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Portfolio (Quarterly) Guide ↗

GUIDANCE CAPITAL, INC

· CIK 0001958743
13F Portfolio $383M AUM Filed Nov 7, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 202 New
Page 2 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BKLN INVESCO EXCH TRADED FD TR II 176,347.0 $3.7M 0.96% NEW $20.85 -1.7%
22 BERKSHIRE HATHAWAY INC DEL 7,430.0 $3.7M 0.95% NEW $492.10
23 EEM ISHARES TR 58,987.0 $3.3M 0.85% NEW $55.10 +19.8%
24 MPWR MONOLITHIC PWR SYS INC Technology 2,946.0 $3.2M 0.83% NEW $1074.96 +45.2%
25 MGC VANGUARD WORLD FD 11,189.0 $2.8M 0.73% NEW $248.70 +9.9%
26 VEA VANGUARD TAX-MANAGED FDS 45,184.0 $2.8M 0.72% NEW $61.22 +15.5%
27 AVLV AMERICAN CENTY ETF TR 37,507.0 $2.7M 0.71% NEW $72.81 +21.8%
28 XLU SELECT SECTOR SPDR TR 28,098.0 $2.6M 0.67% NEW $91.39 -50.8%
29 COST COSTCO WHSL CORP NEW Consumer Defensive 2,553.0 $2.4M 0.62% NEW $931.98 +12.7%
30 NRG NRG ENERGY INC Utilities 13,620.0 $2.3M 0.61% NEW $170.35 -19.6%
31 MUB ISHARES TR 21,080.0 $2.3M 0.59% NEW $107.60 -1.4%
32 EMB ISHARES TR 23,396.0 $2.3M 0.59% NEW $96.29 -1.3%
33 XMVM INVESCO EXCHANGE TRADED FD T 36,998.0 $2.2M 0.58% NEW $60.11 +14.2%
34 TFLO ISHARES TR 43,004.0 $2.2M 0.57% NEW $50.56 +0.1%
35 TMUS T-MOBILE US INC Communication Services 9,565.0 $2.1M 0.54% NEW $217.77 -12.7%
36 DHI D R HORTON INC Consumer Cyclical 12,700.0 $2.0M 0.52% NEW $157.95 -8.7%
37 ORCL ORACLE CORP Technology 6,244.0 $1.8M 0.46% NEW $283.34 -33.0%
38 IYW ISHARES TR 8,585.0 $1.7M 0.46% NEW $203.09 +18.2%
39 FCX FREEPORT-MCMORAN INC Basic Materials 41,342.0 $1.7M 0.45% NEW $41.37 +50.6%
40 PG PROCTER AND GAMBLE CO Consumer Defensive 11,105.0 $1.7M 0.44% NEW $152.49 -6.6%
Page 2 of 11  ·  202 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 41.0%
Technology 14.4%
Industrials 10.7%
Consumer Cyclical 7.5%
Healthcare 5.0%
Basic Materials 4.7%
Consumer Defensive 4.5%
Real Estate 3.5%
Communication Services 3.2%
Energy 3.1%