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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 5 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SKY CHAMPION HOMES INC Consumer Cyclical 6,892.0 $645K 0.16% +71.0 +1.0% $93.53 -24.1%
82 GFF GRIFFON CORP Industrials 7,583.0 $643K 0.16% +168.0 +2.3% $84.80 +0.1%
83 UFPT UFP TECHNOLOGIES INC Healthcare 2,337.0 $623K 0.15% +63.0 +2.8% $266.65 -14.1%
84 TEGNA INC 32,216.0 $611K 0.15% +228.0 +0.7% $18.96
85 MTX MINERALS TECHNOLOGIES INC Basic Materials 8,838.0 $604K 0.15% +370.0 +4.4% $68.29 +12.5%
86 AVES AMERICAN CENTY ETF TR 9,680.0 $601K 0.15% +333.0 +3.6% $62.07 +6.8%
87 PRVA PRIVIA HEALTH GROUP INC Healthcare 24,791.0 $594K 0.14% +364.0 +1.5% $23.96 -4.9%
88 CME CME GROUP INC Financial Services 2,075.0 $584K 0.14% +283.0 +15.8% $281.34 +3.5%
89 CXW CORECIVIC INC Real Estate 28,254.0 $569K 0.14% +2K +5.6% $20.13 +6.8%
90 CRWD CROWDSTRIKE HLDGS INC Technology 1,239.0 $562K 0.14% +169.0 +15.8% $453.77 +46.2%
91 WDFC WD 40 CO Basic Materials 2,578.0 $555K 0.14% +109.0 +4.4% $215.12 -3.6%
92 EWW ISHARES INC 7,296.0 $553K 0.14% +362.0 +5.2% $75.75 +2.7%
93 ABM ABM INDS INC Industrials 11,907.0 $552K 0.14% +627.0 +5.6% $46.37 -13.3%
94 VMBS VANGUARD SCOTTSDALE FDS 10,738.0 $506K 0.12% +283.0 +2.7% $47.16 -1.2%
95 PZZA PAPA JOHNS INTL INC Consumer Cyclical 13,474.0 $506K 0.12% +528.0 +4.1% $37.57 -11.1%
96 ROCK GIBRALTAR INDS INC Industrials 9,541.0 $488K 0.12% +397.0 +4.3% $51.15 -27.3%
97 TIC TIC SOLUTIONS INC Industrials 42,653.0 $478K 0.12% +6K +15.4% $11.20 -23.9%
98 ITGR INTEGER HLDGS CORP Healthcare 5,327.0 $456K 0.11% +955.0 +21.8% $85.54 +4.4%
99 SPLB SPDR SERIES TRUST 18,670.0 $426K 0.10% +851.0 +4.8% $22.84 -3.0%
100 CGGR CAPITAL GROUP GROWTH ETF 9,222.0 $413K 0.10% +4K +68.8% $44.82 +2.8%
Page 5 of 6  ·  114 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%