Guardsman Private Capital Management, Inc. has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports the firm’s holdings in equity securities managed on behalf of clients.
The report lists 43 separate holdings, with the bulk of the portfolio allocated to large-cap exchange-traded funds (ETFs) and index funds. The largest position disclosed is the Vanguard Morningstar Total Stock Market ETF, which comprises 12.8 million shares. This is followed by the Vanguard Morningstar Small Cap Value ETF, with 3.7 million shares, and the Vanguard Morningstar Growth ETF, with 2.8 million shares.
The filing also details significant positions in several individual technology and financial companies. Microsoft Corporation is held in 1,475 shares, while Apple Inc. is held in 6,151 shares. In the financial sector, Berkshire Hathaway Inc. (Class A and Class B) holds 131 and 2 shares, respectively. Other notable individual stock holdings include Moog Inc. Class A (1,187 shares), Oracle Corporation (1,600 shares), and Philip Morris International Inc. (1,315 shares).
The portfolio is heavily diversified across various market caps and sectors, with additional holdings including Procter & Gamble Co., AbbVie Inc., and Franklin Strategic Properties Corp. The filing indicates that the firm holds these positions with sole voting and dispositive power.
