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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 6 of 6  ·  104 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSX BOSTON SCIENTIFIC CORP Healthcare 6,330.0 $282K 0.06% +2K +34.7% $44.62 +11.7%
102 F FORD MTR CO Consumer Cyclical 16,217.0 $230K 0.05% +2K +15.7% $14.19 -1.7%
103 RDDT REDDIT INC Communication Services 1,177.0 $218K 0.05% +18.0 +1.6% $185.26 -13.4%
104 EXPAND ENERGY CORPORATION 2,311.0 $204K 0.04% +14.0 +0.6% $88.18
Page 6 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%