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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 3 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MBB ISHARES TR 20,689.0 $1.9M 0.41% +17K +416.2% $93.76 -0.2%
42 CMBS ISHARES TR 39,688.0 $1.9M 0.41% +32K +433.0% $48.51 -0.1%
43 USHY ISHARES TR 51,538.0 $1.9M 0.41% +42K +427.7% $36.92 -0.0%
44 IGE ISHARES TR 32,498.0 $1.9M 0.40% +24K +303.1% $58.07 +13.3%
45 LEMB ISHARES INC 44,206.0 $1.9M 0.40% +36K +408.1% $42.40 +2.5%
46 ICLN ISHARES TR 102,066.0 $1.9M 0.40% +77K +308.5% $18.35 -4.3%
47 VTG VANGUARD MALVERN FDS 24,940.0 $1.9M 0.40% +20K +416.5% $74.69 -0.3%
48 RBCAA REPUBLIC BANCORP INC KY Financial Services 19,893.0 $1.8M 0.39% NEW $92.32 +3.2%
49 TXN TEXAS INSTRS INC Technology 6,299.0 $1.8M 0.39% +125.0 +2.0% $291.24 -11.5%
50 GOOG ALPHABET INC 5,162.0 $1.8M 0.39% -385.0 -6.9% $353.82
51 DGRW WISDOMTREE TR 18,370.0 $1.8M 0.38% -580.0 -3.1% $96.93 +2.4%
52 ENTERGY CORP NEW 14,862.0 $1.7M 0.36% +577.0 +4.0% $114.87
53 NRG NRG ENERGY INC Utilities 12,585.0 $1.7M 0.36% -1K -7.9% $132.75 -13.3%
54 Q QNITY ELECTRONICS INC Technology 12,290.0 $1.7M 0.36% NEW $135.47 -5.4%
55 EWJ ISHARES INC 18,015.0 $1.7M 0.35% +3K +17.2% $91.91 +3.6%
56 GM GENERAL MTRS CO Consumer Cyclical 21,200.0 $1.6M 0.35% -233.0 -1.1% $77.72 +10.7%
57 J P MORGAN EXCHANGE TRADED F 32,327.0 $1.6M 0.35% +758.0 +2.4% $50.48
58 USFR WISDOMTREE TR 32,019.0 $1.6M 0.34% +314.0 +1.0% $50.44 +0.1%
59 NEAR ISHARES U S ETF TR 31,830.0 $1.6M 0.34% +607.0 +1.9% $50.53 +0.1%
60 CHDN CHURCHILL DOWNS INC Consumer Cyclical 18,609.0 $1.6M 0.34% +7K +64.9% $86.29 +5.2%
Page 3 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%