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Portfolio (Quarterly) Guide ↗

Guardian Asset Advisors, LLC

· CIK 0002021272
13F Portfolio $171M AUM 102 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 29 Added 60 Reduced 9 Exited
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFE PFIZER INC Healthcare 11,593.0 $326K 0.19% +1K +12.2% $28.08 -8.1%
82 CRM SALESFORCE INC Technology 1,727.0 $323K 0.19% +122.0 +7.6% $186.82 -2.8%
83 XLE SELECT SECTOR SPDR TR 5,205.0 $319K 0.19% -3K -38.3% $61.26 -4.5%
84 AMZA ETFIS SER TR I 6,907.0 $318K 0.19% +83.0 +1.2% $46.08 +3.6%
85 LMT LOCKHEED MARTIN CORP Industrials 501.0 $303K 0.18% +20.0 +4.2% $604.13 -11.9%
86 VHT VANGUARD WORLD FD 1,098.0 $299K 0.17% -22.0 -2.0% $272.30 +2.3%
87 AVGO BROADCOM INC Technology 964.0 $298K 0.17% -661.0 -40.7% $309.51 +36.2%
88 VST VISTRA CORP Utilities 1,910.0 $287K 0.17% -426.0 -18.2% $150.38 +10.0%
89 MU MICRON TECHNOLOGY INC Technology 800.0 $270K 0.16% -11.0 -1.4% $337.84 +161.0%
90 USMV ISHARES TR 2,822.0 $262K 0.15% -81K -96.6% $92.74 +4.3%
91 PPL PPL CORP Utilities 6,555.0 $250K 0.15% $38.20 -5.6%
92 PEJ INVESCO EXCHANGE TRADED FD T 4,313.0 $250K 0.15% +427.0 +11.0% $57.97 +5.9%
93 PPG PPG INDS INC Basic Materials 2,300.0 $246K 0.14% -54.0 -2.3% $106.89 +2.5%
94 QCOM QUALCOMM INC Technology 1,864.0 $240K 0.14% +191.0 +11.4% $128.83 +90.9%
95 SCHV SCHWAB STRATEGIC TR 7,776.0 $237K 0.14% -2K -20.7% $30.50 +10.1%
96 BSV VANGUARD BD INDEX FDS 2,997.0 $235K 0.14% -276.0 -8.4% $78.41 -0.6%
97 JMST J P MORGAN EXCHANGE TRADED F 4,493.0 $229K 0.13% -67.0 -1.5% $50.97 -0.1%
98 IHE ISHARES TR 2,637.0 $229K 0.13% NEW $86.68 +5.4%
99 VPU VANGUARD WORLD FD 1,136.0 $225K 0.13% -151.0 -11.7% $198.13 -0.4%
100 CSCO CISCO SYS INC Technology 2,755.0 $214K 0.12% -46.0 -1.6% $77.59 +51.5%
Page 5 of 6  ·  102 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 44.4%
Consumer Cyclical 14.2%
Financial Services 14.0%
Consumer Defensive 6.1%
Healthcare 6.0%
Industrials 5.3%
Communication Services 5.2%
Utilities 2.0%
Energy 1.4%
Real Estate 1.2%