Constant Guidance Financial LLC

CIK

1995383

Location

ATTLEBORO FALLS, MA

Portfolio Value

Small $104,087,051

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,270 / 8,232 ▼ 96

Top Industry

Insurance - Diversified 52.2%

3Y Alpha vs SPY

-4.7%

Period ended 2 months ago

Filed May 18, 2026 · 27d

11 quarters · since Sep 2023

Clone Performance

Nov 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

+54.2%

SPY

+70.5%

Annualised alpha

-4.7%

Max drawdown

−10.8%

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

31.0%

+1.8 pts

Top 5

75.6%

+4.8 pts

Top 10

87.7%

+4.6 pts

HHI

1,899

Moderately concentrated+111

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.6%	$42,284,498	3
Financial Services	33.4%	$34,763,801	3
Technology	6.5%	$6,734,971	7
Energy	6.1%	$6,394,463	4
Communication Services	5.7%	$5,971,712	5
Consumer Cyclical	3.7%	$3,898,879	2
Utilities	2.4%	$2,543,766	3
Consumer Defensive	0.9%	$942,318	2
Industrials	0.5%	$552,643	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	+8,030	16,539	$3,421,919
DUK	Duke Energy CORP	+4,300	12,600	$1,649,844
TXN	Texas Instruments Inc	+2,880	4,444	$862,758
NFLX	Netflix Inc	+1,265	30,938	$2,974,688
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−13,704	4,403	$1,266,126
NVDA	Nvidia Corp	−11,825	1,739	$303,281
AMZN	Amazon Com Inc	−10,849	11,821	$2,461,959
SPY	Spdr S&P 500 ETF Trust	−7,952	44,451	$28,908,263
BRK-B	Berkshire Hathaway Inc	−4,775	67,337	$32,267,890
DIS	Walt Disney Co	−4,560	9,858	$950,114
AAPL	Apple Inc.	−4,468	13,904	$3,528,696
MSFT	Microsoft Corp	−4,240	2,643	$978,359
META	Meta Platforms, Inc.	−4,102	847	$484,594
CB	Chubb Ltd	−3,309	7,009	$2,284,443
D	Dominion Energy, Inc	−700	11,000	$680,020
HD	Home Depot, Inc.	−150	4,369	$1,436,920
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	18,385	$10,611,454
DIA	Spdr Dow Jones Industrial Average ETF Trust	5,969	$2,764,781
COP	Conocophillips	15,835	$2,090,220
DELL	Dell Technologies Inc.	4,018	$659,474
HON	Honeywell International Inc	2,445	$552,643
MO	Altria Group, Inc.	7,159	$472,422
PM	Philip Morris International Inc.	2,842	$469,896
T	At&T Inc.	10,217	$296,190
OXY	Occidental Petroleum Corp /De/	3,439	$223,535
NEE	Nextera Energy Inc	2,303	$213,902
TSM	Taiwan Semiconductor Manufacturing Co Ltd	600	$202,770
AVGO	Broadcom Inc.	645	$199,633
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	46,021	$2,531,155
TSLA	Tesla, Inc.	3,748	$1,685,550
DAL	Delta Air Lines, Inc.	19,872	$1,379,116
PG	PROCTER & GAMBLE Co	8,532	$1,222,720
TMUS	T-Mobile US, Inc.	5,950	$1,208,088
ORCL	Oracle Corp	5,865	$1,143,147
GLD	Spdr Gold Trust	2,508	$993,945
BA	Boeing Co	3,950	$857,624
LOW	Lowes Companies Inc	2,690	$648,720
FSLR	First Solar, Inc.	1,338	$349,525
GD	General Dynamics Corp	1,026	$345,413
PNC	Pnc Financial Services Group, Inc.	1,481	$309,129
TGT	Target Corp	3,100	$303,025
ABNB	Airbnb, Inc.	2,200	$298,584
HOOD	Robinhood Markets, Inc.	2,571	$290,780
NOC	Northrop Grumman Corp /De/	505	$287,956
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 positions · $104,087,051 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	67,337	-4,775	$32,267,890	−11.0%	31.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	44,451	-7,952	$28,908,263	−19.1%	27.77%
QQQ	Invesco Qqq Trust, Series 1	NEW	18,385	NEW	$10,611,454	NEW	10.19%
AAPL	Apple Inc. Technology	Reduced	13,904	-4,468	$3,528,696	−29.3%	3.39%
CVX	Chevron Corp Energy	Added	16,539	+8,030	$3,421,919	+163.9%	3.29%
NFLX	Netflix Inc Communication Services	Added	30,938	+1,265	$2,974,688	+6.9%	2.86%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	5,969	NEW	$2,764,781	NEW	2.66%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,821	-10,849	$2,461,959	−53.0%	2.37%
CB	Chubb Ltd Financial Services	Reduced	7,009	-3,309	$2,284,443	−29.1%	2.19%
COP	Conocophillips Energy	NEW	15,835	NEW	$2,090,220	NEW	2.01%
DUK	Duke Energy CORP Utilities	Added	12,600	+4,300	$1,649,844	+69.6%	1.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,369	-150	$1,436,920	−7.6%	1.38%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,403	-13,704	$1,266,126	−77.7%	1.22%
MSFT	Microsoft Corp Technology	Reduced	2,643	-4,240	$978,359	−70.6%	0.94%
DIS	Walt Disney Co Communication Services	Reduced	9,858	-4,560	$950,114	−42.1%	0.91%
TXN	Texas Instruments Inc Technology	Added	4,444	+2,880	$862,758	+218.0%	0.83%
D	Dominion Energy, Inc Utilities	Reduced	11,000	-700	$680,020	−0.8%	0.65%
DELL	Dell Technologies Inc. Technology	NEW	4,018	NEW	$659,474	NEW	0.63%
XOM	Exxon Mobil Corp Energy	Held	3,883	0	$658,789	+41.0%	0.63%
HON	Honeywell International Inc Industrials	NEW	2,445	NEW	$552,643	NEW	0.53%
META	Meta Platforms, Inc. Communication Services	Reduced	847	-4,102	$484,594	−85.2%	0.47%
MO	Altria Group, Inc. Consumer Defensive	NEW	7,159	NEW	$472,422	NEW	0.45%
PM	Philip Morris International Inc. Consumer Defensive	NEW	2,842	NEW	$469,896	NEW	0.45%
NVDA	Nvidia Corp Technology	Reduced	1,739	-11,825	$303,281	−88.0%	0.29%
T	At&T Inc. Communication Services	NEW	10,217	NEW	$296,190	NEW	0.28%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	3,439	NEW	$223,535	NEW	0.21%
NEE	Nextera Energy Inc Utilities	NEW	2,303	NEW	$213,902	NEW	0.21%
TRV	Travelers Companies, Inc. Financial Services	Held	725	0	$211,468	+0.6%	0.20%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	600	NEW	$202,770	NEW	0.19%
AVGO	Broadcom Inc. Technology	NEW	645	NEW	$199,633	NEW	0.19%