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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 2 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NKE NIKE INC Consumer Cyclical 21,838.0 $973K 0.21% NEW $44.57 -11.2%
22 ICVT ISHARES TR 8,555.0 $972K 0.21% NEW $113.66 +1.7%
23 BAB INVESCO EXCH TRADED FD TR II 36,071.0 $962K 0.21% NEW $26.68 -0.7%
24 NPO ENPRO INC Industrials 2,743.0 $887K 0.19% NEW $323.36 -6.6%
25 EDV VANGUARD WORLD FD 14,322.0 $885K 0.19% NEW $61.79 -1.2%
26 SNDR SCHNEIDER NATIONAL INC Industrials 22,637.0 $871K 0.19% NEW $38.49 -9.6%
27 TTMI TTM TECHNOLOGIES INC Technology 6,641.0 $864K 0.18% NEW $130.14 -13.7%
28 AIR AAR CORP Industrials 6,321.0 $844K 0.18% NEW $133.48 +0.7%
29 ACN ACCENTURE PLC IRELAND Technology 5,773.0 $835K 0.18% NEW $144.61 +29.1%
30 ESI ELEMENT SOLUTIONS INC Basic Materials 22,110.0 $832K 0.18% NEW $37.63 -6.3%
31 CTS CTS CORP Technology 13,188.0 $784K 0.17% NEW $59.48 -5.5%
32 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 29,286.0 $776K 0.17% NEW $26.50 -7.2%
33 PULS PGIM ETF TR 15,200.0 $754K 0.16% NEW $49.62 +0.1%
34 ITOT ISHARES TR 4,338.0 $714K 0.15% NEW $164.60 +1.9%
35 FSS FEDERAL SIGNAL CORP Industrials 5,972.0 $714K 0.15% NEW $119.49 -0.0%
36 AEIS ADVANCED ENERGY INDS Industrials 2,445.0 $699K 0.15% NEW $285.84 -3.8%
37 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 44,649.0 $677K 0.14% NEW $15.16 +6.1%
38 MRCY MERCURY SYS INC Industrials 6,927.0 $665K 0.14% NEW $96.00 -9.6%
39 SUPN SUPERNUS PHARMACEUTICALS Healthcare 13,763.0 $664K 0.14% NEW $48.21 -6.2%
40 EWZ ISHARES INC 18,423.0 $651K 0.14% NEW $35.33 +0.6%
Page 2 of 4  ·  71 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%