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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 896.0 $310K 0.07% NEW $345.89 +1.1%
62 NEBIUS GROUP N.V. 1,739.0 $299K 0.06% NEW $171.77
63 VTWV VANGUARD SCOTTSDALE FDS 1,348.0 $267K 0.06% NEW $197.82 +0.3%
64 DELL DELL TECHNOLOGIES INC Technology 659.0 $258K 0.06% NEW $391.38 +15.2%
65 ALAB ASTERA LABS INC Technology 739.0 $236K 0.05% NEW $319.74 -11.6%
66 NET CLOUDFLARE INC Technology 837.0 $228K 0.05% NEW $272.46 +1.9%
67 FEX FIRST TR EXCHANGE-TRADED ALP 1,575.0 $214K 0.05% NEW $135.91 +2.6%
68 SOXX ISHARES TR 399.0 $212K 0.04% NEW $531.09 -3.2%
69 CSX CSX CORP Industrials 4,111.0 $209K 0.04% NEW $50.89 +1.2%
70 IVLU ISHARES TR 4,853.0 $205K 0.04% NEW $42.34 +5.4%
71 SCZ ISHARES TR 2,411.0 $201K 0.04% NEW $83.35 +4.8%
Page 4 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%