GUIDANCE CAPITAL, INC Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$350.5B

Holdings

204

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
101
ULTAULTA BEAUTY INC
1,583$803.7M0.23%
102
GOOGLALPHABET INC
4,130$781.1M0.22%
103
IWPISHARES TR
5,545$771.7M0.22%
104
DONWISDOMTREE TR
15,396$770.1M0.22%
105
INDAISHARES TR
14,398$759.1M0.22%
106
AVBAVALONBAY CMNTYS INC
4,062$749.3M0.21%
107
EWCISHARES INC
16,154$740.8M0.21%
108
EWJISHARES INC
9,982$739.3M0.21%
109
NVDANVIDIA CORPORATION
4,253$738.8M0.21%
110
GWWGRAINGER W W INC
785$732.2M0.21%
111
EWTISHARES INC
12,375$722.6M0.21%
112
SYBTSTOCK YDS BANCORP INC
9,796$720.8M0.21%
113
DYDYCOM INDS INC
2,737$720.6M0.21%
114
NOBLPROSHARES TR
7,121$720.1M0.21%
115
PSAPUBLIC STORAGE OPER CO
2,579$719.3M0.21%
116
SPXCSPX TECHNOLOGIES INC
3,554$697.9M0.20%
117
ARLOARLO TECHNOLOGIES INC
43,190$680.7M0.19%
118
VRTVERTIV HOLDINGS CO
4,733$670.2M0.19%
119
OPLNOPENLANE INC
26,037$633.5M0.18%
120
JPMJPMORGAN CHASE & CO.
2,188$633.2M0.18%
121
NVEEUSDNV5 GLOBAL INC
27,708$625.1M0.18%
122
BNDXVANGUARD CHARLOTTE FDS
12,447$615.1M0.18%
123
BSXBOSTON SCIENTIFIC CORP
5,794$610.7M0.17%
124
USMVISHARES TR
6,614$610.7M0.17%
125
INSWINTERNATIONAL SEAWAYS INC
14,907$599.1M0.17%
126
MDLZMONDELEZ INTL INC
9,206$588.5M0.17%
127
AGNCAGNC INVT CORP
61,417$582.2M0.17%
128
GFFGRIFFON CORP
7,108$574.1M0.16%
129
PGNYPROGYNY INC
25,360$570.3M0.16%
130
ROCKGIBRALTAR INDS INC
8,821$567.4M0.16%
131
VOVANGUARD INDEX FDS
1,987$560.3M0.16%
132
NEMNEWMONT CORP
8,889$556.3M0.16%
133
FLDRFIDELITY MERRIMACK STR TR
10,861$544.7M0.16%
134
INTCINTEL CORP
27,941$539.5M0.15%
135
TLNTALEN ENERGY CORP
1,424$538.3M0.15%
136
PZZAPAPA JOHNS INTL INC
12,560$524.9M0.15%
137
BRCBRADY CORP
7,430$522.1M0.15%
138
CMECME GROUP INC
1,823$511.9M0.15%
139
PLDPROLOGIS INC.
4,877$511.6M0.15%
140
WDFCWD 40 CO
2,335$502.4M0.14%
141
UPSUNITED PARCEL SERVICE INC
5,925$500.7M0.14%
142
TGNATEGNA INC
31,148$500.6M0.14%
143
CXWCORECIVIC INC
25,475$499.6M0.14%
144
RDNTRADNET INC
8,915$487.6M0.14%
145
ABMABM INDS INC
10,633$483.5M0.14%
146
FLRNSPDR SERIES TRUST
15,468$475.3M0.14%
147
ACAARCOSA INC
5,680$475.2M0.14%
148
UFPTUFP TECHNOLOGIES INC
2,094$474.4M0.14%
149
BIVVANGUARD BD INDEX FDS
6,089$471.3M0.13%
150
AXONAXON ENTERPRISE INC
634$470.7M0.13%
151
SEESEALED AIR CORP NEW
16,199$461.2M0.13%
152
CVCOCAVCO INDS INC DEL
1,086$459.2M0.13%
153
MTXMINERALS TECHNOLOGIES INC
7,989$451.2M0.13%
154
PRVAPRIVIA HEALTH GROUP INC
23,434$442.0M0.13%
155
SHYISHARES TR
5,305$438.5M0.13%
156
CRWDCROWDSTRIKE HLDGS INC
981$438.2M0.12%
157
HALHALLIBURTON CO
20,194$436.2M0.12%
158
AVESAMERICAN CENTY ETF TR
8,018$429.4M0.12%
159
EWYISHARES INC
6,075$429.2M0.12%
160
ITGRINTEGER HLDGS CORP
4,027$429.0M0.12%
161
SKYCHAMPION HOMES INC
6,384$413.9M0.12%
162
SPLBSPDR SERIES TRUST
17,799$401.0M0.11%
163
EWWISHARES INC
6,672$397.6M0.11%
164
VBRVANGUARD INDEX FDS
2,014$393.6M0.11%
165
BLVVANGUARD BD INDEX FDS
5,610$389.3M0.11%
166
VOOVANGUARD INDEX FDS
676$386.5M0.11%
167
XOMEXXON MOBIL CORP
3,464$379.8M0.11%
168
PBDCPUTNAM ETF TRUST
11,346$379.0M0.11%
169
GSLCGOLDMAN SACHS ETF TR
2,982$364.3M0.10%
170
SRLNSSGA ACTIVE ETF TR
8,573$353.9M0.10%
171
VDEVANGUARD WORLD FD
2,854$342.8M0.10%
172
VMBSVANGUARD SCOTTSDALE FDS
7,372$341.4M0.10%
173
CVXCHEVRON CORP NEW
2,216$335.5M0.10%
174
ALKALASKA AIR GROUP INC
6,494$333.6M0.10%
175
QQQMINVESCO EXCH TRADED FD TR II
1,427$325.3M0.09%
176
VTVVANGUARD INDEX FDS
1,822$319.8M0.09%
177
AVGOBROADCOM INC
1,088$314.1M0.09%
178
EXEEXPAND ENERGY CORPORATION
3,010$307.0M0.09%
179
VEUVANGUARD INTL EQUITY INDEX F
4,538$301.2M0.09%
180
DLNWISDOMTREE TR
3,476$286.9M0.08%
181
MGKVANGUARD WORLD FD
766$284.8M0.08%
182
GEVGE VERNOVA INC
430$282.3M0.08%
183
NEONEOGENOMICS INC
51,942$268.0M0.08%
184
RDDTREDDIT INC
1,395$263.2M0.08%
185
SPYMSPDR SERIES TRUST
3,570$261.1M0.07%
186
AMDADVANCED MICRO DEVICES INC
1,494$256.4M0.07%
187
IJRISHARES TR
2,252$244.2M0.07%
188
STZCONSTELLATION BRANDS INC
1,455$241.7M0.07%
189
DOVDOVER CORP
1,369$239.5M0.07%
190
METAMETA PLATFORMS INC
319$239.4M0.07%
191
HUMHUMANA INC
949$234.7M0.07%
192
HASIHA SUSTAINABLE INFRA CAP INC
9,111$234.1M0.07%
193
IVWISHARES TR
2,085$232.9M0.07%
194
HONHONEYWELL INTL INC
1,067$232.3M0.07%
195
DVNDEVON ENERGY CORP NEW
7,055$226.7M0.06%
196
SBLKSTAR BULK CARRIERS CORP.
12,052$222.0M0.06%
197
GVIISHARES TR
2,033$217.1M0.06%
198
BLDRBUILDERS FIRSTSOURCE INC
1,667$217.0M0.06%
199
CSXCSX CORP
6,198$217.0M0.06%
200
AMKRAMKOR TECHNOLOGY INC
9,911$215.6M0.06%
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