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Jeffery McCurdy

Guardsman Private Capital Management, Inc.

Assets Managed
$127.99M
Holdings
42
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
2.02%(2Q avg: 1.01%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardsman Private Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 42 positions.

Assets under management

The assets under management (AUM) of Guardsman Private Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 127.99M in assets, with a quarterly growth rate of 2.02% and a 2-quarter average growth rate of 1.01%. The portfolio is managed by Jeffery McCurdy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 9.27%
32.22%
$41.229M
128,515 shares@ $320.82 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 6.16%
11.02%
$14.1M
240,856 shares@ $58.54 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
9.28%
$11.87M
83,341 shares@ $142.44 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 2.31%
5.94%
$7.597M
98,516 shares@ $77.11 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
5.13%
$6.555M
102,296 shares@ $64.09 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -4.43%
4.92%
$6.291M
13,129 shares@ $479.21 avg price
IXUS
Ishares Core Intl Stock Etf
Recent Activity
3.86%
$4.935M
56,955 shares@ $86.64 avg price
VBR
Vanguard Small-cap Value Etf
Recent Activity
2.76%
$3.522M
16,211 shares@ $217.26 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 77.41%
2.75%
$3.519M
5,411 shares@ $650.37 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
2.1%
$2.687M
25,348 shares@ $106.01 avg price

1-10 of 42