BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLG INVESCO EXCHANGE TRADED FD T 4,875.0 $284K 0.07% NEW $58.35 +8.8%
22 PGR PROGRESSIVE CORP Financial Services 1,368.0 $283K 0.07% NEW $206.98 -2.1%
23 CCJ CAMECO CORP Energy 2,111.0 $257K 0.06% NEW $121.87 -13.6%
24 ERO ERO COPPER CORP Basic Materials 8,165.0 $253K 0.06% NEW $30.93 -13.6%
25 PBDC PUTNAM ETF TRUST 7,962.0 $247K 0.06% NEW $31.08 -12.9%
26 IEI ISHARES TR 2,013.0 $240K 0.06% NEW $118.99 -1.5%
27 COKE COCA COLA CONS INC Consumer Defensive 1,545.0 $232K 0.06% NEW $149.92 +17.6%
28 MAR MARRIOTT INTL INC NEW Consumer Cyclical 649.0 $209K 0.05% NEW $321.67 +15.2%
Page 2 of 2  ·  28 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%