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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 6 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MOS MOSAIC CO Basic Materials 48,135.0 $1.1M 0.23% NEW $22.53 +7.7%
102 DPZ DOMINOS PIZZA INC Consumer Cyclical 3,274.0 $1.1M 0.23% NEW $329.67 +6.1%
103 PSA PUBLIC STORAGE Real Estate 3,318.0 $1.1M 0.23% +600.0 +22.1% $324.49 -0.6%
104 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,211.0 $1.1M 0.23% +414.0 +23.0% $486.03 +13.7%
105 HAL HALLIBURTON CO Energy 30,039.0 $1.1M 0.23% +7K +29.5% $35.04 -3.5%
106 BNDX VANGUARD CHARLOTTE FDS 21,463.0 $1.0M 0.22% +5K +26.6% $47.96 -0.1%
107 NEM NEWMONT CORP Basic Materials 11,117.0 $1.0M 0.22% +1K +11.6% $90.83 +48.8%
108 AVB AVALONBAY CMNTYS INC Real Estate 5,163.0 $1.0M 0.22% +1K +25.4% $195.48 -65.1%
109 BHE BENCHMARK ELECTRS INC Technology 12,901.0 $999K 0.21% NEW $77.40 -7.2%
110 CRWD CROWDSTRIKE HLDGS INC Technology 4,781.0 $974K 0.21% +4K +285.9% $50.94 +263.9%
111 NKE NIKE INC Consumer Cyclical 21,838.0 $973K 0.21% NEW $44.57 -11.4%
112 ICVT ISHARES TR 8,555.0 $972K 0.21% NEW $113.66 +1.9%
113 BAB INVESCO EXCH TRADED FD TR II 36,071.0 $962K 0.21% NEW $26.68 -0.6%
114 XHB SPDR SERIES TRUST 8,614.0 $954K 0.20% -8K -47.7% $110.80 -4.0%
115 OPLN OPENLANE INC Consumer Cyclical 22,540.0 $917K 0.20% -3K -11.1% $40.69 -15.7%
116 PGNY PROGYNY INC Healthcare 28,152.0 $897K 0.19% +2K +7.3% $31.86 -19.0%
117 ALK ALASKA AIR GROUP INC Industrials 18,752.0 $893K 0.19% +14K +271.5% $47.62 -9.0%
118 NPO ENPRO INC Industrials 2,743.0 $887K 0.19% NEW $323.36 -6.2%
119 EDV VANGUARD WORLD FD 14,322.0 $885K 0.19% NEW $61.79 -0.9%
120 SNDR SCHNEIDER NATIONAL INC Industrials 22,637.0 $871K 0.19% NEW $38.49 -9.8%
Page 6 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%