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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 9 of 12  ·  233 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AXON AXON ENTERPRISE INC Industrials 992.0 $537K 0.12% +403.0 +68.4% $541.75 +13.2%
162 FLRN SPDR SERIES TRUST 17,383.0 $535K 0.11% +2K +12.4% $30.79 +0.1%
163 EQL ALPS ETF TR 10,444.0 $535K 0.11% NEW $51.22 +2.2%
164 IVV ISHARES TR 705.0 $532K 0.11% -1K -59.5% $753.91 +2.1%
165 VMBS VANGUARD SCOTTSDALE FDS 11,333.0 $526K 0.11% +595.0 +5.5% $46.45 +0.0%
166 EEM ISHARES TR 8,146.0 $523K 0.11% -12K -60.4% $64.19 +4.8%
167 XMVM INVESCO EXCHANGE TRADED FD T 6,847.0 $506K 0.11% -32K -82.5% $73.92 +0.4%
168 USB US BANCORP Financial Services 7,882.0 $505K 0.11% NEW $64.01 -2.5%
169 NOBL PROSHARES TR 8,737.0 $501K 0.11% +4K +88.5% $57.31 +2.3%
170 USMV ISHARES TR 5,087.0 $494K 0.11% $97.13 +4.5%
171 XOM EXXON MOBIL CORP Energy 3,383.0 $494K 0.11% -59.0 -1.7% $145.95 +10.1%
172 AMD ADVANCED MICRO DEVICES INC Technology 969.0 $485K 0.10% -64.0 -6.2% $500.69 -4.3%
173 PGR PROGRESSIVE CORP Financial Services 2,171.0 $447K 0.10% +803.0 +58.7% $205.80 +7.9%
174 RUN SUNRUN INC Energy 36,623.0 $445K 0.10% NEW $12.14 -24.3%
175 AMTM AMENTUM HOLDINGS INC Industrials 20,853.0 $433K 0.09% NEW $20.77 -2.5%
176 QQQM INVESCO EXCH TRADED FD TR II 1,486.0 $432K 0.09% +52.0 +3.6% $290.61 +0.7%
177 GSLC GOLDMAN SACHS ETF TR 2,975.0 $426K 0.09% $143.16 +2.2%
178 META META PLATFORMS INC Communication Services 618.0 $411K 0.09% +299.0 +93.7% $664.90 -14.3%
179 JEPQ J P MORGAN EXCHANGE TRADED F 6,918.0 $410K 0.09% NEW $59.26 +0.8%
180 SPYM SPDR SERIES TRUST 4,524.0 $400K 0.09% +357.0 +8.6% $88.37 +2.0%
Page 9 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%