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Portfolio (Quarterly) Guide ↗

Guardian Asset Advisors, LLC

· CIK 0002021272
13F Portfolio $217M AUM 132 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 28 New 60 Added 35 Reduced 6 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO Financial Services 6,156.0 $2.0M 0.93% +1K +27.2% $328.11 +8.9%
22 CAT CATERPILLAR INC Industrials 1,888.0 $2.0M 0.93% +32.0 +1.7% $1065.13 -26.1%
23 VTV VANGUARD INDEX FDS 8,652.0 $1.9M 0.87% +4K +102.2% $217.93 +3.4%
24 SCHW SCHWAB CHARLES CORP Financial Services 18,519.0 $1.7M 0.79% +2K +12.8% $92.30 +18.2%
25 SMH VANECK ETF TRUST 2,109.0 $1.4M 0.64% +261.0 +14.1% $657.30 -16.0%
26 JNJ JOHNSON & JOHNSON Healthcare 5,460.0 $1.4M 0.64% +276.0 +5.3% $253.77 +8.0%
27 CWB SPDR SERIES TRUST 12,615.0 $1.4M 0.63% +8K +149.7% $107.83 -6.4%
28 MU MICRON TECHNOLOGY INC Technology 1,168.0 $1.3M 0.62% +368.0 +46.0% $1154.10 -18.0%
29 VEA VANGUARD TAX-MANAGED FDS 18,820.0 $1.3M 0.62% +8K +73.6% $71.25 +1.7%
30 HD HOME DEPOT INC Consumer Cyclical 3,318.0 $1.2M 0.54% +74.0 +2.3% $352.55 -9.3%
31 META META PLATFORMS INC Communication Services 1,907.0 $1.1M 0.50% +595.0 +45.4% $564.36 +5.2%
32 ITA ISHARES TR 3,692.0 $895K 0.41% +109.0 +3.0% $242.47 -7.7%
33 HSY HERSHEY CO Consumer Defensive 4,896.0 $859K 0.40% +534.0 +12.2% $175.42 +1.5%
34 GE GE AEROSPACE Industrials 2,295.0 $858K 0.40% +388.0 +20.4% $373.75 -11.4%
35 GLW CORNING INC Technology 3,297.0 $842K 0.39% +424.0 +14.8% $255.44 -43.5%
36 COWZ PACER FDS TR 13,193.0 $821K 0.38% +155.0 +1.2% $62.20 +16.0%
37 PNC PNC FINL SVCS GROUP INC Financial Services 3,047.0 $750K 0.35% +397.0 +15.0% $246.19 -1.5%
38 CLS CELESTICA INC Technology 1,995.0 $728K 0.34% +620.0 +45.1% $364.80 -21.6%
39 IVE ISHARES TR 3,088.0 $701K 0.32% +68.0 +2.2% $227.06 +4.2%
40 UBER UBER TECHNOLOGIES INC Technology 9,060.0 $654K 0.30% +210.0 +2.4% $72.16 +6.5%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.9%
Consumer Cyclical 14.3%
Financial Services 9.2%
Industrials 7.3%
Healthcare 6.6%
Consumer Defensive 5.6%
Utilities 3.6%
Communication Services 2.4%
Real Estate 1.8%
Energy 1.1%