GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Long book
$128.0M
Q1 2026
Positions
42
Top-10 weight
80%
concentration
Last quarter
+11.4%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsGUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. is a wealth-management firm allocating client money, running a $128.0M US long book across 42 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD SHORT-TERM TREASURY, ISHARES CORE S&P TOTAL U.S., VANGUARD TOTAL INTL STOCK, VANGUARD FTSE DEVELOPED ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-2.6%
Q1 2026
+11.4%
Sector allocation
Financials 69%
Technology 21%
Healthcare 3%
Industrials 3%
Other 2%
Consumer staples 2%
Long book by quarter
What does GUARDSMAN PRIVATE own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 13.1K | $6.3M | 4.9% | -4.4% |
| AAPL APPLE INC | Technology | 6.1K | $1.6M | 1.2% | Held |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 1.1% | Held |
| MSFT MICROSOFT CORP | Technology | 1.4K | $528K | 0.4% | Held |
| ABBV ABBVIE INC | Healthcare | 1.8K | $388K | 0.3% | Held |
| MOG/A MOOG INC-CLASS A | Industrials | 1.2K | $347K | 0.3% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 1.7K | $248K | 0.2% | Held |
| ORCL ORACLE CORP | Technology | 1.6K | $235K | 0.2% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 1.3K | $215K | 0.2% | Held |