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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 3 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TXN TEXAS INSTRS INC Technology 6,299.0 $1.8M 0.39% +125.0 +2.0% $291.24 -10.7%
42 ENTERGY CORP NEW 14,862.0 $1.7M 0.36% +577.0 +4.0% $114.87
43 EWJ ISHARES INC 18,015.0 $1.7M 0.35% +3K +17.2% $91.91 +4.0%
44 J P MORGAN EXCHANGE TRADED F 32,327.0 $1.6M 0.35% +758.0 +2.4% $50.48
45 USFR WISDOMTREE TR 32,019.0 $1.6M 0.34% +314.0 +1.0% $50.44 +0.1%
46 NEAR ISHARES U S ETF TR 31,830.0 $1.6M 0.34% +607.0 +1.9% $50.53 +0.2%
47 CHDN CHURCHILL DOWNS INC Consumer Cyclical 18,609.0 $1.6M 0.34% +7K +64.9% $86.29 +2.8%
48 AMZN AMAZON COM INC Consumer Cyclical 6,376.0 $1.6M 0.34% +1K +22.9% $249.88 +4.5%
49 SGOV ISHARES TR 15,688.0 $1.6M 0.34% +690.0 +4.6% $100.55 +0.1%
50 URI UNITED RENTALS INC Industrials 1,415.0 $1.5M 0.32% +30.0 +2.2% $1071.51 -1.7%
51 AMGN AMGEN INC Healthcare 4,005.0 $1.5M 0.32% +489.0 +13.9% $371.57 +19.0%
52 XME SPDR SERIES TRUST 14,983.0 $1.5M 0.32% +11K +318.3% $98.99 +22.2%
53 L LOEWS CORP Financial Services 12,700.0 $1.4M 0.31% +373.0 +3.0% $113.89 -2.7%
54 INDA ISHARES TR 28,751.0 $1.4M 0.30% +6K +24.4% $48.69 +3.2%
55 MUB ISHARES TR 13,125.0 $1.4M 0.30% +2K +21.0% $106.62 -1.0%
56 GWW WW GRAINGER INC Industrials 995.0 $1.4M 0.30% +149.0 +17.6% $1402.26 -7.2%
57 QCOM QUALCOMM INC Technology 8,108.0 $1.4M 0.30% +1K +18.0% $170.60 -5.9%
58 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,980.0 $1.4M 0.29% +121.0 +1.2% $136.65 +1.1%
59 GD GENERAL DYNAMICS CORP Industrials 3,661.0 $1.4M 0.29% +100.0 +2.8% $368.80 +2.1%
60 BSV VANGUARD BD INDEX FDS 17,036.0 $1.3M 0.28% +2K +13.8% $77.70 +0.0%
Page 3 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%