Guild Investment Management, Inc.

CIK

1317802

Location

WESTLAKE VILLAGE, CA

Portfolio Value

Micro $64,308,803

Diversification

Diversified

Filing Date

Global Rank

#6,144 / 8,232 ▲ 206

Top Industry

Asset Management 25.1%

3Y Alpha vs SPY

+1.4%

Period ended 2 months ago

Filed Apr 20, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+82.4%

SPY

+76.3%

Annualised alpha

+1.4%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

30 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.0%

+2.0 pts

Top 5

57.6%

+2.2 pts

Top 10

81.0%

+3.4 pts

HHI

919

Diversified+67

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	47.8%	$30,750,989	9
Financial Services	21.5%	$13,829,391	3
Unclassified	18.9%	$12,185,873	6
Communication Services	3.7%	$2,349,238	2
Utilities	3.3%	$2,149,243	1
Energy	3.3%	$2,110,930	4
Industrials	0.9%	$603,442	2
Basic Materials	0.5%	$320,773	2
Consumer Defensive	0.0%	$8,924	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
TRX	TRX GOLD Corp	+10,000	76,900	$115,350
MSFT	Microsoft Corp	+2,841	8,864	$3,281,186
FBTC	Fidelity Wise Origin Bitcoin Fund	+2,102	30,351	$1,791,619
QCOM	Qualcomm Inc/De	+625	18,672	$2,404,580
GBTC	Grayscale Bitcoin Trust ETF	+315	67,640	$3,568,686
BRK-B	Berkshire Hathaway Inc	+7	1,529	$732,696
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
AM	Antero Midstream Corp	−61,920	56,820	$1,295,496
OUNZ	VanEck Merk Gold ETF	−21,760	122,930	$5,537,996
DELL	Dell Technologies Inc.	−6,650	36,280	$5,954,636
MRVL	Marvell Technology, Inc.	−2,940	10,310	$1,021,205
NVDA	Nvidia Corp	−1,571	46,655	$8,136,632
GOOGL	Alphabet Inc.	−1,000	7,464	$2,146,347
PHYS	Sprott Physical Gold Trust	−975	362,870	$12,860,112
AVGO	Broadcom Inc.	−756	4,844	$1,499,266
NEE	Nextera Energy Inc	−200	23,140	$2,149,243
AAPL	Apple Inc.	−19	14,302	$3,629,704
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	23,008	$4,562,256
SLV	iShares Silver Trust	8,200	$558,748
BTC	Grayscale Bitcoin Mini Trust ETF	17,310	$519,126
TPL	Texas Pacific Land Corp	762	$361,614
PSLV	Sprott Physical Silver Trust	9,700	$236,583
CVX	Chevron Corp	1,102	$228,003
XOM	Exxon Mobil Corp	1,331	$225,817
WPM	Wheaton Precious Metals Corp.	1,568	$205,423
BRCC	BRC Inc.	11,500	$8,924
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PGR	Progressive Corp/Oh/	9,750	$2,220,270
GNRC	Generac Holdings Inc.	14,070	$1,918,725
USAR	USA Rare Earth, Inc.	49,760	$592,144
HD	Home Depot, Inc.	1,266	$435,630
QQQ	Invesco Qqq Trust, Series 1	665	$408,516
AMGN	Amgen Inc	762	$249,410
ABT	Abbott Laboratories	1,609	$201,591
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $64,308,803 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	362,870	-975	$12,860,112	+7.0%	20.00%
NVDA	Nvidia Corp Technology	Reduced	46,655	-1,571	$8,136,632	−9.5%	12.65%
DELL	Dell Technologies Inc. Technology	Reduced	36,280	-6,650	$5,954,636	+10.2%	9.26%
OUNZ	VanEck Merk Gold ETF	Reduced	122,930	-21,760	$5,537,996	−7.7%	8.61%
ACN	Accenture plc Technology	NEW	23,008	NEW	$4,562,256	NEW	7.09%
AAPL	Apple Inc. Technology	Reduced	14,302	-19	$3,629,704	−6.8%	5.64%
GBTC	Grayscale Bitcoin Trust ETF	Added	67,640	+315	$3,568,686	−22.5%	5.55%
MSFT	Microsoft Corp Technology	Added	8,864	+2,841	$3,281,186	+12.6%	5.10%
QCOM	Qualcomm Inc/De Technology	Added	18,672	+625	$2,404,580	−22.1%	3.74%
NEE	Nextera Energy Inc Utilities	Reduced	23,140	-200	$2,149,243	+14.7%	3.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	7,464	-1,000	$2,146,347	−19.0%	3.34%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	30,351	+2,102	$1,791,619	−16.8%	2.79%
AVGO	Broadcom Inc. Technology	Reduced	4,844	-756	$1,499,266	−22.6%	2.33%
AM	Antero Midstream Corp Energy	Reduced	56,820	-61,920	$1,295,496	−38.7%	2.01%
MRVL	Marvell Technology, Inc. Technology	Reduced	10,310	-2,940	$1,021,205	−9.3%	1.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,529	+7	$732,696	−4.2%	1.14%
SLV	iShares Silver Trust	NEW	8,200	NEW	$558,748	NEW	0.87%
BTC	Grayscale Bitcoin Mini Trust ETF	NEW	17,310	NEW	$519,126	NEW	0.81%
TPL	Texas Pacific Land Corp Energy	NEW	762	NEW	$361,614	NEW	0.56%
HON	Honeywell International Inc Industrials	Held	1,416	0	$320,058	+15.9%	0.50%
CAT	Caterpillar Inc Industrials	Held	400	0	$283,384	+23.7%	0.44%
ASML	Asml Holding NV Technology	Held	198	0	$261,524	+23.5%	0.41%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	9,700	NEW	$236,583	NEW	0.37%
CVX	Chevron Corp Energy	NEW	1,102	NEW	$228,003	NEW	0.35%
XOM	Exxon Mobil Corp Energy	NEW	1,331	NEW	$225,817	NEW	0.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	340	0	$209,698	+2.2%	0.33%
WPM	Wheaton Precious Metals Corp. Basic Materials	NEW	1,568	NEW	$205,423	NEW	0.32%
NXST	Nexstar Media Group, Inc. Communication Services	Held	1,122	0	$202,891	−10.9%	0.32%
TRX	TRX GOLD Corp Basic Materials	Added	76,900	+10,000	$115,350	+87.4%	0.18%
BRCC	BRC Inc. Consumer Defensive	NEW	11,500	NEW	$8,924	NEW	0.01%