Robert M.Tomasello
Latest statistics and disclosures from Guardian Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, BX, DHR, WMT, MSFT, and represent 45.70% of Guardian Investment Management's stock portfolio.
- Added to shares of these 9 stocks: BX (+$24M), QS, SLB, AMGN, GEV, GS, PARAA, AMZN, CVX.
- Started 5 new stock positions in PARAA, SLB, BX, GS, GEV.
- Reduced shares in these 10 stocks: DIS, AAPL, , PARA, BIIB, WMT, MSFT, ADP, CSCO, C.
- Sold out of its positions in DIS, TGT, PARA.
- Guardian Investment Management was a net buyer of stock by $23M.
- Guardian Investment Management has $140M in assets under management (AUM), dropping by 20.63%.
- Central Index Key (CIK): 0001365474
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Portfolio Holdings for Guardian Investment Management
Guardian Investment Management holds 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 17.1 | $24M | -2% | 96k | 250.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 17.1 | $24M | NEW | 139k | 172.42 |
|
| Danaher Corporation (DHR) | 4.1 | $5.8M | 43k | 134.29 |
|
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| Wal-Mart Stores (WMT) | 3.8 | $5.3M | -6% | 59k | 90.35 |
|
| Microsoft Corporation (MSFT) | 3.5 | $5.0M | -4% | 12k | 421.50 |
|
| Amgen (AMGN) | 3.4 | $4.8M | +29% | 18k | 260.65 |
|
| Costco Wholesale Corporation (COST) | 3.4 | $4.8M | 5.2k | 916.27 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $4.6M | -2% | 19k | 239.71 |
|
| Bank of America Corporation (BAC) | 2.3 | $3.3M | -2% | 74k | 43.95 |
|
| Abbvie (ABBV) | 2.3 | $3.2M | -2% | 18k | 177.70 |
|
| Chevron Corporation (CVX) | 2.2 | $3.0M | +3% | 21k | 144.84 |
|
| Procter & Gamble Company (PG) | 2.1 | $2.9M | -4% | 17k | 167.65 |
|
| Johnson & Johnson (JNJ) | 2.0 | $2.8M | -2% | 20k | 144.62 |
|
| Quantumscape Corp Com Cl A (QS) | 1.7 | $2.4M | +158% | 13k | 190.44 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $2.3M | 5.0k | 453.28 |
|
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| Illinois Tool Works (ITW) | 1.6 | $2.2M | 8.6k | 253.56 |
|
|
| Ge Aerospace Com New (GE) | 1.4 | $1.9M | 11k | 166.79 |
|
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| Kkr & Co (KKR) | 1.3 | $1.8M | 12k | 147.91 |
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| Caterpillar (CAT) | 1.3 | $1.8M | -5% | 5.0k | 362.76 |
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| Amazon (AMZN) | 1.2 | $1.7M | +6% | 7.6k | 219.39 |
|
| 3M Company (MMM) | 1.1 | $1.6M | 12k | 129.09 |
|
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| Pepsi (PEP) | 1.1 | $1.5M | 10k | 152.06 |
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| Merck & Co (MRK) | 1.1 | $1.5M | 15k | 99.48 |
|
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| Exxon Mobil Corporation (XOM) | 1.0 | $1.4M | -3% | 13k | 107.57 |
|
| CSX Corporation (CSX) | 1.0 | $1.4M | 43k | 33.56 |
|
|
| Boeing Company (BA) | 1.0 | $1.3M | 7.6k | 177.00 |
|
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| Comcast Corp Cl A (CMCSA) | 0.9 | $1.3M | 35k | 37.53 |
|
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| Cisco Systems (CSCO) | 0.9 | $1.3M | -10% | 22k | 59.20 |
|
| American Express Company (AXP) | 0.9 | $1.3M | 4.3k | 296.79 |
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| Intel Corporation (INTC) | 0.9 | $1.3M | -4% | 63k | 20.05 |
|
| Abbott Laboratories (ABT) | 0.9 | $1.2M | -5% | 11k | 113.11 |
|
| Schlumberger Com Stk (SLB) | 0.9 | $1.2M | NEW | 32k | 38.34 |
|
| Biogen Idec (BIIB) | 0.8 | $1.1M | -28% | 7.3k | 152.92 |
|
| At&t (T) | 0.8 | $1.1M | -8% | 46k | 22.77 |
|
| Texas Instruments Incorporated (TXN) | 0.7 | $975k | 5.2k | 187.51 |
|
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| Ge Vernova (GEV) | 0.7 | $918k | NEW | 2.8k | 328.93 |
|
| Citigroup Com New (C) | 0.6 | $907k | -14% | 13k | 70.39 |
|
| Home Depot (HD) | 0.6 | $907k | 2.3k | 388.99 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.6 | $898k | -2% | 85k | 10.57 |
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| Goldman Sachs (GS) | 0.6 | $803k | NEW | 1.4k | 572.62 |
|
| Emerson Electric (EMR) | 0.6 | $802k | -4% | 6.5k | 123.93 |
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| Mondelez Intl Cl A (MDLZ) | 0.5 | $750k | 13k | 59.73 |
|
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| Automatic Data Processing (ADP) | 0.5 | $644k | -21% | 2.2k | 292.73 |
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| Bristol Myers Squibb (BMY) | 0.5 | $642k | 11k | 56.56 |
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| Deere & Company (DE) | 0.4 | $606k | -12% | 1.4k | 423.70 |
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| Applied Materials (AMAT) | 0.4 | $569k | 3.3k | 175.14 |
|
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| International Business Machines (IBM) | 0.4 | $528k | -13% | 2.4k | 219.83 |
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| United Parcel Service CL B (UPS) | 0.3 | $479k | -6% | 3.8k | 126.10 |
|
| Paramount Global Class A Com (PARAA) | 0.3 | $452k | NEW | 43k | 10.46 |
|
| Qualcomm (QCOM) | 0.3 | $451k | -22% | 2.9k | 153.62 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $441k | -5% | 4.1k | 107.74 |
|
| Gilead Sciences (GILD) | 0.3 | $439k | -15% | 4.8k | 92.37 |
|
| Pfizer (PFE) | 0.3 | $437k | -18% | 17k | 26.39 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $423k | -11% | 3.6k | 116.55 |
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| Visa Com Cl A (V) | 0.3 | $371k | -19% | 9.3k | 39.98 |
|
| Goodyear Tire & Rubber Company (GT) | 0.3 | $357k | 40k | 9.00 |
|
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| Lauder Estee Cos Cl A (EL) | 0.2 | $342k | 4.5k | 76.86 |
|
Past Filings by Guardian Investment Management
SEC 13F filings are viewable for Guardian Investment Management going back to 2011
- Guardian Investment Management 2024 Q4 filed Jan. 16, 2025
- Guardian Investment Management 2024 Q3 filed Oct. 10, 2024
- Guardian Investment Management 2024 Q2 filed July 24, 2024
- 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