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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 11 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWP ISHARES TR 2,282.0 $316K 0.07% NEW $138.39 +2.6%
202 GE GE AEROSPACE Industrials 896.0 $310K 0.07% NEW $345.89 +1.1%
203 EMB ISHARES TR 3,223.0 $308K 0.07% -19K -85.2% $95.59 -0.2%
204 SLV ISHARES SILVER TR Financial Services 6,023.0 $303K 0.07% -22K -78.3% $50.39 +23.7%
205 XLG INVESCO EXCHANGE TRADED FD T 4,875.0 $300K 0.06% $61.45 +1.1%
206 NEBIUS GROUP N.V. 1,739.0 $299K 0.06% NEW $171.77
207 GVI ISHARES TR 2,754.0 $291K 0.06% +400.0 +17.0% $105.64 -0.0%
208 AMKR AMKOR TECHNOLOGY INC Technology 4,568.0 $288K 0.06% -1K -19.2% $63.02 -22.7%
209 DVN DEVON ENERGY CORP NEW Energy 6,584.0 $283K 0.06% -198.0 -2.9% $43.03 +9.0%
210 IVW ISHARES TR 2,077.0 $283K 0.06% $136.29 +1.8%
211 BSX BOSTON SCIENTIFIC CORP Healthcare 6,330.0 $282K 0.06% +2K +34.7% $44.62 +11.7%
212 COKE COCA COLA CONS INC Consumer Defensive 1,492.0 $272K 0.06% -53.0 -3.4% $182.39 +7.8%
213 VTWV VANGUARD SCOTTSDALE FDS 1,348.0 $267K 0.06% NEW $197.82 +0.3%
214 DELL DELL TECHNOLOGIES INC Technology 659.0 $258K 0.06% NEW $391.38 +15.2%
215 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 16,683.0 $256K 0.06% -502.0 -2.9% $15.37 +15.2%
216 EWT ISHARES INC 2,467.0 $247K 0.05% -12K -82.5% $100.15 +5.2%
217 TUR ISHARES INC 6,194.0 $244K 0.05% -140.0 -2.2% $39.35 +2.4%
218 MAR MARRIOTT INTL INC NEW Consumer Cyclical 649.0 $241K 0.05% $371.14 -3.6%
219 XLU SELECT SECTOR SPDR TR 5,284.0 $240K 0.05% -31K -85.4% $45.47 -4.7%
220 ALAB ASTERA LABS INC Technology 739.0 $236K 0.05% NEW $319.74 -11.6%
Page 11 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%