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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 5 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PPG PPG INDS INC Basic Materials 11,517.0 $1.4M 0.29% NEW $118.68 -4.2%
82 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,980.0 $1.4M 0.29% +121.0 +1.2% $136.65 +1.1%
83 GD GENERAL DYNAMICS CORP Industrials 3,661.0 $1.4M 0.29% +100.0 +2.8% $368.80 +2.1%
84 MSI MOTOROLA SOLUTIONS INC Technology 3,213.0 $1.3M 0.28% NEW $414.13 +17.2%
85 BSV VANGUARD BD INDEX FDS 17,036.0 $1.3M 0.28% +2K +13.8% $77.70 +0.0%
86 NVDA NVIDIA CORPORATION Technology 6,368.0 $1.3M 0.28% +2K +53.5% $207.39 +2.7%
87 TDY TELEDYNE TECHNOLOGIES INC Technology 2,055.0 $1.3M 0.28% NEW $630.86 -0.6%
88 EWH ISHARES INC 57,696.0 $1.3M 0.27% +43K +292.7% $22.05 +5.2%
89 PG PROCTER & GAMBLE CO Consumer Defensive 8,329.0 $1.3M 0.27% -2K -18.4% $151.50 -4.0%
90 VST VISTRA CORP Utilities 8,034.0 $1.2M 0.26% NEW $152.56 -8.9%
91 LIN LINDE PLC Basic Materials 2,352.0 $1.2M 0.26% +566.0 +31.7% $520.70 -6.4%
92 EQT EQT CORP Energy 24,308.0 $1.2M 0.26% -926.0 -3.7% $49.40 +9.3%
93 MCHI ISHARES TR 22,043.0 $1.2M 0.26% +17K +302.8% $54.14 +1.8%
94 UBER UBER TECHNOLOGIES INC Technology 16,011.0 $1.2M 0.25% NEW $74.04 +8.5%
95 AGNC AGNC INVT CORP Real Estate 102,335.0 $1.2M 0.25% +17K +19.3% $11.43 -4.5%
96 PLD PROLOGIS INC. Real Estate 7,723.0 $1.2M 0.25% +1K +16.7% $150.05 -4.5%
97 FCX FREEPORT MCMORAN INC Basic Materials 19,382.0 $1.1M 0.24% -27K -57.8% $58.56 +36.5%
98 MDT MEDTRONIC PLC Healthcare 13,420.0 $1.1M 0.24% +1K +8.4% $83.56 +9.1%
99 EWY ISHARES INC 6,814.0 $1.1M 0.24% -710.0 -9.4% $163.35 +10.3%
100 JPM JPMORGAN CHASE & CO Financial Services 3,198.0 $1.1M 0.23% +589.0 +22.6% $343.17 +3.9%
Page 5 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%