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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGBL CAPITAL GROUP CORE BALANCED 7,300.0 $277K 0.13% NEW $37.96 -0.6%
22 O REALTY INCOME CORP Real Estate 4,174.0 $259K 0.12% NEW $61.96 -1.0%
23 CVS CVS HEALTH CORP Healthcare 2,412.0 $250K 0.12% NEW $103.44 -5.6%
24 FIX COMFORT SYS USA INC Industrials 117.0 $232K 0.11% NEW $1982.09 -21.6%
25 XBI SPDR SERIES TRUST 1,380.0 $218K 0.10% NEW $158.27 +3.2%
26 XSMO INVESCO EXCHANGE TRADED FD T 2,222.0 $208K 0.10% NEW $93.67 -11.6%
27 IETC ISHARES U S ETF TR 1,899.0 $204K 0.09% NEW $107.40 -0.2%
28 MMSI MERIT MED SYS INC Healthcare 2,914.0 $202K 0.09% NEW $69.34 +30.8%
Page 2 of 2  ·  28 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%