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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 9 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TIC TIC SOLUTIONS INC Industrials 42,653.0 $478K 0.12% +6K +15.4% $11.20 -23.3%
162 FLRN SPDR SERIES TRUST 15,468.0 $477K 0.12% $30.83 -0.0%
163 XME SPDR SERIES TRUST 3,582.0 $468K 0.11% NEW $130.69 -11.7%
164 XOM EXXON MOBIL CORP Energy 3,442.0 $460K 0.11% $133.65 +16.9%
165 ITGR INTEGER HLDGS CORP Healthcare 5,327.0 $456K 0.11% +955.0 +21.8% $85.54 +5.2%
166 ICLN ISHARES TR 24,984.0 $452K 0.11% NEW $18.11 +22.5%
167 IGE ISHARES TR 8,061.0 $451K 0.11% NEW $55.97 +9.9%
168 VBR VANGUARD INDEX FDS 1,909.0 $433K 0.11% $227.08 +1.6%
169 BSX BOSTON SCIENTIFIC CORP Healthcare 4,699.0 $429K 0.10% $91.29 -37.4%
170 SPLB SPDR SERIES TRUST 18,670.0 $426K 0.10% +851.0 +4.8% $22.84 -3.3%
171 CGGR CAPITAL GROUP GROWTH ETF 9,222.0 $413K 0.10% +4K +68.8% $44.82 +2.8%
172 IEF ISHARES TR 4,177.0 $400K 0.10% -7K -60.9% $95.79 -2.1%
173 GSLC GOLDMAN SACHS ETF TR 2,975.0 $396K 0.10% $133.13 +5.8%
174 MBB ISHARES TR 4,008.0 $382K 0.09% NEW $95.37 -1.5%
175 USHY ISHARES TR 9,766.0 $368K 0.09% NEW $37.64 -1.8%
176 VTG VANGUARD MALVERN FDS 4,829.0 $367K 0.09% NEW $76.08 -1.8%
177 LEMB ISHARES INC 8,700.0 $367K 0.09% NEW $42.17 -1.0%
178 QQQM INVESCO EXCH TRADED FD TR II 1,434.0 $367K 0.09% $255.60 +15.1%
179 CMBS ISHARES TR 7,446.0 $366K 0.09% NEW $49.15 -1.4%
180 FALN ISHARES TR 13,272.0 $366K 0.09% NEW $27.57 -2.1%
Page 9 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%