cost $63.49 Unrealized +14.2%
BMY BRISTOL MYERS SQUIBB CO 3.2%
Value ($000) $2,927 Shares 44,223 Est. Cost $28.99 Unrealized +53.6%
MMM 3M CO 3.1%
Value ($000) $2,835 Shares 20,000 Est. Cost $61.43 Unrealized +42.5%
AMGN AMGEN INC 2.9%
Value ($000) $2,606 Shares 16,600 Est. Cost $73.34 Unrealized +58.5%
AXP AMERICAN EXPRESS CO 2.9%
Value ($000) $2,603 Shares 35,229 Est. Cost $62.24 Unrealized +6.4%
PG PROCTER & GAMBLE CO 2.8%
Value ($000) $2,568 Shares 35,689 Est. Cost $55.98 Unrealized +0.6%
WFC WELLS FARGO & CO NEW 2.8%
Value ($000) $2,568 Shares 50,000 Est. Cost $30.91 Unrealized +32.9%
BAC BANK AMER CORP 2.8%
Value ($000) $2,495 Shares 145,750 Est. Cost $13.45 Unrealized 0.0%
PFE PFIZER INC 2.4%
Value ($000) $2,138 Shares 67,152 Est. Cost $16.54 Unrealized +24.6%
BA BOEING CO 2.0%
Value ($000) $1,780 Shares 13,632 Est. Cost $81.41 Unrealized +51.5%
V VISA INC 1.9%
Value ($000) $1,718 Shares 40,000 Est. Cost $47.70 Unrealized +39.2%
CAT CATERPILLAR INC DEL 1.8%
Value ($000) $1,665 Shares 19,269 Est. Cost $61.73 Unrealized -4.2%
CAG CONAGRA FOODS INC 1.8%
Value ($000) $1,589 Shares 38,850 Est. Cost $17.65 Unrealized +32.7%
DUK DUKE ENERGY CORP NEW 1.7%
Value ($000) $1,497 Shares 21,197 Est. Cost $47.18 Unrealized 0.0%
E M C CORP MASS 1.6%
Value ($000) $1,452 Shares 60,000 Est. Cost $24.96 Unrealized
MSFT MICROSOFT CORP 1.6%
Value ($000) $1,442 Shares 27,550 Est. Cost $27.74 Unrealized +40.3%
ABBNY ABB LTD 1.6%
Value ($000) $1,407 Shares 26,647 Est. Cost $46.17 Unrealized
HD HOME DEPOT INC 1.5%
Value ($000) $1,375 Shares 11,750 Est. Cost $85.48 Unrealized +5.8%
BK BANK NEW YORK MELLON CORP 1.5%
Value ($000) $1,372 Shares 34,850 Est. Cost $25.34 Unrealized +26.2%
PEP PEPSICO INC 1.5%
Value ($000) $1,362 Shares 14,521 Est. Cost $56.04 Unrealized +24.0%
ABBV ABBVIE INC 1.4%
Value ($000) $1,296 Shares 23,516 Est. Cost $29.71 Unrealized +43.1%
DOW CHEM CO 1.4%
Value ($000) $1,272 Shares 30,000 Est. Cost $51.37 Unrealized
CSCO CISCO SYS INC 1.3%
Value ($000) $1,196 Shares 46,500 Est. Cost $15.33 Unrealized +27.7%
KMB KIMBERLY CLARK CORP 1.3%
Value ($000) $1,185 Shares 10,900 Est. Cost $77.39 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $1,167 Shares 19,000 Est. Cost $49.14 Unrealized +1.0%
POTASH CORP SASK INC 1.3%
Value ($000) $1,165 Shares 46,436 Est. Cost $34.19 Unrealized
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $1,142 Shares 14,000 Est. Cost $49.85 Unrealized +37.1%
MDLZ MONDELEZ INTL INC 1.2%
Value ($000) $1,116 Shares 26,450 Est. Cost $24.86 Unrealized +36.9%
DU PONT E I DE NEMOURS & CO 1.2%
Value ($000) $1,092 Shares 22,600 Est. Cost $54.85 Unrealized
ABT ABBOTT LABS 1.2%
Value ($000) $1,082 Shares 26,566 Est. Cost $28.72 Unrealized +35.1%
COST COSTCO WHSL CORP NEW 1.1%
Value ($000) $1,031 Shares 7,138 Est. Cost $119.60 Unrealized 0.0%
EL LAUDER ESTEE COS INC 1.1%
Value ($000) $1,028 Shares 12,700 Est. Cost $58.22 Unrealized +26.0%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $1,006 Shares 14,875 Est. Cost $61.87 Unrealized -4.8%
KHC KRAFT HEINZ CO 1.0%
Value ($000) $926 Shares 13,000 Est. Cost $47.82 Unrealized 0.0%
KO COCA COLA CO 1.0%
Value ($000) $892 Shares 22,165 Est. Cost $29.96 Unrealized -3.8%
TRN TRINITY INDS INC 0.9%
Value ($000) $841 Shares 37,600 Est. Cost $15.16 Unrealized -9.7%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.9%
Value ($000) $840 Shares 14,365 Est. Cost $57.50 Unrealized
COP CONOCOPHILLIPS 0.9%
Value ($000) $791 Shares 16,412 Est. Cost $40.61 Unrealized -9.4%
TXN TEXAS INSTRS INC 0.8%
Value ($000) $730 Shares 15,000 Est. Cost $41.25 Unrealized -11.0%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $637 Shares 10,000 Est. Cost $44.61 Unrealized +15.0%
CSX CSX CORP 0.6%
Value ($000) $572 Shares 21,195 Est. Cost $6.76 Unrealized +23.8%
WY WEYERHAEUSER CO 0.5%
Value ($000) $439 Shares 17,000 Est. Cost $19.06 Unrealized +2.8%
FCX FREEPORT-MCMORAN INC 0.4%
Value ($000) $364 Shares 37,000 Est. Cost $25.56 Unrealized -57.7%
DE DEERE & CO 0.4%
Value ($000) $350 Shares 4,800 Est. Cost $73.36 Unrealized 0.0%
F FORD MTR CO DEL 0.4%
Value ($000) $342 Shares 25,075 Est. Cost $8.43 Unrealized -3.4%
PEOPLES UNITED FINANCIAL INC 0.4%
Value ($000) $340 Shares 21,836 Est. Cost $15.19 Unrealized
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $315 Shares 16,250 Est. Cost $10.43 Unrealized -32.3%
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $148 Shares 20,550 Est. Cost $21.09 Unrealized