13F Filings History of GUARDIAN INVESTMENT MANAGEMENT

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$125,183,617
Signature - Title
Robert M.Tomasello - Partner
Location
Tiburon, CA
Summary
This page shows a list of all the recent 13F filings made by GUARDIAN INVESTMENT MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GUARDIAN INVESTMENT MANAGEMENT reported 56 stock holdings with total value $125,183,617 as of Q4 2025. Top holdings included AAPL, BX, DHR, AMGN, and MSFT.

Notify me when GUARDIAN INVESTMENT MANAGEMENT files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 56 $125,183,617 +$10,367,904 -$3,569,288 +$6,798,616 AAPL, BX, DHR, AMGN, MSFT 13F-HR 22 Jan 2026, 18:02
Q3 2025 55 $113,283,359 +$12,714,409 -$6,393,043 +$6,321,366 AAPL, DHR, MSFT, COST, AMGN 13F-HR 13 Nov 2025, 16:54
Q2 2025 51 $95,216,783 +$2,030,018 -$29,610,864 -$27,580,846 AAPL, DHR, AMGN, COST, MSFT 13F-HR 16 Jul 2025, 17:50
Q1 2025 57 $111,632,147 +$405,511 -$15,030,832 -$14,625,321 AAPL, BX, AMGN, COST, WMT 13F-HR 25 Apr 2025, 19:23
Q4 2024 57 $131,159,357 +$28,225,115 -$7,070,111 +$21,155,004 AAPL, BX, WMT, MSFT, AMGN 13F-HR 16 Jan 2025, 11:04
Q3 2024 55 $109,642,697 +$2,759,865 -$32,696,682 -$29,936,817 AAPL, MSFT, WMT, COST, AMGN 13F-HR 10 Oct 2024, 17:18
Q2 2024 56 $134,728,543 +$27,509,355 -$14,548,413 +$12,960,942 AAPL, AMZN, MSFT, AMGN, WMT 13F-HR 23 Jul 2024, 21:56
Q1 2024 54 $119,783,255 +$7,865,259 -$10,223,598 -$2,358,339 AAPL, NVDA, MSFT, INTC, AMGN 13F-HR 26 Apr 2024, 12:28
Q4 2023 56 $116,086,391 +$3,763,355 -$5,301,386 -$1,538,031 AAPL, NVDA, MSFT, INTC, AMGN 13F-HR 31 Jan 2024, 15:48
Q3 2023 53 $108,377,060 +$366,789 -$2,624,239 -$2,257,450 AAPL, NVDA, MSFT, AMGN, JNJ 13F-HR 13 Oct 2023, 10:26
Q2 2023 55 $114,370,907 +$5,927,604 -$16,843,172 -$10,915,568 AAPL, MSFT, NVDA, JNJ, INTC 13F-HR 14 Jul 2023, 17:38
Q1 2023 54 $64,392,539 $0 $0 $0 MSFT, JNJ, AMGN, BA, ITW 13F-HR 05 May 2023, 19:10
Q4 2022 54 $103,936,783 +$859,553 -$2,716,296 -$1,856,743 AAPL, JNJ, AMGN, MSFT, CVX 13F-HR 12 Jan 2023, 21:27
Q3 2022 54 $94,458,000 +$4,937,761 -$15,410,739 -$10,472,978 AAPL, JNJ, MSFT, AMGN, ABBV 13F-HR 11 Oct 2022, 19:59
Q2 2022 57 $109,090,000 +$7,560,761 -$3,725,690 +$3,835,071 AAPL, JNJ, INTC, ABBV, MSFT 13F-HR 18 Jul 2022, 21:15
Q1 2022 57 $125,057,000 +$9,172,537 -$22,163,716 -$12,991,179 AAPL, INTC, MSFT, JNJ, ABBV 13F-HR 21 Apr 2022, 20:02
Q4 2021 54 $139,756,000 +$2,498,109 -$4,691,789 -$2,193,680 AAPL, BX, MSFT, INTC, CMCSA 13F-HR 18 Jan 2022, 18:46
Q3 2021 55 $131,770,000 +$18,626,145 -$20,382,058 -$1,755,913 AAPL, BX, CMCSA, INTC, MSFT 13F-HR 12 Oct 2021, 21:46
Q2 2021 56 $117,833,000 +$3,986,059 -$3,808,480 +$177,579 INTC, MSFT, CMCSA, JNJ, PYPL 13F-HR 13 Jul 2021, 20:48
Q1 2021 55 $120,975,000 +$5,525,710 -$5,530,097 -$4,387 INTC, CMCSA, BAC, T, MSFT 13F-HR 14 Apr 2021, 13:40
Q4 2020 56 $126,141,000 +$8,097,820 -$5,484,746 +$2,613,074 AAPL, CMCSA, INTC, T, MSFT 13F-HR 15 Jan 2021, 19:53
Q3 2020 55 $111,365,000 +$9,022,714 -$3,321,636 +$5,701,078 AAPL, CMCSA, INTC, T, MSFT 13F-HR 13 Oct 2020, 11:56
Q2 2020 55 $103,538,000 +$3,859,415 -$4,599,083 -$739,668 AAPL, INTC, T, MSFT, CMCSA 13F-HR 13 Jul 2020, 13:22
Q1 2020 54 $94,965,000 +$5,818,243 -$7,628,090 -$1,809,847 AAPL, INTC, T, CMCSA, MSFT 13F-HR 07 May 2020, 16:05
Q4 2019 56 $116,690,000 +$4,655,697 -$2,482,156 +$2,173,541 AAPL, INTC, T, CMCSA, JNJ 13F-HR 14 Jan 2020, 19:00
Q3 2019 53 $109,700,000 +$4,796,950 -$8,985,637 -$4,188,687 AAPL, T, CMCSA, INTC, BAC 13F-HR 24 Oct 2019, 13:58
Q2 2019 56 $112,544,000 +$3,403,550 -$4,907,322 -$1,503,772 AAPL, CMCSA, INTC, T, BAC 13F-HR 15 Aug 2019, 17:51
Q1 2019 57 $112,925,000 +$4,313,800 -$4,623,479 -$309,679 AAPL, INTC, CMCSA, T, BA 13F-HR 22 Apr 2019, 16:51
Q4 2018 55 $100,584,000 +$11,431,734 -$4,850,026 +$6,581,708 INTC, AAPL, T, CMCSA, JNJ 13F-HR 05 Feb 2019, 17:38
Q3 2018 53 $111,340,000 +$4,643,726 -$2,612,976 +$2,030,750 AAPL, INTC, T, BAC, JNJ 13F-HR 19 Oct 2018, 11:51
Q2 2018 53 $101,214,000 +$16,064,148 -$6,500,730 +$9,563,418 AAPL, INTC, T, CVX, BAC 13F-HR 13 Jul 2018, 14:05
Q1 2018 51 $89,288,000 +$8,827,605 -$6,499,702 +$2,327,903 INTC, AAPL, T, CMCSA, BAC 13F-HR 11 May 2018, 17:04
Q4 2017 52 $92,440,000 +$1,885,093 -$3,281,520 -$1,396,427 AAPL, INTC, T, CVX, BAC 13F-HR 14 Feb 2018, 14:12
Q3 2017 53 $87,826,000 +$1,041,677 -$4,419,809 -$3,378,132 AAPL, T, INTC, CVX, JNJ 13F-HR 19 Oct 2017, 11:37
Q2 2017 55 $87,777,000 +$2,861,747 -$4,866,571 -$2,004,824 T, AAPL, JNJ, INTC, GE 13F-HR 21 Jul 2017, 08:03
Q1 2017 54 $90,283,000 +$12,534,779 -$7,740,007 +$4,794,772 T, AAPL, INTC, CVX, JNJ 13F-HR 24 Apr 2017, 08:46
Q4 2016 55 $82,458,000 +$9,803,619 -$11,673,865 -$1,870,246 T, CVX, AAPL, INTC, GE 13F-HR 03 Feb 2017, 17:11
Q3 2016 54 $77,533,000 +$1,550,000 -$1,550,000 $0 T, GE, XOM, CVX, JNJ 13F-HR 07 Nov 2016, 16:36
Q2 2016 54 $80,746,000 +$2,337,944 -$7,434,244 -$5,096,300 T, GE, XOM, CVX, JNJ 13F-HR 15 Aug 2016, 14:54
Q1 2016 54 $82,643,000 +$4,209,803 -$9,471,053 -$5,261,250 T, GE, CVX, XOM, AAPL 13F-HR 04 May 2016, 20:01
Q4 2015 54 $88,548,000 +$1,676,405 -$2,636,443 -$960,038 GE, T, CVX, INTC, XOM 13F-HR 11 Feb 2016, 19:51
Q3 2015 54 $84,181,000 +$11,048,119 -$3,001,540 +$8,046,579 GE, T, AAPL, CVX, INTC 13F-HR 16 Nov 2015, 10:08
Q2 2015 51 $84,748,000 +$8,791,383 -$11,072,391 -$2,281,008 T, CVX, XOM, GE, JNJ 13F-HR 03 Aug 2015, 15:41
Q1 2015 53 $87,571,000 +$2,891,997 -$3,226,798 -$334,801 CVX, XOM, JNJ, GE, AMGN 13F-HR 15 May 2015, 16:09
Q4 2014 53 $87,815,000 +$8,503,381 -$5,026,500 +$3,476,881 CVX, XOM, JNJ, INTC, GE 13F-HR 05 Feb 2015, 20:31
Q3 2014 54 $75,302,000 +$4,092,219 -$6,179,133 -$2,086,914 CVX, XOM, GE, JNJ, PG 13F-HR 10 Nov 2014, 07:53
Q2 2014 56 $89,137,000 +$6,717,105 -$6,854,120 -$137,015 CVX, XOM, T, INTC, JNJ 13F-HR 12 Aug 2014, 19:31
Q1 2014 55 $82,731,000 +$8,612,908 -$11,420,734 -$2,807,826 CVX, XOM, GE, JNJ, INTC 13F-HR 12 May 2014, 18:26
Q4 2013 62 $87,428,000 $0 $0 $0 CVX, XOM, T, GE, JNJ 13F-HR 10 Feb 2014, 17:33