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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 8 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FSS FEDERAL SIGNAL CORP Industrials 5,972.0 $714K 0.15% NEW $119.49 +1.0%
142 AEIS ADVANCED ENERGY INDS Industrials 2,445.0 $699K 0.15% NEW $285.84 -3.6%
143 GOOGL ALPHABET INC Communication Services 1,952.0 $692K 0.15% -2K -48.7% $354.41 -2.1%
144 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 44,649.0 $677K 0.14% NEW $15.16 +8.6%
145 MRCY MERCURY SYS INC Industrials 6,927.0 $665K 0.14% NEW $96.00 -8.6%
146 AVES AMERICAN CENTY ETF TR 10,397.0 $664K 0.14% +717.0 +7.4% $63.88 +3.5%
147 SUPN SUPERNUS PHARMACEUTICALS Healthcare 13,763.0 $664K 0.14% NEW $48.21 -5.9%
148 EWZ ISHARES INC 18,423.0 $651K 0.14% NEW $35.33 +1.6%
149 STZ CONSTELLATION BRANDS INC Consumer Defensive 4,749.0 $645K 0.14% +494.0 +11.6% $135.72 -0.5%
150 MMSI MERIT MED SYS INC Healthcare 8,503.0 $642K 0.14% NEW $75.55 +20.6%
151 FLOT ISHARES TR 12,532.0 $639K 0.14% -60K -82.6% $50.98 +0.1%
152 MDLZ MONDELEZ INTL INC Consumer Defensive 10,374.0 $637K 0.14% +7K +193.2% $61.42 +2.6%
153 HWKN HAWKINS INC Basic Materials 4,387.0 $628K 0.13% NEW $143.07 -17.2%
154 DGRO ISHARES TR 7,914.0 $614K 0.13% -18K -69.8% $77.60 +2.9%
155 FLDR FIDELITY MERRIMACK STR TR 11,855.0 $594K 0.13% +974.0 +8.9% $50.14 +0.1%
156 TSLA TESLA INC Consumer Cyclical 1,462.0 $572K 0.12% NEW $391.19 -10.5%
157 WAY WAYSTAR HLDG CORP Technology 24,442.0 $566K 0.12% NEW $23.17 +4.5%
158 MU MICRON TECHNOLOGY INC Technology 645.0 $551K 0.12% -215.0 -25.0% $853.76 +9.3%
159 JHMM JOHN HANCOCK EXCHANGE TRADED 7,332.0 $544K 0.12% NEW $74.15 +2.1%
160 OSIS OSI SYSTEMS INC Technology 2,505.0 $542K 0.12% NEW $216.22 -5.6%
Page 8 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%