Top 42 Guardsman Private Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 32.21% | 128.5K | $41.2M | +9.26%(+10.89K) | $331.41(+11.27%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 11.02% | 240.9K | $14.1M | +6.15%(+13.96K) | $58.78(-1.19%) | 2026-03-31 | |
| ITOT | ISHARES TR | 9.27% | 83.3K | $11.9M | +0.00%(+0) | $147.17(+11.27%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.94% | 98.5K | $7.6M | +2.30%(+2.22K) | $74.49(+13.89%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.12% | 102.3K | $6.6M | +0.00%(+0) | $61.19(+15.71%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.92% | 13.1K | $6.3M | -4.43%(-609) | $493.90(+2.81%) | 2026-03-31 | |
| IXUS | ISHARES TR | 3.86% | 57.0K | $4.9M | +0.00%(+0) | $83.61(+13.29%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 2.75% | 16.2K | $3.5M | +0.00%(+0) | $210.25(+15.68%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.75% | 5.4K | $3.5M | +77.41%(+2.36K) | $670.59(+11.06%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 2.1% | 25.3K | $2.7M | +0.00%(+0) | $103.57(-44.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.97% | -29.42% |
| Top 20 Holdings Unweighted | -10.42% | -28.12% |
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