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Portfolio (Quarterly) Guide ↗

Guild Investment Management, Inc.

· CIK 0001317802
13F Portfolio $135M AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 49 New
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PGR PROGRESSIVE CORP Financial Services 9,750.0 $2.2M 1.65% NEW $227.72 -11.0%
22 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 28,249.0 $2.2M 1.60% NEW $76.23 -11.4%
23 AM ANTERO MIDSTREAM CORP Energy 118,740.0 $2.1M 1.57% NEW $17.79 +22.6%
24 AVGO BROADCOM INC Technology 5,600.0 $1.9M 1.44% NEW $346.10 +19.8%
25 GNRC GENERAC HLDGS INC Industrials 14,070.0 $1.9M 1.42% NEW $136.37 +81.7%
26 NEE NEXTERA ENERGY INC Utilities 23,340.0 $1.9M 1.39% NEW $80.28 +11.7%
27 MRVL MARVELL TECHNOLOGY INC Technology 13,250.0 $1.1M 0.83% NEW $84.98 +124.4%
28 PFXF VANECK ETF TRUST 44,630.0 $788K 0.58% NEW $17.66 +4.4%
29 BERKSHIRE HATHAWAY INC DEL 1,522.0 $765K 0.57% NEW $502.65
30 SILJ AMPLIFY ETF TR 23,850.0 $660K 0.49% NEW $27.67 +5.5%
31 USAR USA RARE EARTH INC Basic Materials 49,760.0 $592K 0.44% NEW $11.90 +89.7%
32 FCAL FIRST TR EXCH TRADED FD III 11,000.0 $542K 0.40% NEW $49.31 -0.9%
33 HD HOME DEPOT INC Consumer Cyclical 1,266.0 $436K 0.32% NEW $344.10 -8.8%
34 SIL GLOBAL X FDS 5,000.0 $422K 0.31% NEW $84.43 +5.9%
35 QQQ INVESCO QQQ TR Financial Services 665.0 $409K 0.30% NEW $614.31 +16.3%
36 SGOV ISHARES TR 3,900.0 $391K 0.29% NEW $100.38 +0.2%
37 SPYI NEOS ETF TRUST 6,720.0 $353K 0.26% NEW $52.53 +1.4%
38 SVOL SIMPLIFY EXCHANGE TRADED FUN 19,187.0 $337K 0.25% NEW $17.56 -8.3%
39 TAXX BONDBLOXX ETF TRUST 5,500.0 $280K 0.21% NEW $50.95 -0.7%
40 HON HONEYWELL INTL INC Industrials 1,416.0 $276K 0.20% NEW $195.11 +14.7%
Page 2 of 3  ·  49 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
Technology 39.2%
Financial Services 39.2%
Communication Services 10.4%
Industrials 3.4%
Energy 3.0%
Utilities 2.7%
Basic Materials 0.8%
Healthcare 0.6%
Consumer Cyclical 0.6%