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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 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MUB ISHARES TR 1,949.0 $210K 0.10% -1K -41.4% $107.68 -3.1%
122 XSMO INVESCO EXCHANGE TRADED FD T 2,222.0 $208K 0.10% NEW $93.67 -11.6%
123 IETC ISHARES U S ETF TR 1,899.0 $204K 0.09% NEW $107.40 -0.2%
124 MMSI MERIT MED SYS INC Healthcare 2,914.0 $202K 0.09% NEW $69.34 +30.8%
Page 7 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%