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Portfolio (Quarterly) Guide ↗

GUIDANCE CAPITAL, INC

· CIK 0001958743
13F Portfolio $383M AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 202 New
Page 10 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,111.0 $263K 0.07% NEW $28.92 +40.4%
182 GEV GE VERNOVA INC Utilities 444.0 $260K 0.07% NEW $584.66 +77.7%
183 IVW ISHARES TR 2,076.0 $255K 0.07% NEW $122.67 +11.4%
184 AMD ADVANCED MICRO DEVICES INC Technology 998.0 $252K 0.07% NEW $252.80 +84.9%
185 RDDT REDDIT INC Communication Services 1,153.0 $247K 0.06% NEW $214.20 -33.9%
186 TMDX TRANSMEDICS GROUP INC Healthcare 1,887.0 $246K 0.06% NEW $130.52 -47.2%
187 CGGR CAPITAL GROUP GROWTH ETF 5,462.0 $245K 0.06% NEW $44.93 +2.5%
188 DVN DEVON ENERGY CORP NEW Energy 7,425.0 $245K 0.06% NEW $32.97 +43.2%
189 GVI ISHARES TR 2,260.0 $244K 0.06% NEW $107.92 -1.9%
190 DOV DOVER CORP Industrials 1,369.0 $243K 0.06% NEW $177.43 +18.3%
191 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 17,324.0 $241K 0.06% NEW $13.93 -35.8%
192 META META PLATFORMS INC Communication Services 319.0 $235K 0.06% NEW $737.91 -17.3%
193 BWXT BWX TECHNOLOGIES INC Industrials 1,154.0 $235K 0.06% NEW $203.28 -0.2%
194 HON HONEYWELL INTL INC Industrials 1,067.0 $231K 0.06% NEW $216.14 +5.5%
195 HUBS HUBSPOT INC Technology 463.0 $217K 0.06% NEW $469.67 -57.0%
196 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,751.0 $217K 0.06% NEW $124.06 -40.2%
197 ALK ALASKA AIR GROUP INC Industrials 4,886.0 $214K 0.06% NEW $43.77 -5.6%
198 TUR ISHARES INC 6,199.0 $211K 0.06% NEW $34.04 +15.6%
199 HUM HUMANA INC Healthcare 708.0 $206K 0.05% NEW $290.65 +6.0%
200 NEBIUS GROUP N.V. 1,743.0 $204K 0.05% NEW $117.26
Page 10 of 11  ·  202 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 41.0%
Technology 14.4%
Industrials 10.7%
Consumer Cyclical 7.5%
Healthcare 5.0%
Basic Materials 4.7%
Consumer Defensive 4.5%
Real Estate 3.5%
Communication Services 3.2%
Energy 3.1%