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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 10 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ETF SER SOLUTIONS 15,713.0 $396K 0.09% NEW $25.21
182 JNJ JOHNSON & JOHNSON Healthcare 1,552.0 $388K 0.08% NEW $249.98 +9.3%
183 VBR VANGUARD INDEX FDS 1,575.0 $387K 0.08% -334.0 -17.5% $245.68 +1.0%
184 CVX CHEVRON CORPORATION Energy 2,068.0 $380K 0.08% $183.89 +8.7%
185 AVGO BROADCOM INC Technology 1,015.0 $380K 0.08% -6.0 -0.6% $374.36 -4.7%
186 VTC VANGUARD SCOTTSDALE FDS 4,927.0 $374K 0.08% NEW $75.94 -0.4%
187 MRVL MARVELL TECHNOLOGY INC Technology 1,983.0 $373K 0.08% NEW $188.29 +27.7%
188 VEU VANGUARD INTL EQUITY INDEX F 4,392.0 $361K 0.08% $82.22 +4.7%
189 VTV VANGUARD INDEX FDS 1,641.0 $359K 0.08% -58.0 -3.4% $218.85 +3.6%
190 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 9,111.0 $354K 0.08% $38.88 +2.0%
191 LLY ELI LILLY & CO Healthcare 296.0 $346K 0.07% -1K -77.9% $1170.38 +5.4%
192 VOE VANGUARD INDEX FDS 1,687.0 $343K 0.07% NEW $203.41 +2.6%
193 VOO VANGUARD INDEX FDS 492.0 $339K 0.07% +3.0 +0.6% $689.71 +2.1%
194 MGK VANGUARD WORLD FD 3,844.0 $339K 0.07% +3K +401.2% $88.18 +0.8%
195 CGGR CAPITAL GROUP GROWTH ETF 7,237.0 $333K 0.07% -2K -21.5% $46.06 +2.0%
196 IYW ISHARES TR 1,367.0 $332K 0.07% -7K -84.2% $242.64 +1.4%
197 SPSM SPDR SERIES TRUST 5,742.0 $328K 0.07% NEW $57.21 -0.3%
198 RWK INVESCO EXCH TRADED FD TR II 2,174.0 $324K 0.07% NEW $148.90 -0.5%
199 INFL LISTED FDS TR 6,337.0 $319K 0.07% -20K -75.9% $50.37 +11.2%
200 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 8,131.0 $317K 0.07% NEW $39.00 -1.9%
Page 10 of 12  ·  233 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%