Guild Investment Management, Inc.
CIK
1317802
Location
WESTLAKE VILLAGE, CA
Portfolio Value
Micro
$2,110,930
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 47.8% | $30,750,989 |
| Financial Services | 21.5% | $13,829,391 |
| Unclassified | 18.9% | $12,185,873 |
| Communication Services | 3.7% | $2,349,238 |
| Utilities | 3.3% | $2,149,243 |
| Energy | 3.3% | $2,110,930 |
| Industrials | 0.9% | $603,442 |
| Basic Materials | 0.5% | $320,773 |
| Consumer Defensive | 0.0% | $8,924 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
4 positions ·
$2,110,930 total
· Energy only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Defensive
Energy
Financial Services
Industrials
Technology
Utilities