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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Sector Allocation

Technology
1.9%$2.4M
Healthcare
0.3%$407,931
Real Estate
0.1%$145,141

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769117,623$39.4M31.43%
2VANGUARD SCOTTSDALE FDS92206C102226,901$13.3M10.62%
3ISHARES TR46428715083,341$12.4M9.88%
4VANGUARD STAR FDS92190976896,298$7.3M5.79%
5BERKSHIRE HATHAWAY INC DELBRK-A13,738$6.9M5.50%
6VANGUARD TAX-MANAGED FDS921943858102,296$6.4M5.09%
7ISHARES TR46432F83456,955$4.8M3.84%
8VANGUARD INDEX FDS92290861116,211$3.4M2.74%
9VANGUARD INDEX FDS9229087366,900$3.4M2.68%
10FRANKLIN STR PPTYS CORP35471R1062,869,173$2.7M2.16%
11VANGUARD INDEX FDS92290874413,989$2.7M2.13%
12PROSHARES TR74348A46725,348$2.6M2.10%
13SPDR S&P 500 ETF TRSPY3,050$2.1M1.66%
14VANGUARD INTL EQUITY INDEX F92204277526,547$2.0M1.56%
15VANGUARD INDEX FDS9229087516,619$1.7M1.36%
16APPLE INCAAPL6,128$1.7M1.33%
17BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M1.20%
18VANGUARD SPECIALIZED FUNDS9219088445,250$1.2M0.92%
19VANGUARD INSTL INDEX FD92204085211,914$899,0900.72%
20VANGUARD INSTL INDEX FD92204084510,368$782,0580.62%