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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 8 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 UFPT UFP TECHNOLOGIES INC Healthcare 2,337.0 $623K 0.15% +63.0 +2.8% $266.65 -15.7%
142 TEGNA INC 32,216.0 $611K 0.15% +228.0 +0.7% $18.96
143 MTX MINERALS TECHNOLOGIES INC Basic Materials 8,838.0 $604K 0.15% +370.0 +4.4% $68.29 +10.4%
144 AVES AMERICAN CENTY ETF TR 9,680.0 $601K 0.15% +333.0 +3.6% $62.07 +5.8%
145 PRVA PRIVIA HEALTH GROUP INC Healthcare 24,791.0 $594K 0.14% +364.0 +1.5% $23.96 -3.3%
146 ARLO ARLO TECHNOLOGIES INC Industrials 42,509.0 $592K 0.14% $13.92 -8.5%
147 CME CME GROUP INC Financial Services 2,075.0 $584K 0.14% +283.0 +15.8% $281.34 +2.8%
148 CXW CORECIVIC INC Real Estate 28,254.0 $569K 0.14% +2K +5.6% $20.13 +4.9%
149 CRWD CROWDSTRIKE HLDGS INC Technology 1,239.0 $562K 0.14% +169.0 +15.8% $453.77 +42.9%
150 WDFC WD 40 CO Basic Materials 2,578.0 $555K 0.14% +109.0 +4.4% $215.12 -3.3%
151 EWW ISHARES INC 7,296.0 $553K 0.14% +362.0 +5.2% $75.75 +2.7%
152 ABM ABM INDS INC Industrials 11,907.0 $552K 0.14% +627.0 +5.6% $46.37 -13.5%
153 FLDR FIDELITY MERRIMACK STR TR 10,881.0 $547K 0.13% $50.29 -0.3%
154 BILS SPDR SERIES TRUST 5,156.0 $513K 0.12% NEW $99.40 -0.1%
155 VNQ VANGUARD INDEX FDS 5,656.0 $511K 0.12% -6K -51.0% $90.36 +7.0%
156 NOBL PROSHARES TR 4,635.0 $508K 0.12% -2K -31.6% $109.60 -2.1%
157 VMBS VANGUARD SCOTTSDALE FDS 10,738.0 $506K 0.12% +283.0 +2.7% $47.16 -1.4%
158 PZZA PAPA JOHNS INTL INC Consumer Cyclical 13,474.0 $506K 0.12% +528.0 +4.1% $37.57 -13.9%
159 ROCK GIBRALTAR INDS INC Industrials 9,541.0 $488K 0.12% +397.0 +4.3% $51.15 -31.3%
160 USMV ISHARES TR 5,087.0 $482K 0.12% -1K -18.3% $94.74 +1.4%
Page 8 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%