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GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 2110760 · latest 13F-HR filed 2026-07-27

Backtest portfolio

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. manages $142.7M in 13F-reported U.S. long-equity assets across 44 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (33.21%), VGSH (9.76%), ITOT (9.46%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 27, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1221 SOUTH TAMIAMI TRAIL
SARASOTA, FL 34239
Phone
(941) 349-9200
Filing Manager
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
SARASOTA, FL
Signatory
Jeffery McCurdy
President
Loading holdings…
AUM

$142.7M

Long-equity book

Holdings

44

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+2 / −0 / ↑27 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$6.2M +14.9%
  • ISHARES TR$1.6M +13.7%
  • VANGUARD TAX-MANAGED FDS$733.5K +11.2%
  • VANGUARD STAR FDS$568.9K +7.5%
  • STATE STR SPDR S&P 500 ETF T$526.3K +15.0%
Show all 27 →

Top Trims

  • FRANKLIN STR PPTYS CORP-$428.9K -22.5%
  • VANGUARD MUN BD FDS-$134.8K -21.2%
Show all 2 →

New Positions

  • VANGUARD INSTL INDEX FD$1.0M
  • VANGUARD MALVERN FDS$851.9K
Show all 2 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $47.4M 33.21% 128,055 SH
2 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $13.9M 9.76% 239,350 SH
3 ISHARES TR ITOT 464287150 $13.5M 9.46% 82,189 SH
4 VANGUARD STAR FDS VXUS 921909768 $8.2M 5.72% 95,514 SH
5 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.3M 5.11% 102,296 SH
6 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.6M 4.60% 13,129 SH
7 ISHARES TR IXUS 46432F834 $5.2M 3.63% 54,282 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.0M 2.84% 5,417 SH
9 VANGUARD INDEX FDS VBR 922908611 $3.9M 2.76% 16,211 SH
10 PROSHARES TR NOBL 74348A467 $2.8M 2.00% 50,696 SH
11 VANGUARD INDEX FDS VUG 922908736 $2.7M 1.90% 31,514 SH
12 VANGUARD INDEX FDS VTV 922908744 $2.2M 1.54% 10,088 SH
13 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.1M 1.49% 25,322 SH
14 APPLE INC AAPL 037833100 $1.8M 1.24% 6,128 SH
15 VANGUARD INDEX FDS VB 922908751 $1.6M 1.09% 5,130 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 1.05% 2 SH
17 FRANKLIN STR PPTYS CORP FSP 35471R106 $1.5M 1.04% 2,869,173 SH
18 VANGUARD WORLD FD VGT 92204A702 $1.3M 0.89% 10,613 SH
19 VANGUARD INDEX FDS VOO 922908363 $1.2M 0.83% 1,728 SH
20 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.1M 0.79% 4,782 SH
21 VANGUARD INSTL INDEX FD VGUS 922040852 $1.1M 0.79% 14,952 SH
22 VANGUARD INSTL INDEX FD VBIL 922040845 $1.0M 0.71% 13,293 SH
23 VANGUARD MALVERN FDS VCRB 922020748 $851.9K 0.60% 11,030 SH
24 VANGUARD WORLD FD ESGV 921910733 $738.9K 0.52% 5,588 SH
25 VANGUARD WORLD FD VSGX 921910725 $736.9K 0.52% 8,949 SH
26 ISHARES TR IWF 464287614 $672.1K 0.47% 5,412 SH
27 VANGUARD BD INDEX FDS BSV 921937827 $618.0K 0.43% 7,932 SH
28 AMERICAN CENTY ETF TR AVUV 025072877 $609.3K 0.43% 4,884 SH
29 SPDR SERIES TRUST SPYG 78464A409 $608.9K 0.43% 5,117 SH
30 ISHARES TR IWM 464287655 $605.8K 0.42% 2,016 SH
31 ISHARES TR SUSA 464288802 $602.7K 0.42% 3,906 SH
32 MICROSOFT CORP MSFT 594918104 $532.5K 0.37% 1,427 SH
33 MOOG INC MOG.A 615394202 $503.1K 0.35% 1,187 SH
34 VANGUARD MUN BD FDS VTEB 922907746 $501.2K 0.35% 9,910 SH
35 ABBVIE INC ABBV 00287Y109 $449.3K 0.31% 1,785 SH
36 ISHARES TR IVV 464287200 $433.0K 0.30% 578 SH
37 ISHARES TR ACWX 464288240 $407.3K 0.29% 5,351 SH
38 VANGUARD BD INDEX FDS BND 921937835 $384.0K 0.27% 5,231 SH
39 ISHARES TR SUSB 46435G243 $355.6K 0.25% 14,231 SH
40 ISHARES TR EFA 464287465 $278.0K 0.19% 2,676 SH
41 PROCTER & GAMBLE CO PG 742718109 $251.8K 0.18% 1,717 SH
42 PHILIP MORRIS INTL INC PM 718172109 $235.4K 0.16% 1,301 SH
43 ORACLE CORP ORCL 68389X105 $234.5K 0.16% 1,600 SH
44 SAFEHOLD INC SAFE 78646V107 $166.5K 0.12% 10,602 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $142.7M 44 0001420506-26-001293
2026-03-31 2026-05-04 $128.0M 42 0001420506-26-000786
2025-12-31 2026-02-12 $125.5M 40 0001420506-26-000327