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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 4 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EQT EQT CORP Energy 24,873.0 $1.3M 0.35% NEW $53.70 +7.5%
62 BIZD VANECK ETF TRUST 91,652.0 $1.3M 0.34% NEW $14.33 -12.6%
63 NEE NEXTERA ENERGY INC Utilities 15,524.0 $1.3M 0.34% NEW $84.41 +6.3%
64 HPE HEWLETT PACKARD ENTERPRISE C Technology 55,147.0 $1.3M 0.34% NEW $23.50 +44.6%
65 CHRW C H ROBINSON WORLDWIDE INC Industrials 10,250.0 $1.3M 0.34% NEW $126.07 +41.3%
66 JBL JABIL INC Technology 6,056.0 $1.3M 0.34% NEW $212.45 +67.8%
67 URI UNITED RENTALS INC Industrials 1,390.0 $1.3M 0.33% NEW $913.47 +2.5%
68 LW LAMB WESTON HLDGS INC Consumer Defensive 18,851.0 $1.3M 0.33% NEW $66.38 -35.5%
69 L LOEWS CORP Financial Services 12,463.0 $1.2M 0.33% NEW $100.05 +9.1%
70 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,840.0 $1.2M 0.32% NEW $125.11 +8.7%
71 PANW PALO ALTO NETWORKS INC Technology 5,669.0 $1.2M 0.32% NEW $217.11 +16.5%
72 GD GENERAL DYNAMICS CORP Industrials 3,502.0 $1.2M 0.32% NEW $350.75 -3.4%
73 IVV ISHARES TR 1,773.0 $1.2M 0.32% NEW $680.42 +9.7%
74 AMZN AMAZON COM INC Consumer Cyclical 5,188.0 $1.2M 0.30% NEW $224.22 +19.7%
75 CHDN CHURCHILL DOWNS INC Consumer Cyclical 11,494.0 $1.2M 0.30% NEW $101.00 -15.3%
76 MDT MEDTRONIC PLC Healthcare 12,337.0 $1.2M 0.30% NEW $93.67 -16.6%
77 QCOM QUALCOMM INC Technology 6,830.0 $1.2M 0.30% NEW $168.95 +19.9%
78 HUBB HUBBELL INC Industrials 2,619.0 $1.1M 0.30% NEW $434.46 +6.1%
79 LLY ELI LILLY & CO Healthcare 1,372.0 $1.1M 0.30% NEW $825.65 +26.2%
80 BSV VANGUARD BD INDEX FDS 14,280.0 $1.1M 0.29% NEW $79.17 -1.7%
Page 4 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%