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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 3 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EWT ISHARES INC 2,467.0 $247K 0.05% -12K -82.5% $100.15 +5.2%
42 TUR ISHARES INC 6,194.0 $244K 0.05% -140.0 -2.2% $39.35 +2.4%
43 XLU SELECT SECTOR SPDR TR 5,284.0 $240K 0.05% -31K -85.4% $45.47 -4.7%
44 WMT WALMART INC Consumer Defensive 1,927.0 $222K 0.05% -11K -85.5% $114.96 -8.3%
45 CME CME GROUP INC Financial Services 873.0 $215K 0.05% -1K -57.9% $246.22 +12.6%
46 VENTURE GLOBAL INC 15,424.0 $195K 0.04% -1K -6.1% $12.67
Page 3 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%