Guild Investment Management, Inc.
SEC Form 13F institutional filer · CIK 0001317802
13F-HR · 19 reported holdings · 2026-03-31
Reported long-US-equity value
$0.06B
Top-10 concentration
91.5%
Guild Investment Management, Inc. — $57.7M AUM allocation strategy
Guild Investment Management, Inc. files SEC Form 13F and reports $57.7M of long US equity value across 19 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 52.8%, followed by Communication Services 10.7% and Utilities 3.7%.
The top 10 holdings account for 92% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Guild Investment Management, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$57.7M
total across 19 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
92% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +167K sh · +$8.44M+$MSFT +2.84K sh · +$368K+$QCOM +625 sh · −$682K
Biggest trims (shares)
−$DELL −6.65K sh · +$551K−$MRVL −2.94K sh · −$105K−$NVDA −1.57K sh · −$857K
Exited to nil (held last quarter, gone now)
$SCHW ($4.78M last qtr)$GS ($2.85M last qtr)$PGR ($2.22M last qtr)$GNRC ($1.92M last qtr)$HD ($436K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors22.6%—
- Technology Hardware, Storage & Peripherals16.6%—
- Interactive Media & Services10.7%—
- IT Consulting & Other Services7.9%—
- Systems Software5.7%—
- Multi-Utilities3.7%—
- Multi-Sector Holdings1.3%—
- Integrated Oil & Gas0.8%—
- Other holdings30.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 46.7K | $8.14M | -1.57K | 14.1% |
| $DELL | Dell Technologies Inc | 36.3K | $5.95M | -6.65K | 10.3% |
| $ACN | Accenture plc | 23K | $4.56M | — | 7.9% |
| $GOOGL | Alphabet Inc | 14K | $4M | -120 | 6.9% |
| $AAPL | Apple Inc | 14.3K | $3.63M | -19 | 6.3% |
| $MSFT | Microsoft Corporation | 8.86K | $3.28M | +2.84K | 5.7% |
| $QCOM | QUALCOMM Incorporated | 18.7K | $2.4M | +625 | 4.2% |
| $NEE | NextEra Energy Inc | 23.1K | $2.15M | -200 | 3.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 7.46K | $2.15M | -1K | 3.7% |
…and 10 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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