Portfolio (Quarterly)
Guide ↗
GUIDANCE CAPITAL, INC
· CIK 0001958743| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SPSM | SPDR SERIES TRUST | — | 22,873 | $1.1M | 0.28% | SOLD |
| 2 | IWP | ISHARES TR | — | 5,227 | $753K | 0.20% | SOLD |
| 3 | DON | WISDOMTREE TR | — | 13,821 | $714K | 0.19% | SOLD |
| 4 | VO | VANGUARD INDEX FDS | — | 1,846 | $544K | 0.14% | SOLD |
| 5 | VDE | VANGUARD WORLD FD | — | 2,659 | $331K | 0.09% | SOLD |
| 6 | DLN | WISDOMTREE TR | — | 3,037 | $266K | 0.07% | SOLD |
| 7 | HUBS | HUBSPOT INC | Technology | 463 | $217K | 0.06% | SOLD |
| 8 | — | NEBIUS GROUP N.V. | — | 1,743 | $204K | 0.05% | SOLD |
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%