Guardian Financial Partners, LLC
Filing Date
Global Rank
#7,387
/ 8,588
▲ 48
Top Industry
Asset Management
23.9%
3Y Alpha vs SPY
-1.8%
Period ended 3 months ago
Filed Apr 15, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.1%
SPY
+76.8%
Annualised alpha
-1.8%
Max drawdown
−21.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
23.0%
+3.5 pts
Top 5
59.1%
+2.2 pts
Top 10
82.2%
+2.6 pts
HHI
1,026
Diversified+133
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 36.3% | $11,091,887 |
| Technology | 32.4% | $9,892,671 |
| Consumer Defensive | 7.6% | $2,335,477 |
| Utilities | 6.8% | $2,062,139 |
| Consumer Cyclical | 6.4% | $1,953,020 |
| Unclassified | 3.9% | $1,197,456 |
| Healthcare | 3.8% | $1,152,251 |
| Industrials | 2.1% | $638,962 |
| Energy | 0.7% | $217,334 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EIX | Edison International | +6,376 | 28,179 | $2,062,139 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +291 | 1,000 | $337,950 | |
| PG | PROCTER & GAMBLE Co | +154 | 4,007 | $578,771 | |
| LLY | ELI LILLY & Co | +134 | 518 | $476,440 | |
| GEV | GE Vernova Inc. | +103 | 732 | $638,962 | |
| BRK-B | Berkshire Hathaway Inc | +40 | 7,622 | $3,652,462 | |
| AAPL | Apple Inc. | +20 | 13,485 | $3,422,358 | |
| AMZN | Amazon Com Inc | +9 | 1,775 | $369,679 | |
| JPM | Jpmorgan Chase & Co | +6 | 1,422 | $418,295 | |
| MRVL | Marvell Technology, Inc. | +4 | 16,377 | $1,622,141 | |
| COST | Costco Wholesale Corp /New | +2 | 1,763 | $1,756,706 | |
| HD | Home Depot, Inc. | +2 | 2,991 | $983,709 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | −12,000 | 23,451 | $900,987 | |
| NVDA | Nvidia Corp | −1,558 | 10,904 | $1,901,657 | |
| TSLA | Tesla, Inc. | −1,495 | 1,613 | $599,632 | |
| AVGO | Broadcom Inc. | −397 | 1,914 | $592,402 | |
| GLD | Spdr Gold Trust | −268 | 689 | $296,469 | |
| MSFT | Microsoft Corp | −50 | 4,840 | $1,791,622 | |
| BPRE | Bluerock Private Real Estate Fund | −8 | 422,705 | $7,021,130 | |
| No positions match the current search. | |||||
7 positions ·
$9,892,671 total
· Technology only
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,485 | $3,422,358 | 34.59% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,904 | $1,901,657 | 19.22% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,840 | $1,791,622 | 18.11% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 16,377 | $1,622,141 | 16.40% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,914 | $592,402 | 5.99% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,000 | $337,950 | 3.42% | |
| ASML |
Asml Holding NV
Technology
|
NEW | 170 | $224,541 | 2.27% |