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Portfolio (Quarterly) Guide ↗

GUIDANCE CAPITAL, INC

· CIK 0001958743
13F Portfolio $409M AUM 222 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 28 New 114 Added 54 Reduced 8 Exited
Page 3 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ENTERGY CORP NEW 14,285.0 $1.3M 0.33% +329.0 +2.4% $93.54
42 EWJ ISHARES INC 15,371.0 $1.3M 0.32% +5K +46.7% $84.86 +7.7%
43 INFL LISTED FDS TR 26,254.0 $1.3M 0.32% +2K +8.9% $49.68 +6.9%
44 GD GENERAL DYNAMICS CORP Industrials 3,561.0 $1.3M 0.32% +59.0 +1.7% $365.81 -7.4%
45 AMGN AMGEN INC Healthcare 3,516.0 $1.2M 0.30% +457.0 +14.9% $347.11 -2.8%
46 NEM NEWMONT CORP Basic Materials 9,959.0 $1.2M 0.30% +539.0 +5.7% $121.69 -11.0%
47 TXN TEXAS INSTRS INC Technology 6,174.0 $1.2M 0.29% +246.0 +4.2% $194.98 +56.4%
48 INDA ISHARES TR 23,117.0 $1.2M 0.29% +8K +49.9% $51.80 -7.2%
49 BSV VANGUARD BD INDEX FDS 14,969.0 $1.2M 0.29% +689.0 +4.8% $78.74 -1.1%
50 IEX IDEX CORP Industrials 5,928.0 $1.2M 0.29% +226.0 +4.0% $197.85 +3.9%
51 ULTA ULTA BEAUTY INC Consumer Cyclical 1,679.0 $1.1M 0.28% +95.0 +6.0% $681.64 -27.7%
52 WY WEYERHAEUSER CO MTN BE Real Estate 42,454.0 $1.1M 0.28% +4K +9.2% $26.79 -13.3%
53 QCOM QUALCOMM INC Technology 6,871.0 $1.1M 0.27% +41.0 +0.6% $157.79 +28.3%
54 TSCO TRACTOR SUPPLY CO Consumer Cyclical 20,031.0 $1.1M 0.26% +746.0 +3.9% $53.40 -40.7%
55 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 20,500.0 $1.1M 0.26% +3K +17.9% $51.54 +36.0%
56 PDBC INVESCO ACTVELY MNGD ETC FD 74,989.0 $1.1M 0.26% +6K +9.4% $14.09 +30.0%
57 PANW PALO ALTO NETWORKS INC Technology 5,753.0 $1.0M 0.26% +84.0 +1.5% $182.27 +38.8%
58 ENFR ALPS ETF TR 31,627.0 $1.0M 0.25% +6K +23.6% $32.81 +21.6%
59 APD AIR PRODS & CHEMS INC Basic Materials 3,907.0 $1.0M 0.25% +290.0 +8.0% $264.03 +9.9%
60 SPMB SPDR SERIES TRUST 45,513.0 $1.0M 0.25% +565.0 +1.3% $22.48 -1.6%
Page 3 of 6  ·  114 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 40.2%
Technology 13.6%
Industrials 11.0%
Consumer Cyclical 7.6%
Basic Materials 5.5%
Healthcare 5.5%
Consumer Defensive 4.5%
Real Estate 3.5%
Energy 3.4%
Communication Services 3.1%