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, AMGN, MSFT, and represent 43.38% of Guardian Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BX (+$9.6M), PSKY, BA, CSCO, CVX, CSX, XOM, HD, JNJ, EMR.
- Started 1 new stock position in PSKY.
- Reduced shares in these 10 stocks: MU, INTC, QS, WBD, AMAT, ADM, MSFT, COST, TXN, CAT.
- Guardian Investment Management was a net buyer of stock by $6.0M.
- Guardian Investment Management has $128M in assets under management (AUM), dropping by 9.09%.
- Central Index Key (CIK): 0001365474
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Portfolio Holdings for Guardian Investment Management
Guardian Investment Management holds 56 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 16.7 | $21M | 79k | 271.86 |
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| Blackstone Group Inc Com Cl A (BX) | 9.5 | $12M | +358% | 79k | 154.14 |
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| Danaher Corporation (DHR) | 9.3 | $12M | 64k | 186.46 |
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| Amgen (AMGN) | 4.1 | $5.3M | 16k | 327.32 |
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| Microsoft Corporation (MSFT) | 3.7 | $4.8M | -3% | 9.9k | 483.62 |
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| Costco Wholesale Corporation (COST) | 3.3 | $4.2M | -3% | 4.9k | 862.34 |
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| Wal-Mart Stores (WMT) | 3.1 | $4.0M | 36k | 111.41 |
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| Bank of America Corporation (BAC) | 3.0 | $3.9M | 71k | 55.00 |
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| Johnson & Johnson (JNJ) | 2.7 | $3.5M | 17k | 206.96 |
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| Ge Aerospace Com New (GE) | 2.7 | $3.4M | 11k | 308.03 |
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| Chevron Corporation (CVX) | 2.6 | $3.3M | 22k | 152.41 |
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| Abbvie (ABBV) | 2.5 | $3.2M | 14k | 228.49 |
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| Caterpillar (CAT) | 2.1 | $2.7M | -3% | 4.8k | 572.87 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $2.7M | -2% | 8.2k | 322.22 |
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| Boeing Company (BA) | 1.5 | $2.0M | +14% | 9.1k | 217.12 |
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| CSX Corporation (CSX) | 1.5 | $1.9M | +2% | 52k | 36.25 |
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| Amazon (AMZN) | 1.4 | $1.8M | -2% | 7.8k | 230.82 |
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| Procter & Gamble Company (PG) | 1.4 | $1.8M | 12k | 143.31 |
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| Ge Vernova (GEV) | 1.4 | $1.7M | 2.7k | 653.57 |
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| American Express Company (AXP) | 1.3 | $1.7M | -2% | 4.5k | 369.95 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $1.6M | 14k | 120.35 |
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| Archer Daniels Midland Company (ADM) | 1.3 | $1.6M | -11% | 7.6k | 214.16 |
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| 3M Company (MMM) | 1.2 | $1.5M | 9.5k | 160.10 |
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| Quantumscape Corp Com Cl A (QS) | 1.2 | $1.5M | -27% | 35k | 42.92 |
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| Illinois Tool Works (ITW) | 1.2 | $1.5M | 6.0k | 246.30 |
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| Kkr & Co (KKR) | 1.1 | $1.4M | 11k | 129.91 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.4M | -5% | 2.8k | 502.65 |
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| Cisco Systems (CSCO) | 1.1 | $1.4M | +5% | 18k | 77.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.2M | 3.7k | 313.00 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.9 | $1.1M | -31% | 40k | 28.82 |
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| Intel Corporation (INTC) | 0.9 | $1.1M | -34% | 31k | 36.90 |
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| Citigroup Com New (C) | 0.8 | $1.1M | -3% | 9.1k | 116.69 |
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| Goldman Sachs (GS) | 0.8 | $1.1M | 1.2k | 879.00 |
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| Comcast Corp Cl A (CMCSA) | 0.8 | $1.0M | 33k | 31.76 |
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| Applied Materials (AMAT) | 0.8 | $1.0M | -22% | 4.1k | 256.98 |
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| Biogen Idec (BIIB) | 0.7 | $950k | 5.4k | 175.99 |
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| Micron Technology (MU) | 0.7 | $835k | -42% | 2.9k | 285.49 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $781k | -13% | 4.5k | 173.49 |
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| At&t (T) | 0.6 | $736k | -11% | 30k | 24.84 |
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| Deere & Company (DE) | 0.6 | $735k | 1.6k | 465.57 |
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| Abbott Laboratories (ABT) | 0.6 | $720k | 5.8k | 125.29 |
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| Pjt Partners Com Cl A (PJT) | 0.6 | $712k | -5% | 4.3k | 167.20 |
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| Mondelez Intl Cl A (MDLZ) | 0.4 | $574k | -5% | 11k | 53.83 |
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| Pepsi (PEP) | 0.4 | $538k | 3.8k | 142.38 |
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| Home Depot (HD) | 0.4 | $510k | +3% | 1.5k | 344.10 |
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| Gilead Sciences (GILD) | 0.4 | $460k | 3.8k | 122.74 |
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| Emerson Electric (EMR) | 0.3 | $448k | 3.4k | 132.72 |
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| Barrick Mng Corp Com Shs (B) | 0.3 | $444k | 10k | 43.54 |
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| Bristol Myers Squibb (BMY) | 0.3 | $432k | -15% | 8.0k | 53.94 |
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| International Business Machines (IBM) | 0.3 | $430k | -14% | 1.5k | 296.21 |
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| Visa Com Cl A (V) | 0.3 | $418k | 1.2k | 350.71 |
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| Norfolk Southern (NSC) | 0.3 | $393k | 1.4k | 288.72 |
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| Goodyear Tire & Rubber Company (GT) | 0.3 | $385k | -4% | 44k | 8.76 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $317k | NEW | 24k | 13.40 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $291k | -23% | 5.8k | 50.52 |
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| Pfizer (PFE) | 0.2 | $283k | -20% | 11k | 24.90 |
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Past Filings by Guardian Investment Management
SEC 13F filings are viewable for Guardian Investment Management going back to 2011
- Guardian Investment Management 2025 Q4 filed Jan. 23, 2026
- Guardian Investment Management 2025 Q3 filed Nov. 13, 2025
- Guardian Investment Management 2025 Q2 filed July 17, 2025
- Guardian Investment Management 2025 Q1 filed April 28, 2025
- 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