GCI
GUIDANCE CAPITAL Inc. Portfolio
Invests via GUIDANCE CAPITAL Inc. | Managed by Beau J. Handy, Stephen R. Gibson
Invests via GUIDANCE CAPITAL Inc.
Managed by Beau J. Handy, Stephen R. Gibson
Automatically Tracked
Company Profile
Guidance Capital Inc. stands as a prominent investment firm, known for its strategic insights and robust management practices in the capital markets landscape. With a focus on empowering clients through informed decision-making, it specializes in advisory services tailored to unique financial objectives. The firm's expertise encompasses diverse asset classes and market conditions, enabling Guidance Capital to effectively navigate complex economic environments. As an influential participant in wealth creation, it engages with a wide array of stakeholders—from institutional investors to private entities—positioning itself as a critical resource in portfolio optimization and investment strategies.
Guidance Capital Inc. stands as a prominent investment firm, known for its strategic insights and robust management practices in the capital markets landscape. With a focus on empowering clients through informed decision-making, it specializes in advisory services tailored to unique financial objectives. The firm's expertise encompasses diverse asset classes and market conditions, enabling Guidance Capital to effectively navigate complex economic environments. As an influential participant in wealth creation, it engages with a wide array of stakeholders—from institutional investors to private entities—positioning itself as a critical resource in portfolio optimization and investment strategies.
Investment Philosophy & Strategy
Leveraging a growth-oriented perspective, GUIDANCE CAPITAL Inc. seeks to capitalize on emerging market trends and innovative investment opportunities. The firm actively pursues sectors poised for disruption, employing analytical rigor to identify high-potential assets across varying conditions. By fostering dynamic partnerships with companies demonstrating sustainable competitive advantages, the organization strategically allocates resources toward ventures with strong scalability prospects. Its experienced leadership team utilizes deep industry knowledge to execute thoughtfully designed initiatives that drive performance while addressing evolving client needs.
Leveraging a growth-oriented perspective, GUIDANCE CAPITAL Inc. seeks to capitalize on emerging market trends and innovative investment opportunities. The firm actively pursues sectors poised for disruption, employing analytical rigor to identify high-potential assets across varying conditions. By fostering dynamic partnerships with companies demonstrating sustainable competitive advantages, the organization strategically allocates resources toward ventures with strong scalability prospects. Its experienced leadership team utilizes deep industry knowledge to execute thoughtfully designed initiatives that drive performance while addressing evolving client needs.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
29.93%
Gain +0.81%
Monthly
0.74%
Yearly
9.28%
Drawdown
10.84%
$434.35M
Equity
Holdings
$434.35M
Investment
$352.53M
$107.75M
Profit +$3.79M
Realized
$25.94M
Unrealized
$81.82M
Dividends
$21.68M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.81%
Profit
$3.79M
Win %
74%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$169,694.8
Win %
74%
This Month
Compared to last month
Gain
-0.27%
Profit
-$1.19M
Win %
74%
This Year
Compared to last year
Gain
9.82%
Profit
$38.84M
Win %
74%
PESI Perma-Fix Environmental Services Inc.
+12.42%
+$20,879.78 
AMKR Amkor Technology Inc.
+8.71%
+$37,492.65 
INTC Intel Corporation
+6.48%
+$188,037.06 
ERO Ero Copper Corp.
+6.14%
+$13,880.5 
AMD Advanced Micro Devices, Inc.
+4.75%
+$23,970.75 
QCOM QUALCOMM Incorporated
+4.28%
+$59,640.21 
PGNY Progyny Inc.
+3.82%
+$25,716.18 
STZ Constellation Brands, Inc.
+3.77%
+$22,977 
GEV GE Vernova Inc.
+3.65%
+$14,879.87 
FCX Freeport-McMoRan Inc.
+3.1%
+$94,673.48 
HPE Hewlett Packard Enterprise Company
+2.95%
+$75,049.92 
HUM Humana Inc.
+2.88%
+$9,907.16 
CME CME Group Inc.
+2.79%
+$15,189.02 
NEM Newmont Corporation
+2.69%
+$26,192.17 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$8,746.56 
JPM JPMorgan Chase & Co.
+2.3%
+$18,837.01 
ROCK Gibraltar Industries Inc.
+2.26%
+$8,491.49 
JBL Jabil Inc.
+2.17%
+$48,376.46 
WY Weyerhaeuser Company
+2.14%
+$22,076.08 
ACA Arcosa Inc.
+2.03%
+$15,314.88 
CCJ Cameco Corporation
+2.01%
+$4,200.89 
EXE Expand Energy Corporation
+1.94%
+$3,881.93 
TMUS T-Mobile US, Inc.
+1.78%
+$31,886.54 
XME SPDR S&P Metals & Mining ETF
+1.77%
+$7,522.2 
LYB LyondellBasell Industries N.V.
+1.73%
+$22,447.5 
SWKS Skyworks Solutions Inc.
+1.68%
+$19,473.64 
BRC Brady Corporation
+1.65%
+$10,410.46 
VRT Vertiv Holdings Co
+1.63%
+$21,645.55 
ARLO Arlo Technologies Inc.
+1.61%
+$8,714.34 
HUBB Hubbell Inc.
+1.61%
+$19,762.31 
LIN Linde plc
+1.58%
+$14,520.18 
DVN Devon Energy Corporation
+1.54%
+$4,645.67 
TIC Acuren Corporation
+1.5%
+$5,331.62 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+1.47%
+$19,427.96 
CHRW C.H. Robinson Worldwide, Inc.
+1.44%
+$26,090.28 
EWW iShares MSCI Mexico ETF
+1.44%
+$8,135.04 
AVB AvalonBay Communities, Inc.
+1.43%
+$10,827.71 
NRG NRG Energy, Inc.
+1.42%
+$23,905 
ALK Alaska Air Group Inc.
+1.41%
+$3,331.68 
TPR Tapestry Inc.
+1.41%
+$24,813.2 
MAR Marriott International Inc. - Class A
+1.41%
+$3,621.41 
TXN Texas Instruments Inc
+1.36%
+$25,035.51 
NEE NextEra Energy, Inc.
+1.3%
+$18,193.83 
APD Air Products and Chemicals, Inc.
+1.26%
+$13,654.97 
VLO Valero Energy Corporation
+1.2%
+$23,807.77 
IGE iShares North American Natural Resources ETF
+1.18%
+$5,642.7 
XMVM Invesco S&P MidCap Value with Momentum ETF
+1.1%
+$30,489.42 
ETR Entergy Corporation
+1.1%
+$17,213.42 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$17,199.31 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$11,789.67 
PLD Prologis Inc.
+1.06%
+$10,289.43 
SYBT Stock Yards Bancorp Inc.
+1.03%
+$7,595.28 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.02%
+$27,562.78 
IJR iShares Core S&P Small-Cap ETF
+1%
+$351,557.56 
KKR KKR & Co. Inc.
+0.99%
+$7,723.48 
MTX Minerals Technologies Inc.
+0.98%
+$6,716.88 
DY Dycom Industries Inc.
+0.97%
+$11,400.11 
SMMD iShares Russell 2500 ETF
+0.96%
+$10,310.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$18,627.57 
VNQ Vanguard Real Estate ETF
+0.95%
+$5,231.8 
VTV Vanguard Value ETF
+0.94%
+$3,440.47 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$106,252.29 
PRF Invesco FTSE RAFI US 1000 ETF
+0.92%
+$15,522.71 
HIG The Hartford Insurance Group, Inc.
+0.91%
+$11,535.13 
MCHI iShares MSCI China ETF
+0.9%
+$2,681.77 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$4,113.9 
CXW CoreCivic Inc.
+0.89%
+$6,780.96 
ICLN iShares Global Clean Energy ETF
+0.87%
+$4,497.12 
COKE Coca-Cola Consolidated Inc.
+0.85%
+$2,456.55 
PG Procter & Gamble Co
+0.85%
+$12,806.02 
TUR iShares MSCI Turkey ETF
+0.82%
+$2,026.88 
PZZA Papa John's International, Inc.
+0.8%
+$3,503.24 
GM General Motors Company
+0.79%
+$13,717.12 
SLV iShares Silver Trust
+0.77%
+$13,040.15 
CVX Chevron Corporation
+0.75%
+$2,896.58 
AVLV Avantis U.S. Large Cap Value ETF
+0.74%
+$25,612.09 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$3,054.44 
COST Costco Wholesale Corporation
+0.72%
+$18,369.72 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$13,758.67 
MP MP Materials Corp.
+0.69%
+$6,521.85 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$25,332.78 
IEX IDEX Corporation
+0.66%
+$8,417.82 
IYW iShares U.S. Technology ETF
+0.62%
+$13,155.51 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$53,231.36 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.62%
+$3,198.15 
LW Lamb Weston Holdings, Inc.
+0.62%
+$5,860.96 
EWJ iShares MSCI Japan ETF
+0.62%
+$8,761.47 
EWH iShares MSCI Hong Kong ETF
+0.62%
+$1,983.42 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$115,316.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$40,562.52 
BIZD VanEck BDC Income ETF
+0.59%
+$6,960.75 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$8,221.2 
IVV iShares Core S&P 500 ETF
+0.58%
+$7,482.02 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,921.78 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$265,389.57 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.56%
+$9,406.58 
GOOGL Alphabet Inc
+0.56%
+$7,604.04 
HON Honeywell International Inc.
+0.55%
+$1,291.07 
ENFR Alerian Energy Infrastructure ETF
+0.55%
+$6,641.67 
CSGP CoStar Group, Inc.
+0.54%
+$2,629.72 
AVES Avantis Emerging Markets Value ETF
+0.53%
+$3,388 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$9,096 
GOOG Alphabet Inc
+0.46%
+$9,097.08 
EWC iShares MSCI Canada ETF
+0.45%
+$4,728.4 
URI United Rentals, Inc.
+0.45%
+$6,703.41 
WMT Walmart Inc.
+0.45%
+$7,258.85 
PGR Progressive Corporation
+0.43%
+$1,203.85 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,085.67 
MGC Vanguard Mega Cap ETF
+0.41%
+$12,531.79 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,142.35 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,473.66 
PSA Public Storage Common Stock
+0.35%
+$3,125.73 
GD General Dynamics Corporation
+0.35%
+$4,504.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$11,562.25 
AMGN Amgen Inc.
+0.34%
+$4,289.53 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$1,428.03 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
+0.32%
+$6,864.72 
PRVA Privia Health Group, Inc.
+0.3%
+$1,735.37 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,062.59 
XOM Exxon Mobil Corporation
+0.29%
+$1,462.82 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.28%
+$1,044 
PBDC Putnam BDC Income ETF
+0.28%
+$597.15 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$805.35 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$38,347.98 
VUG Vanguard Growth ETF
+0.22%
+$18,506.76 
EWT iShares MSCI Taiwan ETF
+0.18%
+$2,679.95 
NVDA NVIDIA Corporation
+0.18%
+$1,535.5 
BNDX Vanguard Total International Bond ETF
+0.17%
+$1,356.64 
CGGR Capital Group Growth ETF
+0.15%
+$645.54 
GWW W.W. Grainger, Inc.
+0.14%
+$1,565.13 
MSFT Microsoft Corp.
+0.13%
+$6,327.88 
XLG Invesco S&P 500 Top 50 ETF
+0.13%
+$390 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,963.08 
IAU iShares Gold Trust
+0.09%
+$2,776.9 
FLDR Fidelity Low Duration Bond ETF
+0.07%
+$380.83 
GLD SPDR Gold Shares
+0.06%
+$3,046.22 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.05%
+$195.32 
LDOS Leidos Holdings Inc.
+0.05%
+$418.2 
ORCL Oracle Corporation
+0.05%
+$536.34 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$132.72 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$154.68 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$473.54 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$449.94 
CLTL Invesco Treasury Collateral ETF
+0.03%
+$402.72 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,931 
PANW Palo Alto Networks, Inc.
+0.03%
+$431.48 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,831.8 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$2,624.5 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$360.63 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$258.77 
BSV Vanguard Short-Term Bond ETF
0%
$0 
EQT
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
L
0%
$0 
SEE Sealed Air Corporation
0%
$0 
TGNA Tegna Inc.
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VG
0%
$0 
RDDT Reddit Inc Class A
-6.43%
-$12,917.04 
NEO NeoGenomics Inc.
-2.79%
-$17,878.08 
RDNT RadNet Inc.
-2.56%
-$13,207.36 
LLY Eli Lilly and Company
-2.41%
-$37,403.72 
SKY Skyline Champion Corporation
-2.24%
-$12,405.6 
OPLN Openlane Inc.
-2.21%
-$21,684.51 
ULTA Ulta Beauty Inc.
-1.85%
-$14,808.8 
GFF Griffon Corporation
-1.69%
-$12,185.88 
UFPT UFP Technologies Inc.
-1.53%
-$8,553.42 
AAPL Apple Inc.
-1.52%
-$50,157 
MU Micron Technology, Inc.
-1.42%
-$12,199.1 
SPXC Spx Technologies Inc.
-1.42%
-$11,463.96 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$10,692.61 
AMZN Amazon.com Inc
-1.23%
-$15,356.48 
ITGR Integer Holdings Corporation
-1.21%
-$5,912.97 
HII Huntington Ingalls Industries Inc.
-1.12%
-$16,125.45 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.04%
-$13,498.02 
CVCO Cavco Industries Inc.
-1.03%
-$6,852.33 
BLDR Builders FirstSource Inc.
-0.99%
-$1,428.18 
AVGO Broadcom Inc.
-0.94%
-$3,696.03 
TMDX TransMedics Group Inc.
-0.92%
-$1,296.08 
AXON Axon Enterprise, Inc.
-0.92%
-$2,426.69 
MPWR Monolithic Power Systems, Inc.
-0.81%
-$36,852.65 
EWY iShares MSCI South Korea ETF
-0.75%
-$11,210.76 
INSW International Seaways Inc.
-0.62%
-$7,358.79 
BSX Boston Scientific Corporation
-0.59%
-$1,315.72 
MDLZ Mondelez International, Inc.
-0.58%
-$1,309.06 
BWXT Bwx Technologies Inc.
-0.58%
-$1,352.92 
UPS United Parcel Service, Inc.
-0.52%
-$3,381.53 
WDFC WD-40 Company
-0.49%
-$2,861.58 
DOV Dover Corporation
-0.48%
-$1,308.04 
ABM ABM Industries Inc.
-0.46%
-$2,500.47 
HAL Halliburton Company
-0.43%
-$3,942.47 
GNMA iShares GNMA Bond ETF
-0.29%
-$2,108.3 
DHI D.R. Horton, Inc.
-0.26%
-$5,190.35 
META Meta Platforms Inc Class A
-0.23%
-$414.7 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$701.1 
MDT Medtronic plc
-0.21%
-$2,104.43 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$1,610.56 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$966.42 
XHB SPDR S&P Homebuilders ETF
-0.19%
-$3,377.99 
CMBS iShares CMBS ETF
-0.18%
-$670.14 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$668.32 
MBB iShares MBS ETF
-0.16%
-$601.2 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.16%
-$1,592.95 
CHDN Churchill Downs Incorporated
-0.15%
-$1,467.31 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$281.82 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$931.95 
VTG Vanguard Total Treasury ETF
-0.09%
-$313.9 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$3,141.26 
GVI iShares Intermediate Government Bond ETF
-0.09%
-$211.86 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$796.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$1,174.5 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.07%
-$280.05 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$624.46 
TSCO Tractor Supply Company
-0.03%
-$200.31 
BKLN Invesco Senior Loan ETF
-0.02%
-$593.38 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$390.64 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$88.75 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.02%
-$169.64 
VRTX Vertex Pharmaceuticals Incorporated
-0.02%
-$161.75 
MUB iShares National Muni Bond ETF
-0.01%
-$108.45 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1931 | Longs Won 1341/1931 69% | Profit Factor 8.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $367,848.13 |
| Average Win $91,258.78 | Best Trade (Jun 12) $7.4M | Sharpe Ratio -9.89 |
| Average Loss -$24,788.32 | Worst Trade (Sep 30) -$2.73M | Z-Score 12.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 6d | Expectancy $55,801.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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