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

CIK 2110760 · latest 13F-HR filed 2026-10-19

Backtest portfolio

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. manages $144.0M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VTI (33.31%), ITOT (9.52%), VGSH (9.33%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 0 new positions and exited 1; 7 existing positions rose in reported value and 7 fell.

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.

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AUM
$144.0M

Long-equity book

Holdings
43

Distinct positions

Period
2026-09-30

Filed 2026-10-19

Q/Q Activity
+0 / −1 / ↑7 / ↓7

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
VTI33.3% · 0%ITOT9.5% · +0%VGSH9.3% · -3%VXUS5.6% · -1%VEA5.0% · 0%BRK.B4.5% · +0%IXUS3.6% · 0%SPY2.9% · +0%VBR2.6% · 0%VUG1.9% · -2%NOBL1.9% · 0%VGUS1.6% · +102%VTV1.5% · -2%VEU1.5% · -1%AAPL1.4% · +0%BRK.A1.0% · 0%VB1.0% · -0%VGT0.9% · +0%VBIL0.8% · +21%VCRB0.8% · +49%VOO0.8% · 0%VIG0.8% · -2%FSP0.8% · 0%MSFT0.5% · +3%ESGV0.5% · -1%VSGX0.5% · +1%IWF0.5% · -2%SPYG0.4% · 0%SUSA0.4% · +0%BSV0.4% · 0%AVUV0.4% · 0%IWM0.4% · 0%ABBV0.3% · +1%VTEB0.3% · 0%MOG.A0.3% · 0%IVV0.3% · +2%ACWX0.3% · 0%BND0.3% · +1%SUSB0.2% · +1%EFA0.2% · 0%PM0.2% · +1%PG0.2% · 0%ORCL0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 78.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 18, 2026.

Assets Under Management
$207.9M
Discretionary
$207.9M
Employees
3
Accounts
101
Address
1221 S. TAMIAMI TRAIL
SARASOTA, FL 34239
Phone
(941) 349-9200
Website
Name Title / Status Ownership Type
MCCURDY, JEFFREY, R ControlPRESIDENT; CHIEF COMPLIANCE OFFICER
since May 2014
75% or moreIndividual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 7 →

Top Trims

Show all 7 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

Show all 1 →

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. Holdings (2026-09-30)

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 $47.9M 33.31% 128,113 SH
2 ISHARES TR ITOT 464287150 $13.7M 9.52% 82,413 SH
3 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $13.4M 9.33% 233,229 SH
4 VANGUARD STAR FDS VXUS 921909768 $8.0M 5.58% 94,492 SH
5 VANGUARD TAX-MANAGED FDS VEA 921943858 $7.2M 5.02% 102,296 SH
6 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.5M 4.54% 13,137 SH
7 ISHARES TR IXUS 46432F834 $5.2M 3.58% 54,282 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.1M 2.87% 5,423 SH
9 VANGUARD INDEX FDS VBR 922908611 $3.7M 2.60% 16,211 SH
10 VANGUARD INDEX FDS VUG 922908736 $2.8M 1.93% 30,904 SH
11 PROSHARES TR NOBL 74348A467 $2.7M 1.91% 50,696 SH
12 VANGUARD INSTL INDEX FD VGUS 922040852 $2.3M 1.59% 30,219 SH
13 VANGUARD INDEX FDS VTV 922908744 $2.1M 1.49% 9,933 SH
14 VANGUARD INTL EQUITY INDEX F VEU 922042775 $2.1M 1.45% 25,180 SH
15 APPLE INC AAPL 037833100 $2.0M 1.42% 6,151 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 1.04% 2 SH
17 VANGUARD INDEX FDS VB 922908751 $1.5M 1.01% 5,110 SH
18 VANGUARD WORLD FD VGT 92204A702 $1.3M 0.93% 10,625 SH
19 VANGUARD INSTL INDEX FD VBIL 922040845 $1.2M 0.85% 16,075 SH
20 VANGUARD MALVERN FDS VCRB 922020748 $1.2M 0.84% 16,460 SH
21 VANGUARD INDEX FDS VOO 922908363 $1.2M 0.84% 1,728 SH
22 VANGUARD SPECIALIZED FUNDS VIG 921908844 $1.1M 0.76% 4,701 SH
23 FRANKLIN STR PPTYS CORP FSP 35471R106 $1.1M 0.75% 2,869,173 SH
24 MICROSOFT CORP MSFT 594918104 $756.8K 0.53% 1,475 SH
25 VANGUARD WORLD FD ESGV 921910733 $752.3K 0.52% 5,551 SH
26 VANGUARD WORLD FD VSGX 921910725 $729.6K 0.51% 8,999 SH
27 ISHARES TR IWF 464287614 $667.9K 0.46% 5,332 SH
28 SPDR SERIES TRUST SPYG 78464A409 $629.8K 0.44% 5,117 SH
29 ISHARES TR SUSA 464288802 $609.4K 0.42% 3,915 SH
30 VANGUARD BD INDEX FDS BSV 921937827 $606.0K 0.42% 7,932 SH
31 AMERICAN CENTY ETF TR AVUV 025072877 $575.2K 0.40% 4,884 SH
32 ISHARES TR IWM 464287655 $560.4K 0.39% 2,016 SH
33 ABBVIE INC ABBV 00287Y109 $469.6K 0.33% 1,795 SH
34 VANGUARD MUN BD FDS VTEB 922907746 $469.3K 0.33% 9,910 SH
35 MOOG INC MOG.A 615394202 $452.8K 0.31% 1,187 SH
36 ISHARES TR IVV 464287200 $452.0K 0.31% 590 SH
37 ISHARES TR ACWX 464288240 $404.6K 0.28% 5,351 SH
38 VANGUARD BD INDEX FDS BND 921937835 $369.5K 0.26% 5,268 SH
39 ISHARES TR SUSB 46435G243 $350.4K 0.24% 14,341 SH
40 ISHARES TR EFA 464287465 $278.0K 0.19% 2,676 SH
41 PHILIP MORRIS INTL INC PM 718172109 $250.9K 0.17% 1,315 SH
42 PROCTER & GAMBLE CO PG 742718109 $249.4K 0.17% 1,717 SH
43 ORACLE CORP ORCL 68389X105 $219.7K 0.15% 1,600 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-19 $144.0M 43 0001420506-26-002334
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
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