Holdings of GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 81.7 % of the equity sleeve
Sector breakdown
- Financials 6.2 %
- Funds 5.8 %
- Technology 1.9 %
- Consumer staples 0.4 %
- Health care 0.3 %
- Unattributed 85.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 38 | 125.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Total Stock Market ETF | 128,515 | 41.2M $ | |
| 2 | Vanguard Scottsdale Funds | 240,856 | 14.1M $ | |
| 3 | iShares Core S&P Total U.S. Stock Market ETF | 83,341 | 11.9M $ | |
| 4 | Vanguard Total International S | 98,516 | 7.6M $ | |
| 5 | Vanguard FTSE Developed Markets ETF | 102,296 | 6.6M $ | |
| 6 | Berkshire Hathaway Inc | 13,129 | 6.3M $ | |
| 7 | iShares Core MSCI Total International Stock ETF | 56,955 | 4.9M $ | |
| 8 | Vanguard Index Funds | 16,211 | 3.5M $ | |
| 9 | State Street SPDR S&P 500 ETF Trust | 5,411 | 3.5M $ | |
| 10 | ProShares Trust | 25,348 | 2.7M $ | |
| 11 | Vanguard Growth ETF | 5,253 | 2.3M $ | |
| 12 | Vanguard Value ETF | 10,088 | 2M $ | |
| 13 | Franklin Street Properties Corp | 2,869,173 | 1.9M $ | |
| 14 | Vanguard FTSE All-World ex-US ETF | 25,040 | 1.9M $ | |
| 15 | Apple Inc | 6,128 | 1.6M $ | |
| 16 | Berkshire Hathaway Inc | 2 | 1.4M $ | |
| 17 | Vanguard Small-Cap ETF | 5,130 | 1.3M $ | |
| 18 | VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF | 5,251 | 1.1M $ | |
| 19 | Vanguard S&P 500 ETF | 1,728 | 1M $ | |
| 20 | Vanguard Information Technology ETF | 1,325 | 924.8K $ | |
| 21 | Vanguard Tax-Exempt Bond Index ETF | 12,750 | 636.1K $ | |
| 22 | Vanguard Short-term Bond Etf | 7,932 | 621.9K $ | |
| 23 | American Century ETF Trust | 5,419 | 598.6K $ | |
| 24 | iShares Russell 1000 Growth ETF | 1,353 | 577.1K $ | |
| 25 | Microsoft Corp | 1,427 | 528.4K $ | |
| 26 | iShares ESG Optimized MSCI USA ETF | 3,906 | 516K $ | |
| 27 | SPDR Series Trust | 5,117 | 501K $ | |
| 28 | iShares Russell 2000 ETF | 2,016 | 500.1K $ | |
| 29 | AbbVie Inc | 1,785 | 388.3K $ | |
| 30 | Vanguard Total Bond Market ETF | 5,231 | 385.2K $ | |
| 31 | iShares Core S&P 500 ETF | 578 | 377.7K $ | |
| 32 | iShares Trust | 5,351 | 366.4K $ | |
| 33 | Moog Inc | 1,187 | 347.4K $ | |
| 34 | iShares MSCI EAFE ETF | 2,676 | 259.9K $ | |
| 35 | Procter & Gamble Co/The | 1,717 | 248K $ | |
| 36 | Oracle Corp | 1,600 | 235.4K $ | |
| 37 | Philip Morris International Inc. | 1,301 | 215.1K $ | |
| 38 | Safehold Inc | 10,602 | 143.4K $ | |