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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 6 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VRT VERTIV HOLDINGS CO Industrials 4,769.0 $887K 0.23% NEW $186.05 +69.7%
102 EWT ISHARES INC 13,032.0 $866K 0.23% NEW $66.48 +42.1%
103 EWC ISHARES INC 17,007.0 $865K 0.23% NEW $50.84 +15.2%
104 EWJ ISHARES INC 10,479.0 $864K 0.23% NEW $82.50 +10.8%
105 PSA PUBLIC STORAGE OPER CO Real Estate 2,790.0 $843K 0.22% NEW $302.29 +0.2%
106 INDA ISHARES TR 15,423.0 $841K 0.22% NEW $54.51 -11.9%
107 ARLO ARLO TECHNOLOGIES INC Industrials 42,663.0 $829K 0.22% NEW $19.44 -34.5%
108 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 17,388.0 $828K 0.22% NEW $47.59 +47.3%
109 ULTA ULTA BEAUTY INC Consumer Cyclical 1,584.0 $820K 0.21% NEW $517.66 -4.7%
110 BNDX VANGUARD CHARLOTTE FDS 16,260.0 $809K 0.21% NEW $49.78 -3.6%
111 BLV VANGUARD BD INDEX FDS 11,157.0 $806K 0.21% NEW $72.24 -6.4%
112 GWW GRAINGER W W INC Industrials 819.0 $793K 0.21% NEW $968.43 +28.0%
113 DY DYCOM INDS INC Industrials 2,716.0 $793K 0.21% NEW $291.96 +41.9%
114 BIV VANGUARD BD INDEX FDS 10,053.0 $792K 0.21% NEW $78.75 -3.2%
115 NEM NEWMONT CORP Basic Materials 9,420.0 $785K 0.20% NEW $83.37 +29.9%
116 ENFR ALPS ETF TR 25,599.0 $777K 0.20% NEW $30.36 +31.4%
117 PLD PROLOGIS INC. Real Estate 6,125.0 $774K 0.20% NEW $126.44 +14.4%
118 AGNC AGNC INVT CORP Real Estate 74,714.0 $762K 0.20% NEW $10.20 +0.6%
119 NVDA NVIDIA CORPORATION Technology 4,078.0 $760K 0.20% NEW $186.27 +17.8%
120 RDNT RADNET INC Healthcare 9,089.0 $758K 0.20% NEW $83.41 -35.0%
Page 6 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%