GUARDIAN INVESTMENT MANAGEMENT Diversified Active

Location: Tiburon, CA

CIK: 0001365474 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 16, 2019

Total Value: $115M (100.0% shares, 0.0% debt)

Holdings (56)

AAPL APPLE INC 5.7%
Value $6.563M Shares 33,163 Est. Cost $27.74 Unrealized +68.1%
CMCSA COMCAST CORP NEW 4.9%
Value $5.622M Shares 132,972 Est. Cost $30.45 Unrealized +16.7%
INTC INTEL CORP 4.8%
Value $5.566M Shares 116,279 Est. Cost $21.78 Unrealized +97.8%
T AT&T INC 4.8%
Value $5.552M Shares 165,677 Est. Cost $12.72 Unrealized +18.6%
BAC BANK AMER CORP 4.8%
Value $5.51M Shares 190,000 Est. Cost $18.54 Unrealized +32.1%
JNJ JOHNSON & JOHNSON 3.6%
Value $4.142M Shares 29,743 Est. Cost $68.59 Unrealized +67.3%
BA BOEING CO 3.5%
Value $4.041M Shares 11,101 Est. Cost $191.10 Unrealized +86.9%
CVX CHEVRON CORP NEW 3.5%
Value $3.983M Shares 32,011 Est. Cost $71.84 Unrealized +25.6%
MSFT MICROSOFT CORP 3.1%
Value $3.615M Shares 26,985 Est. Cost $48.72 Unrealized +145.3%
XOM EXXON MOBIL CORP 3.1%
Value $3.527M Shares 46,030 Est. Cost $54.58 Unrealized +4.2%
AMGN AMGEN INC 2.9%
Value $3.338M Shares 18,113 Est. Cost $91.11 Unrealized +60.5%
BIIB BIOGEN INC 2.3%
Value $2.588M Shares 11,065 Est. Cost $282.62 Unrealized -18.3%
PG PROCTER AND GAMBLE CO 2.3%
Value $2.587M Shares 23,592 Est. Cost $56.69 Unrealized +59.6%
PFE PFIZER INC 2.2%
Value $2.571M Shares 59,355 Est. Cost $17.87 Unrealized +63.6%
JPM JPMORGAN CHASE & CO 2.2%
Value $2.553M Shares 22,834 Est. Cost $60.89 Unrealized +51.1%
MMM 3M CO 2.2%
Value $2.509M Shares 14,477 Est. Cost $68.65 Unrealized +75.7%
V VISA INC 2.1%
Value $2.414M Shares 42,262 Est. Cost $73.41 Unrealized +113.0%
ABBV ABBVIE INC 2.0%
Value $2.263M Shares 31,116 Est. Cost $35.72 Unrealized +66.2%
ITW ILLINOIS TOOL WKS INC 1.8%
Value $2.091M Shares 13,868 Est. Cost $88.07 Unrealized +46.0%
C CITIGROUP INC 1.8%
Value $2.062M Shares 29,450 Est. Cost $49.36 Unrealized +7.2%
CSX CSX CORP 1.7%
Value $1.974M Shares 24,230 Est. Cost $11.38 Unrealized +107.0%
DE DEERE & CO 1.7%
Value $1.972M Shares 11,900 Est. Cost $144.41 Unrealized -2.1%
BMY BRISTOL MYERS SQUIBB CO 1.7%
Value $1.939M Shares 42,754 Est. Cost $32.37 Unrealized +11.6%
PEP PEPSICO INC 1.7%
Value $1.898M Shares 14,473 Est. Cost $82.04 Unrealized +27.7%
GENERAL ELECTRIC CO 1.5%
Value $1.754M Shares 167,020 Est. Cost $20.33 Unrealized
CSCO CISCO SYS INC 1.5%
Value $1.732M Shares 31,650 Est. Cost $19.09 Unrealized +136.7%
PYPL PAYPAL HLDGS INC 1.5%
Value $1.707M Shares 14,914 Est. Cost $85.28 Unrealized +29.7%
EMR EMERSON ELEC CO 1.4%
Value $1.627M Shares 24,384 Est. Cost $58.29 Unrealized -1.4%
DUK DUKE ENERGY CORP NEW 1.3%
Value $1.551M Shares 17,582 Est. Cost $48.94 Unrealized +38.5%
BK BANK NEW YORK MELLON CORP 1.3%
Value $1.47M Shares 33,286 Est. Cost $29.79 Unrealized +30.2%
CAT CATERPILLAR INC DEL 1.3%
Value $1.441M Shares 10,574 Est. Cost $73.29 Unrealized +56.5%
WMT WALMART INC 1.2%
Value $1.401M Shares 12,679 Est. Cost $29.24 Unrealized +7.1%
ABT ABBOTT LABS 1.1%
Value $1.311M Shares 15,591 Est. Cost $37.59 Unrealized +86.8%
GLAXOSMITHKLINE PLC 1.1%
Value $1.309M Shares 32,700 Est. Cost $40.20 Unrealized
MDLZ MONDELEZ INTL INC 1.1%
Value $1.283M Shares 23,800 Est. Cost $28.20 Unrealized +56.4%
WFC WELLS FARGO CO NEW 1.1%
Value $1.247M Shares 26,351 Est. Cost $38.07 Unrealized +2.7%
TXN TEXAS INSTRS INC 1.1%
Value $1.237M Shares 10,782 Est. Cost $47.02 Unrealized +97.3%
CORTEVA INC 1.0%
Value $1.201M Shares 40,627 Est. Cost $29.56 Unrealized
TXT TEXTRON INC 1.0%
Value $1.143M Shares 21,550 Est. Cost $67.56 Unrealized -25.6%
FCX FREEPORT-MCMORAN INC 0.9%
Value $1.027M Shares 88,499 Est. Cost $15.37 Unrealized -30.1%
MRK MERCK & CO INC 0.9%
Value $993K Shares 11,850 Est. Cost $44.52 Unrealized +39.6%
QCOM QUALCOMM INC 0.8%
Value $965K Shares 12,690 Est. Cost $49.35 Unrealized +27.1%
VIACOM INC NEW 0.8%
Value $959K Shares 32,100 Est. Cost $25.68 Unrealized
AMAT APPLIED MATLS INC 0.8%
Value $939K Shares 20,900 Est. Cost $47.37 Unrealized -16.9%
MU MICRON TECHNOLOGY INC 0.7%
Value $845K Shares 21,900 Est. Cost $47.81 Unrealized -22.2%
CAG CONAGRA BRANDS INC 0.7%
Value $823K Shares 31,050 Est. Cost $20.11 Unrealized +10.4%
OXY OCCIDENTAL PETE CORP 0.7%
Value $805K Shares 16,015 Est. Cost $63.90 Unrealized -23.6%
ARCONIC INC 0.7%
Value $788K Shares 30,520 Est. Cost $17.36 Unrealized
COP CONOCOPHILLIPS 0.6%
Value $718K Shares 11,772 Est. Cost $39.39 Unrealized +25.0%
SLB SCHLUMBERGER LTD 0.6%
Value $674K Shares 16,950 Est. Cost $58.35 Unrealized -42.3%
FLR FLUOR CORP NEW 0.6%
Value $657K Shares 19,500 Est. Cost $50.25 Unrealized -35.5%
GIS GENERAL MLS INC 0.6%
Value $651K Shares 12,400 Est. Cost $35.78 Unrealized +15.2%
DISH NETWORK CORP 0.5%
Value $615K Shares 16,000 Est. Cost $24.94 Unrealized
KHC KRAFT HEINZ CO 0.4%
Value $510K Shares 16,433 Est. Cost $44.45 Unrealized -48.6%
TRN TRINITY INDS INC 0.3%
Value $390K Shares 18,800 Est. Cost $15.16 Unrealized +8.5%
WY WEYERHAEUSER CO 0.3%
Value $305K Shares 11,604 Est. Cost $18.83 Unrealized +4.6%