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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 2 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GNMA ISHARES TR 84,546.0 $3.7M 0.79% +68K +412.9% $43.88 -0.5%
22 TFLO ISHARES TR 72,392.0 $3.7M 0.78% +21K +39.9% $50.57 +0.1%
23 RWJ INVESCO EXCH TRADED FD TR II 56,940.0 $3.5M 0.75% +11K +22.9% $61.34 -0.2%
24 AVLV AMERICAN CENTY ETF TR 36,654.0 $3.4M 0.72% -2K -4.1% $91.94 +3.0%
25 VEA VANGUARD TAX-MANAGED FDS 47,652.0 $3.3M 0.71% +1K +3.0% $70.03 +4.3%
26 MGC VANGUARD WORLD FD 11,217.0 $3.1M 0.66% -73.0 -0.7% $275.02 +1.6%
27 QQQJ INVESCO EXCH TRADED FD TR II 67,017.0 $3.0M 0.63% +50K +295.1% $44.06 +3.6%
28 IAU ISHARES GOLD TR Financial Services 38,612.0 $2.9M 0.62% -1K -2.7% $74.80 +16.9%
29 BILS SPDR SERIES TRUST 28,298.0 $2.8M 0.60% +23K +448.8% $99.28 +0.1%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,821.0 $2.7M 0.57% +193.0 +7.3% $945.47 +2.7%
31 PANW PALO ALTO NETWORKS INC Technology 7,390.0 $2.6M 0.56% +2K +28.4% $353.99 -0.9%
32 INTC INTEL CORP Technology 25,621.0 $2.5M 0.53% +814.0 +3.3% $96.98 -10.0%
33 GEV GE VERNOVA INC Utilities 2,335.0 $2.4M 0.52% +2K +420.0% $1036.09 -9.1%
34 AVUV AMERICAN CENTY ETF TR 18,988.0 $2.4M 0.51% +3K +19.3% $126.17 -0.3%
35 TMUS T-MOBILE US INC Communication Services 11,973.0 $2.3M 0.49% +2K +24.1% $192.85 -5.3%
36 SMLF ISHARES TR 24,222.0 $2.1M 0.45% +5K +24.9% $86.98 +1.9%
37 UPS UNITED PARCEL SVCS INC Industrials 17,547.0 $2.1M 0.44% +12K +193.2% $117.18 -12.3%
38 STIP ISHARES TR 19,710.0 $2.0M 0.43% +16K +455.2% $101.32 -0.4%
39 FALN ISHARES TR 71,944.0 $2.0M 0.42% +59K +442.1% $27.12 -0.3%
40 MPWR MONOLITHIC PWR SYS INC Technology 1,489.0 $1.9M 0.42% -1K -47.9% $1305.31 -1.6%
Page 2 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%