GUIDANCE CAPITAL, INC

CIK: 0001958743Latest portfolio: $409.2M · Q4 2025

Holdings

222

Total Value

$409.2M

New Positions

28

Closed Positions

8

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
62,740$43.2M10.56%-201
2
IJRISHARES TR
247,574$32.3M7.89%+13K
3
IEMGISHARES INC
228,349$16.4M4.02%+621
4
AQLTISHARES TR
174,309$16.2M3.95%-334
5
GSYINVESCO ACTIVELY MANAGED EXC
230,596$11.6M2.83%+25K
6
RSPINVESCO EXCHANGE TRADED FD T
55,053$11.0M2.69%+5K
7
BILSPDR SERIES TRUST
117,240$10.7M2.62%+13K
8
ICSHISHARES TR
208,358$10.6M2.58%+25K
9
GBILGOLDMAN SACHS ETF TR
104,980$10.5M2.57%+13K
10
VUGVANGUARD INDEX FDS
16,234$7.8M1.91%+3K
11
NDQINVESCO QQQ TR
11,882$7.4M1.80%+4K
12
SHVISHARES TR
61,060$6.7M1.65%+11K
13
VTIVANGUARD INDEX FDS
18,354$6.3M1.53%+4K
14
GQ9SPDR GOLD TR
13,245$6.0M1.46%+10K
15
MSFTMICROSOFT CORP
12,169$5.5M1.34%-138
16
VCLTVANGUARD SCOTTSDALE FDS
48,327$3.7M0.91%+1K
17
FLOTISHARES TR
72,127$3.7M0.90%-37,500
18
IAU*ISHARES GOLD TR
39,670$3.7M0.90%-14,076
19
BRK/BBERKSHIRE HATHAWAY INC DEL
7,562$3.7M0.90%+132
20
MPWRMONOLITHIC PWR SYS INC
2,859$3.1M0.75%-87
21
AVLVAMERICAN CENTY ETF TR
38,227$3.0M0.75%+720
22
VEAVANGUARD TAX-MANAGED FDS
46,249$3.0M0.74%+1K
23
MGCVANGUARD WORLD FD
11,290$2.8M0.69%+101
24
AAPLAPPLE INC
11,146$2.8M0.68%+6K
25
FCXFREEPORT-MCMORAN INC
45,958$2.7M0.66%+5K

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
ICSH208K+25K
GSY231K+25K
RWJ46K+14K
IJR248K+13K
BIL117K+13K
SHV61K+11K
AGNC86K+11K
TFLO52K+9K
XLU36K+8K
INDA23K+8K

Decreased Positions

NameSharesChange
PRF32K-59219
BKLN119K-57670
EEM21K-38434
DGRO26K-32906
IAU*40K-14076
MUB11K-10233
MDLZ4K-3671
MP17K-3001
NOBL5K-2146
NEO56K-1870

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($2.0291681132413021e+71T)
Technology0.0% ($5.489307827682417e+56T)
Consumer Cyclical0.0% ($1.995173915671215e+35T)
Healthcare0.0% ($1.4551254122083974e+32T)
Basic Materials0.0% ($2.7041211112810562e+22T)
Unknown0.0% ($1.6177737659833673e+21T)
Energy0.0% ($14491381812781461504.0T)
Communication Services0.0% ($1835178812561161472.0T)
Consumer Defensive0.0% ($256515691529923.7T)
Real Estate0.0% ($11371011995838.8T)
Utilities0.0% ($14.0T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$409.2M222
Q3 2025Nov 7, 2025$383.2B202
Q2 2025Aug 7, 2025$350.5B204
Q1 2025May 6, 2025$327.4B196

Fund Information

CIK0001958743
Most Recent FilingJan 23, 2026
Number of Filings4

GUIDANCE CAPITAL, INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $409.2M across 222 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 10.6% of the portfolio. Compared to the previous quarter, the fund opened 28 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.