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Portfolio (Quarterly) Guide ↗

Guardian Asset Advisors, LLC

· CIK 0002021272
13F Portfolio $192M AUM 108 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORP Industrials 481.0 $232K 0.12% NEW $483.17 +10.2%
102 JMST J P MORGAN EXCHANGE TRADED F 4,560.0 $232K 0.12% NEW $50.95 -0.1%
103 MU MICRON TECHNOLOGY INC Technology 811.0 $231K 0.12% NEW $285.30 +209.0%
104 PPL PPL CORP Utilities 6,579.0 $230K 0.12% NEW $35.02 +2.9%
105 GLW CORNING INC Technology 2,541.0 $222K 0.12% NEW $87.54 +125.4%
106 CSCO CISCO SYS INC Technology 2,801.0 $216K 0.11% NEW $77.03 +52.6%
107 MUB ISHARES TR 1,924.0 $206K 0.11% NEW $107.14 -0.4%
108 IBM INTERNATIONAL BUSINESS MACHS Technology 689.0 $204K 0.11% NEW $296.21 -15.3%
Page 6 of 6  ·  108 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 49.4%
Consumer Cyclical 15.1%
Financial Services 9.5%
Healthcare 6.3%
Communication Services 5.8%
Consumer Defensive 5.6%
Industrials 3.9%
Utilities 2.1%
Real Estate 1.2%
Energy 1.0%