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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 5 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SWKS SKYWORKS SOLUTIONS INC Technology 14,897.0 $1.1M 0.29% NEW $74.04 +0.4%
82 GOOGL ALPHABET INC Communication Services 4,200.0 $1.1M 0.28% NEW $259.92 +49.1%
83 TSCO TRACTOR SUPPLY CO Consumer Cyclical 19,285.0 $1.1M 0.28% NEW $56.28 -43.7%
84 CSGP COSTAR GROUP INC Real Estate 13,921.0 $1.1M 0.28% NEW $77.89 -56.4%
85 SPSM SPDR SERIES TRUST 22,873.0 $1.1M 0.28% NEW $47.23 +12.3%
86 VNQ VANGUARD INDEX FDS 11,545.0 $1.1M 0.28% NEW $92.43 +4.6%
87 INFL LISTED FDS TR 24,097.0 $1.1M 0.28% NEW $43.74 +21.4%
88 GLD SPDR GOLD TR Financial Services 2,769.0 $1.0M 0.27% NEW $377.52 +10.5%
89 IEF ISHARES TR 10,688.0 $1.0M 0.27% NEW $97.49 -3.8%
90 SPMB SPDR SERIES TRUST 44,948.0 $1.0M 0.27% NEW $22.65 -2.4%
91 TXN TEXAS INSTRS INC Technology 5,928.0 $1.0M 0.26% NEW $169.14 +80.3%
92 LIN LINDE PLC Basic Materials 2,212.0 $987K 0.26% NEW $446.10 +15.3%
93 SMLF ISHARES TR 12,871.0 $972K 0.25% NEW $75.50 +10.2%
94 IEX IDEX CORP Industrials 5,702.0 $958K 0.25% NEW $167.96 +22.4%
95 KKR KKR & CO INC Financial Services 7,892.0 $957K 0.25% NEW $121.24 -21.8%
96 INTC INTEL CORP Technology 24,724.0 $946K 0.25% NEW $38.28 +209.6%
97 PDBC INVESCO ACTVELY MNGD ETC FD 68,569.0 $933K 0.24% NEW $13.60 +34.6%
98 WY WEYERHAEUSER CO MTN BE Real Estate 38,889.0 $929K 0.24% NEW $23.89 -2.7%
99 APD AIR PRODS & CHEMS INC Basic Materials 3,617.0 $922K 0.24% NEW $254.94 +13.8%
100 AMGN AMGEN INC Healthcare 3,059.0 $893K 0.23% NEW $291.80 +15.6%
Page 5 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%