Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001365474

GUARDIAN INVESTMENT MANAGEMENT

TIBURON, CA · File #028-12111

Latest AUM
$128.3M
Positions
56
Top-10 Concentration
59.1%
Filings
12

Sector Allocation

Technology
23.0%$29.6M
Financials
12.1%$15.5M
Healthcare
10.7%$13.7M
Industrials
7.0%$9.1M
Energy
3.8%$4.9M
Materials
0.2%$290,490

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL78,848$21.4M16.98%
2BLACKSTONE INCBX79,429$12.2M9.70%
3DANAHER CORPORATION23585110263,822$11.9M9.43%
4AMGEN INCAMGN16,065$5.3M4.17%
5MICROSOFT CORPMSFT9,944$4.8M3.81%
6COSTCO WHSL CORP NEW22160K1054,887$4.2M3.34%
7WALMART INCWMT35,625$4.0M3.14%
8BANK AMERICA CORP06050510470,559$3.9M3.07%
9JOHNSON & JOHNSONJNJ16,825$3.5M2.76%
10GE AEROSPACE36960430111,155$3.4M2.72%
11CHEVRON CORP NEWCVX21,478$3.3M2.59%
12ABBVIE INCABBV14,145$3.2M2.56%
13CATERPILLAR INCCAT4,800$2.7M2.18%
14JPMORGAN CHASE & CO.VYLD8,234$2.7M2.10%
15BOEING COBA-PA9,050$2.0M1.56%
16CSX CORPCSX51,509$1.9M1.48%
17AMAZON COM INCAMZN7,808$1.8M1.43%
18PROCTER AND GAMBLE CO74271810912,385$1.8M1.41%
19GE VERNOVA INCGEV2,653$1.7M1.37%
20AMERICAN EXPRESS COAXP4,492$1.7M1.32%