GUIDANCE CAPITAL, INC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$409.2B

Holdings

222

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (222 positions)

StockValue
AGNCAGNC INVT CORP
$1.0B
KKRKKR & CO INC
$1.0B
CSGPCOSTAR GROUP INC
$995.0M
EWCISHARES INC
$984.0M
SMMDISHARES TR
$978.0M
EWTISHARES INC
$962.0M
DYDYCOM INDS INC
$962.0M
AWMSKYWORKS SOLUTIONS INC
$952.0M
LWLAMB WESTON HLDGS INC
$923.0M
GWWWW GRAINGER INC
$902.0M
EWYISHARES INC
$872.0M
VRTXVERTEX PHARMACEUTICALS INC
$839.0M
PLDPROLOGIS INC.
$838.0M
BNDXVANGUARD CHARLOTTE FDS
$821.0M
INSWINTERNATIONAL SEAWAYS INC
$812.0M
VRTVERTIV HOLDINGS CO
$808.0M
BLVVANGUARD BD INDEX FDS
$805.0M
BIVVANGUARD BD INDEX FDS
$804.0M
LINLINDE PLC
$795.0M
JPMJPMORGAN CHASE & CO.
$792.0M
HALHALLIBURTON CO
$781.0M
PSAPUBLIC STORAGE OPER CO
$778.0M
OPLNOPENLANE INC
$769.0M
NVDANVIDIA CORPORATION
$767.0M
CVCOCAVCO INDS INC DEL
$757.0M
SPXCSPX TECHNOLOGIES INC
$749.0M
GNMAISHARES TR
$735.0M
NEONEOGENOMICS INC
$724.0M
AVBAVALONBAY CMNTYS INC
$723.0M
SYBTSTOCK YDS BANCORP INC
$703.0M
SEESEALED AIR CORP NEW
$700.0M
ACAARCOSA INC
$692.0M
STZCONSTELLATION BRANDS INC
$683.0M
QQQJINVESCO EXCH TRADED FD TR II
$668.0M
BRCBRADY CORP
$665.0M
PGNYPROGYNY INC
$656.0M
UPSUNITED PARCEL SERVICE INC
$654.0M
RDNTRADNET INC
$646.0M
SKYCHAMPION HOMES INC
$644.0M
GFFGRIFFON CORP
$643.0M
UFPTUFP TECHNOLOGIES INC
$623.0M
TGNATEGNA INC
$610.0M
MTXMINERALS TECHNOLOGIES INC
$603.0M
AVESAMERICAN CENTY ETF TR
$600.0M
PRVAPRIVIA HEALTH GROUP INC
$593.0M
ARLOARLO TECHNOLOGIES INC
$591.0M
CMECME GROUP INC
$583.0M
CXWCORECIVIC INC
$568.0M
CRWDCROWDSTRIKE HLDGS INC
$562.0M
WDFCWD 40 CO
$554.0M
EWWISHARES INC
$552.0M
ABMABM INDS INC
$552.0M
FLDRFIDELITY MERRIMACK STR TR
$547.0M
BILSSPDR SERIES TRUST
$512.0M
VNQVANGUARD INDEX FDS
$511.0M
NOBLPROSHARES TR
$507.0M
PZZAPAPA JOHNS INTL INC
$506.0M
VMBSVANGUARD SCOTTSDALE FDS
$506.0M
ROCKGIBRALTAR INDS INC
$488.0M
USMVISHARES TR
$481.0M
TICTIC SOLUTIONS INC
$477.0M
FLRNSPDR SERIES TRUST
$476.0M
XMESPDR SERIES TRUST
$468.0M
XOMEXXON MOBIL CORP
$460.0M
ITGRINTEGER HLDGS CORP
$455.0M
ICLNISHARES TR
$452.0M
IGEISHARES TR
$451.0M
VBRVANGUARD INDEX FDS
$433.0M
BSXBOSTON SCIENTIFIC CORP
$428.0M
SPLBSPDR SERIES TRUST
$426.0M
CGGRCAPITAL GROUP GROWTH ETF
$413.0M
IEFISHARES TR
$400.0M
GSLCGOLDMAN SACHS ETF TR
$396.0M
MBBISHARES TR
$382.0M
VTGVANGUARD MALVERN FDS
$367.0M
USHYISHARES TR
$367.0M
LEMBISHARES INC
$366.0M
QQQMINVESCO EXCH TRADED FD TR II
$366.0M
CMBSISHARES TR
$365.0M
FALNISHARES TR
$365.0M
STIPISHARES TR
$363.0M
AXONAXON ENTERPRISE INC
$357.0M
CVXCHEVRON CORP NEW
$344.0M
MCHIISHARES TR
$343.0M
MUMICRON TECHNOLOGY INC
$342.0M
VEUVANGUARD INTL EQUITY INDEX F
$338.0M
VTVVANGUARD INDEX FDS
$337.0M
SPYMSPDR SERIES TRUST
$337.0M
AVGOBROADCOM INC
$332.0M
EWHISHARES INC
$332.0M
HASIHA SUSTAINABLE INFRA CAP INC
$314.0M
VOOVANGUARD INDEX FDS
$310.0M
MGKVANGUARD WORLD FD
$310.0M
GEVGE VERNOVA INC
$297.0M
AMKRAMKOR TECHNOLOGY INC
$296.0M
XLGINVESCO EXCHANGE TRADED FD T
$284.0M
PGRPROGRESSIVE CORP
$283.0M
TMDXTRANSMEDICS GROUP INC
$263.0M
AMDADVANCED MICRO DEVICES INC
$261.0M
DOVDOVER CORP
$258.0M
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