GUARDIAN INVESTMENT MANAGEMENT Diversified Active

CIK: 0001365474 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 12, 2016

Total Value ($000): $93,187 (100.0% shares, 0.0% debt)

Holdings (54)

GENERAL ELECTRIC CO 5.9%
Value ($000) $5,489 Shares 176,215 Est. Cost $24.80 Unrealized
T AT&T INC 5.4%
Value ($000) $5,073 Shares 147,535 Est. Cost $11.67 Unrealized +6.5%
CVX CHEVRON CORP NEW 4.7%
Value ($000) $4,419 Shares 49,113 Est. Cost $71.30 Unrealized -18.0%
INTC INTEL CORP 4.4%
Value ($000) $4,131 Shares 119,637 Est. Cost $17.96 Unrealized +48.3%
XOM EXXON MOBIL CORP 4.2%
Value ($000) $3,872 Shares 49,861 Est. Cost $53.77 Unrealized -4.4%
AAPL APPLE INC 4.0%
Value ($000) $3,754 Shares 35,667 Est. Cost $25.35 Unrealized +1.5%
JNJ JOHNSON & JOHNSON 4.0%
Value ($000) $3,718 Shares 36,200 Est. Cost $63.49 Unrealized +19.6%
MMM 3M CO 3.1%
Value ($000) $2,934 Shares 19,483 Est. Cost $61.43 Unrealized +49.9%
BMY BRISTOL MYERS SQUIBB CO 3.0%
Value ($000) $2,808 Shares 40,823 Est. Cost $28.99 Unrealized +61.1%
PG PROCTER & GAMBLE CO 2.9%
Value ($000) $2,723 Shares 34,296 Est. Cost $55.98 Unrealized +3.5%
WFC WELLS FARGO & CO NEW 2.9%
Value ($000) $2,718 Shares 50,000 Est. Cost $30.91 Unrealized +32.1%
AMGN AMGEN INC 2.9%
Value ($000) $2,695 Shares 16,607 Est. Cost $73.34 Unrealized +58.8%
AXP AMERICAN EXPRESS CO 2.6%
Value ($000) $2,450 Shares 35,230 Est. Cost $62.24 Unrealized +1.0%
BAC BANK AMER CORP 2.6%
Value ($000) $2,427 Shares 144,255 Est. Cost $13.45 Unrealized +0.8%
PFE PFIZER INC 2.3%
Value ($000) $2,104 Shares 65,157 Est. Cost $16.54 Unrealized +23.2%
BA BOEING CO 2.1%
Value ($000) $1,971 Shares 13,635 Est. Cost $81.41 Unrealized +58.3%
V VISA INC 2.0%
Value ($000) $1,839 Shares 39,786 Est. Cost $47.70 Unrealized +51.3%
CAG CONAGRA FOODS INC 1.7%
Value ($000) $1,613 Shares 38,250 Est. Cost $17.65 Unrealized +27.1%
DOW CHEM CO 1.7%
Value ($000) $1,544 Shares 30,000 Est. Cost $51.37 Unrealized
DUK DUKE ENERGY CORP NEW 1.6%
Value ($000) $1,513 Shares 21,197 Est. Cost $47.18 Unrealized -1.7%
ABBNY ABB LTD 1.6%
Value ($000) $1,503 Shares 30,067 Est. Cost $46.61 Unrealized
E M C CORP MASS 1.6%
Value ($000) $1,500 Shares 58,429 Est. Cost $24.96 Unrealized
PEP PEPSICO INC 1.6%
Value ($000) $1,450 Shares 14,521 Est. Cost $56.04 Unrealized +31.1%
MSFT MICROSOFT CORP 1.5%
Value ($000) $1,442 Shares 26,850 Est. Cost $27.74 Unrealized +65.6%
BK BANK NEW YORK MELLON CORP 1.5%
Value ($000) $1,436 Shares 34,850 Est. Cost $25.34 Unrealized +28.1%
ABBV ABBVIE INC 1.5%
Value ($000) $1,435 Shares 24,216 Est. Cost $29.94 Unrealized +26.8%
DU PONT E I DE NEMOURS & CO 1.4%
Value ($000) $1,325 Shares 19,900 Est. Cost $54.85 Unrealized
KMB KIMBERLY CLARK CORP 1.4%
Value ($000) $1,323 Shares 10,400 Est. Cost $77.39 Unrealized +9.8%
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $1,321 Shares 19,429 Est. Cost $61.73 Unrealized -11.6%
ITW ILLINOIS TOOL WKS INC 1.4%
Value ($000) $1,297 Shares 1,400 Est. Cost $49.85 Unrealized +43.2%
CSCO CISCO SYS INC 1.4%
Value ($000) $1,262 Shares 46,500 Est. Cost $15.33 Unrealized +31.5%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $1,254 Shares 19,000 Est. Cost $49.14 Unrealized +1.1%
MDLZ MONDELEZ INTL INC 1.3%
Value ($000) $1,186 Shares 26,450 Est. Cost $24.86 Unrealized +42.7%
ABT ABBOTT LABS 1.3%
Value ($000) $1,171 Shares 26,066 Est. Cost $28.72 Unrealized +27.3%
COST COSTCO WHSL CORP NEW 1.2%
Value ($000) $1,145 Shares 7,089 Est. Cost $119.60 Unrealized +11.1%
EL LAUDER ESTEE COS INC 1.2%
Value ($000) $1,118 Shares 12,700 Est. Cost $58.22 Unrealized +28.5%
SLB SCHLUMBERGER LTD 1.1%
Value ($000) $1,058 Shares 15,175 Est. Cost $61.76 Unrealized -9.2%
TEVA TEVA PHARMACEUTICAL INDS LTD 1.0%
Value ($000) $942 Shares 14,365 Est. Cost $57.50 Unrealized
KHC KRAFT HEINZ CO 1.0%
Value ($000) $926 Shares 13,080 Est. Cost $47.82 Unrealized -1.6%
HD HOME DEPOT INC 1.0%
Value ($000) $906 Shares 6,850 Est. Cost $85.48 Unrealized +17.0%
KO COCA COLA CO 0.9%
Value ($000) $879 Shares 20,404 Est. Cost $29.96 Unrealized +3.0%
TRN TRINITY INDS INC 0.9%
Value ($000) $876 Shares 36,500 Est. Cost $15.16 Unrealized -11.3%
OXY OCCIDENTAL PETE CORP DEL 0.9%
Value ($000) $853 Shares 12,615 Est. Cost $53.45 Unrealized 0.0%
POTASH CORP SASK INC 0.9%
Value ($000) $852 Shares 49,730 Est. Cost $33.06 Unrealized
TXN TEXAS INSTRS INC 0.9%
Value ($000) $821 Shares 14,970 Est. Cost $41.25 Unrealized +2.5%
COP CONOCOPHILLIPS 0.8%
Value ($000) $758 Shares 16,225 Est. Cost $40.61 Unrealized -5.5%
CL COLGATE PALMOLIVE CO 0.7%
Value ($000) $666 Shares 10,000 Est. Cost $44.61 Unrealized +17.8%
WY WEYERHAEUSER CO 0.5%
Value ($000) $510 Shares 17,000 Est. Cost $19.06 Unrealized +6.8%
CSX CSX CORP 0.5%
Value ($000) $498 Shares 19,195 Est. Cost $6.76 Unrealized +15.3%
TOTAL S A 0.5%
Value ($000) $495 Shares 11,000 Est. Cost $45.00 Unrealized
F FORD MTR CO DEL 0.4%
Value ($000) $353 Shares 25,075 Est. Cost $8.43 Unrealized -1.1%
PEOPLES UNITED FINANCIAL INC 0.3%
Value ($000) $301 Shares 18,636 Est. Cost $15.19 Unrealized
CNQ CANADIAN NAT RES LTD 0.3%
Value ($000) $267 Shares 12,250 Est. Cost $10.43 Unrealized -30.7%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $263 Shares 38,865 Est. Cost $24.75 Unrealized -65.1%