Arkolith/Funds/Guidance Capital, Inc

Guidance Capital, Inc

CIK 1958743
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR
Active Filer

Guidance Capital, Inc holds a diversified book of 233 stocks worth $467.6M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Axon Enterprise Inc and trimmed SPDR Gold Shares. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 10% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.3%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show GUIDANCE CAPITAL, INC's latest
holdings, largest changes, and filing provenance.
Opened
120
new positions
Added to
145
existing
Trimmed
55
reduced
Sold out
10
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.2%
+13.3%/yr · since Oct '24
Their reported book
+21.1%
held from quarter-end
S&P 500
+31.0%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Guidance Capital, Inc (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.1 points over this window.

Growth of $10,000 cloning Guidance Capital, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
41%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Information Technology
9%
Financials
5%
Industrials
5%
Consumer Discretionary
3%
Materials
2%
Health Care
2%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

233 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$45.3M60.4K
9.7%
+3.4%
Added · +2K sh
2Ishares TR
CORE S&P SCP ETF
$38.0M258.3K
8.1%
+1.4%
Added · +4K sh
3Ishares Inc
CORE MSCI EMKT
$17.9M228.9K
3.8%
+0.8%
Added · +2K sh
4Ishares TR
CORE MSCI EAFE
$17.2M178.2K
3.7%
+2.3%
Added · +4K sh
5Invesco Exchange Traded FD T
S&P500 EQL WGT
$13.7M63.6K
2.9%
+7.3%
Added · +4K sh
6Invesco Actively Managed Exc
ULTRA SHRT DUR
$13.0M258.6K
2.8%
+3.7%
Added · +9K sh
7SPDR Series Trust
ST STR BLO 1 ETF
$12.0M131.3K
2.6%
+4.3%
Added · +5K sh
8Ishares TR
ULTRA SHORT DUR
$11.9M235.3K
2.5%
+4.5%
Added · +10K sh
9Goldman Sachs ETF TR
ACCES TREASURY
$11.8M118.4K
2.5%
+4.4%
Added · +5K sh
10Invesco QQQ TR
UNIT SER 1
$10.7M15.2K
2.3%
+5.1%
Added · +742 sh
11Vanguard Index FDS
GROWTH ETF
$9.8M112.9K
2.1%
+3.1%
Added · +3K sh
12Vanguard Index FDS
TOTAL STK MKT
$8.0M21.7K
1.7%
+6.0%
Added · +1K sh
13Ishares TR
TRUST ISHARE 0-1
$7.0M63.5K
1.5%
+3.0%
Added · +2K sh
14SPDR Gold TR
GOLD SHS
$5.8M15.8K
1.2%
−11%
Reduced · −2K sh
15Ishares TR
1 3 YR TREAS BD
$5.6M67.9K
1.2%
+13%
Added · +8K sh
16Ishares TR
IBOXX INV CP ETF
$5.4M50.3K
1.2%
+15%
Added · +6K sh
17Apple Inc
COM
$5.2M15.6K
1.1%
−1.4%
Reduced · −223 sh
18Microsoft Corp
COM
$4.5M11.1K
1.0%
−13%
Reduced · −2K sh
19Ishares TR
RUSEL 2500 ETF
$4.1M45.8K
0.9%
+7.6%
Added · +3K sh
20Berkshire Hathaway Inc Del
CL B NEW
$3.9M8.0K
0.8%
+0.5%
Added · +36 sh
21Ishares TR
GNMA BOND ETF
$3.7M84.5K
0.8%
+14%
Added · +11K sh
22Ishares TR
TRS FLT RT BD
$3.7M72.4K
0.8%
+11%
Added · +7K sh
23Invesco Exch Traded FD TR II
S&P SMALLCAP 600
$3.5M56.9K
0.7%
+5.8%
Added · +3K sh
24American Centy ETF TR
US LARGE CAP VLU
$3.4M36.7K
0.7%
−2.6%
Reduced · −1K sh
25Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$3.3M47.7K
0.7%
+4.8%
Added · +2K sh
26Vanguard World FD
MEGA CAP INDEX
$3.1M11.2K
0.7%
−3.0%
Reduced · −354 sh
27Invesco Exch Traded FD TR II
NASDAQNXTGEN100
$3.0M67.0K
0.6%
+7.9%
Added · +5K sh
28Ishares Gold TR
ISHARES NEW
$2.9M38.6K
0.6%
+56%
Added · +14K sh
29SPDR Series Trust
ST STR BL 12 ETF
$2.8M28.3K
0.6%
+12%
Added · +3K sh
30Costco Wholesale Corporation
COM
$2.7M2.8K
0.6%
−0.9%
Reduced · −26 sh
31Palo Alto Networks Inc
COM
$2.6M7.4K
0.6%
−1.3%
Reduced · −97 sh
32Intel Corp
COM
$2.5M25.6K
0.5%
−2.0%
Reduced · −527 sh
33Ge Vernova Inc
COM
$2.4M2.3K
0.5%
+3.6%
Added · +82 sh
34American Centy ETF TR
US SML CP VALU
$2.4M19.0K
0.5%
−8.3%
Reduced · −2K sh
35T-Mobile US Inc
COM
$2.3M12.0K
0.5%
+4.6%
Added · +531 sh
36Ishares TR
US SML CAP EQT
$2.1M24.2K
0.5%
+6.2%
Added · +1K sh
37United Parcel Svcs Inc
CL B
$2.1M17.5K
0.4%
−0.3%
Reduced · −60 sh
38Ishares TR
0-5 YR TIPS ETF
$2.0M19.7K
0.4%
+17%
Added · +3K sh
39Ishares TR
FALN ANGLS USD
$2.0M71.9K
0.4%
+14%
Added · +9K sh
40Monolithic PWR Sys Inc
COM
$1.9M1.5K
0.4%
+0.5%
Added · +8 sh
41Ishares TR
MBS ETF
$1.9M20.7K
0.4%
+9.9%
Added · +2K sh
42Ishares TR
CMBS ETF
$1.9M39.7K
0.4%
+13%
Added · +4K sh
43Ishares TR
BROAD USD HIGH
$1.9M51.5K
0.4%
+21%
Added · +9K sh
44Ishares TR
NORTH AMERN NAT
$1.9M32.5K
0.4%
+11%
Added · +3K sh
45Ishares Inc
JP MORGAN EM ETF
$1.9M44.2K
0.4%
+16%
Added · +6K sh
46Ishares TR
GL CLEAN ENE ETF
$1.9M102.1K
0.4%
+9.1%
Added · +8K sh
47Vanguard Malvern FDS
TOTAL TREASURY
$1.9M24.9K
0.4%
+6.0%
Added · +1K sh
48Republic Bancorp Inc Ky
CL A
$1.8M19.9K
0.4%
−4.1%
Reduced · −861 sh
49Texas Instrs Inc
COM
$1.8M6.3K
0.4%
−1.4%
Reduced · −90 sh
50Alphabet Inc
CAP STK CL C
$1.8M5.2K
0.4%
−8.0%
Reduced · −448 sh
Showing 50 of 233 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 2026233$467.6M13F-HR
Q1 2026Mar 31, 2026May 8, 2026229$445.9M13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026222$409.2M13F-HR
Q3 2025Sep 30, 2025Nov 7, 2025202$383.2M13F-HR
Q2 2025Jun 30, 2025Aug 7, 2025204$350.5M13F-HR
Q1 2025Mar 31, 2025May 6, 2025196$327.4M13F-HR
Q4 2024Dec 31, 2024Jan 27, 2025192$326.8M13F-HR
Q3 2024Sep 30, 2024Oct 22, 2024173$319.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.