Robert M.Tomasello
Latest statistics and disclosures from Guardian Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, DHR, BX, AMGN, COST, and represent 40.28% of Guardian Investment Management's stock portfolio.
- Added to shares of these 10 stocks: RTX, QS, NOC, KKR, DUK, AMZN, ADM, UPS, AMGN, BRK.B.
- Started 4 new stock positions in UPS, NOC, RTX, DUK.
- Reduced shares in these 10 stocks: BAC, JPM, AMAT, PG, CVX, CMCSA, MU, WBD, XOM, CSX.
- Guardian Investment Management was a net seller of stock by $-35k.
- Guardian Investment Management has $127M in assets under management (AUM), dropping by -1.26%.
- Central Index Key (CIK): 0001365474
Tip: Access up to 7 years of quarterly data
Positions held by Robert M.Tomasello consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Guardian Investment Management
Guardian Investment Management holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 15.8 | $20M | 79k | 253.79 |
|
|
| Danaher Corporation (DHR) | 8.8 | $11M | 64k | 174.40 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 7.2 | $9.1M | 79k | 114.99 |
|
|
| Amgen (AMGN) | 4.6 | $5.9M | +3% | 17k | 351.84 |
|
| Costco Wholesale Corporation (COST) | 3.8 | $4.9M | 4.9k | 996.43 |
|
|
| Wal-Mart Stores (WMT) | 3.5 | $4.4M | 36k | 124.28 |
|
|
| Chevron Corporation (CVX) | 3.3 | $4.2M | -6% | 20k | 206.90 |
|
| Johnson & Johnson (JNJ) | 3.2 | $4.1M | 17k | 244.44 |
|
|
| Microsoft Corporation (MSFT) | 2.9 | $3.7M | 9.8k | 371.67 |
|
|
| Caterpillar (CAT) | 2.7 | $3.4M | 4.8k | 708.46 |
|
|
| Ge Aerospace Com New (GE) | 2.5 | $3.2M | 11k | 283.78 |
|
|
| Quantumscape Corp Com Cl A (QS) | 2.4 | $3.1M | +14% | 40k | 78.13 |
|
| Abbvie (ABBV) | 2.4 | $3.1M | 14k | 217.49 |
|
|
| Bank of America Corporation (BAC) | 2.1 | $2.7M | -22% | 55k | 48.75 |
|
| Ge Vernova (GEV) | 1.8 | $2.3M | 2.7k | 872.93 |
|
|
| Exxon Mobil Corporation (XOM) | 1.7 | $2.2M | -4% | 13k | 169.65 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.0M | -15% | 7.0k | 294.16 |
|
| CSX Corporation (CSX) | 1.6 | $2.0M | -4% | 49k | 41.05 |
|
| Amazon (AMZN) | 1.5 | $1.9M | +17% | 9.2k | 208.27 |
|
| Boeing Company (BA) | 1.4 | $1.8M | 9.2k | 199.03 |
|
|
| Archer Daniels Midland Company (ADM) | 1.4 | $1.8M | +18% | 8.9k | 203.43 |
|
| Illinois Tool Works (ITW) | 1.3 | $1.6M | +3% | 6.2k | 260.29 |
|
| Procter & Gamble Company (PG) | 1.2 | $1.5M | -16% | 10k | 144.44 |
|
| Kkr & Co (KKR) | 1.2 | $1.5M | +34% | 15k | 100.31 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $1.4M | +3% | 2.9k | 479.20 |
|
| 3M Company (MMM) | 1.1 | $1.4M | 9.5k | 145.23 |
|
|
| Cisco Systems (CSCO) | 1.1 | $1.4M | 18k | 77.59 |
|
|
| American Express Company (AXP) | 1.1 | $1.4M | 4.5k | 302.48 |
|
|
| Intel Corporation (INTC) | 1.0 | $1.3M | -6% | 29k | 44.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.1M | +2% | 3.8k | 287.56 |
|
| Applied Materials (AMAT) | 0.8 | $1.0M | -25% | 3.0k | 341.74 |
|
| Citigroup Com New (C) | 0.8 | $1.0M | 9.1k | 113.41 |
|
|
| Goldman Sachs (GS) | 0.8 | $1.0M | 1.2k | 845.99 |
|
|
| Biogen Idec (BIIB) | 0.8 | $1.0M | 5.5k | 183.33 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.8 | $954k | -12% | 35k | 27.46 |
|
| Deere & Company (DE) | 0.7 | $900k | 1.6k | 563.30 |
|
|
| Texas Instruments Incorporated (TXN) | 0.7 | $874k | 4.5k | 194.14 |
|
|
| At&t (T) | 0.7 | $861k | 30k | 28.99 |
|
|
| Micron Technology (MU) | 0.7 | $828k | -16% | 2.5k | 337.89 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $747k | -21% | 26k | 28.71 |
|
| Pjt Partners Com Cl A (PJT) | 0.5 | $596k | 4.3k | 139.71 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.4 | $566k | -7% | 9.8k | 57.64 |
|
| Abbott Laboratories (ABT) | 0.4 | $539k | -8% | 5.3k | 102.67 |
|
| Gilead Sciences (GILD) | 0.4 | $523k | 3.8k | 139.37 |
|
|
| Pepsi (PEP) | 0.4 | $520k | -11% | 3.4k | 155.29 |
|
| Home Depot (HD) | 0.4 | $487k | 1.5k | 328.89 |
|
|
| Bristol Myers Squibb (BMY) | 0.4 | $458k | -5% | 7.6k | 60.65 |
|
| Emerson Electric (EMR) | 0.3 | $443k | 3.4k | 131.02 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.3 | $413k | 10k | 40.79 |
|
|
| Raytheon Technologies Corp (RTX) | 0.3 | $405k | NEW | 2.1k | 192.90 |
|
| Norfolk Southern (NSC) | 0.3 | $391k | 1.4k | 287.00 |
|
|
| Northrop Grumman Corporation (NOC) | 0.3 | $375k | NEW | 550.00 | 682.24 |
|
| Visa Com Cl A (V) | 0.3 | $361k | 1.2k | 302.24 |
|
|
| International Business Machines (IBM) | 0.3 | $352k | 1.5k | 242.39 |
|
|
| Pfizer (PFE) | 0.2 | $309k | -3% | 11k | 28.08 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $300k | NEW | 2.3k | 130.94 |
|
| Goodyear Tire & Rubber Company (GT) | 0.2 | $286k | 43k | 6.63 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.2 | $278k | 5.8k | 48.26 |
|
|
| United Parcel Svcs CL B (UPS) | 0.2 | $268k | NEW | 2.7k | 98.40 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $193k | -9% | 21k | 9.02 |
|
Past Filings by Guardian Investment Management
SEC 13F filings are viewable for Guardian Investment Management going back to 2011
- Guardian Investment Management 2026 Q1 filed April 16, 2026
- 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