BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 12 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IEI ISHARES TR 2,019.0 $236K 0.05% $116.95 -0.1%
222 F FORD MTR CO Consumer Cyclical 16,217.0 $230K 0.05% +2K +15.7% $14.19 -1.7%
223 NET CLOUDFLARE INC Technology 837.0 $228K 0.05% NEW $272.46 +1.9%
224 WMT WALMART INC Consumer Defensive 1,927.0 $222K 0.05% -11K -85.5% $114.96 -8.3%
225 RDDT REDDIT INC Communication Services 1,177.0 $218K 0.05% +18.0 +1.6% $185.26 -12.3%
226 CME CME GROUP INC Financial Services 873.0 $215K 0.05% -1K -57.9% $246.22 +12.6%
227 FEX FIRST TR EXCHANGE-TRADED ALP 1,575.0 $214K 0.05% NEW $135.91 +2.6%
228 SOXX ISHARES TR 399.0 $212K 0.04% NEW $531.09 -3.2%
229 CSX CSX CORP Industrials 4,111.0 $209K 0.04% NEW $50.89 +1.2%
230 IVLU ISHARES TR 4,853.0 $205K 0.04% NEW $42.34 +5.4%
231 EXPAND ENERGY CORPORATION 2,311.0 $204K 0.04% +14.0 +0.6% $88.18
232 SCZ ISHARES TR 2,411.0 $201K 0.04% NEW $83.35 +4.8%
233 VENTURE GLOBAL INC 15,424.0 $195K 0.04% -1K -6.1% $12.67
Page 12 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%