Data as of Q4 2025 (Dec 31, 2025)

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.

โ€ขCIK: 2110760โ€ขFiling: Q4 2025

**GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.** manages $125M across a diversified portfolio of 40 positions. The strategy shows a significant allocation to broad US equity exposure, notably VTI at $39.4M, complemented by fixed income via VGSH ($13.3M). Further diversification is evident with substantial holdings in total international and ex-US markets, including ITOT ($12.4M) and VXUS ($7.3M). The top holdings suggest a core mandate focused on capturing broad market beta across domestic and international asset classes.

Total AUM
$125.5M
QoQ Performance
N/A
Positions
24
Top 10 Concentration
79.7%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VGSH
ITOT
VXUS
BRK/B
VEA
VTI31.4%
VGSH10.6%
ITOT9.9%
VXUS5.8%
BRK/B5.5%
VEA5.1%
IXUS3.8%
VBR2.7%

๐Ÿ“ˆ Biggest Buys

VTI
VANGUARD INDEX FDS
NEW
31.4% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
NEW
10.6% of portfolio
ITOT
ISHARES TR
NEW
9.9% of portfolio
VXUS
VANGUARD STAR FDS
NEW
5.8% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
NEW
5.5% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other88.9%
Financial6.7%
Technology2.1%
ETF2.0%
Healthcare0.3%