MondegarAI
GUIDANCE CAPITAL, INC

Q4 2025 · 13F-HR

GUIDANCE CAPITAL, INCholdings as filed

Filed 2026-01-23 · accession 0001958743-26-000001

$409.2M
Reported value
222
Positions
2025-12-31
Period end
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The Brief · GUIDANCE CAPITAL, INC · Q4 2025

AI · grounded in 13F

GUIDANCE CAPITAL, INC increased its position in GLD by 378.33%, the largest move in a portfolio with $409.2M in total AUM. The fund also accumulated shares of QQQ by 43.19% and VTI by 31.33%. Conversely, the fund trimmed its holdings in SLV by 83.50% and EEM by 65.16%. Overall, the fund added 154 positions and reduced 68.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$43.2M10.6%62,740CommonNONE
464287804IJRISHARES TR$32.3M7.89%247,574CommonNONE
46434G103IEMGISHARES INC$16.4M4.02%228,349CommonNONE
46432F842IEFAISHARES TR$16.2M3.95%174,309CommonNONE
46090A887GSYINVESCO ACTIVELY MANAGED EXC$11.6M2.83%230,596CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$11.0M2.69%55,053CommonNONE
78468R663BILSPDR SERIES TRUST$10.7M2.62%117,240CommonNONE
46434V878ICSHISHARES TR$10.6M2.58%208,358CommonNONE
381430529GBILGOLDMAN SACHS ETF TR$10.5M2.57%104,980CommonNONE
922908736VUGVANGUARD INDEX FDS$7.8M1.91%16,234CommonNONE
46090E103QQQINVESCO QQQ TR$7.4M1.80%11,882CommonNONE
464288679SHVISHARES TR$6.7M1.65%61,060CommonNONE
922908769VTIVANGUARD INDEX FDS$6.3M1.53%18,354CommonNONE
78463V107GLDSPDR GOLD TR$6.0M1.46%13,245CommonNONE
594918104MSFTMICROSOFT CORP$5.5M1.34%12,169CommonNONE
92206C813VCLTVANGUARD SCOTTSDALE FDS$3.7M0.91%48,327CommonNONE
46429B655FLOTISHARES TR$3.7M0.90%72,127CommonNONE
464285204IAUISHARES GOLD TR$3.7M0.90%39,670CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.7M0.90%7,562CommonNONE
609839105MPWRMONOLITHIC PWR SYS INC$3.1M0.75%2,859CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$3.0M0.75%38,227CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$3.0M0.74%46,249CommonNONE
921910873MGCVANGUARD WORLD FD$2.8M0.69%11,290CommonNONE
037833100AAPLAPPLE INC$2.8M0.68%11,146CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.7M0.66%45,958CommonNONE
46434V860TFLOISHARES TR$2.6M0.64%51,755CommonNONE
46137V456XMVMINVESCO EXCHANGE TRADED FD T$2.6M0.64%39,089CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.6M0.63%2,628CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$2.5M0.61%118,677CommonNONE
46138G664RWJINVESCO EXCH TRADED FD TR II$2.5M0.60%46,324CommonNONE
46428Q109SLVISHARES SILVER TR$2.4M0.59%27,745CommonNONE
464288281EMBISHARES TR$2.1M0.51%21,812CommonNONE
629377508NRGNRG ENERGY INC$2.1M0.50%13,660CommonNONE
446413106HIIHUNTINGTON INGALLS INDS INC$2.0M0.50%4,785CommonNONE
23331A109DHID R HORTON INC$2.0M0.49%12,816CommonNONE
78464A888XHBSPDR SERIES TRUST$1.9M0.46%16,478CommonNONE
46434V621DGROISHARES TR$1.9M0.46%26,207CommonNONE
02079K107GOOGALPHABET INC$1.8M0.45%5,547CommonNONE
872590104TMUST-MOBILE US INC$1.8M0.44%9,648CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$1.8M0.43%15,921CommonNONE
37045V100GMGENERAL MTRS CO$1.7M0.42%21,433CommonNONE
464287721IYWISHARES TR$1.7M0.42%8,655CommonNONE
97717X669DGRWWISDOMTREE TR$1.7M0.42%18,950CommonNONE
12541W209CHRWC H ROBINSON WORLDWIDE INC$1.7M0.41%9,453CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.6M0.40%19,575CommonNONE
464287457SHYISHARES TR$1.6M0.40%19,532CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$1.6M0.39%31,569CommonNONE
97717Y527USFRWISDOMTREE TR$1.6M0.39%31,705CommonNONE
46431W507NEARISHARES U S ETF TR$1.6M0.39%31,223CommonNONE
931142103WMTWALMART INC$1.6M0.38%13,319CommonNONE
876030107TPRTAPESTRY INC$1.6M0.38%12,104CommonNONE
46434V290SMLFISHARES TR$1.6M0.38%19,395CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$1.5M0.38%36,209CommonNONE
46137V613PRFINVESCO EXCHANGE TRADED FD T$1.5M0.38%31,679CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.5M0.37%10,204CommonNONE
46436E718SGOVISHARES TR$1.5M0.37%14,998CommonNONE
532457108LLYELI LILLY & CO$1.5M0.36%1,338CommonNONE
91913Y100VLOVALERO ENERGY CORP$1.4M0.35%7,755CommonNONE
466313103JBLJABIL INC$1.4M0.35%5,914CommonNONE
46138G888TBLLINVESCO EXCH TRADED FD TR II$1.4M0.35%13,424CommonNONE
65339F101NEENEXTERA ENERGY INC$1.4M0.34%16,465CommonNONE
26884L109EQTEQT CORP$1.4M0.34%25,234CommonNONE
525327102LDOSLEIDOS HOLDINGS INC$1.3M0.33%6,970CommonNONE
458140100INTCINTEL CORP$1.3M0.33%24,807CommonNONE
92189F411BIZDVANECK ETF TRUST$1.3M0.33%92,810CommonNONE
29364G103ETRENTERGY CORP NEW$1.3M0.33%14,285CommonNONE
911363109URIUNITED RENTALS INC$1.3M0.32%1,385CommonNONE
46434G822EWJISHARES INC$1.3M0.32%15,371CommonNONE
53656F623INFLLISTED FDS TR$1.3M0.32%26,254CommonNONE
369550108GDGENERAL DYNAMICS CORP$1.3M0.32%3,561CommonNONE
416515104HIGHARTFORD INSURANCE GROUP INC$1.3M0.31%9,859CommonNONE
443510607HUBBHUBBELL INC$1.3M0.31%2,621CommonNONE
540424108LLOEWS CORP$1.3M0.31%12,327CommonNONE
02079K305GOOGLALPHABET INC$1.3M0.31%3,802CommonNONE
G5960L103MDTMEDTRONIC PLC$1.3M0.31%12,379CommonNONE
031162100AMGNAMGEN INC$1.2M0.30%3,516CommonNONE
023135106AMZNAMAZON COM INC$1.2M0.30%5,188CommonNONE
651639106NEMNEWMONT CORP$1.2M0.30%9,959CommonNONE
464287234EEMISHARES TR$1.2M0.29%20,553CommonNONE
464287200IVVISHARES TR$1.2M0.29%1,740CommonNONE
882508104TXNTEXAS INSTRS INC$1.2M0.29%6,174CommonNONE
46429B598INDAISHARES TR$1.2M0.29%23,117CommonNONE
921937827BSVVANGUARD BD INDEX FDS$1.2M0.29%14,969CommonNONE
45167R104IEXIDEX CORP$1.2M0.29%5,928CommonNONE
464288414MUBISHARES TR$1.2M0.28%10,847CommonNONE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$1.2M0.28%54,384CommonNONE
171484108CHDNCHURCHILL DOWNS INC$1.2M0.28%11,287CommonNONE
90384S303ULTAULTA BEAUTY INC$1.1M0.28%1,679CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$1.1M0.28%42,454CommonNONE
553368101MPMP MATERIALS CORP$1.1M0.28%16,511CommonNONE
464287242LQDISHARES TR$1.1M0.27%9,957CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.26%6,871CommonNONE
892356106TSCOTRACTOR SUPPLY CO$1.1M0.26%20,031CommonNONE
68389X105ORCLORACLE CORP$1.1M0.26%5,960CommonNONE
N53745100LYBLYONDELLBASELL INDUSTRIES N$1.1M0.26%20,500CommonNONE
46090F100PDBCINVESCO ACTVELY MNGD ETC FD$1.1M0.26%74,989CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.0M0.26%5,753CommonNONE
00162Q676ENFRALPS ETF TR$1.0M0.25%31,627CommonNONE
009158106APDAIR PRODS & CHEMS INC$1.0M0.25%3,907CommonNONE
78464A383SPMBSPDR SERIES TRUST$1.0M0.25%45,513CommonNONE
00123Q104AGNCAGNC INVT CORP$1.0M0.25%85,809CommonNONE
48251W104KKRKKR & CO INC$1.0M0.25%8,173CommonNONE
22160N109CSGPCOSTAR GROUP INC$995,6890.24%15,027CommonNONE
464286509EWCISHARES INC$984,9330.24%17,843CommonNONE
46435G268SMMDISHARES TR$978,2260.24%12,059CommonNONE
46434G772EWTISHARES INC$962,6910.24%14,105CommonNONE
267475101DYDYCOM INDS INC$962,5350.24%2,539CommonNONE
83088M102SWKSSKYWORKS SOLUTIONS INC$952,4380.23%15,962CommonNONE
513272104LWLAMB WESTON HLDGS INC$923,3090.23%20,932CommonNONE
384802104GWWWW GRAINGER INC$902,1260.22%846CommonNONE
464286772EWYISHARES INC$872,7510.21%7,524CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$839,8280.21%1,797CommonNONE
74340W103PLDPROLOGIS INC.$838,1300.20%6,617CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$821,9530.20%16,958CommonNONE
Y41053102INSWINTERNATIONAL SEAWAYS INC$812,3530.20%14,429CommonNONE
92537N108VRTVERTIV HOLDINGS CO$808,4140.20%4,463CommonNONE
921937793BLVVANGUARD BD INDEX FDS$805,1930.20%11,504CommonNONE
921937819BIVVANGUARD BD INDEX FDS$804,9710.20%10,355CommonNONE
G54950103LINLINDE PLC$795,8440.19%1,786CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$792,2280.19%2,609CommonNONE
406216101HALHALLIBURTON CO$781,9940.19%23,191CommonNONE
74460D109PSAPUBLIC STORAGE OPER CO$778,9360.19%2,718CommonNONE
48238T109OPLNOPENLANE INC$769,9900.19%25,362CommonNONE
67066G104NVDANVIDIA CORPORATION$767,0360.19%4,150CommonNONE
149568107CVCOCAVCO INDS INC DEL$757,0000.18%1,107CommonNONE
78473E103SPXCSPX TECHNOLOGIES INC$749,7500.18%3,453CommonNONE
46429B333GNMAISHARES TR$735,5990.18%16,484CommonNONE
64049M209NEONEOGENOMICS INC$724,6210.18%55,869CommonNONE
053484101AVBAVALONBAY CMNTYS INC$723,6730.18%4,117CommonNONE
861025104SYBTSTOCK YDS BANCORP INC$703,1250.17%9,864CommonNONE
81211K100SDASEALED AIR CORP NEW$700,4250.17%16,757CommonNONE
039653100ACAARCOSA INC$692,5170.17%5,936CommonNONE
21036P108STZCONSTELLATION BRANDS INC$683,8090.17%4,255CommonNONE
46138G631QQQJINVESCO EXCH TRADED FD TR II$668,7210.16%16,964CommonNONE
104674106BRCBRADY CORP$665,6500.16%7,769CommonNONE
74340E103PGNYPROGYNY INC$656,0250.16%26,241CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$654,1130.16%5,985CommonNONE
750491102RDNTRADNET INC$646,8060.16%8,864CommonNONE
830830105SKYCHAMPION HOMES INC$644,6090.16%6,892CommonNONE
398433102GFFGRIFFON CORP$643,0290.16%7,583CommonNONE
902673102UFPTUFP TECHNOLOGIES INC$623,1610.15%2,337CommonNONE
87901J105TGNATEGNA INC$610,8160.15%32,216CommonNONE
603158106MTXMINERALS TECHNOLOGIES INC$603,5190.15%8,838CommonNONE
025072372AVESAMERICAN CENTY ETF TR$600,8220.15%9,680CommonNONE
74276R102PRVAPRIVIA HEALTH GROUP INC$593,9920.15%24,791CommonNONE
04206A101ARLOARLO TECHNOLOGIES INC$591,7250.14%42,509CommonNONE
12572Q105CMECME GROUP INC$583,7870.14%2,075CommonNONE
21871N101CXWCORECIVIC INC$568,7530.14%28,254CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$562,2210.14%1,239CommonNONE
929236107WDFCWD 40 CO$554,5810.14%2,578CommonNONE
464286822EWWISHARES INC$552,6710.14%7,296CommonNONE
000957100ABMABM INDS INC$552,1100.13%11,907CommonNONE
316188408FLDRFIDELITY MERRIMACK STR TR$547,2050.13%10,881CommonNONE
78468R523BILSSPDR SERIES TRUST$512,5060.13%5,156CommonNONE
922908553VNQVANGUARD INDEX FDS$511,0770.12%5,656CommonNONE
74348A467NOBLPROSHARES TR$507,9870.12%4,635CommonNONE
92206C771VMBSVANGUARD SCOTTSDALE FDS$506,3910.12%10,738CommonNONE
698813102PZZAPAPA JOHNS INTL INC$506,2210.12%13,474CommonNONE
374689107ROCKGIBRALTAR INDS INC$488,0220.12%9,541CommonNONE
46429B697USMVISHARES TR$481,9420.12%5,087CommonNONE
00510N102TICTIC SOLUTIONS INC$477,7140.12%42,653CommonNONE
78468R200FLRNSPDR SERIES TRUST$476,8780.12%15,468CommonNONE
78464A755XMESPDR SERIES TRUST$468,1320.11%3,582CommonNONE
30231G102XOMEXXON MOBIL CORP$460,0270.11%3,442CommonNONE
45826H109ITGRINTEGER HLDGS CORP$455,6720.11%5,327CommonNONE
464288224ICLNISHARES TR$452,4600.11%24,984CommonNONE
464287374IGEISHARES TR$451,1740.11%8,061CommonNONE
922908611VBRVANGUARD INDEX FDS$433,4970.11%1,909CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$428,9720.10%4,699CommonNONE
78464A367SPLBSPDR SERIES TRUST$426,4120.10%18,670CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$413,3300.10%9,222CommonNONE
464287440IEFISHARES TR$400,1320.10%4,177CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$396,0620.10%2,975CommonNONE
464288588MBBISHARES TR$382,2400.09%4,008CommonNONE
46435U853USHYISHARES TR$367,5920.09%9,766CommonNONE
922020680VTGVANGUARD MALVERN FDS$367,3910.09%4,829CommonNONE
464286517LEMBISHARES INC$366,8790.09%8,700CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$366,5340.09%1,434CommonNONE
46429B366CMBSISHARES TR$365,9710.09%7,446CommonNONE
46435G474FALNISHARES TR$365,9090.09%13,272CommonNONE
46429B747STIPISHARES TR$363,6620.09%3,550CommonNONE
05464C101AXONAXON ENTERPRISE INC$357,6940.09%589CommonNONE
166764100CVXCHEVRON CORP NEW$344,7810.08%2,069CommonNONE
46429B671MCHIISHARES TR$343,5950.08%5,473CommonNONE
595112103MUMICRON TECHNOLOGY INC$342,0140.08%860CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$338,8790.08%4,399CommonNONE
922908744VTVVANGUARD INDEX FDS$337,8240.08%1,699CommonNONE
78464A854SPYMSPDR SERIES TRUST$337,7680.08%4,167CommonNONE
464286871EWHISHARES INC$332,6270.08%14,692CommonNONE
11135F101AVGOBROADCOM INC$332,3500.08%1,021CommonNONE
41068X100HASIHA SUSTAINABLE INFRA CAP INC$314,7850.08%9,111CommonNONE
921910816MGKVANGUARD WORLD FD$310,8040.08%767CommonNONE
922908363VOOVANGUARD INDEX FDS$310,1070.08%489CommonNONE
36828A101GEVGE VERNOVA INC$297,3300.07%449CommonNONE
031652100AMKRAMKOR TECHNOLOGY INC$296,5990.07%5,655CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$284,4560.07%4,875CommonNONE
743315103PGRPROGRESSIVE CORP$283,1490.07%1,368CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$263,2000.06%1,906CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$261,9800.06%1,033CommonNONE
260003108DOVDOVER CORP$258,4370.06%1,234CommonNONE
25179M103DVNDEVON ENERGY CORP NEW$257,5900.06%6,782CommonNONE
13321L108CCJCAMECO CORP$257,2680.06%2,111CommonNONE
464287309IVWISHARES TR$255,5180.06%2,077CommonNONE
714157203PESIPERMA-FIX ENVIRONMENTAL SVCS$254,6820.06%17,185CommonNONE
296006109EROERO COPPER CORP$252,5430.06%8,165CommonNONE
464288612GVIISHARES TR$252,4310.06%2,354CommonNONE
165167735EXEEXPAND ENERGY CORPORATION$251,5400.06%2,297CommonNONE
75734B100RDDTREDDIT INC$248,6520.06%1,159CommonNONE
444859102HUMHUMANA INC$248,1820.06%932CommonNONE
464286715TURISHARES INC$247,5400.06%6,334CommonNONE
746729508PBDCPUTNAM ETF TRUST$247,4590.06%7,962CommonNONE
011659109ALKALASKA AIR GROUP INC$246,6450.06%5,048CommonNONE
05605H100BWXTBWX TECHNOLOGIES INC$246,0480.06%1,192CommonNONE
464288661IEIISHARES TR$239,5270.06%2,013CommonNONE
438516106HONHONEYWELL INTL INC$237,4500.06%1,067CommonNONE
191098102COKECOCA COLA CONS INC$231,6340.06%1,545CommonNONE
12008R107BLDRBUILDERS FIRSTSOURCE INC$229,3330.06%1,831CommonNONE
571903202MARMARRIOTT INTL INC NEW$208,7640.05%649CommonNONE
30303M102METAMETA PLATFORMS INC$206,7460.05%319CommonNONE
609207105MDLZMONDELEZ INTL INC$203,7270.05%3,538CommonNONE
345370860FFORD MTR CO$192,2420.05%14,022CommonNONE
92333F101VGVENTURE GLOBAL INC$156,5780.04%16,430CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.