GuideStone Capital Management, LLC
Registered adviser+ 24 more
Driehaus Capital Management LLC Goldman Sachs Group, Inc. Guggenheim Capital LLC Heitman Real Estate Securities LLC Jacobs Levy Equity Management, Inc. JPMorgan Chase & Co Legal & General Group Plc Loomis Sayles & Co L P Massachusetts Financial Services Co Neuberger Berman Group LLC Nomura Investment Management Business Trust Parametric Portfolio Associates LLC Payden & Rygel Prudential Financial Inc Royal Bank of Canada Deutsche Bank AG\ Sands Capital Management, LLC Shenkman Capital Management Inc. SSI Investment Management LLC TimesSquare Capital Management, LLC TCW Group Inc Wellington Management Group LLP WCM Investment Management, LLC William Blair Investment Management, LLCRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $36,244,777,649 | Registered funds and BDCs (100%) |
| Apr 2025 to Mar 2026 | $31,385,181,464 | Registered funds and BDCs (100%) |
| Apr 2024 to Mar 2025 | $27,426,543,921 | Registered funds and BDCs (100%) |
| May 2023 to Mar 2024 | $24,236,030,690 | Registered funds and BDCs (100%) |
| Apr 2023 | $24,236,030,690 | Registered funds and BDCs (100%) |
| Apr 2022 to Mar 2023 | $29,232,437,936 | Registered funds and BDCs (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 93.3%; sector active share 71.3% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
1 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 100.0% | $42,474,575 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −146,789 | 146,788 | $42,474,575 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 146,788 | $42,474,575 | 100.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.