GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 40.4% | $6,569,620 |
| Unclassified | 24.9% | $4,045,253 |
| Technology | 15.6% | $2,539,977 |
| Real Estate | 10.2% | $1,658,420 |
| Industrials | 3.1% | $503,098 |
| Consumer Defensive | 3.0% | $487,143 |
| Healthcare | 2.8% | $449,177 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +6 | 5,417 | $4,045,253 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −2 | 13,129 | $6,569,620 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VXUS | Vanguard Total International Stock ETF | 98,516 | $7,596,568 | |
| VEA | Vanguard FTSE Developed Markets ETF | 102,296 | $6,555,127 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 25,040 | $1,880,504 | |
| VB | Vanguard Morningstar Small-Cap ETF | 5,130 | $1,343,649 | |
| VIG | Vanguard Dividend Appreciation ETF | 5,251 | $1,129,280 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 13,129 | $6,569,620 | 40.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,417 | $4,045,253 | 24.89% | |
| AAPL |
Apple Inc.
Technology
|
Held | 6,128 | $1,773,198 | 10.91% | |
| FSP |
Franklin Street Properties Corp /Ma/
Real Estate
|
Held | 2,869,173 | $1,491,969 | 9.18% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 1,427 | $532,299 | 3.28% | |
| MOG-A |
Moog Inc.
Industrials
|
Held | 1,187 | $503,098 | 3.10% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,785 | $449,177 | 2.76% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,717 | $251,780 | 1.55% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,301 | $235,363 | 1.45% | |
| ORCL |
Oracle Corp
Technology
|
Held | 1,600 | $234,480 | 1.44% | |
| SAFE |
Safehold Inc.
Real Estate
|
Held | 10,602 | $166,451 | 1.02% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.