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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CVX	CHEVRON CORPORATION	Energy	16,539	$3.4M	2.37%	SOLD
2	CB	CHUBB LTD SWITZ	Financial Services	7,009	$2.3M	1.58%	SOLD
3	COP	CONOCOPHILLIPS	Energy	15,835	$2.1M	1.45%	SOLD
4	TXN	TEXAS INSTRS INC	Technology	4,444	$863K	0.60%	SOLD
5	DELL	DELL TECHNOLOGIES INC	Technology	4,018	$659K	0.46%	SOLD
6	OXY	OCCIDENTAL PETE CORP	Energy	3,439	$224K	0.15%	SOLD
7	TRV	TRAVELERS COMPANIES INC	Financial Services	725	$211K	0.15%	SOLD
8	XLU	SELECT SECTOR SPDR TR	—	4,600	$211K	0.15%	SOLD

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%