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Portfolio (Quarterly) Guide ↗

GUIDANCE CAPITAL, INC

· CIK 0001958743
13F Portfolio $409M AUM 222 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 28 New 114 Added 54 Reduced 8 Exited
Page 4 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NEE NEXTERA ENERGY INC Utilities 16,465.0 $1.4M 0.34% +941.0 +6.1% $85.07 +5.4%
62 EQT EQT CORP Energy 25,234.0 $1.4M 0.34% +361.0 +1.4% $54.73 +5.5%
63 LEIDOS HOLDINGS INC 6,970.0 $1.3M 0.33% -110.0 -1.6% $193.45
64 INTC INTEL CORP Technology 24,807.0 $1.3M 0.33% $54.32 +118.2%
65 BIZD VANECK ETF TRUST 92,810.0 $1.3M 0.33% +1K +1.3% $14.50 -13.7%
66 ENTERGY CORP NEW 14,285.0 $1.3M 0.33% +329.0 +2.4% $93.54
67 URI UNITED RENTALS INC Industrials 1,385.0 $1.3M 0.32% $956.13 -2.1%
68 EWJ ISHARES INC 15,371.0 $1.3M 0.32% +5K +46.7% $84.86 +7.7%
69 INFL LISTED FDS TR 26,254.0 $1.3M 0.32% +2K +8.9% $49.68 +6.9%
70 GD GENERAL DYNAMICS CORP Industrials 3,561.0 $1.3M 0.32% +59.0 +1.7% $365.81 -7.4%
71 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,859.0 $1.3M 0.31% $129.95 +4.7%
72 HUBB HUBBELL INC Industrials 2,621.0 $1.3M 0.31% $484.12 -4.8%
73 L LOEWS CORP Financial Services 12,327.0 $1.3M 0.31% -136.0 -1.1% $102.40 +6.6%
74 GOOGL ALPHABET INC Communication Services 3,802.0 $1.3M 0.31% -398.0 -9.5% $330.53 +17.3%
75 MDT MEDTRONIC PLC Healthcare 12,379.0 $1.3M 0.31% $101.34 -22.9%
76 AMGN AMGEN INC Healthcare 3,516.0 $1.2M 0.30% +457.0 +14.9% $347.11 -2.8%
77 AMZN AMAZON COM INC Consumer Cyclical 5,188.0 $1.2M 0.30% $234.36 +14.6%
78 NEM NEWMONT CORP Basic Materials 9,959.0 $1.2M 0.30% +539.0 +5.7% $121.69 -11.0%
79 EEM ISHARES TR 20,553.0 $1.2M 0.29% -38K -65.2% $58.70 +12.5%
80 IVV ISHARES TR 1,740.0 $1.2M 0.29% -33.0 -1.9% $691.98 +7.8%
Page 4 of 12  ·  222 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 40.2%
Technology 13.6%
Industrials 11.0%
Consumer Cyclical 7.6%
Basic Materials 5.5%
Healthcare 5.5%
Consumer Defensive 4.5%
Real Estate 3.5%
Energy 3.4%
Communication Services 3.1%