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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 8 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 USMV ISHARES TR 6,226.0 $588K 0.15% NEW $94.50 +1.6%
142 EWY ISHARES INC 6,221.0 $573K 0.15% NEW $92.05 +102.5%
143 GFF GRIFFON CORP Industrials 7,415.0 $566K 0.15% NEW $76.40 +10.8%
144 CRWD CROWDSTRIKE HLDGS INC Technology 1,070.0 $564K 0.15% NEW $527.32 +22.9%
145 ACA ARCOSA INC Industrials 5,920.0 $556K 0.14% NEW $93.86 +26.9%
146 FLDR FIDELITY MERRIMACK STR TR 10,881.0 $549K 0.14% NEW $50.43 -0.6%
147 AVES AMERICAN CENTY ETF TR 9,347.0 $544K 0.14% NEW $58.22 +12.8%
148 VO VANGUARD INDEX FDS 1,846.0 $544K 0.14% NEW $294.74 -73.7%
149 SKY CHAMPION HOMES INC Consumer Cyclical 6,821.0 $521K 0.14% NEW $76.45 -8.8%
150 ABM ABM INDS INC Industrials 11,280.0 $515K 0.14% NEW $45.69 -12.2%
151 AXON AXON ENTERPRISE INC Industrials 700.0 $515K 0.13% NEW $735.95 -47.0%
152 PGNY PROGYNY INC Healthcare 26,402.0 $515K 0.13% NEW $19.49 +31.6%
153 UPS UNITED PARCEL SERVICE INC Industrials 5,836.0 $509K 0.13% NEW $87.21 +13.4%
154 MTX MINERALS TECHNOLOGIES INC Basic Materials 8,468.0 $506K 0.13% NEW $59.71 +26.3%
155 CXW CORECIVIC INC Real Estate 26,749.0 $502K 0.13% NEW $18.78 +12.5%
156 WDFC WD 40 CO Basic Materials 2,469.0 $500K 0.13% NEW $202.55 +2.7%
157 VMBS VANGUARD SCOTTSDALE FDS 10,455.0 $495K 0.13% NEW $47.36 -1.8%
158 CME CME GROUP INC Financial Services 1,792.0 $483K 0.13% NEW $269.57 +7.3%
159 FLRN SPDR SERIES TRUST 15,468.0 $477K 0.12% NEW $30.85 -0.1%
160 BSX BOSTON SCIENTIFIC CORP Healthcare 4,694.0 $475K 0.12% NEW $101.11 -43.5%
Page 8 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%