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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
AAPLApple Inc
Recent Activity
Decreased -2.89%
17.14%
$24.008M
95,869 shares@ $250.43 avg price
BXBlackstone Inc
Recent Activity
New Position
17.14%
$24.003M
139,215 shares@ $172.42 avg price
DHRDanaher Corporation
Recent Activity
4.11%
$5.751M
42,822 shares@ $134.29 avg price
WMTWalmart Inc
Recent Activity
Decreased -6.36%
3.8%
$5.313M
58,800 shares@ $90.35 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -4.85%
3.54%
$4.959M
11,765 shares@ $421.5 avg price
AMGNAmgen Inc
Recent Activity
Increased 29.48%
3.42%
$4.785M
18,358 shares@ $260.65 avg price
COSTCostco Whsl Corp New
Recent Activity
3.41%
$4.769M
5,205 shares@ $916.27 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.54%
3.28%
$4.59M
19,149 shares@ $239.72 avg price
BACBank America Corp
Recent Activity
Decreased -2.1%
2.33%
$3.264M
74,268 shares@ $43.96 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.46%
2.26%
$3.163M
17,801 shares@ $177.71 avg price