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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VNQ VANGUARD INDEX FDS 5,656.0 $511K 0.12% -6K -51.0% $90.36 +7.0%
42 NOBL PROSHARES TR 4,635.0 $508K 0.12% -2K -31.6% $109.60 -2.1%
43 USMV ISHARES TR 5,087.0 $482K 0.12% -1K -18.3% $94.74 +1.4%
44 IEF ISHARES TR 4,177.0 $400K 0.10% -7K -60.9% $95.79 -2.1%
45 AXON AXON ENTERPRISE INC Industrials 589.0 $358K 0.09% -111.0 -15.9% $607.29 -35.8%
46 CVX CHEVRON CORP NEW Energy 2,069.0 $345K 0.08% -135.0 -6.1% $166.64 +14.6%
47 VEU VANGUARD INTL EQUITY INDEX F 4,399.0 $339K 0.08% -141.0 -3.1% $77.04 +7.2%
48 VTV VANGUARD INDEX FDS 1,699.0 $338K 0.08% -33.0 -1.9% $198.84 +5.1%
49 AVGO BROADCOM INC Technology 1,021.0 $332K 0.08% -66.0 -6.1% $325.51 +27.4%
50 DOV DOVER CORP Industrials 1,234.0 $258K 0.06% -135.0 -9.9% $209.43 -0.8%
51 DVN DEVON ENERGY CORP NEW Energy 6,782.0 $258K 0.06% -643.0 -8.7% $37.98 +24.0%
52 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 17,185.0 $255K 0.06% -139.0 -0.8% $14.82 -38.9%
53 EXPAND ENERGY CORPORATION 2,297.0 $252K 0.06% -244.0 -9.6% $109.51
54 MDLZ MONDELEZ INTL INC Consumer Defensive 3,538.0 $204K 0.05% -4K -50.9% $57.58 +6.8%
Page 3 of 3  ·  54 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%