Institutional Manager · CIK 0002110760
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
SARASOTA, FL · File #028-26278
Latest AUM
$125.5M
Positions
40
Top-10 Concentration
79.7%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | VANGUARD INDEX FDS | 922908769 | +117,623 | +$39.4M | $0 |
| NEW | VANGUARD SCOTTSDALE FDS | 92206C102 | +226,901 | +$13.3M | $0 |
| NEW | ISHARES TR | 464287150 | +83,341 | +$12.4M | $0 |
| NEW | VANGUARD STAR FDS | 921909768 | +96,298 | +$7.3M | $0 |
| NEW | BERKSHIRE HATHAWAY INC DEL | BRK-A | +13,738 | +$6.9M | $0 |
| NEW | VANGUARD TAX-MANAGED FDS | 921943858 | +102,296 | +$6.4M | $0 |
| NEW | ISHARES TR | 46432F834 | +56,955 | +$4.8M | $0 |
| NEW | VANGUARD INDEX FDS | 922908611 | +16,211 | +$3.4M | $0 |
| NEW | VANGUARD INDEX FDS | 922908736 | +6,900 | +$3.4M | $0 |
| NEW | FRANKLIN STR PPTYS CORP | 35471R106 | +2,869,173 | +$2.7M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202540 pos · $125.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 117,623 | $39.4M | 31.43% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C102 | 226,901 | $13.3M | 10.62% |
| 3 | ISHARES TR | 464287150 | 83,341 | $12.4M | 9.88% |
| 4 | VANGUARD STAR FDS | 921909768 | 96,298 | $7.3M | 5.79% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 13,738 | $6.9M | 5.50% |
| 6 | VANGUARD TAX-MANAGED FDS | 921943858 | 102,296 | $6.4M | 5.09% |
| 7 | ISHARES TR | 46432F834 | 56,955 | $4.8M | 3.84% |
| 8 | VANGUARD INDEX FDS | 922908611 | 16,211 | $3.4M | 2.74% |
| 9 | VANGUARD INDEX FDS | 922908736 | 6,900 | $3.4M | 2.68% |
| 10 | FRANKLIN STR PPTYS CORP | 35471R106 | 2,869,173 | $2.7M | 2.16% |
| 11 | VANGUARD INDEX FDS | 922908744 | 13,989 | $2.7M | 2.13% |
| 12 | PROSHARES TR | 74348A467 | 25,348 | $2.6M | 2.10% |
| 13 | SPDR S&P 500 ETF TR | SPY | 3,050 | $2.1M | 1.66% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042775 | 26,547 | $2.0M | 1.56% |
| 15 | VANGUARD INDEX FDS | 922908751 | 6,619 | $1.7M | 1.36% |
| 16 | APPLE INC | AAPL | 6,128 | $1.7M | 1.33% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2 | $1.5M | 1.20% |
| 18 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,250 | $1.2M | 0.92% |
| 19 | VANGUARD INSTL INDEX FD | 922040852 | 11,914 | $899,090 | 0.72% |
| 20 | VANGUARD INSTL INDEX FD | 922040845 | 10,368 | $782,058 | 0.62% |