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The Analysis of GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.'s Holdings & P&L

Currently, GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. holds 42 types of securities in its portfolio with a total value $128.0M. In the most recent quarter, they have increased their positions in VTI (+10.9K shares, valued at $3.5M), SPY (+2.4K shares, valued at $1.5M), N/A (+1.7K shares, valued at $1.0M); decreased their positions in VTV (-3.9K shares, valued at $765.4K), VUG (-1.6K shares, valued at $719.5K), VB (-1.5K shares, valued at $390.0K); initiated new positions in N/A (+1.7K shares, valued at $1.0M), VGT (+1.3K shares, valued at $924.8K), VTEB (+12.8K shares, valued at $636.1K).

1M P&L

+1.2M+0.90%

3M P&L

-375.7K-0.28%

HY P&L

-17.3M-11.48%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A115.4M

95.8%

2REIT - Office1.9M

1.6%

3Consumer Electronics1.6M

1.3%

Top Industries by Stock Count

1N/A32 stocks

82.1%

2Software - Infrastructure2 stocks

5.1%

3Drug Manufacturers - General1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS128.5K shares9.26%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS240.9K shares6.15%2026-03-312026-05-04

ITOT ISHARES TR83.3K shares0.00%2026-03-312026-05-04

VXUS VANGUARD STAR FDS98.5K shares2.30%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS102.3K shares0.00%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.1K shares-4.43%2026-03-312026-05-04

IXUS ISHARES TR57.0K shares0.00%2026-03-312026-05-04

VBR VANGUARD INDEX FDS16.2K shares0.00%2026-03-312026-05-04

Sponsored

SPY STATE STR SPDR S&P 500 ETF T5.4K shares77.41%2026-03-312026-05-04

NOBL PROSHARES TR25.3K shares0.00%2026-03-312026-05-04

VUG VANGUARD INDEX FDS5.3K shares-23.87%2026-03-312026-05-04

VTV VANGUARD INDEX FDS10.1K shares-27.89%2026-03-312026-05-04

FSP FRANKLIN STR PPTYS CORP2.9M shares0.00%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F25.0K shares-5.68%2026-03-312026-05-04

AAPL APPLE INC6.1K shares0.00%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-04

Sponsored

VB VANGUARD INDEX FDS5.1K shares-22.50%2026-03-312026-05-04

VGUS VANGUARD INSTL INDEX FD15.0K shares25.50%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS5.3K shares0.02%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K sharesnew addition2026-03-312026-05-04

VGT VANGUARD WORLD FD1.3K sharesnew addition2026-03-312026-05-04

VSGX VANGUARD WORLD FD8.9K shares0.00%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS12.8K sharesnew addition2026-03-312026-05-04

ESGV VANGUARD WORLD FD5.6K shares174.88%2026-03-312026-05-04

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BSV VANGUARD BD INDEX FDS7.9K shares0.00%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR5.4K shares0.00%2026-03-312026-05-04

IWF ISHARES TR1.4K shares0.00%2026-03-312026-05-04

MSFT MICROSOFT CORP1.4K shares0.00%2026-03-312026-05-04

SUSA ISHARES TR3.9K shares0.00%2026-03-312026-05-04

SPYG SPDR SERIES TRUST5.1K shares0.00%2026-03-312026-05-04

IWM ISHARES TR2.0K shares0.00%2026-03-312026-05-04

ABBV ABBVIE INC1.8K shares0.00%2026-03-312026-05-04

Sponsored

BND VANGUARD BD INDEX FDS5.2K shares0.00%2026-03-312026-05-04

IVV ISHARES TR578 shares0.52%2026-03-312026-05-04

ACWX ISHARES TR5.4K shares0.02%2026-03-312026-05-04

SUSB ISHARES TR14.2K shares0.00%2026-03-312026-05-04

MOG.A MOOG INC1.2K shares0.00%2026-03-312026-05-04

EFA ISHARES TR2.7K shares0.04%2026-03-312026-05-04

PG PROCTER & GAMBLE CO1.7K shares0.00%2026-03-312026-05-04

ORCL ORACLE CORP1.6K shares0.00%2026-03-312026-05-04

Sponsored

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-05-04

SAFEHOLD INC SAFEHOLD INC10.6K shares0.00%2026-03-312026-05-04

VTI

VANGUARD INDEX FDS

9.26%

Shares128.5K

Event2026-03-31

Filed2026-05-04

VGSH

VANGUARD SCOTTSDALE FDS

6.15%

Shares240.9K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

0.00%

Shares83.3K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

2.30%

Shares98.5K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares102.3K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-4.43%

Shares13.1K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

0.00%

Shares57.0K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

77.41%

Shares5.4K

Event2026-03-31

Filed2026-05-04

NOBL

PROSHARES TR

0.00%

Shares25.3K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

-23.87%

Shares5.3K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-27.89%

Shares10.1K

Event2026-03-31

Filed2026-05-04

FSP

FRANKLIN STR PPTYS CORP

0.00%

Shares2.9M

Event2026-03-31

Filed2026-05-04

VEU

VANGUARD INTL EQUITY INDEX F

-5.68%

Shares25.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-22.50%

Shares5.1K

Event2026-03-31

Filed2026-05-04

VGUS

VANGUARD INSTL INDEX FD

25.50%

Shares15.0K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

0.02%

Shares5.3K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

New

Shares1.7K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

New

Shares1.3K

Event2026-03-31

Filed2026-05-04

VSGX

VANGUARD WORLD FD

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

New

Shares12.8K

Event2026-03-31

Filed2026-05-04

ESGV

VANGUARD WORLD FD

174.88%

Shares5.6K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

SUSA

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

0.52%

Shares578

Event2026-03-31

Filed2026-05-04

ACWX

ISHARES TR

0.02%

Shares5.4K

Event2026-03-31

Filed2026-05-04

SUSB

ISHARES TR

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-04

MOG.A

MOOG INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-04

SAFEHOLD INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available