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Portfolio (Quarterly) Guide ↗

Constant Guidance Financial LLC

· CIK 0001995383
13F Portfolio $159M AUM 67 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 21 Added 11 Reduced 8 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NEE NEXTERA ENERGY INC Utilities 2,403.0 $211K 0.13% +100.0 +4.3% $87.77 -6.8%
Page 2 of 2  ·  21 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 44.1%
Technology 13.5%
Utilities 10.6%
Communication Services 10.4%
Consumer Cyclical 8.7%
Healthcare 5.2%
Consumer Defensive 2.1%
Energy 2.1%
Real Estate 1.9%
Industrials 1.4%