Guild Investment Management, Inc.

Q1 2026 13F-HR Holdings

Location
Westlake Village, CA
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$139,951
Net value change ($000)
+5,098 (3.8%)
New positions
11
Sold out positions
13
Turnover %
19.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTIP 8,439 103.7%
PDBA 4,811 NEW
ACN 4,562 NEW
CLIP 1,922 17.0%
RSPG 1,318 26.0%
PHYS 846 7.0%
PFXF 778 98.7%
SLV 559 NEW
DELL 551 10.2%
BTC 519 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHD -4,777 -100.0%
GPIX -2,845 -100.0%
PGR -2,220 -100.0%
GNRC -1,919 -100.0%
GBTC -1,033 -22.4%
NVDA -857 -9.5%
AM -817 -38.7%
QCOM -682 -22.1%
USAR -592 -100.0%
GOOGL -503 -19.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type