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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 5 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WDFC WD 40 CO Basic Materials 3,093.0 $793K 0.17% +515.0 +20.0% $256.38 -16.5%
82 GFF GRIFFON CORP Industrials 8,075.0 $756K 0.16% +492.0 +6.5% $93.61 +8.3%
83 BRC BRADY CORP Industrials 8,002.0 $749K 0.16% +233.0 +3.0% $93.55 +0.1%
84 ABM ABM INDS INC Industrials 15,080.0 $726K 0.15% +3K +26.6% $48.17 -3.3%
85 CSGP COSTAR GROUP INC Real Estate 23,566.0 $716K 0.15% +9K +56.8% $30.37 +8.0%
86 AVES AMERICAN CENTY ETF TR 10,397.0 $664K 0.14% +717.0 +7.4% $63.88 +3.5%
87 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,749.0 $645K 0.14% +494.0 +11.6% $135.72 -0.5%
88 MDLZ MONDELEZ INTL INC Consumer Defensive 10,374.0 $637K 0.14% +7K +193.2% $61.42 +2.6%
89 FLDR FIDELITY MERRIMACK STR TR 11,855.0 $594K 0.13% +974.0 +8.9% $50.14 +0.1%
90 AXON AXON ENTERPRISE INC Industrials 992.0 $537K 0.12% +403.0 +68.4% $541.75 +13.2%
91 FLRN SPDR SERIES TRUST 17,383.0 $535K 0.11% +2K +12.4% $30.79 +0.1%
92 VMBS VANGUARD SCOTTSDALE FDS 11,333.0 $526K 0.11% +595.0 +5.5% $46.45 +0.0%
93 NOBL PROSHARES TR 8,737.0 $501K 0.11% +4K +88.5% $57.31 +2.3%
94 PGR PROGRESSIVE CORP Financial Services 2,171.0 $447K 0.10% +803.0 +58.7% $205.80 +7.9%
95 QQQM INVESCO EXCH TRADED FD TR II 1,486.0 $432K 0.09% +52.0 +3.6% $290.61 +0.7%
96 META META PLATFORMS INC Communication Services 618.0 $411K 0.09% +299.0 +93.7% $664.90 -14.3%
97 SPYM SPDR SERIES TRUST 4,524.0 $400K 0.09% +357.0 +8.6% $88.37 +2.0%
98 VOO VANGUARD INDEX FDS 492.0 $339K 0.07% +3.0 +0.6% $689.71 +2.1%
99 MGK VANGUARD WORLD FD 3,844.0 $339K 0.07% +3K +401.2% $88.18 +0.8%
100 GVI ISHARES TR 2,754.0 $291K 0.06% +400.0 +17.0% $105.64 -0.0%
Page 5 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%