GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Sector Allocation
- Other90.2%$129.8M
- Financials5.6%$8.0M
- Technology2.5%$3.6M
- Real Estate0.8%$1.1M
- Consumer Staples0.3%$500,374
- Healthcare0.3%$469,641
- Industrials0.3%$452,805
AUM History
13fpro.ai/research/fund/guardsman-private-capital-management-inc-2110760
Conviction and streaks
Stable · top 10 = 78.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- VANGUARD$47.9M
- ISHARES$13.7M
- VANGUARD$13.4M
- VANGUARD$8.0M
- VANGUARD$7.2M
BRK.B
$6.5M- ISHARES$5.2M
SPY
$4.1M- VANGUARD$3.7M
- VANGUARD$2.8M
- PROSHARES$2.7M
- VANGUARD$2.3M
- VANGUARD$2.1M
- VANGUARD$2.1M
AAPL
$2.0MBRK.A
$1.5M- VANGUARD$1.5M
- VANGUARD$1.3M
- VANGUARD$1.2M
- VANGUARD$1.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/guardsman-private-capital-management-inc-2110760
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 13F holdings — Q3 2026
$144.0M portfolio (+0.9% QoQ) · 43 holdings · Q3 2026 13F · top 10 are 78% of the stock portfolio
- 1
VANGUARD INDEX FDS - MRNGSTR TTL STK
$47.9M
33.3% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE S&P TTL STK
$13.7M
9.5% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$13.4M
9.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD STAR FDS - VG TL INTL STK F
$8.0M
5.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$7.2M
5.0% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $6.5M
4.5% of stocks
+0.1%This quarter—Since filed4+ qtrsHeld- 7
ISHARES TR - CORE MSCI TOTAL
$5.2M
3.6% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $4.1M
2.9% of stocks
+0.1%This quarter-0.1%Since filed4+ qtrsHeld- 9
VANGUARD INDEX FDS - MRNGSTR SML CP V
$3.7M
2.6% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$2.8M
1.9% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - MRNGSTR TTL STK | $47.9M | 33.3% | +0.0% | — | — | — | — | |
| 2 | ISHARES TR - CORE S&P TTL STK | $13.7M | 9.5% | +0.3% | — | — | — | — | |
| 3 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $13.4M | 9.3% | -3% | — | — | — | — | |
| 4 | VANGUARD STAR FDS - VG TL INTL STK F | $8.0M | 5.6% | -1% | — | — | — | — | |
| 5 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $7.2M | 5.0% | No change | — | — | — | — | |
| 6 | $6.5M | 4.5% | +0.1% | — | 4+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | ISHARES TR - CORE MSCI TOTAL | $5.2M | 3.6% | No change | — | — | — | — | |
| 8 | $4.1M | 2.9% | +0.1% | -0.1% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INDEX FDS - MRNGSTR SML CP V | $3.7M | 2.6% | No change | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | $2.8M | 1.9% | -2% | — | — | — | — |
All holdings — GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. (Q3 2026)
43 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | PROSHARES TR - S&P 500 DV ARISTetf/fund | — | $2.7M | 1.9% | 51K | — | — | — | 13F |
| 12 | — | VANGUARD INSTL INDEX FD - ULTR SHOR TR ETFetf/fund | — | $2.3M | 1.6% | 30K | +102% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund | — | $2.1M | 1.5% | 9,933 | -2% | — | — | 13F |
| 14 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $2.1M | 1.4% | 25K | -0.6% | — | — | 13F |
| 15 | Apple Inc. | Technology | $2.0M | 1.4% | 6,151 | +0.4% | 4+ qtrs | 75.7 | 13F | |
| 16 | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 1.0% | 2 | — | 4+ qtrs | 73.5 | 13F | |
| 17 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $1.5M | 1.0% | 5,110 | -0.4% | — | — | 13F |
| 18 | — | VANGUARD WORLD FD - INF TECH ETFetf/fund | — | $1.3M | 0.9% | 11K | +0.1% | — | — | 13F |
| 19 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETFetf/fund | — | $1.2M | 0.8% | 16K | +21% | — | — | 13F |
| 20 | — | VANGUARD MALVERN FDS - CORE BD ETFetf/fund | — | $1.2M | 0.8% | 16K | +49% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $1.2M | 0.8% | 1,728 | — | — | — | 13F |
| 22 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $1.1M | 0.8% | 4,701 | -2% | — | — | 13F |
| 23 | FRANKLIN STREET PROPERTIES CORP /MA/ | Real Estate | $1.1M | 0.8% | 2.87M | — | 4+ qtrs | 19.0 | 13F | |
| 24 | MICROSOFT CORP | Technology | $757K | 0.5% | 1,475 | +3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD WORLD FD - ESG US STK ETFetf/fund | — | $752K | 0.5% | 5,551 | -0.7% | — | — | 13F |
| 26 | — | VANGUARD WORLD FD - ESG INTL STK ETF | — | $730K | 0.5% | 8,999 | +0.6% | |||
| 27 | — | ISHARES TR - RUS 1000 GRW ETF | — | $668K | 0.5% | 5,332 | -1% | |||
| 28 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $630K | 0.4% | 5,117 | — | |||
| 29 | — | ISHARES TR - ESG OPTIMIZED | — | $609K | 0.4% | 3,915 | +0.2% | |||
| 30 | $META | Meta Platforms, Inc. | Technology | $606K | 0.4% | 7,932 | — | |||
| 31 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $575K | 0.4% | 4,884 | — | |||
| 32 | — | ISHARES TR - RUSSELL 2000 ETF | — | $560K | 0.4% | 2,016 | — | |||
| 33 | $ABBV | AbbVie Inc. | Healthcare | $470K | 0.3% | 1,795 | +0.6% | |||
| 34 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $469K | 0.3% | 9,910 | — | |||
| 35 | $MOG-A | MOOG INC. | Industrials | $453K | 0.3% | 1,187 | — | |||
| 36 | — | ISHARES TR - CORE S&P500 ETF | — | $452K | 0.3% | 590 | +2% | |||
| 37 | — | ISHARES TR - MSCI ACWI EX US | — | $405K | 0.3% | 5,351 | — | |||
| 38 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $370K | 0.3% | 5,268 | +0.7% | |||
| 39 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $350K | 0.2% | 14K | +0.8% | |||
| 40 | — | ISHARES TR - MSCI EAFE ETF | — | $278K | 0.2% | 2,676 | — | |||
| 41 | $PM | Philip Morris International Inc. | Consumer Staples | $251K | 0.2% | 1,315 | +1% | |||
| 42 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $249K | 0.2% | 1,717 | — | |||
| 43 | $ORCL | ORACLE CORP | Technology | $220K | 0.1% | 1,600 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 0 new, 17 added to, 9 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (17)
- VANGUARD INSTL INDEX FD - ULTR SHOR TR ETF+102%
now $2.3M
- VANGUARD MALVERN FDS - CORE BD ETF+49%
now $1.2M
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+21%
now $1.2M
- ISHARES TR - CORE S&P TTL STK+0.3%
now $13.7M
$MSFTMICROSOFT CORP+3%
now $757K · held 4+ qtrs
- VANGUARD INDEX FDS - MRNGSTR TTL STK+0.0%
now $47.9M
+11 more in the Excel export
Trimmed (9)
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS-3%
now $13.4M
- VANGUARD STAR FDS - VG TL INTL STK F-1%
now $8.0M
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF-2%
now $2.8M
- VANGUARD INDEX FDS - MRNGSTR VAL ETF-2%
now $2.1M
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF-2%
now $1.1M
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US-0.6%
now $2.1M
+3 more in the Excel export
Sold out (1)
$SAFESafehold Inc.was $166K
held 3+ qtrs
Holdings by quarter
Every 13F GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. has filed, 3 earlier quarters. Pick one to see what it held then.
Is it too late to follow GUARDSMAN PRIVATE CAPITAL MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of GUARDSMAN PRIVATE CAPITAL MANAGEMENT's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 11 of the 20 are scored)
Top 10 since filing
+1.9%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter
Top 10 weight
78%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. disclosed 43 positions worth $144.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $SAFE. The portfolio is most concentrated in Other (90.2% of disclosed assets). All figures are sourced directly from GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 2110760.
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