Robert M.Tomasello
Latest statistics and disclosures from Guardian Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, DHR, MSFT, COST, AMGN, and represent 39.61% of Guardian Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BX, AXP, MSFT, GS, GOOGL, MU, PJT, CVX, MP, NSC.
- Started 9 new stock positions in GOOGL, PJT, B, AXP, BX, MP, GS, MU, NSC.
- Reduced shares in these 10 stocks: V, , SLB, PEP, AMGN, WBD, NOC, EL, INTC, RTX.
- Sold out of its positions in EL, MRK, NOC, RTX, SLB.
- Guardian Investment Management was a net buyer of stock by $4.4M.
- Guardian Investment Management has $118M in assets under management (AUM), dropping by 18.35%.
- Central Index Key (CIK): 0001365474
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Portfolio Holdings for Guardian Investment Management
Guardian Investment Management holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 17.1 | $20M | 79k | 254.63 |
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| Danaher Corporation (DHR) | 10.1 | $12M | 64k | 186.58 |
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| Microsoft Corporation (MSFT) | 4.6 | $5.4M | +23% | 10k | 517.95 |
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| Costco Wholesale Corporation (COST) | 4.0 | $4.7M | 5.0k | 925.63 |
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| Amgen (AMGN) | 3.9 | $4.6M | -13% | 16k | 282.21 |
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| Wal-Mart Stores (WMT) | 3.2 | $3.7M | +3% | 36k | 103.06 |
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| Bank of America Corporation (BAC) | 3.1 | $3.7M | 71k | 51.59 |
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| Ge Aerospace Com New (GE) | 2.9 | $3.4M | 11k | 300.82 |
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| Abbvie (ABBV) | 2.8 | $3.3M | 14k | 231.54 |
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| Chevron Corporation (CVX) | 2.8 | $3.3M | +18% | 21k | 155.29 |
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| Johnson & Johnson (JNJ) | 2.7 | $3.1M | +4% | 17k | 185.42 |
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| Blackstone Group Inc Com Cl A (BX) | 2.5 | $3.0M | NEW | 17k | 170.85 |
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| Quantumscape Corp Com Cl A (QS) | 2.5 | $2.9M | -3% | 48k | 61.03 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $2.7M | 8.4k | 315.43 |
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| Caterpillar (CAT) | 2.0 | $2.4M | 5.0k | 477.15 |
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| Procter & Gamble Company (PG) | 1.6 | $1.9M | +18% | 12k | 153.65 |
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| CSX Corporation (CSX) | 1.5 | $1.8M | +29% | 50k | 35.51 |
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| Amazon (AMZN) | 1.5 | $1.7M | 8.0k | 215.81 |
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| Boeing Company (BA) | 1.4 | $1.7M | +10% | 7.9k | 215.83 |
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| Ge Vernova (GEV) | 1.4 | $1.7M | 2.7k | 614.90 |
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| Intel Corporation (INTC) | 1.3 | $1.6M | -16% | 47k | 33.55 |
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| Illinois Tool Works (ITW) | 1.3 | $1.6M | 6.0k | 260.76 |
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| American Express Company (AXP) | 1.3 | $1.5M | NEW | 4.6k | 332.16 |
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| Exxon Mobil Corporation (XOM) | 1.3 | $1.5M | +13% | 13k | 112.83 |
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| 3M Company (MMM) | 1.3 | $1.5M | +5% | 9.5k | 155.18 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $1.5M | 2.9k | 502.74 |
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| Kkr & Co (KKR) | 1.2 | $1.4M | -11% | 11k | 129.95 |
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| Archer Daniels Midland Company (ADM) | 1.2 | $1.4M | +8% | 8.6k | 161.79 |
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| Cisco Systems (CSCO) | 1.0 | $1.1M | 17k | 68.40 |
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| Warner Bros Discovery Com Ser A (WBD) | 1.0 | $1.1M | -36% | 58k | 19.53 |
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| Applied Materials (AMAT) | 0.9 | $1.1M | +8% | 5.3k | 204.74 |
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| Comcast Corp Cl A (CMCSA) | 0.9 | $1.0M | 33k | 31.42 |
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| Citigroup Com New (C) | 0.8 | $962k | -10% | 9.5k | 101.50 |
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| Goldman Sachs (GS) | 0.8 | $958k | NEW | 1.2k | 796.35 |
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| Texas Instruments Incorporated (TXN) | 0.8 | $955k | 5.2k | 183.73 |
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| At&t (T) | 0.8 | $950k | 34k | 28.24 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $907k | NEW | 3.7k | 243.10 |
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| Micron Technology (MU) | 0.7 | $858k | NEW | 5.1k | 167.32 |
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| Pjt Partners Com Cl A (PJT) | 0.7 | $801k | NEW | 4.5k | 177.73 |
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| Abbott Laboratories (ABT) | 0.7 | $770k | 5.8k | 133.94 |
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| Biogen Idec (BIIB) | 0.6 | $756k | 5.4k | 140.08 |
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| Deere & Company (DE) | 0.6 | $722k | +10% | 1.6k | 457.26 |
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| Mondelez Intl Cl A (MDLZ) | 0.6 | $706k | +11% | 11k | 62.47 |
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| Home Depot (HD) | 0.5 | $580k | -25% | 1.4k | 405.19 |
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| Pepsi (PEP) | 0.5 | $531k | -62% | 3.8k | 140.44 |
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| Mp Materials Corp Com Cl A (MP) | 0.4 | $503k | NEW | 7.5k | 67.07 |
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| International Business Machines (IBM) | 0.4 | $480k | +41% | 1.7k | 282.25 |
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| Emerson Electric (EMR) | 0.4 | $443k | 3.4k | 131.18 |
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| Bristol Myers Squibb (BMY) | 0.4 | $429k | 9.5k | 45.10 |
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| Gilead Sciences (GILD) | 0.4 | $416k | 3.8k | 111.00 |
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| Norfolk Southern (NSC) | 0.3 | $409k | NEW | 1.4k | 300.41 |
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| Visa Com Cl A (V) | 0.3 | $407k | -82% | 1.2k | 341.38 |
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| Pfizer (PFE) | 0.3 | $365k | +4% | 14k | 25.48 |
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| Goodyear Tire & Rubber Company (GT) | 0.3 | $344k | +10% | 46k | 7.48 |
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| Barrick Mng Corp Com Shs (B) | 0.3 | $336k | NEW | 10k | 32.77 |
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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 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
- Guardian Investment Management 2021 Q4 filed Jan. 19, 2022