GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.
CIK
2110760
Location
SARASOTA, FL
Portfolio Value
Micro
$463,110
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,884
/ 8,586
▲ 84
Top Industry
Insurance - Diversified
53.1%
3Y Alpha vs SPY
-32.1%
Period ended 3 months ago
Filed May 4, 2026 · 43d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.2%
SPY
+11.2%
Annualised alpha
-30.7%
Max drawdown
−10.0%
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
11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
40.9%
−3.1 pts
Top 5
89.7%
−0.0 pts
Top 10
99.1%
−0.0 pts
HHI
2,487
Moderately concentrated−84
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 40.9% | $6,291,416 |
| Unclassified | 22.9% | $3,518,989 |
| Technology | 15.1% | $2,318,833 |
| Real Estate | 13.3% | $2,037,099 |
| Consumer Defensive | 3.0% | $463,110 |
| Healthcare | 2.5% | $388,219 |
| Industrials | 2.3% | $347,363 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +2,361 | 5,411 | $3,518,989 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | −609 | 13,129 | $6,291,416 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
2 positions ·
$463,110 total
· Consumer Defensive only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 1,717 | $248,003 | 53.55% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 1,301 | $215,107 | 46.45% |