Institutional Fund
Guardsman Private Capital Management, Inc.
Sarasota, FLCIK 21107602 filings on record
Portfolio Value
$127.99M
Q1 2026
Holdings
42
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+2.0%
from $125.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds32.2%
- Vanguard Scottsdale Fds11.0%
- Ishares Tr9.3%
- Vanguard Star Fds5.9%
- Vanguard Tax-Managed Fds5.1%
- Berkshire Hathaway Inc Del4.9%
- Other31.5%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 128.5K | $41.23M | 32.2% | +10.9K | Added |
| 2 | Vanguard Scottsdale Fds | 240.9K | $14.10M | 11.0% | +14.0K | Added |
| 3 | Ishares Tr | 83.3K | $11.87M | 9.3% | 0 | Held |
| 4 | Vanguard Star Fds | 98.5K | $7.60M | 5.9% | +2.2K | Added |
| 5 | Vanguard Tax-Managed Fds | 102.3K | $6.56M | 5.1% | 0 | Held |
| 6 | Berkshire Hathaway Inc Del | 13.1K | $6.29M | 4.9% | −609 | Reduced |
| 7 | Ishares Tr | 57.0K | $4.93M | 3.9% | 0 | Held |
| 8 | Vanguard Index Fds | 16.2K | $3.52M | 2.8% | 0 | Held |
| 9 | Spdr S&P 500 ETF Tr | 5.4K | $3.52M | 2.7% | +2.4K | Added |
| 10 | Proshares Tr | 25.3K | $2.69M | 2.1% | 0 | Held |
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