GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

Registered adviser

CIK

2110760

Location

SARASOTA, FL

Portfolio Value

Small $119,038,032

Diversification

Highly concentrated

Filing Date

Global Rank

#7,463 / 8,811 ▲ 117 · as of Jun 2026

Top Industry

Insurance - Diversified 59.2%

Period ended 21 days ago

Filed Oct 19, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 172205

Roster of Oct 1, 2026

Regulatory AUM

$207,939,453

Main clients

Diversified

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$207,939,453	Diversified
Apr 2025 to Mar 2026	$161,605,358	Individuals and high net worth (52%)
Apr 2024 to Mar 2025	$147,875,659	Individuals and high net worth (54%)
May 2023 to Mar 2024	$131,271,915	Individuals and high net worth (61%)
Apr 2023	$131,271,915	Individuals and high net worth (61%)
Apr 2022 to Mar 2023	$141,373,185	Individuals and high net worth (61%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.8% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 92.1%; sector active share 81.0% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

43 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

49.8%

+8.5 pts

Top 5

80.6%

+3.2 pts

Top 10

92.9%

+2.1 pts

HHI

2,773

Highly concentrated+628

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.6%	$105,464,824	33
Financial Services	6.8%	$8,035,579	2
Technology	2.5%	$3,024,613	3
Real Estate	0.9%	$1,090,285	1
Consumer Defensive	0.4%	$500,373	2
Healthcare	0.4%	$469,554	1
Industrials	0.4%	$452,804	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	+15,267	30,219	$2,285,160
VCRB	VANGUARD CORE BOND ETF	+5,430	16,460	$1,211,785
VBIL	Vanguard Institutional Index Funds	+2,782	16,075	$1,217,199
ITOT	iShares Core S&P Total U.S. Stock Market ETF	+224	82,413	$0
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	+110	14,341	$0
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+58	128,113	$47,945,009
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+50	8,999	$729,548
MSFT	Microsoft Corp	+48	1,475	$756,527
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+37	5,268	$369,550
AAPL	Apple Inc.	+23	6,151	$2,048,406
PM	Philip Morris International Inc.	+14	1,315	$250,928
IVV	iShares Core S&P 500 ETF	+12	590	$0
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+12	10,625	$1,335,243
ABBV	AbbVie Inc.	+10	1,795	$469,554
—		+9	3,915	$0
BRK-B	Berkshire Hathaway Inc	+8	13,137	$6,541,569
SPY	Spdr S&P 500 ETF Trust	+6	5,423	$4,135,742
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−6,121	233,229	$13,424,661
VXUS	Vanguard Total International Stock ETF	−1,022	94,492	$8,028,040
VUG	VANGUARD GROWTH INDEX FUND	−610	30,904	$2,784,759
VTV	VANGUARD VALUE INDEX FUND	−155	9,933	$2,146,322
VEU	Vanguard International Equity Index Funds	−142	25,180	$2,089,184
VIG	Vanguard Specialized Funds	−81	4,701	$1,096,790
IWF	iShares Russell 1000 Growth ETF	−80	5,332	$0
ESGV	VANGUARD ESG U.S. STOCK ETF	−37	5,551	$752,327
VB	Vanguard Index Funds	−20	5,110	$1,453,743
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
SAFE	Safehold Inc.	10,602	$166,451
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $119,038,032 total · filing declares 43 positions · $143,955,112 · as of Sep 30, 2026

All sectors Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	128,113	+58	$47,945,009	+1.2%	40.28%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	233,229	-6,121	$13,424,661	−3.6%	11.28%
VXUS	Vanguard Total International Stock ETF	Reduced	94,492	-1,022	$8,028,040	−1.7%	6.74%
VEA	Vanguard FTSE Developed Markets ETF	Held	102,296	0	$7,223,120	−0.9%	6.07%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	13,137	+8	$6,541,569	−0.4%	5.50%
SPY	Spdr S&P 500 ETF Trust	Added	5,423	+6	$4,135,742	+2.2%	3.47%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Held	16,211	0	$3,745,227	−4.9%	3.15%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	30,904	-610	$2,784,759	+2.6%	2.34%
VGUS	VANGUARD ULTRA-SHORT TREASURY ETF	Added	30,219	+15,267	$2,285,160	+102.0%	1.92%
VTV	VANGUARD VALUE INDEX FUND	Reduced	9,933	-155	$2,146,322	−2.4%	1.80%
VEU	Vanguard International Equity Index Funds	Reduced	25,180	-142	$2,089,184	−1.5%	1.76%
AAPL	Apple Inc. Technology	Added	6,151	+23	$2,048,406	+15.5%	1.72%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,494,010	−0.2%	1.26%
VB	Vanguard Index Funds	Reduced	5,110	-20	$1,453,743	−6.5%	1.22%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	10,625	+12	$1,335,243	+5.3%	1.12%
VBIL	Vanguard Institutional Index Funds	Added	16,075	+2,782	$1,217,199	+21.0%	1.02%
VCRB	VANGUARD CORE BOND ETF	Added	16,460	+5,430	$1,211,785	+42.2%	1.02%
VOO	VANGUARD 500 INDEX FUND	Held	1,728	0	$1,211,086	+2.0%	1.02%
VIG	Vanguard Specialized Funds	Reduced	4,701	-81	$1,096,790	−3.1%	0.92%
FSP	Franklin Street Properties Corp /Ma/ Real Estate	Held	2,869,173	0	$1,090,285	−26.9%	0.92%
MSFT	Microsoft Corp Technology	Added	1,475	+48	$756,527	+42.1%	0.64%
ESGV	VANGUARD ESG U.S. STOCK ETF	Reduced	5,551	-37	$752,327	+1.8%	0.63%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Added	8,999	+50	$729,548	−1.0%	0.61%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Held	5,117	0	$629,800	+3.4%	0.53%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Held	7,932	0	$606,004	−1.9%	0.51%
AVUV	Avantis U.S. Small Cap Value ETF	Held	4,884	0	$575,188	−5.6%	0.48%
ABBV	AbbVie Inc. Healthcare	Added	1,795	+10	$469,554	+4.5%	0.39%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Held	9,910	0	$469,337	−6.4%	0.39%
MOG-A	Moog Inc. Industrials	Held	1,187	0	$452,804	−10.0%	0.38%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	5,268	+37	$369,550	−3.8%	0.31%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,315	+14	$250,928	+6.6%	0.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	1,717	0	$249,445	−0.9%	0.21%
ORCL	Oracle Corp Technology	Held	1,600	0	$219,680	−6.3%	0.18%
		Added	3,915	+9	$0	−100.0%	0.00%
		Held	50,696	0	$0	−100.0%	0.00%
ACWX	iShares MSCI ACWI ex U.S. ETF	Held	5,351	0	$0	−100.0%	0.00%
EFA	iShares MSCI EAFE ETF	Held	2,676	0	$0	−100.0%	0.00%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Added	82,413	+224	$0	−100.0%	0.00%
IVV	iShares Core S&P 500 ETF	Added	590	+12	$0	−100.0%	0.00%
IWF	iShares Russell 1000 Growth ETF	Reduced	5,332	-80	$0	−100.0%	0.00%
IWM	iShares Russell 2000 ETF	Held	2,016	0	$0	−100.0%	0.00%
IXUS	iShares Core MSCI Total International Stock ETF	Held	54,282	0	$0	−100.0%	0.00%
SUSB	iShares ESG Aware 1-5 Year USD Corporate Bond ETF	Added	14,341	+110	$0	−100.0%	0.00%

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.