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Robert M.Tomasello

@Guardian Investment Management

Latest period2024 - Q4ReportedManaged Assets$140.111MTotal holdings57
Assets growth rate20.64%Assets growth rate (2-Q avg)1.88%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Investment Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Guardian Investment Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.111M in assets, with a quarterly growth rate of 20.64% and a 2-quarter average growth rate of 1.88%. The portfolio is managed by Robert M.Tomasello, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DISDisney Walt Co
Recent Activity
Exited
0%
$2.153M
21,683 shares@ $99.3 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$525,542
3,550 shares@ $148.04 avg price
PARAParamount Global
Recent Activity
Exited
0%
$520,677
49,028 shares@ $10.62 avg price