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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 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 1,666.0 $1.2M 0.57% -158.0 -8.7% $736.72 -3.9%
42 IRM IRON MTN INC DEL Real Estate 9,524.0 $1.2M 0.55% -1K -12.7% $126.26 -9.5%
43 HD HOME DEPOT INC Consumer Cyclical 3,318.0 $1.2M 0.54% +74.0 +2.3% $352.55 -9.3%
44 META META PLATFORMS INC Communication Services 1,907.0 $1.1M 0.50% +595.0 +45.4% $564.36 +2.5%
45 XLC SELECT SECTOR SPDR TR 9,227.0 $989K 0.46% -9K -48.6% $107.14 +3.5%
46 DIA STATE STR SPDR DOW JONES IND Financial Services 1,882.0 $985K 0.45% -11K -85.6% $523.16 +0.9%
47 IJH ISHARES TR 12,277.0 $947K 0.44% -80K -86.6% $77.11 -3.3%
48 CRWD CROWDSTRIKE HLDGS INC Technology 1,226.0 $936K 0.43% NEW $190.79 +12.7%
49 SPBO SPDR SERIES TRUST 31,610.0 $918K 0.42% NEW $29.04 -2.9%
50 VO VANGUARD INDEX FDS 11,220.0 $904K 0.42% NEW $80.57 +0.9%
51 ITA ISHARES TR 3,692.0 $895K 0.41% +109.0 +3.0% $242.47 -7.0%
52 ABBV ABBVIE INC Healthcare 3,528.0 $887K 0.41% -494.0 -12.3% $251.36 +3.4%
53 XLF SELECT SECTOR SPDR TR 16,454.0 $882K 0.41% -22K -57.7% $53.61 +6.7%
54 HSY HERSHEY CO Consumer Defensive 4,896.0 $859K 0.40% +534.0 +12.2% $175.42 +0.3%
55 GE GE AEROSPACE Industrials 2,295.0 $858K 0.40% +388.0 +20.4% $373.75 -11.4%
56 GLW CORNING INC Technology 3,297.0 $842K 0.39% +424.0 +14.8% $255.44 -43.0%
57 COWZ PACER FDS TR 13,193.0 $821K 0.38% +155.0 +1.2% $62.20 +15.5%
58 PNC PNC FINL SVCS GROUP INC Financial Services 3,047.0 $750K 0.35% +397.0 +15.0% $246.19 -3.5%
59 ARTY ISHARES TR 9,648.0 $735K 0.34% NEW $76.17 -3.9%
60 NFLX NETFLIX INC. Communication Services 10,252.0 $732K 0.34% NEW $71.40 +13.2%
Page 3 of 7  ·  124 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%