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, CAT, and represent 44.62% of Guardian Investment Management's stock portfolio.
- Added to shares of these 10 stocks: DHR (+$6.7M), BX (+$6.6M), B, RTX, KKR, GT, GS, MP, AMZN, MSFT.
- Reduced shares in these 10 stocks: JNJ, MMM, MU, ABBV, WMT, BAC, PG, CMCSA, JPM, COST.
- Guardian Investment Management was a net buyer of stock by $7.5M.
- Guardian Investment Management has $155M in assets under management (AUM), dropping by 22.31%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 14.7 | $23M | 79k | 289.36 |
|
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| Danaher Corporation (DHR) | 12.6 | $20M | +52% | 97k | 200.09 |
|
| Blackstone Group Inc Com Cl A (BX) | 10.3 | $16M | +70% | 136k | 117.67 |
|
| Amgen (AMGN) | 3.8 | $5.9M | -2% | 16k | 362.13 |
|
| Caterpillar (CAT) | 3.3 | $5.1M | 4.8k | 1064.90 |
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| Archer Daniels Midland Company (ADM) | 3.3 | $5.1M | -2% | 8.8k | 580.91 |
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| Costco Wholesale Corporation (COST) | 2.8 | $4.3M | -5% | 4.6k | 935.47 |
|
| Ge Aerospace Com New (GE) | 2.7 | $4.2M | 11k | 373.73 |
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| Quantumscape Corp Com Cl A (QS) | 2.5 | $3.8M | -2% | 39k | 98.36 |
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| Intel Corporation (INTC) | 2.4 | $3.8M | -5% | 27k | 139.63 |
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| Microsoft Corporation (MSFT) | 2.4 | $3.7M | 10k | 373.02 |
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| Wal-Mart Stores (WMT) | 2.4 | $3.6M | -9% | 32k | 113.25 |
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| Chevron Corporation (CVX) | 2.2 | $3.3M | 20k | 165.76 |
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| Ge Vernova (GEV) | 2.0 | $3.1M | 2.7k | 1174.60 |
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| Abbvie (ABBV) | 2.0 | $3.1M | -12% | 12k | 251.64 |
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| Bank of America Corporation (BAC) | 1.8 | $2.8M | -9% | 50k | 56.98 |
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| CSX Corporation (CSX) | 1.5 | $2.3M | 49k | 47.53 |
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| Amazon (AMZN) | 1.5 | $2.3M | +3% | 9.5k | 238.34 |
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| Applied Materials (AMAT) | 1.4 | $2.2M | 3.0k | 723.05 |
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| Micron Technology (MU) | 1.4 | $2.1M | -25% | 1.8k | 1154.19 |
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| Cisco Systems (CSCO) | 1.3 | $2.1M | 18k | 117.46 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $2.0M | -10% | 6.2k | 327.33 |
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| Boeing Company (BA) | 1.3 | $2.0M | 9.4k | 216.47 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.0M | -53% | 7.9k | 253.97 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $1.8M | 13k | 136.72 |
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| Kkr & Co (KKR) | 1.1 | $1.6M | +10% | 16k | 101.11 |
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| Illinois Tool Works (ITW) | 1.0 | $1.6M | -6% | 5.8k | 270.47 |
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| American Express Company (AXP) | 1.0 | $1.5M | 4.5k | 338.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.4M | 2.9k | 500.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.4M | -5% | 3.6k | 377.17 |
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| Procter & Gamble Company (PG) | 0.8 | $1.3M | -16% | 8.7k | 146.64 |
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| Citigroup Com New (C) | 0.8 | $1.3M | 9.1k | 139.97 |
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| Barrick Mng Corp Com Shs (B) | 0.8 | $1.3M | +245% | 35k | 36.16 |
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| Goldman Sachs (GS) | 0.8 | $1.2M | +7% | 1.3k | 940.97 |
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| Biogen Idec (BIIB) | 0.8 | $1.2M | 5.5k | 216.06 |
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| Texas Instruments Incorporated (TXN) | 0.7 | $1.2M | -14% | 3.9k | 298.07 |
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| Deere & Company (DE) | 0.7 | $1.0M | 1.6k | 634.33 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.6 | $926k | 35k | 26.66 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $666k | +67% | 3.5k | 189.73 |
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| Pjt Partners Com Cl A (PJT) | 0.4 | $644k | 4.3k | 150.94 |
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| At&t (T) | 0.4 | $565k | -8% | 27k | 20.70 |
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| Home Depot (HD) | 0.4 | $554k | +6% | 1.6k | 352.68 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $485k | -14% | 8.4k | 57.84 |
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| Emerson Electric (EMR) | 0.3 | $484k | 3.4k | 143.16 |
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| Abbott Laboratories (ABT) | 0.3 | $476k | 5.3k | 90.74 |
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| Gilead Sciences (GILD) | 0.3 | $474k | 3.8k | 126.34 |
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| Pepsi (PEP) | 0.3 | $454k | 3.4k | 135.40 |
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| Bristol Myers Squibb (BMY) | 0.3 | $421k | -3% | 7.3k | 57.65 |
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| Visa Com Cl A (V) | 0.3 | $409k | 1.2k | 343.09 |
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| International Business Machines (IBM) | 0.3 | $408k | 1.5k | 281.21 |
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| Mp Materials Corp Com Cl A (MP) | 0.3 | $406k | +26% | 7.3k | 56.01 |
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| Goodyear Tire & Rubber Company (GT) | 0.3 | $398k | +39% | 60k | 6.60 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $393k | -38% | 16k | 24.56 |
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| Norfolk Southern (NSC) | 0.2 | $378k | -11% | 1.2k | 314.59 |
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| 3M Company (MMM) | 0.2 | $324k | -78% | 2.0k | 161.91 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $309k | +6% | 2.4k | 126.58 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $294k | 2.7k | 107.49 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $280k | 550.00 | 509.31 |
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| Pfizer (PFE) | 0.1 | $227k | -14% | 9.4k | 24.08 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $150k | -28% | 15k | 9.86 |
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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 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
- Guardian Investment Management 2022 Q3 filed Oct. 12, 2022