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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 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DGRO ISHARES TR 7,914.0 $614K 0.13% -18K -69.8% $77.60 +2.9%
22 MU MICRON TECHNOLOGY INC Technology 645.0 $551K 0.12% -215.0 -25.0% $853.76 +9.3%
23 IVV ISHARES TR 705.0 $532K 0.11% -1K -59.5% $753.91 +2.1%
24 EEM ISHARES TR 8,146.0 $523K 0.11% -12K -60.4% $64.19 +4.8%
25 XMVM INVESCO EXCHANGE TRADED FD T 6,847.0 $506K 0.11% -32K -82.5% $73.92 +0.5%
26 XOM EXXON MOBIL CORP Energy 3,383.0 $494K 0.11% -59.0 -1.7% $145.95 +10.1%
27 AMD ADVANCED MICRO DEVICES INC Technology 969.0 $485K 0.10% -64.0 -6.2% $500.69 -4.3%
28 VBR VANGUARD INDEX FDS 1,575.0 $387K 0.08% -334.0 -17.5% $245.68 +1.0%
29 AVGO BROADCOM INC Technology 1,015.0 $380K 0.08% -6.0 -0.6% $374.36 -4.7%
30 VTV VANGUARD INDEX FDS 1,641.0 $359K 0.08% -58.0 -3.4% $218.85 +3.6%
31 LLY ELI LILLY & CO Healthcare 296.0 $346K 0.07% -1K -77.9% $1170.38 +5.4%
32 CGGR CAPITAL GROUP GROWTH ETF 7,237.0 $333K 0.07% -2K -21.5% $46.06 +2.0%
33 IYW ISHARES TR 1,367.0 $332K 0.07% -7K -84.2% $242.64 +1.4%
34 INFL LISTED FDS TR 6,337.0 $319K 0.07% -20K -75.9% $50.37 +11.2%
35 EMB ISHARES TR 3,223.0 $308K 0.07% -19K -85.2% $95.59 -0.2%
36 SLV ISHARES SILVER TR Financial Services 6,023.0 $303K 0.07% -22K -78.3% $50.39 +23.7%
37 AMKR AMKOR TECHNOLOGY INC Technology 4,568.0 $288K 0.06% -1K -19.2% $63.02 -22.7%
38 DVN DEVON ENERGY CORP NEW Energy 6,584.0 $283K 0.06% -198.0 -2.9% $43.03 +9.0%
39 COKE COCA COLA CONS INC Consumer Defensive 1,492.0 $272K 0.06% -53.0 -3.4% $182.39 +7.8%
40 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 16,683.0 $256K 0.06% -502.0 -2.9% $15.37 +15.2%
Page 2 of 3  ·  46 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%