GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. - Portfolio overview

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. has 42 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 32.21%
2. VGSH - VANGUARD SCOTTSDALE FDS, 11.02%
3. ITOT - ISHARES TR, 9.27%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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