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Portfolio (Quarterly) Guide ↗

GUIDANCE CAPITAL, INC

· CIK 0001958743
13F Portfolio $468M AUM 233 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 71 New 104 Added 46 Reduced 60 Exited
Page 2 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEA VANGUARD TAX-MANAGED FDS 47,652.0 $3.3M 0.71% +1K +3.0% $70.03 +5.4%
22 QQQJ INVESCO EXCH TRADED FD TR II 67,017.0 $3.0M 0.63% +50K +295.1% $44.06 +4.0%
23 BILS SPDR SERIES TRUST 28,298.0 $2.8M 0.60% +23K +448.8% $99.28 +0.1%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,821.0 $2.7M 0.57% +193.0 +7.3% $945.47 +1.5%
25 PANW PALO ALTO NETWORKS INC Technology 7,390.0 $2.6M 0.56% +2K +28.4% $353.99 -4.0%
26 INTC INTEL CORP Technology 25,621.0 $2.5M 0.53% +814.0 +3.3% $96.98 -9.8%
27 GEV GE VERNOVA INC Utilities 2,335.0 $2.4M 0.52% +2K +420.0% $1036.09 -10.6%
28 AVUV AMERICAN CENTY ETF TR 18,988.0 $2.4M 0.51% +3K +19.3% $126.17 -0.6%
29 TMUS T-MOBILE US INC Communication Services 11,973.0 $2.3M 0.49% +2K +24.1% $192.85 -5.8%
30 SMLF ISHARES TR 24,222.0 $2.1M 0.45% +5K +24.9% $86.98 +2.2%
31 UPS UNITED PARCEL SVCS INC Industrials 17,547.0 $2.1M 0.44% +12K +193.2% $117.18 -10.3%
32 STIP ISHARES TR 19,710.0 $2.0M 0.43% +16K +455.2% $101.32 -0.3%
33 FALN ISHARES TR 71,944.0 $2.0M 0.42% +59K +442.1% $27.12 -0.0%
34 MBB ISHARES TR 20,689.0 $1.9M 0.41% +17K +416.2% $93.76 +0.0%
35 CMBS ISHARES TR 39,688.0 $1.9M 0.41% +32K +433.0% $48.51 +0.0%
36 USHY ISHARES TR 51,538.0 $1.9M 0.41% +42K +427.7% $36.92 +0.1%
37 IGE ISHARES TR 32,498.0 $1.9M 0.40% +24K +303.1% $58.07 +13.2%
38 LEMB ISHARES INC 44,206.0 $1.9M 0.40% +36K +408.1% $42.40 +2.5%
39 ICLN ISHARES TR 102,066.0 $1.9M 0.40% +77K +308.5% $18.35 -3.8%
40 VTG VANGUARD MALVERN FDS 24,940.0 $1.9M 0.40% +20K +416.5% $74.69 -0.1%
Page 2 of 6  ·  104 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
Financial Services 38.5%
Technology 19.6%
Industrials 10.7%
Consumer Cyclical 6.7%
Healthcare 4.5%
Basic Materials 4.3%
Consumer Defensive 3.9%
Energy 3.6%
Real Estate 3.5%
Utilities 2.8%