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

Currently, GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. holds 44 types of securities in its portfolio with a total value $142.7M. In the most recent quarter, they have increased their positions in VUG (+26.3K shares, valued at $2.3M), NOBL (+25.3K shares, valued at $1.4M), VGT (+9.3K shares, valued at $1.1M); decreased their positions in VXUS (-3.0K shares, valued at $256.6K), IXUS (-2.7K shares, valued at $255.1K), ITOT (-1.2K shares, valued at $189.2K); initiated new positions in VBIL (+13.3K shares, valued at $1.0M), VCRB (+11.0K shares, valued at $851.9K).

1M P&L

+106.7K+0.12%

3M P&L

+3.0M+3.40%

HY P&L

-17.3M-15.91%

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/A79.1M

87.8%

2Insurance - Diversified6.6M

7.3%

3Consumer Electronics1.8M

2.0%

Top Industries by Stock Count

1N/A32 stocks

82.1%

2Consumer Electronics1 stocks

2.6%

3Insurance - Diversified1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS128.1K shares-0.36%2026-06-302026-07-27

VGSH VANGUARD SCOTTSDALE FDS239.3K shares-0.63%2026-06-302026-07-27

ITOT ISHARES TR82.2K shares-1.38%2026-06-302026-07-27

VXUS VANGUARD STAR FDS95.5K shares-3.05%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS102.3K shares0.00%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL13.1K shares0.00%2026-06-302026-07-27

IXUS ISHARES TR54.3K shares-4.69%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T5.4K shares0.11%2026-06-302026-07-27

Sponsored

VBR VANGUARD INDEX FDS16.2K shares0.00%2026-06-302026-07-27

NOBL PROSHARES TR50.7K shares100.00%2026-06-302026-07-27

VUG VANGUARD INDEX FDS31.5K shares499.92%2026-06-302026-07-27

VTV VANGUARD INDEX FDS10.1K shares0.00%2026-06-302026-07-27

VEU VANGUARD INTL EQUITY INDEX F25.3K shares1.13%2026-06-302026-07-27

AAPL APPLE INC6.1K shares0.00%2026-06-302026-07-27

VB VANGUARD INDEX FDS5.1K shares0.00%2026-06-302026-07-27

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-27

Sponsored

FSP FRANKLIN STR PPTYS CORP2.9M shares0.00%2026-06-302026-07-27

VGT VANGUARD WORLD FD10.6K shares700.98%2026-06-302026-07-27

VOO VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS4.8K shares-8.93%2026-06-302026-07-27

VGUS VANGUARD INSTL INDEX FD15.0K shares0.00%2026-06-302026-07-27

VBIL VANGUARD INSTL INDEX FD13.3K sharesnew addition2026-06-302026-07-27

VCRB VANGUARD MALVERN FDS11.0K sharesnew addition2026-06-302026-07-27

ESGV VANGUARD WORLD FD5.6K shares0.14%2026-06-302026-07-27

Sponsored

VSGX VANGUARD WORLD FD8.9K shares0.00%2026-06-302026-07-27

IWF ISHARES TR5.4K shares300.00%2026-06-302026-07-27

BSV VANGUARD BD INDEX FDS7.9K shares0.00%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR4.9K shares-9.87%2026-06-302026-07-27

SPYG SPDR SERIES TRUST5.1K shares0.00%2026-06-302026-07-27

IWM ISHARES TR2.0K shares0.00%2026-06-302026-07-27

SUSA ISHARES TR3.9K shares0.00%2026-06-302026-07-27

MSFT MICROSOFT CORP1.4K shares0.00%2026-06-302026-07-27

Sponsored

MOG.A MOOG INC1.2K shares0.00%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS9.9K shares-22.27%2026-06-302026-07-27

ABBVIE INC ABBVIE INC1.8K shares0.00%2026-06-302026-07-27

ISHARES TR ISHARES TR578 shares0.00%2026-06-302026-07-27

ACWX ISHARES TR5.4K shares0.00%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS5.2K shares0.00%2026-06-302026-07-27

SUSB ISHARES TR14.2K shares0.00%2026-06-302026-07-27

EFA ISHARES TR2.7K shares0.00%2026-06-302026-07-27

Sponsored

PG PROCTER & GAMBLE CO1.7K shares0.00%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-06-302026-07-27

ORACLE CORP ORACLE CORP1.6K shares0.00%2026-06-302026-07-27

SAFE SAFEHOLD INC10.6K shares0.00%2026-06-302026-07-27

VANGUARD INDEX FDS

-0.36%

Shares128.1K

Event2026-06-30

Filed2026-07-27

VGSH

VANGUARD SCOTTSDALE FDS

-0.63%

Shares239.3K

Event2026-06-30

Filed2026-07-27

ITOT

ISHARES TR

-1.38%

Shares82.2K

Event2026-06-30

Filed2026-07-27

VXUS

VANGUARD STAR FDS

-3.05%

Shares95.5K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares102.3K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares13.1K

Event2026-06-30

Filed2026-07-27

IXUS

ISHARES TR

-4.69%

Shares54.3K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

0.11%

Shares5.4K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-27

NOBL

PROSHARES TR

100.00%

Shares50.7K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

499.92%

Shares31.5K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

0.00%

Shares10.1K

Event2026-06-30

Filed2026-07-27

VEU

VANGUARD INTL EQUITY INDEX F

1.13%

Shares25.3K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-27

FSP

FRANKLIN STR PPTYS CORP

0.00%

Shares2.9M

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

700.98%

Shares10.6K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

-8.93%

Shares4.8K

Event2026-06-30

Filed2026-07-27

VGUS

VANGUARD INSTL INDEX FD

0.00%

Shares15.0K

Event2026-06-30

Filed2026-07-27

VBIL

VANGUARD INSTL INDEX FD

New

Shares13.3K

Event2026-06-30

Filed2026-07-27

VCRB

VANGUARD MALVERN FDS

New

Shares11.0K

Event2026-06-30

Filed2026-07-27

ESGV

VANGUARD WORLD FD

0.14%

Shares5.6K

Event2026-06-30

Filed2026-07-27

VSGX

VANGUARD WORLD FD

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-27

IWF

ISHARES TR

300.00%

Shares5.4K

Event2026-06-30

Filed2026-07-27

BSV

VANGUARD BD INDEX FDS

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

-9.87%

Shares4.9K

Event2026-06-30

Filed2026-07-27

SPYG

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

SUSA

ISHARES TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

MOG.A

MOOG INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

-22.27%

Shares9.9K

Event2026-06-30

Filed2026-07-27

ABBVIE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-27

ISHARES TR

0.00%

Shares578

Event2026-06-30

Filed2026-07-27

ACWX

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-27

SUSB

ISHARES TR

0.00%

Shares14.2K

Event2026-06-30

Filed2026-07-27

EFA

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-27

SAFE

SAFEHOLD INC

0.00%

Shares10.6K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available