Guardian Investment Management has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The report lists 60 distinct positions held by the firm, which is headquartered at 1120 Mar West St., Suite D in Tiburon, California.
The filing, signed by Partner Robert M. Tomasello on October 23, 2026, details the firm's largest positions by number of shares. Blackstone Inc. is the top holding, with 135,460 shares. Microsoft Corp. follows with 9,665 shares, and Costco Wholesale Corporation holds 3,134 shares. Other notable positions include JPMorgan Chase & Co. with 6,351 shares, Procter & Gamble Co. with 8,385 shares, and United Parcel Service Inc. Class B with 2,747 shares.
The filing indicates that all positions listed are held in a sole capacity. The report covers a range of industries, including technology, healthcare, finance, and consumer goods.
