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, ADM, and represent 47.82% of Guardian Investment Management's stock portfolio.
- Added to shares of these 10 stocks: XOM, PANW, GOOGL, DHR, AMZN, WMT, MMM, AMAT, C, BA.
- Started 2 new stock positions in PANW, XOM.
- Reduced shares in these 10 stocks: QS (-$9.7M), , COST, AAPL, TXN, JNJ, BIIB, AMGN, MSFT, Paramount Skydance Corp Cl B.
- Sold out of its positions in Exxon Mobil Corporation, Paramount Skydance Corp Cl B.
- Guardian Investment Management was a net seller of stock by $-11M.
- Guardian Investment Management has $157M in assets under management (AUM), dropping by 1.25%.
- Central Index Key (CIK): 0001365474
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Portfolio Holdings for Guardian Investment Management
Guardian Investment Management holds 60 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 16.2 | $25M | -3% | 76k | 333.02 |
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| Danaher Corporation (DHR) | 14.3 | $23M | 99k | 228.38 |
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| Blackstone Group Inc Com Cl A (BX) | 9.7 | $15M | 136k | 112.09 |
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| Amgen (AMGN) | 4.2 | $6.6M | -3% | 16k | 421.52 |
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| Archer Daniels Midland Company (ADM) | 3.4 | $5.4M | 8.8k | 612.90 |
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| Microsoft Corporation (MSFT) | 3.2 | $5.0M | -2% | 9.7k | 512.90 |
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| Chevron Corporation (CVX) | 2.6 | $4.0M | -2% | 20k | 204.21 |
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| Caterpillar (CAT) | 2.5 | $3.9M | 4.8k | 810.79 |
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| Ge Aerospace Com New (GE) | 2.2 | $3.5M | 11k | 312.32 |
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| Quantumscape Corp Com Cl A (QS) | 2.2 | $3.5M | -73% | 10k | 340.74 |
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| Wal-Mart Stores (WMT) | 2.2 | $3.5M | +3% | 33k | 103.92 |
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| Intel Corporation (INTC) | 2.1 | $3.2M | 27k | 120.23 |
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| Abbvie (ABBV) | 2.1 | $3.2M | 12k | 261.59 |
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| Costco Wholesale Corporation (COST) | 1.8 | $2.9M | -32% | 3.1k | 910.34 |
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| Bank of America Corporation (BAC) | 1.7 | $2.7M | 50k | 54.43 |
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| Amazon (AMZN) | 1.7 | $2.6M | +11% | 11k | 249.15 |
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| Ge Vernova (GEV) | 1.6 | $2.5M | 2.7k | 950.32 |
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| CSX Corporation (CSX) | 1.5 | $2.3M | 49k | 46.51 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.1M | +2% | 6.4k | 330.83 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 1.3 | $2.1M | NEW | 13k | 162.75 |
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| Cisco Systems (CSCO) | 1.2 | $1.9M | 18k | 107.63 |
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| Johnson & Johnson (JNJ) | 1.2 | $1.8M | -12% | 6.9k | 264.75 |
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| Micron Technology (MU) | 1.2 | $1.8M | -7% | 1.7k | 1065.10 |
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| Boeing Company (BA) | 1.1 | $1.8M | +2% | 9.6k | 186.05 |
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| Kkr & Co (KKR) | 1.1 | $1.7M | 16k | 105.02 |
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| Applied Materials (AMAT) | 1.0 | $1.6M | +4% | 3.1k | 511.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.5M | +21% | 4.4k | 344.08 |
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| Illinois Tool Works (ITW) | 1.0 | $1.5M | 5.8k | 257.28 |
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| Barrick Mng Corp Com Shs (B) | 0.9 | $1.5M | +3% | 36k | 40.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.4M | 2.9k | 497.95 |
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| American Express Company (AXP) | 0.9 | $1.4M | 4.5k | 304.10 |
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| Citigroup Com New (C) | 0.8 | $1.2M | +4% | 9.5k | 129.49 |
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| Procter & Gamble Company (PG) | 0.8 | $1.2M | -3% | 8.4k | 145.28 |
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| Goldman Sachs (GS) | 0.7 | $1.1M | -4% | 1.2k | 900.36 |
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| Deere & Company (DE) | 0.7 | $1.1M | 1.6k | 671.55 |
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| Warner Bros Discovery Com Ser A | 0.6 | $1.0M | -5% | 33k | 30.95 |
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| Biogen Idec (BIIB) | 0.6 | $994k | -20% | 4.4k | 225.88 |
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| Palo Alto Networks (PANW) | 0.5 | $796k | NEW | 2.0k | 397.31 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $700k | -35% | 2.5k | 280.09 |
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| At&t (T) | 0.4 | $666k | 27k | 24.40 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $652k | 3.5k | 185.65 |
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| Pjt Partners Com Cl A (PJT) | 0.4 | $609k | 4.3k | 142.72 |
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| Gilead Sciences (GILD) | 0.4 | $559k | 3.8k | 149.05 |
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| Emerson Electric (EMR) | 0.3 | $525k | 3.4k | 155.11 |
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| Home Depot (HD) | 0.3 | $470k | +5% | 1.7k | 284.48 |
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| Abbott Laboratories (ABT) | 0.3 | $469k | -9% | 4.8k | 98.83 |
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| Visa Com Cl A (V) | 0.3 | $464k | +8% | 1.3k | 359.33 |
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| Bristol Myers Squibb (BMY) | 0.3 | $456k | 7.3k | 62.40 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $427k | -11% | 7.4k | 57.82 |
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| Pepsi (PEP) | 0.3 | $425k | 3.4k | 126.72 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $378k | +10% | 8.0k | 47.29 |
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| Norfolk Southern (NSC) | 0.2 | $371k | 1.2k | 309.00 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $348k | 16k | 21.76 |
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| 3M Company (MMM) | 0.2 | $328k | +45% | 2.9k | 113.21 |
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| International Business Machines (IBM) | 0.2 | $319k | 1.5k | 219.93 |
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| Goodyear Tire & Rubber Company (GT) | 0.2 | $290k | -3% | 58k | 4.97 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $278k | 2.4k | 114.01 |
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| Pfizer (PFE) | 0.2 | $269k | 9.4k | 28.52 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $266k | 550.00 | 483.48 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $257k | 2.7k | 93.44 |
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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 2026 Q3 filed Oct. 23, 2026
- Guardian Investment Management 2026 Q2 filed July 20, 2026
- 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