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CIK: 0002110760
Total reported value
$144.0M
$144.0M
44 檔
62.7%
At the close of Q2 2026, Guardsman Private Capital Management, Inc. disclosed equity holdings valued at approximately $144.0M, spread across 44 reported holdings.
During Q2 2026, Guardsman Private Capital Management, Inc. performed routine portfolio adjustments (2 new buys, 7 additions, 8 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 33.21% | +0.10% | -0.36% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 9.76% | -0.43% | -0.63% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.46% | +0.06% | -1.38% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.72% | -0.14% | -3.05% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.11% | -0.09% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.60% | -0.06% | — | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.63% | -0.05% | -4.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.84% | +0.03% | +0.11% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.76% | -0.16% | — | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.00% | -0.09% | +100.00% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.90% | +0.03% | +499.92% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.54% | -0.05% | — | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.49% | -0.04% | +1.13% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.18% | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.09% | -0.08% | — | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.05% | -0.01% | — | |
| 17 | FSP | Franklin Street Properties C | Stock-Other | 1.04% | -0.29% | — | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.89% | +0.04% | +700.98% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.83% | +0.01% | — | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.79% | -0.03% | -8.93% | |
| 21 | VGUS | Vanguard Ultra Shrt Treasury | ETF-Gov Bonds | 0.79% | +0.80% | — | |
| 22 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 0.71% | +0.15% | — | |
| 23 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.60% | +0.24% | — | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.52% | — | +0.14% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.52% | -0.01% | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | -0.01% | +300.00% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.43% | -0.01% | — | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.43% | -0.03% | -9.87% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.42% | -0.03% | — | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.42% | — | — | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | +0.16% | — | |
| 33 | MOG-A | Moog Inc-class A | Stock-Other | 0.35% | -0.04% | — | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.35% | -0.02% | -22.27% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | +0.02% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | — | |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.29% | -0.01% | — | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.27% | -0.01% | — | |
| 39 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.25% | -0.01% | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | — | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.18% | -0.01% | — | |
| 42 | PM | Philip Morris International | Stock-Consumer Staples | 0.16% | +0.01% | — | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 44 | SAFE | Safehold Inc | Stock-Other | 0.12% | -0.12% | EXIT |
According to official SEC Form 13F filings, Guardsman Private Capital Management, Inc. reported a total U.S. public equity portfolio value of $144.0M across 44 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VGSH, ITOT) accounted for 62.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
VBIL
市值: $1.0M
Top Position Liquidated / Trimmed
VTI
前期市值: $41.2M
During Q2 2026, Guardsman Private Capital Management, Inc.'s top holdings by market value included VTI (33.2%)、VGSH (9.8%)、ITOT (9.5%). The largest single position, VTI, represented 33.2% of total portfolio value.
In Q2 2026, Guardsman Private Capital Management, Inc. made 17 total portfolio adjustments, initiating 2 new buys, adding to 7 positions, trimming 8 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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