Constant Guidance Financial LLC
SEC Form 13F institutional filer · CIK 0001995383
13F-HR · 33 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
86.4%
Constant Guidance Financial LLC — $106M AUM allocation strategy
Constant Guidance Financial LLC files SEC Form 13F and reports $106M of long US equity value across 33 reported holdings for 2026-03-31.
Its largest sector bet is Financials 32.7%, followed by Energy 5.9% and Information Technology 5.7%.
The top 10 holdings account for 86% 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.
Constant Guidance Financial LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$106M
total across 33 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
86% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$QQQ +11.4K sh · +$6.34M+$CVX +8.03K sh · +$2.13M+$DUK +4.3K sh · +$677K
Biggest trims (shares)
−$GOOG −13.7K sh · −$4.4M−$NVDA −11.8K sh · −$2.23M−$AMZN −10.8K sh · −$2.77M
Exited to nil (held last quarter, gone now)
$BAC ($2.53M last qtr)$TSLA ($1.69M last qtr)$DAL ($1.38M last qtr)$PG ($1.22M last qtr)$TMUS ($1.21M 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)
- Multi-Sector Holdings30.5%—
- Technology Hardware, Storage & Peripherals3.9%—
- Integrated Oil & Gas3.8%—
- Movies & Entertainment3.7%—
- Broadline Retail2.3%—
- Property & Casualty Insurance2.2%—
- Oil & Gas Exploration & Production2.0%—
- Electric Utilities1.5%—
- Other holdings49.9%—
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
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BRK.B | Berkshire Hathaway Inc.-Class B | 67.3K | $32.3M | -4.78K | 30.5% |
| $AAPL | Apple Inc | 13.9K | $3.53M | -4.47K | 3.3% |
| $CVX | Chevron Corporation | 16.5K | $3.42M | +8.03K | 3.2% |
| $NFLX | Netflix Inc | 30.9K | $2.97M | +1.26K | 2.8% |
| $AMZN | Amazon.com Inc | 11.8K | $2.46M | -10.8K | 2.3% |
| $CB | Chubb Limited | 7.01K | $2.28M | -3.31K | 2.2% |
| $COP | ConocoPhillips | 15.8K | $2.09M | — | 2.0% |
…and 26 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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