Guardsman Private Capital Management

SARASOTA, FLfiles as GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

$143m in 44 US stocks at the end of 30 June 2026. The top 10 are 79.1% of the money. It changed about 3.2% of the portfolio this quarter.

Value

$143m

Stocks

Top 10 share

79.1%

Turnover

3.2%

What changed this quarter

New

Bought for the first time this quarter.

Vanguard Instl Index FDVBIL
0.7% of the fund
Vanguard Malvern FDSVCRB
0.6% of the fund

Added

Bought more of a stock they already held.

None this quarter.

Cut

Sold some of their stake.

Vanguard Star FDSVXUS
5.7% of the fund
-3%
Ishares TRIXUS
3.6% of the fund
-5%
Vanguard Specialized FundsVIG
0.8% of the fund
-9%
American Centy ETF TRAVUV
0.4% of the fund
-10%
Vanguard MUN BD FDSVTEB
0.4% of the fund
-22%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Index FDSVTI
Share
33.2%
Value
$47m
Shares
128,055
Held
Vanguard Scottsdale FDSVGSH
Share
9.8%
Value
$14m
Shares
239,350
Held
Ishares TRITOT
Share
9.5%
Value
$14m
Shares
82,189
Held
Vanguard Star FDSVXUS
Share
5.7%
Value
$8m
Shares
95,514
-3%
Vanguard Tax-Managed FDSVEA
Share
5.1%
Value
$7m
Shares
102,296
Held
Berkshire HathawayBRK-B
Share
4.6%
Value
$7m
Shares
13,129
Held
Ishares TRIXUS
Share
3.6%
Value
$5m
Shares
54,282
-5%
State STR Spdr S&P 500 ETF TSPY
Share
2.8%
Value
$4m
Shares
5,417
Held
Vanguard Index FDSVBR
Share
2.8%
Value
$4m
Shares
16,211
Held
Proshares TRNOBL
Share
2.0%
Value
$3m
Shares
50,696
Held
Vanguard Index FDSVUG
Share
1.9%
Value
$3m
Shares
31,514
Held
Vanguard Index FDSVTV
Share
1.5%
Value
$2m
Shares
10,088
Held
Vanguard Intl Equity Index FVEU
Share
1.5%
Value
$2m
Shares
25,322
Held
AppleAAPL
Share
1.2%
Value
$2m
Shares
6,128
Held
Vanguard Index FDSVB
Share
1.1%
Value
$2m
Shares
5,130
Held
Berkshire Hathaway INC DELBRK-A
Share
1.0%
Value
$1m
Shares
2
Held
Franklin Street PropertiesFSP
Share
1.0%
Value
$1m
Shares
2,869,173
Held
Vanguard World FDVGT
Share
0.9%
Value
$1m
Shares
10,613
Held
Vanguard Index FDSVOO
Share
0.8%
Value
$1m
Shares
1,728
Held
Vanguard Specialized FundsVIG
Share
0.8%
Value
$1m
Shares
4,782
-9%
Vanguard Ultra-ShortVGUS
Share
0.8%
Value
$1m
Shares
14,952
Held
Vanguard Instl Index FDVBIL
Share
0.7%
Value
$1m
Shares
13,293
New
Vanguard Malvern FDSVCRB
Share
0.6%
Value
$851,877
Shares
11,030
New
Vanguard World FDESGV
Share
0.5%
Value
$738,935
Shares
5,588
Held
Vanguard World FDVSGX
Share
0.5%
Value
$736,861
Shares
8,949
Held
Ishares TRIWF
Share
0.5%
Value
$672,055
Shares
5,412
Held
Vanguard BD Index FDSBSV
Share
0.4%
Value
$617,982
Shares
7,932
Held
American Centy ETF TRAVUV
Share
0.4%
Value
$609,328
Shares
4,884
-10%
Spdr Series TrustSPYG
Share
0.4%
Value
$608,872
Shares
5,117
Held
Ishares TRIWM
Share
0.4%
Value
$605,842
Shares
2,016
Held
Ishares TRSUSA
Share
0.4%
Value
$602,696
Shares
3,906
Held
MicrosoftMSFT
Share
0.4%
Value
$532,461
Shares
1,427
Held
MoogMOG-A
Share
0.4%
Value
$503,098
Shares
1,187
Held
Vanguard MUN BD FDSVTEB
Share
0.4%
Value
$501,248
Shares
9,910
-22%
AbbVieABBV
Share
0.3%
Value
$449,261
Shares
1,785
Held
Ishares TRIVV
Share
0.3%
Value
$433,023
Shares
578
Held
Ishares TRACWX
Share
0.3%
Value
$407,258
Shares
5,351
Held
Vanguard BD Index FDSBND
Share
0.3%
Value
$384,008
Shares
5,231
Held
Ishares TRSUSB
Share
0.2%
Value
$355,633
Shares
14,231
Held
Ishares TREFA
Share
0.2%
Value
$277,983
Shares
2,676
Held
Procter & GamblePG
Share
0.2%
Value
$251,781
Shares
1,717
Held
Philip Morris InternationalPM
Share
0.2%
Value
$235,364
Shares
1,301
Held
OracleORCL
Share
0.2%
Value
$234,480
Shares
1,600
Held
SafeholdSAFE
Share
0.1%
Value
$166,451
Shares
10,602
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	33.2%	$47m	128,055	Held
Vanguard Scottsdale FDSVGSH	9.8%	$14m	239,350	Held
Ishares TRITOT	9.5%	$14m	82,189	Held
Vanguard Star FDSVXUS	5.7%	$8m	95,514	-3%
Vanguard Tax-Managed FDSVEA	5.1%	$7m	102,296	Held
Berkshire HathawayBRK-B	4.6%	$7m	13,129	Held
Ishares TRIXUS	3.6%	$5m	54,282	-5%
State STR Spdr S&P 500 ETF TSPY	2.8%	$4m	5,417	Held
Vanguard Index FDSVBR	2.8%	$4m	16,211	Held
Proshares TRNOBL	2.0%	$3m	50,696	Held
Vanguard Index FDSVUG	1.9%	$3m	31,514	Held
Vanguard Index FDSVTV	1.5%	$2m	10,088	Held
Vanguard Intl Equity Index FVEU	1.5%	$2m	25,322	Held
AppleAAPL	1.2%	$2m	6,128	Held
Vanguard Index FDSVB	1.1%	$2m	5,130	Held
Berkshire Hathaway INC DELBRK-A	1.0%	$1m	2	Held
Franklin Street PropertiesFSP	1.0%	$1m	2,869,173	Held
Vanguard World FDVGT	0.9%	$1m	10,613	Held
Vanguard Index FDSVOO	0.8%	$1m	1,728	Held
Vanguard Specialized FundsVIG	0.8%	$1m	4,782	-9%
Vanguard Ultra-ShortVGUS	0.8%	$1m	14,952	Held
Vanguard Instl Index FDVBIL	0.7%	$1m	13,293	New
Vanguard Malvern FDSVCRB	0.6%	$851,877	11,030	New
Vanguard World FDESGV	0.5%	$738,935	5,588	Held
Vanguard World FDVSGX	0.5%	$736,861	8,949	Held
Ishares TRIWF	0.5%	$672,055	5,412	Held
Vanguard BD Index FDSBSV	0.4%	$617,982	7,932	Held
American Centy ETF TRAVUV	0.4%	$609,328	4,884	-10%
Spdr Series TrustSPYG	0.4%	$608,872	5,117	Held
Ishares TRIWM	0.4%	$605,842	2,016	Held
Ishares TRSUSA	0.4%	$602,696	3,906	Held
MicrosoftMSFT	0.4%	$532,461	1,427	Held
MoogMOG-A	0.4%	$503,098	1,187	Held
Vanguard MUN BD FDSVTEB	0.4%	$501,248	9,910	-22%
AbbVieABBV	0.3%	$449,261	1,785	Held
Ishares TRIVV	0.3%	$433,023	578	Held
Ishares TRACWX	0.3%	$407,258	5,351	Held
Vanguard BD Index FDSBND	0.3%	$384,008	5,231	Held
Ishares TRSUSB	0.2%	$355,633	14,231	Held
Ishares TREFA	0.2%	$277,983	2,676	Held
Procter & GamblePG	0.2%	$251,781	1,717	Held
Philip Morris InternationalPM	0.2%	$235,364	1,301	Held
OracleORCL	0.2%	$234,480	1,600	Held
SafeholdSAFE	0.1%	$166,451	10,602	Held

Over time and by industry

Value over time

Dec '25

Jun '26

Value is up 13.7% since 31 December 2025.

Where the money is

Financial services4.6%

Technology1.8%

Real estate1.2%

Industrials0.4%

Everyday goods0.3%

Health care0.3%

Other91.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.