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Cody Branson

Guidance Capital, Inc

Assets Managed
$445.894M
Holdings
229
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
8.97%(2Q avg: 7.89%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Guidance Capital, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 229 positions.

Assets under management

The assets under management (AUM) of Guidance Capital, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 445.894M in assets, with a quarterly growth rate of 8.97% and a 2-quarter average growth rate of 7.89%. The portfolio is managed by Cody Branson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.97%
9.48%
$42.24M
58,361 shares@ $723.78 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.87%
7.89%
$35.174M
254,679 shares@ $138.11 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.56%
4.09%
$18.199M
227,066 shares@ $80.15 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.06%
3.73%
$16.624M
174,201 shares@ $95.44 avg price
GSY
Invesco Ultra Short Duration
Recent Activity
Increased 8.17%
2.81%
$12.511M
249,418 shares@ $50.17 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 7.71%
2.71%
$12.052M
59,297 shares@ $203.25 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 7.35%
2.59%
$11.506M
125,846 shares@ $91.44 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 8.11%
2.55%
$11.368M
225,240 shares@ $50.47 avg price
GBIL
Goldman Sachs Access Treasur
Recent Activity
Increased 8.11%
2.55%
$11.342M
113,491 shares@ $99.95 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 21.4%
2.21%
$9.832M
14,424 shares@ $681.64 avg price

1-10 of 229