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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYM SPDR SERIES TRUST 4,167.0 $338K 0.08% +64.0 +1.6% $81.06 +7.9%
102 VOO VANGUARD INDEX FDS 489.0 $310K 0.08% +4.0 +0.8% $634.17 +7.7%
103 GEV GE VERNOVA INC Utilities 449.0 $297K 0.07% +5.0 +1.1% $662.20 +57.6%
104 TMDX TRANSMEDICS GROUP INC Healthcare 1,906.0 $263K 0.06% +19.0 +1.0% $138.09 -50.8%
105 AMD ADVANCED MICRO DEVICES INC Technology 1,033.0 $262K 0.06% +35.0 +3.5% $253.61 +77.3%
106 GVI ISHARES TR 2,354.0 $252K 0.06% +94.0 +4.2% $107.23 -1.3%
107 RDDT REDDIT INC Communication Services 1,159.0 $249K 0.06% +6.0 +0.5% $214.54 -31.6%
108 HUM HUMANA INC Healthcare 932.0 $248K 0.06% +224.0 +31.6% $266.29 +14.0%
109 TUR ISHARES INC 6,334.0 $248K 0.06% +135.0 +2.2% $39.08 -6.1%
110 ALK ALASKA AIR GROUP INC Industrials 5,048.0 $247K 0.06% +162.0 +3.3% $48.86 -15.9%
111 BWXT BWX TECHNOLOGIES INC Industrials 1,192.0 $246K 0.06% +38.0 +3.3% $206.42 -1.9%
112 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,831.0 $229K 0.06% +80.0 +4.6% $125.25 -41.0%
113 F FORD MTR CO Consumer Cyclical 14,022.0 $192K 0.05% +1K +7.8% $13.71 -0.3%
114 VENTURE GLOBAL INC 16,430.0 $157K 0.04% +427.0 +2.7% $9.53
Page 6 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%