GUARDIAN INVESTMENT MANAGEMENT Diversified Active

CIK: 0001365474 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Jan 15, 2020

Total Value ($000): $125,828 (100.0% shares, 0.0% debt)

Holdings (56)

AAPL APPLE INC 7.9%
Value ($000) $9,995 Shares 34,040 Est. Cost $28.32 Unrealized +119.0%
INTC INTEL CORP 5.4%
Value ($000) $6,845 Shares 114,379 Est. Cost $22.00 Unrealized +123.9%
T AT&T INC 5.3%
Value ($000) $6,671 Shares 170,707 Est. Cost $12.87 Unrealized +46.5%
BAC BANK AMER CORP 4.8%
Value ($000) $6,047 Shares 134,472 Est. Cost $18.64 Unrealized +49.1%
CMCSA COMCAST CORP NEW 4.8%
Value ($000) $6,047 Shares 134,472 Est. Cost $30.53 Unrealized +24.0%
JNJ JOHNSON & JOHNSON 3.4%
Value ($000) $4,298 Shares 29,468 Est. Cost $68.59 Unrealized +66.4%
MSFT MICROSOFT CORP 3.4%
Value ($000) $4,255 Shares 26,985 Est. Cost $48.72 Unrealized +185.8%
AMGN AMGEN INC 3.4%
Value ($000) $4,226 Shares 17,531 Est. Cost $91.11 Unrealized +100.5%
CVX CHEVRON CORP NEW 3.0%
Value ($000) $3,757 Shares 31,176 Est. Cost $71.84 Unrealized +24.8%
BA BOEING CO 2.9%
Value ($000) $3,618 Shares 11,109 Est. Cost $191.10 Unrealized +83.7%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $3,495 Shares 50,096 Est. Cost $54.41 Unrealized -4.3%
JPM JPMORGAN CHASE & CO 2.5%
Value ($000) $3,141 Shares 22,534 Est. Cost $65.55 Unrealized +65.8%
BIIB BIOGEN INC 2.4%
Value ($000) $3,016 Shares 10,165 Est. Cost $282.62 Unrealized -1.8%
PG PROCTER & GAMBLE CO 2.3%
Value ($000) $2,935 Shares 23,504 Est. Cost $56.69 Unrealized +85.6%
BMY BRISTOL MYERS SQUIBB CO 2.3%
Value ($000) $2,879 Shares 44,864 Est. Cost $32.70 Unrealized +38.2%
V VISA INC 2.2%
Value ($000) $2,806 Shares 45,709 Est. Cost $80.83 Unrealized +113.5%
ABBV ABBVIE INC 2.2%
Value ($000) $2,746 Shares 31,016 Est. Cost $35.72 Unrealized +80.9%
ITW ILLINOIS TOOL WKS INC 2.1%
Value ($000) $2,625 Shares 14,618 Est. Cost $90.23 Unrealized +62.1%
MMM 3M CO 2.0%
Value ($000) $2,554 Shares 14,477 Est. Cost $68.65 Unrealized +62.8%
PFE PFIZER INC 2.0%
Value ($000) $2,461 Shares 62,811 Est. Cost $18.32 Unrealized +45.8%
DE DEERE & CO 1.6%
Value ($000) $2,062 Shares 11,900 Est. Cost $144.41 Unrealized +9.4%
PEP PEPSICO INC 1.6%
Value ($000) $1,978 Shares 14,473 Est. Cost $112.78 Unrealized 0.0%
CSX CSX CORP 1.5%
Value ($000) $1,825 Shares 25,230 Est. Cost $11.78 Unrealized +84.9%
GENERAL ELECTRIC CO 1.4%
Value ($000) $1,764 Shares 158,070 Est. Cost $20.33 Unrealized
EMR EMERSON ELEC CO 1.4%
Value ($000) $1,745 Shares 22,884 Est. Cost $58.29 Unrealized +7.8%
C CITIGROUP INC 1.3%
Value ($000) $1,674 Shares 20,950 Est. Cost $49.36 Unrealized +20.0%
PYPL PAYPAL HLDGS INC 1.3%
Value ($000) $1,613 Shares 14,914 Est. Cost $85.28 Unrealized +21.9%
DUK DUKE ENERGY CORP NEW 1.3%
Value ($000) $1,603 Shares 17,582 Est. Cost $48.94 Unrealized +46.7%
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $1,549 Shares 10,491 Est. Cost $73.29 Unrealized +67.8%
GLAXOSMITHKLINE PLC 1.2%
Value ($000) $1,525 Shares 32,450 Est. Cost $40.20 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $1,511 Shares 11,277 Est. Cost $102.47 Unrealized -2.5%
WMT WALMART INC 1.2%
Value ($000) $1,506 Shares 12,679 Est. Cost $29.24 Unrealized +24.4%
WFC WELLS FARGO CO NEW 1.1%
Value ($000) $1,435 Shares 26,351 Est. Cost $38.07 Unrealized +17.4%
TXN TEXAS INSTRS INC 1.1%
Value ($000) $1,385 Shares 10,800 Est. Cost $47.02 Unrealized +120.6%
ABT ABBOTT LABS 1.1%
Value ($000) $1,354 Shares 15,591 Est. Cost $37.59 Unrealized +100.3%
CSCO CISCO SYS INC 1.1%
Value ($000) $1,338 Shares 27,900 Est. Cost $19.09 Unrealized +102.0%
MDLZ MONDELEZ INTL INC 1.0%
Value ($000) $1,255 Shares 22,800 Est. Cost $28.20 Unrealized +62.7%
MU MICRON TECHNOLOGY INC 1.0%
Value ($000) $1,204 Shares 22,400 Est. Cost $47.78 Unrealized -2.5%
FLR FLUOR CORP NEW 0.9%
Value ($000) $1,170 Shares 62,000 Est. Cost $31.77 Unrealized -43.6%
FCX FREEPORT-MCMORAN INC 0.9%
Value ($000) $1,121 Shares 85,499 Est. Cost $15.37 Unrealized -33.4%
CAG CONAGRA BRANDS INC 0.9%
Value ($000) $1,080 Shares 31,550 Est. Cost $20.15 Unrealized +11.5%
TXT TEXTRON INC 0.8%
Value ($000) $948 Shares 21,250 Est. Cost $45.95 Unrealized 0.0%
QCOM QUALCOMM INC 0.7%
Value ($000) $934 Shares 10,590 Est. Cost $49.35 Unrealized +47.6%
VIACOMCBS INC 0.7%
Value ($000) $868 Shares 20,705 Est. Cost $41.92 Unrealized
GIS GENERAL MLS INC 0.6%
Value ($000) $771 Shares 14,400 Est. Cost $36.84 Unrealized +16.2%
COP CONOCOPHILLIPS 0.6%
Value ($000) $766 Shares 11,772 Est. Cost $39.39 Unrealized +19.7%
BK BANK NEW YORK MELLON CORP 0.6%
Value ($000) $744 Shares 14,786 Est. Cost $29.79 Unrealized +34.0%
CORTEVA INC 0.6%
Value ($000) $742 Shares 25,090 Est. Cost $29.56 Unrealized
OXY OCCIDENTAL PETE CORP 0.5%
Value ($000) $680 Shares 16,517 Est. Cost $63.23 Unrealized -43.1%
GT GOODYEAR TIRE & RUBR CO 0.5%
Value ($000) $622 Shares 39,979 Est. Cost $13.32 Unrealized +17.4%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $607 Shares 15,100 Est. Cost $53.94 Unrealized -43.1%
GLW CORNING INC 0.5%
Value ($000) $567 Shares 19,500 Est. Cost $24.98 Unrealized -2.2%
KHC KRAFT HEINZ CO 0.4%
Value ($000) $473 Shares 14,733 Est. Cost $44.45 Unrealized -49.1%
WY WEYERHAEUSER CO 0.3%
Value ($000) $357 Shares 11,804 Est. Cost $18.90 Unrealized +22.2%
TRN TRINITY INDS INC 0.3%
Value ($000) $350 Shares 15,800 Est. Cost $15.16 Unrealized +5.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $285 Shares 13,900 Est. Cost $11.58 Unrealized +13.2%