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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLS CELESTICA INC Technology 1,995.0 $728K 0.34% +620.0 +45.1% $364.80 -20.2%
62 IVE ISHARES TR 3,088.0 $701K 0.32% +68.0 +2.2% $227.06 +4.0%
63 ENB ENBRIDGE INC Energy 12,098.0 $656K 0.30% $54.21 -7.1%
64 GLD SPDR GOLD TR Financial Services 1,778.0 $655K 0.30% -13.0 -0.7% $368.38 +9.0%
65 UBER UBER TECHNOLOGIES INC Technology 9,060.0 $654K 0.30% +210.0 +2.4% $72.16 +5.0%
66 AVGO BROADCOM INC Technology 1,713.0 $647K 0.30% +749.0 +77.7% $377.88 -2.5%
67 IGRO ISHARES TR 7,110.0 $625K 0.29% +198.0 +2.9% $87.91 +4.9%
68 VDC VANGUARD WORLD FD 2,665.0 $600K 0.28% +31.0 +1.2% $225.32 +2.1%
69 SPSM SPDR SERIES TRUST 10,259.0 $592K 0.27% NEW $57.67 -3.2%
70 IWS ISHARES TR 3,592.0 $591K 0.27% -342.0 -8.7% $164.60 +2.5%
71 SHOP SHOPIFY INC Technology 5,157.0 $589K 0.27% -295.0 -5.4% $114.18 +23.2%
72 LNG CHENIERE ENERGY INC Energy 2,423.0 $579K 0.27% -121.0 -4.8% $239.11 +20.6%
73 SPDW SPDR INDEX SHS FDS 11,138.0 $561K 0.26% NEW $50.39 +1.9%
74 SPHQ INVESCO EXCHANGE TRADED FD T 6,161.0 $555K 0.26% +52.0 +0.8% $90.09 -6.0%
75 PLD PROLOGIS INC. Real Estate 3,968.0 $538K 0.25% NEW $135.46 +1.3%
76 XLI SELECT SECTOR SPDR TR 2,884.0 $534K 0.25% -351.0 -10.8% $185.21 -7.0%
77 IWR ISHARES TR 4,472.0 $493K 0.23% +68.0 +1.5% $110.35 +0.3%
78 XLE SELECT SECTOR SPDR TR 8,969.0 $476K 0.22% +4K +72.3% $53.11 +21.4%
79 IWB ISHARES TR 1,157.0 $474K 0.22% +13.0 +1.1% $409.84 +1.8%
80 IJR ISHARES TR 3,141.0 $466K 0.21% -16K -83.3% $148.25 -3.2%
Page 4 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%