Guild Investment Management, Inc.

CIK

1317802

Location

WESTLAKE VILLAGE, CA

Portfolio Value

Micro $70,548,490

Diversification

Diversified

Filing Date

Global Rank

#2,151 / 3,203 ▲ 4365

Top Industry

Semiconductors 22.5%

3Y Alpha vs SPY

+3.4%

Period ended 30 days ago

Filed Jul 28, 2026 · 2d

26 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+80.1%

SPY

+65.3%

Annualised alpha

+3.4%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.7%

−4.3 pts

Top 5

47.7%

−9.9 pts

Top 10

72.6%

−8.4 pts

HHI

712

Diversified−207

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	49.6%	$35,008,224	12
Financial Services	16.8%	$11,861,978	2
Unclassified	15.1%	$10,661,020	6
Communication Services	8.7%	$6,137,769	2
Energy	4.3%	$3,060,570	3
Utilities	3.1%	$2,190,300	1
Industrials	1.6%	$1,156,092	4
Healthcare	0.6%	$396,330	2
Basic Materials	0.1%	$63,442	1
Consumer Defensive	0.0%	$12,765	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NXST	Nexstar Media Group, Inc.	+18,310	19,432	$3,470,360
PHYS	Sprott Physical Gold Trust	+4,975	367,845	$11,097,883
OUNZ	VanEck Merk Gold ETF	+4,460	127,390	$4,915,980
ACN	Accenture plc	+3,747	26,755	$3,329,392
NEE	Nextera Energy Inc	+1,815	24,955	$2,190,300
QCOM	Qualcomm Inc/De	+1,688	20,360	$3,762,324
BTC	Grayscale Bitcoin Mini Trust ETF	+1,130	18,440	$478,518
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
DELL	Dell Technologies Inc.	−23,940	12,340	$5,324,216
NVDA	Nvidia Corp	−5,404	41,251	$8,253,912
AAPL	Apple Inc.	−1,330	12,972	$3,753,577
AVGO	Broadcom Inc.	−924	3,920	$1,480,780
FBTC	Fidelity Wise Origin Bitcoin Fund	−764	29,587	$1,510,416
HON	Honeywell International Inc	−310	1,106	$247,633
MSFT	Microsoft Corp	−129	8,735	$3,258,329
GBTC	Grayscale Bitcoin Trust ETF	−10	67,630	$3,078,517
BRK-B	Berkshire Hathaway Inc	−2	1,527	$764,095
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
FSLR	First Solar, Inc.	17,110	$4,037,275
VG	Venture Global, Inc.	128,880	$1,434,434
BLSH	Bullish	35,020	$820,518
KLAC	Kla Corp	1,000	$301,710
CRWD	CrowdStrike Holdings, Inc.	383	$292,282
NPO	Enpro Inc.	723	$272,520
ABBV	AbbVie Inc.	882	$221,946
HWM	Howmet Aerospace Inc.	781	$209,979
TRLV	Trulieve Cannabis Corp.	17,740	$174,384
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	10,310	$1,021,205
PSLV	Sprott Physical Silver Trust	9,700	$236,583
CVX	Chevron Corp	1,102	$228,003
XOM	ExxonMobil Holdings Corp	1,331	$225,817
WPM	Wheaton Precious Metals Corp.	1,568	$205,423
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

34 tracked positions · $70,548,490 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PHYS	Sprott Physical Gold Trust Financial Services	Added	367,845	+4,975	$11,097,883	−13.7%	15.73%
NVDA	Nvidia Corp Technology	Reduced	41,251	-5,404	$8,253,912	+1.4%	11.70%
DELL	Dell Technologies Inc. Technology	Reduced	12,340	-23,940	$5,324,216	−10.6%	7.55%
OUNZ	VanEck Merk Gold ETF	Added	127,390	+4,460	$4,915,980	−11.2%	6.97%
FSLR	First Solar, Inc. Technology	NEW	17,110	NEW	$4,037,275	NEW	5.72%
QCOM	Qualcomm Inc/De Technology	Added	20,360	+1,688	$3,762,324	+56.5%	5.33%
AAPL	Apple Inc. Technology	Reduced	12,972	-1,330	$3,753,577	+3.4%	5.32%
NXST	Nexstar Media Group, Inc. Communication Services	Added	19,432	+18,310	$3,470,360	+1610.5%	4.92%
ACN	Accenture plc Technology	Added	26,755	+3,747	$3,329,392	−27.0%	4.72%
MSFT	Microsoft Corp Technology	Reduced	8,735	-129	$3,258,329	−0.7%	4.62%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	67,630	-10	$3,078,517	−13.7%	4.36%
GOOGL	Alphabet Inc. Communication Services	Held	7,464	0	$2,667,409	+24.3%	3.78%
NEE	Nextera Energy Inc Utilities	Added	24,955	+1,815	$2,190,300	+1.9%	3.10%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	29,587	-764	$1,510,416	−15.7%	2.14%
AVGO	Broadcom Inc. Technology	Reduced	3,920	-924	$1,480,780	−1.2%	2.10%
VG	Venture Global, Inc. Energy	NEW	128,880	NEW	$1,434,434	NEW	2.03%
AM	Antero Midstream Corp Energy	Held	56,820	0	$1,292,655	−0.2%	1.83%
BLSH	Bullish Technology	NEW	35,020	NEW	$820,518	NEW	1.16%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,527	-2	$764,095	+4.3%	1.08%
BTC	Grayscale Bitcoin Mini Trust ETF	Added	18,440	+1,130	$478,518	−7.8%	0.68%
SLV	iShares Silver Trust	Held	8,200	0	$438,454	−21.5%	0.62%
CAT	Caterpillar Inc Industrials	Held	400	0	$425,960	+50.3%	0.60%
ASML	Asml Holding NV Technology	Held	198	0	$393,909	+50.6%	0.56%
TPL	Texas Pacific Land Corp Energy	Held	762	0	$333,481	−7.8%	0.47%
KLAC	Kla Corp Technology	NEW	1,000	NEW	$301,710	NEW	0.43%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	383	NEW	$292,282	NEW	0.41%
NPO	Enpro Inc. Industrials	NEW	723	NEW	$272,520	NEW	0.39%
HON	Honeywell International Inc Industrials	Reduced	1,106	-310	$247,633	−22.6%	0.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	340	0	$239,135	+14.0%	0.34%
ABBV	AbbVie Inc. Healthcare	NEW	882	NEW	$221,946	NEW	0.31%
HWM	Howmet Aerospace Inc. Industrials	NEW	781	NEW	$209,979	NEW	0.30%
TRLV	Trulieve Cannabis Corp. Healthcare	NEW	17,740	NEW	$174,384	NEW	0.25%
TRX	TRX GOLD Corp Basic Materials	Held	76,900	0	$63,442	−45.0%	0.09%
BRCC	BRC Inc. Consumer Defensive	Held	11,500	0	$12,765	+43.0%	0.02%

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.