BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 10 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 STIP ISHARES TR 3,550.0 $364K 0.09% NEW $102.44 +0.9%
182 AXON AXON ENTERPRISE INC Industrials 589.0 $358K 0.09% -111.0 -15.9% $607.29 -35.8%
183 CVX CHEVRON CORP NEW Energy 2,069.0 $345K 0.08% -135.0 -6.1% $166.64 +14.6%
184 MCHI ISHARES TR 5,473.0 $344K 0.08% NEW $62.78 -10.9%
185 MU MICRON TECHNOLOGY INC Technology 860.0 $342K 0.08% NEW $397.69 +91.6%
186 VEU VANGUARD INTL EQUITY INDEX F 4,399.0 $339K 0.08% -141.0 -3.1% $77.04 +7.2%
187 VTV VANGUARD INDEX FDS 1,699.0 $338K 0.08% -33.0 -1.9% $198.84 +5.1%
188 SPYM SPDR SERIES TRUST 4,167.0 $338K 0.08% +64.0 +1.6% $81.06 +7.9%
189 EWH ISHARES INC 14,692.0 $333K 0.08% NEW $22.64 +5.3%
190 AVGO BROADCOM INC Technology 1,021.0 $332K 0.08% -66.0 -6.1% $325.51 +27.4%
191 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,111.0 $315K 0.08% $34.55 +17.7%
192 MGK VANGUARD WORLD FD 767.0 $311K 0.08% $405.22 -78.1%
193 VOO VANGUARD INDEX FDS 489.0 $310K 0.08% +4.0 +0.8% $634.17 +7.7%
194 GEV GE VERNOVA INC Utilities 449.0 $297K 0.07% +5.0 +1.1% $662.20 +57.6%
195 AMKR AMKOR TECHNOLOGY INC Technology 5,655.0 $297K 0.07% NEW $52.45 +25.6%
196 XLG INVESCO EXCHANGE TRADED FD T 4,875.0 $284K 0.07% NEW $58.35 +8.8%
197 PGR PROGRESSIVE CORP Financial Services 1,368.0 $283K 0.07% NEW $206.98 -2.1%
198 TMDX TRANSMEDICS GROUP INC Healthcare 1,906.0 $263K 0.06% +19.0 +1.0% $138.09 -50.8%
199 AMD ADVANCED MICRO DEVICES INC Technology 1,033.0 $262K 0.06% +35.0 +3.5% $253.61 +77.3%
200 DOV DOVER CORP Industrials 1,234.0 $258K 0.06% -135.0 -9.9% $209.43 -0.8%
Page 10 of 12  ·  222 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%