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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 2 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVLV AMERICAN CENTY ETF TR 38,227.0 $3.0M 0.74% +720.0 +1.9% $79.78 +11.2%
22 VEA VANGUARD TAX-MANAGED FDS 46,249.0 $3.0M 0.74% +1K +2.4% $65.36 +8.2%
23 MGC VANGUARD WORLD FD 11,290.0 $2.8M 0.69% +101.0 +0.9% $251.89 +8.5%
24 AAPL APPLE INC Technology 11,146.0 $2.8M 0.68% +6K +97.8% $248.35 +22.8%
25 FCX FREEPORT-MCMORAN INC Basic Materials 45,958.0 $2.7M 0.66% +5K +11.2% $58.85 +5.9%
26 TFLO ISHARES TR 51,755.0 $2.6M 0.64% +9K +20.4% $50.59 +0.0%
27 XMVM INVESCO EXCHANGE TRADED FD T 39,089.0 $2.6M 0.64% +2K +5.7% $66.77 +2.8%
28 COST COSTCO WHSL CORP NEW Consumer Defensive 2,628.0 $2.6M 0.63% +75.0 +2.9% $976.27 +7.6%
29 BKLN INVESCO EXCH TRADED FD TR II 118,677.0 $2.5M 0.61% -58K -32.7% $20.90 -2.0%
30 RWJ INVESCO EXCH TRADED FD TR II 46,324.0 $2.5M 0.60% +14K +44.7% $53.25 +2.7%
31 SLV ISHARES SILVER TR Financial Services 27,745.0 $2.4M 0.59% -140K -83.5% $87.13 -20.3%
32 EMB ISHARES TR 21,812.0 $2.1M 0.51% -2K -6.8% $96.48 -1.5%
33 NRG NRG ENERGY INC Utilities 13,660.0 $2.1M 0.50% $151.09 -9.4%
34 HII HUNTINGTON INGALLS INDS INC Industrials 4,785.0 $2.0M 0.50% -375.0 -7.3% $424.18 -25.1%
35 DHI D R HORTON INC Consumer Cyclical 12,816.0 $2.0M 0.49% +116.0 +0.9% $155.74 -7.4%
36 XHB SPDR SERIES TRUST 16,478.0 $1.9M 0.46% +3K +23.5% $113.60 -12.4%
37 DGRO ISHARES TR 26,207.0 $1.9M 0.46% -33K -55.7% $71.36 +3.9%
38 GOOG ALPHABET INC Communication Services 5,547.0 $1.8M 0.45% $330.87 +15.9%
39 TMUS T-MOBILE US INC Communication Services 9,648.0 $1.8M 0.44% +83.0 +0.9% $185.39 +2.6%
40 AVUV AMERICAN CENTY ETF TR 15,921.0 $1.8M 0.43% +383.0 +2.5% $110.26 +8.1%
Page 2 of 12  ·  222 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%