Robert M.Tomasello
Latest statistics and disclosures from Guardian Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, INTC, AMGN, and represent 34.34% of Guardian Investment Management's stock portfolio.
- Added to shares of these 10 stocks: WMT, QS, AMZN, DE, ADP, MDLZ, V, INTC, RTX, MSFT.
- Started 2 new stock positions in AMZN, ADP.
- Reduced shares in these 10 stocks: AAPL, , PFE, CMCSA, BMY, JPM, NVDA, ABBV, ITW, TRN.
- Sold out of its positions in BK, HTBK, TRN, UNH.
- Guardian Investment Management was a net buyer of stock by $1.1M.
- Guardian Investment Management has $124M in assets under management (AUM), dropping by 4.75%.
- Central Index Key (CIK): 0001365474
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Portfolio Holdings for Guardian Investment Management
Guardian Investment Management holds 54 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.0 | $17M | -13% | 101k | 171.48 |
|
| NVIDIA Corporation (NVDA) | 7.7 | $9.6M | -4% | 11k | 903.56 |
|
| Microsoft Corporation (MSFT) | 5.1 | $6.3M | +6% | 15k | 420.72 |
|
| Intel Corporation (INTC) | 4.1 | $5.1M | +10% | 115k | 44.17 |
|
| Amgen (AMGN) | 3.5 | $4.3M | 15k | 292.29 |
|
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $4.0M | -10% | 20k | 200.30 |
|
| Wal-Mart Stores (WMT) | 3.1 | $3.9M | +201% | 64k | 60.17 |
|
| Costco Wholesale Corporation (COST) | 3.1 | $3.8M | -3% | 5.2k | 732.63 |
|
| Johnson & Johnson (JNJ) | 3.0 | $3.7M | 23k | 158.19 |
|
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| Abbvie (ABBV) | 3.0 | $3.7M | -8% | 20k | 182.10 |
|
| Chevron Corporation (CVX) | 2.7 | $3.3M | -2% | 21k | 157.74 |
|
| Bank of America Corporation (BAC) | 2.6 | $3.2M | +6% | 86k | 37.92 |
|
| Procter & Gamble Company (PG) | 2.4 | $3.0M | 18k | 162.27 |
|
|
| Quantumscape Corp Com Cl A (QS) | 2.4 | $2.9M | +204% | 19k | 152.26 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $2.9M | 6.8k | 420.52 |
|
|
| Illinois Tool Works (ITW) | 1.9 | $2.3M | -12% | 8.6k | 268.33 |
|
| General Electric Com New (GE) | 1.8 | $2.3M | +10% | 13k | 175.53 |
|
| Biogen Idec (BIIB) | 1.8 | $2.2M | 10k | 215.63 |
|
|
| Comcast Corp Cl A (CMCSA) | 1.7 | $2.2M | -23% | 50k | 43.35 |
|
| Merck & Co (MRK) | 1.7 | $2.1M | -8% | 16k | 131.95 |
|
| Caterpillar (CAT) | 1.6 | $1.9M | 5.3k | 366.43 |
|
|
| Boeing Company (BA) | 1.4 | $1.8M | +6% | 9.2k | 191.54 |
|
| Pepsi (PEP) | 1.4 | $1.8M | 10k | 175.01 |
|
|
| Deere & Company (DE) | 1.4 | $1.7M | +159% | 4.2k | 410.74 |
|
| Visa Com Cl A (V) | 1.3 | $1.7M | +76% | 39k | 41.96 |
|
| CSX Corporation (CSX) | 1.3 | $1.6M | 44k | 37.07 |
|
|
| Exxon Mobil Corporation (XOM) | 1.3 | $1.6M | -4% | 14k | 116.24 |
|
| Texas Instruments Incorporated (TXN) | 1.1 | $1.4M | 8.2k | 174.21 |
|
|
| Abbott Laboratories (ABT) | 1.1 | $1.4M | -2% | 12k | 113.66 |
|
| Cisco Systems (CSCO) | 1.1 | $1.4M | -3% | 27k | 49.91 |
|
| Kkr & Co (KKR) | 1.1 | $1.4M | 14k | 100.56 |
|
|
| 3M Company (MMM) | 1.1 | $1.3M | 12k | 106.07 |
|
|
| Amazon (AMZN) | 1.0 | $1.2M | NEW | 6.9k | 180.38 |
|
| Target Corporation (TGT) | 0.9 | $1.1M | 6.1k | 177.21 |
|
|
| Citigroup Com New (C) | 0.8 | $1.0M | -8% | 16k | 63.24 |
|
| Southern Company (SO) | 0.8 | $998k | -3% | 14k | 71.74 |
|
| American Express Company (AXP) | 0.8 | $994k | -5% | 4.4k | 227.69 |
|
| At&t (T) | 0.8 | $968k | -7% | 55k | 17.60 |
|
| Home Depot (HD) | 0.8 | $965k | +2% | 2.5k | 383.60 |
|
| Mondelez Intl Cl A (MDLZ) | 0.7 | $879k | +900% | 13k | 70.00 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $855k | +96% | 8.8k | 97.53 |
|
| Automatic Data Processing (ADP) | 0.6 | $799k | NEW | 3.2k | 249.74 |
|
| Pfizer (PFE) | 0.6 | $769k | -47% | 28k | 27.75 |
|
| Bristol Myers Squibb (BMY) | 0.6 | $766k | -43% | 14k | 54.23 |
|
| Emerson Electric (EMR) | 0.6 | $754k | 6.7k | 113.42 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.6 | $740k | 4.8k | 154.15 |
|
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| Qualcomm (QCOM) | 0.5 | $684k | 4.0k | 169.30 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.5 | $607k | +31% | 44k | 13.73 |
|
| International Business Machines (IBM) | 0.5 | $587k | 3.1k | 190.96 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.4 | $558k | +46% | 64k | 8.73 |
|
| Norfolk Southern (NSC) | 0.4 | $529k | -4% | 2.1k | 254.87 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $527k | -4% | 5.4k | 96.71 |
|
| Gilead Sciences (GILD) | 0.3 | $432k | 5.9k | 73.25 |
|
|
| Walt Disney Company (DIS) | 0.3 | $398k | -17% | 3.3k | 122.36 |
|
Past Filings by Guardian Investment Management
SEC 13F filings are viewable for Guardian Investment Management going back to 2011
- Guardian Investment Management 2024 Q1 filed April 26, 2024
- Guardian Investment Management 2023 Q4 filed Jan. 31, 2024
- Guardian Investment Management 2023 Q3 filed Oct. 13, 2023
- Guardian Investment Management 2023 Q2 filed July 17, 2023
- Guardian Investment Management 2023 Q1 filed May 8, 2023
- Guardian Investment Management 2022 Q4 filed Jan. 13, 2023
- Guardian Investment Management 2022 Q3 filed Oct. 12, 2022
- Guardian Investment Management 2022 Q2 filed July 19, 2022
- Guardian Investment Management 2022 Q1 filed April 22, 2022
- Guardian Investment Management 2021 Q4 filed Jan. 19, 2022
- Guardian Investment Management 2021 Q3 filed Oct. 13, 2021
- Guardian Investment Management 2021 Q2 filed July 14, 2021
- Guardian Investment Management 2021 Q1 filed April 14, 2021
- Guardian Investment Management 2020 Q4 filed Jan. 19, 2021
- Guardian Investment Management 2020 Q3 filed Oct. 13, 2020
- Guardian Investment Management 2020 Q2 filed July 13, 2020