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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
MMM3m Co
Recent Activity
Decreased -1.22%
1.12%
$1.562M
12,100 shares@ $129.09 avg price
PEPPepsico Inc
Recent Activity
1.1%
$1.535M
10,097 shares@ $152.06 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.29%
1.09%
$1.522M
15,300 shares@ $99.48 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.29%
1.03%
$1.435M
13,339 shares@ $107.57 avg price
CSXCsx Corp
Recent Activity
1.03%
$1.435M
42,750 shares@ $33.57 avg price
BABoeing Co
Recent Activity
Decreased -1.42%
0.97%
$1.345M
7,600 shares@ $177.0 avg price
CMCSAComcast Corp New
Recent Activity
0.94%
$1.314M
35,000 shares@ $37.53 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -10.37%
0.93%
$1.293M
21,845 shares@ $59.2 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.57%
0.92%
$1.289M
4,342 shares@ $296.79 avg price
INTCIntel Corp
Recent Activity
Decreased -4.88%
0.91%
$1.265M
63,100 shares@ $20.05 avg price