Fund HoldingsGUARDIAN INVESTMENT MANAGEMENT

Total Portfolio Value
$110.04M
Total Bought
$2.43M
Total Sold
$7.98M
Net Transaction
-$5.55M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AMGEN INC(AMGN)15,96416,127+1633,5444,3343.94%+790
ABBVIE INC(ABBV)22,79422,821+273,0713,4023.09%+331
CISCO SYS INC(CSCO)25,20029,200+4,0001,3041,5701.43%+266
CHEVRON CORP NEW(CVX)21,96221,96203,4563,7033.37%+248
INTEL CORP(INTC)106,109106,359+2503,5483,7813.44%+233
COMCAST CORP NEW(CCZ)65,11265,11202,7052,8872.62%+182
CATERPILLAR INC(CAT)5,9875,98701,4731,6341.49%+161
EXXON MOBIL CORP14,89314,89301,5971,7511.59%+154
COSTCO WHSL CORP NEW(COST)5,4205,42002,9183,0622.78%+144
NVIDIA CORPORATION(NVDA)11,19111,19104,7344,8684.42%+134
KKR & CO INC(KKR)13,50013,50007568320.76%+76
BERKSHIRE HATHAWAY INC DEL7,1637,186+232,4432,5172.29%+75
AUTOMATIC DATA PROCESSING IN3,4003,40007478180.74%+71
WALMART INC(WMT)21,31521,31503,3503,4093.10%+59
EMERSON ELEC CO(EMR)6,6506,65006016410.58%+40
INTERNATIONAL BUSINESS MACHS(IBM)3,0753,07504114310.39%+20
JPMORGAN CHASE & CO(JPM)22,46822,46803,2683,2582.96%-9
HOME DEPOT INC(HD)2,4652,46507657450.68%-20
AMAZON COM INC(AMZN)7,2007,20009399150.83%-23
DISNEY WALT CO(DIS)3,8503,900+503443160.29%-28
QUALCOMM INC(QCOM)4,0404,04004814490.41%-32
DEERE & CO(DE)1,6001,630+306486150.56%-33
GILEAD SCIENCES INC(GILD)7,5507,55005825470.50%-35
GENERAL ELECTRIC CO(GE)12,39211,942-4501,3611,3201.20%-41
MONDELEZ INTL INC(MDLZ)12,55012,55009158710.79%-44
AT&T INC(T)60,66361,163+5009689190.83%-49
WARNER BROS DISCOVERY INC(WBD)37,32138,146+8254684140.38%-54
NORFOLK SOUTHN CORP(NSC)2,2252,22505054380.40%-66
GOODYEAR TIRE & RUBR CO(GT)36,70034,200-2,5005024250.39%-77
SOUTHERN CO(SO)14,91014,91001,0479650.88%-82
BANK AMERICA CORP85,97986,979+1,0002,4672,3812.16%-85
DUKE ENERGY CORP NEW(DUK)5,6995,69905995030.46%-96
PROCTER AND GAMBLE CO(PG)18,33518,33502,7822,6772.43%-105
CITIGROUP INC(C)18,43017,995-4358497380.67%-110
TARGET CORP(TGT)6,1006,200+1008056860.62%-119
CSX CORP(CSX)46,15046,15001,5741,4191.29%-155
PEPSICO INC(PEP)10,43010,460+301,9321,7721.61%-160
ABBOTT LABS13,00012,950-501,4171,2541.14%-163
BOEING CO(BA)8,6778,67701,8321,6631.51%-169
TEXAS INSTRS INC(TXN)8,2008,20001,4761,3041.18%-172
ILLINOIS TOOL WKS INC(ITW)10,63610,63602,6612,4502.23%-211
BRISTOL-MYERS SQUIBB CO(BMY)35,66835,868+2002,2942,0821.89%-212
VISA INC(V)28,36324,713-3,6501,0558010.73%-254
LAUDER ESTEE COS INC(EL)4,9504,95009727160.65%-257
PFIZER INC(PFE)60,90559,405-1,5002,2341,9701.79%-264
MERCK & CO INC(MRK)18,40018,000-4002,1231,8531.68%-270
BIOGEN INC(BIIB)10,06510,06502,8672,5872.35%-280
JOHNSON & JOHNSON(JNJ)25,48525,206-2794,2183,9263.57%-292
RTX CORPORATION(RTX)8,9604,510-4,4506923250.29%-368
3M CO(MMM)16,73012,630-4,1001,6751,1821.07%-492
QUANTUMSCAPE CORP(QS)11,7706,510-5,2601,4178580.78%-559
MICROSOFT CORP(MSFT)16,18515,300-8855,5124,8314.39%-681
AMERICAN EXPRESS CO(AXP)4,6920-4,6928170-817
UNITED PARCEL SERVICE INC(UPS)5,0050-5,0058970-897
APPLE INC(AAPL)118,142118,092-5022,91620,21918.37%-2,697
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