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:
37.79%
Gain +0.78%
Monthly
0.94%
Yearly
11.87%
Drawdown
12.76%
$465.88M
Equity
Holdings
$465.88M
Investment
$407.02M
$105.98M
Profit +$2.85M
Realized
$47.11M
Unrealized
$58.87M
Dividends
$23.97M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$2.85M
Win %
68%
This Week
Compared To Last Week
Gain
-0.65%
Profit
-$3.04M
Win %
68%
This Month
Compared to last month
Gain
-2.16%
Profit
-$10.28M
Win %
68%
This Year
Compared to last year
Gain
-1.53%
Profit
-$7.64M
Win %
70%
NBIS Nebius Group N.V.
+2.76%
+$8,538.47 
BHE Benchmark Electronics Inc.
+2.75%
+$27,866.16 
MSFT Microsoft Corp.
+2.15%
+$94,381.1 
INTC Intel Corporation
+2.12%
+$51,754.39 
PGR Progressive Corporation
+2.06%
+$9,291.88 
GEV GE Vernova Inc.
+2.02%
+$49,828.97 
AVGO Broadcom Inc.
+1.98%
+$7,439.96 
MU Micron Technology, Inc.
+1.95%
+$10,648.94 
ULTA Ulta Beauty Inc.
+1.77%
+$14,943.54 
VST Vistra Corp
+1.64%
+$20,486.7 
AMD Advanced Micro Devices, Inc.
+1.57%
+$7,567.88 
GOOG Alphabet Inc
+1.52%
+$27,100.5 
GOOGL Alphabet Inc
+1.5%
+$10,189.46 
CVX Chevron Corporation
+1.22%
+$4,735.72 
ALK Alaska Air Group Inc.
+1.17%
+$9,938.56 
STZ Constellation Brands, Inc.
+1.12%
+$7,076.01 
ACN Accenture plc Class A
+0.81%
+$6,696.62 
EWZ iShares MSCI Brazil ETF
+0.71%
+$4,605.75 
GD General Dynamics Corporation
+0.55%
+$7,395.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.32%
+$893.13 
AIR AAR Corp.
+0.26%
+$2,212.35 
NVDA NVIDIA Corporation
+0.23%
+$2,992.96 
MAR Marriott International Inc. - Class A
+0.19%
+$447.82 
L Loews Corporation
+0.12%
+$1,778 
QQQM Invesco NASDAQ 100 ETF
+0.09%
+$401.22 
WAY Waystar Holding Corp.
+0.09%
+$488.84 
DPZ Domino's Pizza Inc.
+0.07%
+$785.83 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$2,708.1 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+0.07%
+$227.78 
SYBT Stock Yards Bancorp Inc.
+0.06%
+$493.2 
INFL Horizon Kinetics Inflation Beneficiaries ETF
+0.06%
+$190.11 
MRCY Mercury Systems Inc.
+0.04%
+$277.07 
EQL Alps Equal Sector Weight ETF
+0.04%
+$208.88 
PSA Public Storage Common Stock
+0.04%
+$398.13 
VUG Vanguard Growth ETF
+0.04%
+$3,386.94 
GFF Griffon Corporation
+0.03%
+$242.25 
RBCAA Republic Bancorp, Inc.
+0.03%
+$596.79 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$173.83 
HWKN Hawkins Inc.
+0.03%
+$175.48 
UBER Uber Technologies, Inc.
+0.03%
+$320.22 
JHMM John Hancock Multifactor Mid Cap ETF
+0.03%
+$146.64 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$515.38 
SNDR Schneider National, Inc.
+0.03%
+$226.37 
CME CME Group Inc.
+0.02%
+$52.38 
IWP iShares Russell Mid-Cap Growth ETF
+0.02%
+$68.46 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$125.32 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$2,586.41 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$152 
SLV iShares Silver Trust
+0.02%
+$60.23 
XME SPDR S&P Metals & Mining ETF
+0.02%
+$299.66 
XOM Exxon Mobil Corporation
+0.02%
+$101.49 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.02%
+$57.42 
TXN Texas Instruments Inc
+0.02%
+$315.02 
IYW iShares U.S. Technology ETF
+0.02%
+$54.67 
EQIX Equinix, Inc.
+0.02%
+$242.51 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$1,303.19 
TTMI TTM Technologies, Inc.
+0.01%
+$132.85 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.01%
+$59.47 
MMSI Merit Medical Systems, Inc.
+0.01%
+$85.03 
VTV Vanguard Value ETF
+0.01%
+$49.23 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$168.66 
AMZN Amazon.com Inc
+0.01%
+$191.22 
AVUV Avantis U.S. Small Cap Value ETF
+0.01%
+$284.82 
AEIS Advanced Energy Industries Inc.
+0.01%
+$73.35 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,313.24 
COKE Coca-Cola Consolidated Inc.
+0.01%
+$29.81 
EWJ iShares MSCI Japan ETF
+0.01%
+$180.15 
AVB AvalonBay Communities, Inc.
+0.01%
+$103.26 
CRWD CrowdStrike Holdings, Inc.
+0.01%
+$382.63 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$156.88 
PPG PPG Industries Inc.
+0.01%
+$115.17 
LNG Cheniere Energy Inc.
+0.01%
+$120.34 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.01%
+$14.79 
HIG The Hartford Insurance Group, Inc.
+0.01%
+$99.9 
IEMG iShares Core MSCI Emerging Markets ETF
+0.01%
+$1,144.29 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.01%
+$43.35 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$339.3 
TMUS T-Mobile US, Inc.
+0.01%
+$119.85 
URI United Rentals, Inc.
0%
+$42.49 
META Meta Platforms Inc Class A
0%
+$6.19 
VTWV Vanguard Russell 2000 Value Index Fund
0%
+$5.12 
FALN iShares Fallen Angels USD Bond ETF
0%
+$14.39 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
AVES Avantis Emerging Markets Value ETF
0%
$0 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
0%
$0 
BLV Vanguard Long-Term Bond ETF
0%
$0 
BRC Brady Corporation
0%
$0 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EWT iShares MSCI Taiwan ETF
0%
$0 
EWY iShares MSCI South Korea ETF
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FEX First Trust Large Cap Core Fund A
0%
$0 
FLDR Fidelity Low Duration Bond ETF
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GNMA iShares GNMA Bond ETF
0%
$0 
GVI iShares Intermediate Government Bond ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICVT iShares Convertible Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IGE iShares North American Natural Resources ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
LODI AAM SLC Low Duration Income ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
MBB iShares MBS ETF
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
OPLN Openlane Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PESI Perma-Fix Environmental Services Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QQQJ Invesco NASDAQ Next Gen 100 ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SBH Sally Beauty Holdings Inc.
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SMMD iShares Russell 2500 ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
TUR iShares MSCI Turkey ETF
0%
$0 
USB U.S. Bancorp
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VTC Vanguard Total Corporate Bond Fund
0%
-$0.99 
XHB SPDR S&P Homebuilders ETF
0%
$0 
ORCL Oracle Corporation
-3.99%
-$30,023.28 
RUN Sunrun Inc.
-3.46%
-$15,015.43 
DHI D.R. Horton, Inc.
-3.08%
-$25,902.6 
TSLA Tesla, Inc.
-2.96%
-$16,476.74 
LLY Eli Lilly and Company
-2.74%
-$9,548.96 
ESI Element Solutions Inc.
-2.51%
-$20,783.4 
CARR Carrier Global Corporation
-2.49%
-$37,673.01 
TPL Texas Pacific Land Corporation
-2.37%
-$34,709.77 
GE General Electric Company
-2.16%
-$6,746.87 
AAPL Apple Inc.
-2.14%
-$111,389.85 
WMT Walmart Inc.
-1.79%
-$3,931.08 
GWW W.W. Grainger, Inc.
-1.71%
-$23,671.06 
JNJ Johnson & Johnson
-1.67%
-$6,549.43 
WAB Wabtec Corporation
-1.61%
-$23,180.33 
SUPN Supernus Pharmaceuticals Inc.
-1.29%
-$8,533.07 
MDLZ Mondelez International, Inc.
-1.2%
-$7,573.02 
ETR Entergy Corporation
-1.17%
-$19,766.46 
SNA Snap-on Inc.
-1.08%
-$15,654.56 
EQT EQT Corporation
-1.03%
-$12,397.08 
ABM ABM Industries Inc.
-0.74%
-$5,278 
INDA ISHARES MSCI INDIA ETF
-0.74%
-$10,350.36 
IVLU iShares MSCI International Value Factor ETF
-0.71%
-$1,455.9 
NKE Nike, Inc. - Class B
-0.66%
-$6,333.02 
JPM JPMorgan Chase & Co.
-0.65%
-$7,131.57 
BSX Boston Scientific Corporation
-0.59%
-$1,645.79 
AMGN Amgen Inc.
-0.58%
-$8,490.64 
PG Procter & Gamble Co
-0.56%
-$6,996.36 
NEM Newmont Corporation
-0.56%
-$5,558.5 
HRL Hormel Foods Corporation
-0.43%
-$5,873.23 
CSGP CoStar Group, Inc.
-0.34%
-$2,356.6 
CHDN Churchill Downs Incorporated
-0.29%
-$4,466.16 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,360.93 
GLD SPDR Gold Shares
-0.22%
-$12,824.73 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$72,439.19 
SOXX iShares Semiconductor ETF
-0.13%
-$275.31 
DVN Devon Energy Corporation
-0.11%
-$329.2 
F Ford Motor Company
-0.1%
-$243.25 
AMTM Amentum Holdings, Inc.
-0.1%
-$417.06 
BAB Invesco Taxable Municipal Bond ETF
-0.07%
-$721.42 
VG Venture Global Inc.
-0.07%
-$154.24 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.07%
-$2,277.6 
PGNY Progyny Inc.
-0.06%
-$563.04 
MPWR Monolithic Power Systems, Inc.
-0.06%
-$1,191.27 
CDNS Cadence Design Systems, Inc.
-0.06%
-$716.72 
IRDM Iridium Communications Inc.
-0.05%
-$741.77 
AXON Axon Enterprise, Inc.
-0.05%
-$257.93 
TSCO Tractor Supply Company
-0.05%
-$384.84 
EDV Vanguard Extended Duration Treasury ETF
-0.05%
-$429.66 
OSIS Osi Systems Inc.
-0.05%
-$250.5 
XLU Utilities Select Sector SPDR Fund
-0.04%
-$105.68 
REYN Reynolds Consumer Products Inc.
-0.04%
-$292.86 
FSS Federal Signal Corp.
-0.03%
-$238.88 
MRVL Marvell Technology, Inc.
-0.03%
-$118.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$953.04 
XLG Invesco S&P 500 Top 50 ETF
-0.03%
-$73.12 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
-0.02%
-$442.06 
MDT Medtronic plc
-0.02%
-$268.4 
EWH iShares MSCI Hong Kong ETF
-0.02%
-$288.54 
MOS Mosaic Company
-0.02%
-$240.68 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.02%
-$484.44 
LIN Linde plc
-0.02%
-$258.67 
CSX CSX Corporation
-0.02%
-$41.11 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$323.27 
DELL Dell Technologies Inc.
-0.02%
-$46.14 
CTS Cts Corporation
-0.02%
-$131.88 
EXE Expand Energy Corporation
-0.02%
-$34.66 
UPS United Parcel Service, Inc.
-0.02%
-$350.94 
MGC Vanguard Mega Cap ETF
-0.01%
-$448.78 
NRG NRG Energy, Inc.
-0.01%
-$251.75 
HAL Halliburton Company
-0.01%
-$150.19 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.01%
-$112.42 
DGRO iShares Core Dividend Growth ETF
-0.01%
-$79.14 
GM General Motors Company
-0.01%
-$212.04 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$38.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.01%
-$47.26 
AVLV Avantis U.S. Large Cap Value ETF
-0.01%
-$366.54 
NET Cloudflare Inc.
-0.01%
-$25.11 
CMBS iShares CMBS ETF
-0.01%
-$198.44 
IVV iShares Core S&P 500 ETF
-0.01%
-$49.31 
WDFC WD-40 Company
-0.01%
-$61.83 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$2,585.4 
MSI Motorola Solutions, Inc.
-0.01%
-$96.39 
PLD Prologis Inc.
-0.01%
-$77.15 
QCOM QUALCOMM Incorporated
-0.01%
-$81.08 
RDDT Reddit Inc Class A
-0.01%
-$11.76 
VOO Vanguard S&P 500 ETF
-0.01%
-$19.67 
VOE Vanguard Mid-Cap Value ETF
-0.01%
-$16.89 
XMVM Invesco S&P MidCap Value with Momentum ETF
-0.01%
-$26.02 
QQQ Invesco QQQ Trust, Series 1
0%
-$455.43 
RWK Invesco S&P Midcap 400 Revenue ETF
0%
-$8.26 
COST Costco Wholesale Corporation
0%
-$56.48 
NPO EnPro Industries Inc.
0%
-$13.71 
TDY Teledyne Technologies Incorporated
0%
-$20.57 
VRTX Vertex Pharmaceuticals Incorporated
0%
-$22.07 
VTG Vanguard Total Treasury ETF
0%
-$9.98 Events
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Dividends
Dividend Analysis
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| Trades 2363 | Longs Won 1575/2363 66% | Profit Factor 6.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $338,333.24 |
| Average Win $79,229.82 | Best Trade (Mar 31) $7.37M | Sharpe Ratio -10.02 |
| Average Loss -$23,872.07 | Worst Trade (Sep 30) -$2.73M | Z-Score 6.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 4d | Expectancy $44,847.98 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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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FAQ
Which stocks have generated the highest profits for GUIDANCE CAPITAL Inc.?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $10.41M, Vanguard Growth ETF - $8.66M, iShares Silver Trust - $7.51M, iShares Short Treasury Bond ETF - $3.12M, and iShares Core MSCI Emerging Markets ETF - $2.84M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: iShares Core S&P Small-Cap ETF - $2.72M, Lamb Weston Holdings, Inc - $943,848.2, LyondellBasell Industries N.V - $392,927.9, Skyworks Solutions Inc - $392,425.57, and TransMedics Group Inc - $185,432.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does GUIDANCE CAPITAL Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.97M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $3.07M, SPDR S&P 500 ETF Trust - $1.33M, iShares Core MSCI EAFE ETF - $1.27M, iShares Short Treasury Bond ETF - $1.08M, and Invesco Ultra Short Duration ETF - $1.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are GUIDANCE CAPITAL Inc.'s monthly returns?
GUIDANCE CAPITAL Inc.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can GUIDANCE CAPITAL Inc.'s strategy be considered aggressive or moderate?
GUIDANCE CAPITAL Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow GUIDANCE CAPITAL Inc.'s strategy?
GUIDANCE CAPITAL Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
