Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $47.4M | 33.2% | |
| VGSHVanguard Scottsdale Fds | $13.9M | 9.8% | |
| ITOTIshares Tr | $13.5M | 9.5% | −1.4% |
| VXUSVanguard Star Fds | $8.2M | 5.7% | −3.0% |
| VEAVanguard Tax-managed Fds | $7.3M | 5.1% | |
| BRK/BBerkshire Hathaway Inc Del | $6.6M | 4.6% | |
| IXUSIshares Tr | $5.2M | 3.6% | −4.7% |
| SPYState Str Spdr S&p 500 Etf T | $4.0M | 2.8% | |
| VBRVanguard Index Fds | $3.9M | 2.8% | |
| NOBLProshares Tr | $2.8M | 2.0% | |
| VUGVanguard Index Fds | $2.7M | 1.9% | |
| VTVVanguard Index Fds | $2.2M | 1.5% | |
| VEUVanguard Intl Equity Index F | $2.1M | 1.5% | +1.1% |
| AAPLApple Inc | $1.8M | 1.2% | |
| VBVanguard Index Fds | $1.6M | 1.1% | |
| BRK/ABerkshire Hathaway Inc Del | $1.5M | 1.0% | |
| FSPFranklin Str Pptys Corp | $1.5M | 1.0% | |
| VGTVanguard World Fd | $1.3M | 0.9% | |
| VOOVanguard Index Fds | $1.2M | 0.8% | |
| VIGVanguard Specialized Funds | $1.1M | 0.8% | −8.9% |
| VGUSVanguard Instl Index Fd | $1.1M | 0.8% | |
| VBILVanguard Instl Index Fd | $1.0M | 0.7% | New |
| VCRBVanguard Malvern Fds | $852K | 0.6% | New |
| ESGVVanguard World Fd | $739K | 0.5% | |
| VSGXVanguard World Fd | $737K | 0.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MOG/AMoog Inc | December 31, 2025 | +74.0% | $503K |
| VGTVanguard World Fd | March 31, 2026 | +37.0% | $1.3M |
| AVUVAmerican Centy Etf Tr | December 31, 2025 | +22.3% | $609K |
| IWMIshares Tr | December 31, 2025 | +22.1% | $606K |
| VBVanguard Index Fds | December 31, 2025 | +17.5% | $1.6M |
| VSGXVanguard World Fd | December 31, 2025 | +15.0% | $737K |
| VOOVanguard Index Fds | March 31, 2026 | +14.9% | $1.2M |
| VBRVanguard Index Fds | December 31, 2025 | +14.7% | $3.9M |
| VTVVanguard Index Fds | December 31, 2025 | +14.1% | $2.2M |
| VEAVanguard Tax-managed Fds | December 31, 2025 | +14.1% | $7.3M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −2.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Guardsman Private Capital Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2110760&type=13F-HR&dateb=&owner=include&count=40CIK 2110760
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2110760/000142050626001293/Filed July 27, 2026 · accession 0001420506-26-001293