Guild Investment Management, Inc.
CIK
1317802
Location
WESTLAKE VILLAGE, CA
Portfolio Value
Micro
$70,548,490
Diversification
Diversified
Filing Date
Global Rank
#6,756
/ 8,700
▲ 340
Top Industry
Semiconductors
22.5%
Period ended 3 months ago
Filed Jul 28, 2026 · 48d
26 quarters · since Mar 2020
Portfolio Concentration
34 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
15.7%
+3.9 pts
Top 5
47.7%
−3.1 pts
Top 10
72.6%
−1.2 pts
HHI
712
Diversified+26
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 49.6% | $35,008,224 |
| Financial Services | 16.8% | $11,861,978 |
| Unclassified | 15.1% | $10,661,020 |
| Communication Services | 8.7% | $6,137,769 |
| Energy | 4.3% | $3,060,570 |
| Utilities | 3.1% | $2,190,300 |
| Industrials | 1.6% | $1,156,092 |
| Healthcare | 0.6% | $396,330 |
| Basic Materials | 0.1% | $63,442 |
| Consumer Defensive | 0.0% | $12,765 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DELL | Dell Technologies Inc. | −23,940 | 12,340 | $5,324,216 | |
| GOOGL | Alphabet Inc. | −13,960 | 7,464 | $2,667,409 | |
| 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 | Open |
|---|---|---|---|---|
| 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
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCHY | Vanguard U.S. High-Yield Corporate Bond Index ETF | 331,890 | $16,577,905 | |
| AGNG | Global X Funds Global X Aging Population ETF | 176,655 | $15,783,279 | |
| — | 265,336 | $14,821,471 | ||
| AFK | VanEck Africa Index ETF | 253,634 | $11,034,461 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 58,410 | $6,394,142 | |
| EVMT | Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF | 131,910 | $4,810,757 | |
| MRVL | Marvell Technology, Inc. | 10,310 | $1,021,205 | |
| AIEQ | Amplify AI Powered Equity ETF | 24,500 | $728,140 | |
| FCAL | First Trust California Municipal High income ETF | 11,000 | $537,790 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 3,900 | $392,574 | |
| HYSA | BondBloxx USD High Yield Bond Sector Rotation ETF | 5,500 | $278,052 | |
| — | 15,000 | $277,800 | ||
| 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. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
Added | 367,845 | $11,097,883 | 15.73% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 41,251 | $8,253,912 | 11.70% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 12,340 | $5,324,216 | 7.55% | |
| OUNZ |
VanEck Merk Gold ETF
|
Added | 127,390 | $4,915,980 | 6.97% | |
| FSLR |
First Solar, Inc.
Technology
|
NEW | 17,110 | $4,037,275 | 5.72% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 20,360 | $3,762,324 | 5.33% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 12,972 | $3,753,577 | 5.32% | |
| NXST |
Nexstar Media Group, Inc.
Communication Services
|
Added | 19,432 | $3,470,360 | 4.92% | |
| ACN |
Accenture plc
Technology
|
Added | 26,755 | $3,329,392 | 4.72% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,735 | $3,258,329 | 4.62% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Reduced | 67,630 | $3,078,517 | 4.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 7,464 | $2,667,409 | 3.78% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 24,955 | $2,190,300 | 3.10% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Reduced | 29,587 | $1,510,416 | 2.14% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 3,920 | $1,480,780 | 2.10% | |
| VG |
Venture Global, Inc.
Energy
|
NEW | 128,880 | $1,434,434 | 2.03% | |
| AM |
Antero Midstream Corp
Energy
|
Held | 56,820 | $1,292,655 | 1.83% | |
| BLSH |
Bullish
Technology
|
NEW | 35,020 | $820,518 | 1.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,527 | $764,095 | 1.08% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
Added | 18,440 | $478,518 | 0.68% | |
| SLV |
iShares Silver Trust
|
Held | 8,200 | $438,454 | 0.62% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 400 | $425,960 | 0.60% | |
| ASML |
Asml Holding NV
Technology
|
Held | 198 | $393,909 | 0.56% | |
| TPL |
Texas Pacific Land Corp
Energy
|
Held | 762 | $333,481 | 0.47% | |
| KLAC |
Kla Corp
Technology
|
NEW | 1,000 | $301,710 | 0.43% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 383 | $292,282 | 0.41% | |
| NPO |
Enpro Inc.
Industrials
|
NEW | 723 | $272,520 | 0.39% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,106 | $247,633 | 0.35% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 340 | $239,135 | 0.34% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 882 | $221,946 | 0.31% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
NEW | 781 | $209,979 | 0.30% | |
| TRLV |
Trulieve Cannabis Corp.
Healthcare
|
NEW | 17,740 | $174,384 | 0.25% | |
| TRX |
TRX GOLD Corp
Basic Materials
|
Held | 76,900 | $63,442 | 0.09% | |
| BRCC |
BRC Inc.
Consumer Defensive
|
Held | 11,500 | $12,765 | 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.