GUIDESTONE CAPITAL MANAGEMENT, LLC

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Guidestone Capital Management is based out of Dallas. Guidestone Capital Management is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $23,458,457,187 (Form ADV from 2020-04-17). Their last reported 13F filing for Q2 2020 included $38,104,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Guidestone Capital Management's largest holding is Apple Inc with shares held of 104,453. Whalewisdom has at least 14 13F filings

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06/30/2020

Top Buys

  • Name% Change

06/30/2020

Top Sells

  • Name% Change

06/30/2020

13F Activity

  • Market Value $38.104 Million
  • Prior Market Value $26.561 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of0 stocks
  • Reduced holdings in0 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:%
  • Turnover Alt % [2]: %
  • Time Held Top20:2.00 quarters
  • Time Held Top10:2.00 quarters
  • Time Held All:2.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 42.14%
Performance Last 4 Quarters: 0.59%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

GUIDESTONE CAPITAL MANAGEMENT, LLC
5005 LYNDON B. JOHNSON FREEWAY SUITE 2200
DALLAS TX    75244-6152
Country: United States

Business Phone: 214-720-2148
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: TX
Number of employees: 19
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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GUIDESTONE CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-04-17
Name Title Start Date Direct/Indirect % Ownership
CHILDERS, MELANIE, RUTH VICE PRESIDENT FUND OPERATIONS 02/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT VICE PRESIDENT FUND OPERATIONS direct 2014-02-01
GUIDESTONE INVESTMENT SERVICES MANAGER AND MEMBER 05/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT MEMBER direct 2014-05-01
GUIDESTONE CAPITAL MANAGEMENT, LLC MANAGER AND MEMBER direct 2014-05-01
GUIDESTONE RESOURCE MANAGEMENT, INC. MEMBER 05/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT MEMBER direct 2014-05-01
PEDEN, MATT, LANDING VICE PRESIDENT AND CHIEF INVESTMENT OFFICER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC VICE PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2015-03-01
PATTISON, PATRICK, ROYAL VICE PRESIDENT AND TREASURER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC VICE PRESIDENT AND TREASURER direct 2015-04-01
SPIKA, DAVID, SCOTT PRESIDENT 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC PRESIDENT direct 2016-12-01
WOLFE, MATTHEW, ALAN CHIEF COMPLIANCE OFFICER AND SECRETARY 04/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC SECRETARY direct 2016-08-01
GUIDESTONE ADVISORS SECRETARY direct 2016-08-01
SOUTHERN BAPTIST CONVENTION MEMBER GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION 08/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE ADVISORS MEMBER indirect 1999-08-01
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1999-08-01
SBC FINANCIAL SERVICES, INC. MEMBER indirect 1999-08-01 2005-03-31
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION MEMBER GUIDESTONE INVESTMENT SERVICES 02/01/1988 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1988-02-01
GUIDESTONE ADVISORS MEMBER direct 2008-06-01
GUIDESTONE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2014-04-01
SBC FINANCIAL SERVICES, INC. MEMBER direct 1988-02-01 2014-04-01
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION SHAREHOLDER GUIDESTONE RESOURCE MANAGEMENT, INC. 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1988-02-01
GUIDESTONE ADVISORS MEMBER direct 2008-06-01
GUIDESTONE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2014-04-01
SBC FINANCIAL SERVICES, INC. MEMBER direct 1988-02-01 2014-04-01

GUIDESTONE CAPITAL MANAGEMENT, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

GUIDESTONE CAPITAL MANAGEMENT, LLC

ownership team - last updated 2019-06-25
Name Title Start Date Direct/Indirect % Ownership
BASS, RONALD, WAYNE CHIEF COMPLIANCE OFFICER 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
SWS SECURITIES, INC. CROP & SROP, MSRB direct 2001-03-01 2003-02-03
SOUTHWEST SECURITIES, INC. CROP & SROP direct 2001-03-01 2003-10-20
GUIDESTONE ADVISORS CHIEF COMPLIANCE OFFICER direct 2008-07-01 2016-12-27
CHILDERS, MELANIE, RUTH VICE PRESIDENT FUND OPERATIONS 02/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT VICE PRESIDENT FUND OPERATIONS direct 2014-02-01
GUIDESTONE INVESTMENT SERVICES MANAGER AND MEMBER 05/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT MEMBER direct 2014-05-01
GUIDESTONE CAPITAL MANAGEMENT, LLC MANAGER AND MEMBER direct 2014-05-01
GUIDESTONE RESOURCE MANAGEMENT, INC. MEMBER 05/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT MEMBER direct 2014-05-01
PEDEN, MATT, LANDING VICE PRESIDENT AND CHIEF INVESTMENT OFFICER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC VICE PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2015-03-01
PATTISON, PATRICK, ROYAL VICE PRESIDENT AND TREASURER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC VICE PRESIDENT AND TREASURER direct 2015-04-01
SPIKA, DAVID, SCOTT PRESIDENT 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC PRESIDENT direct 2016-12-01
SOUTHERN BAPTIST CONVENTION MEMBER GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION 08/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE ADVISORS MEMBER indirect 1999-08-01
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1999-08-01
SBC FINANCIAL SERVICES, INC. MEMBER indirect 1999-08-01 2005-03-31
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION MEMBER GUIDESTONE INVESTMENT SERVICES 02/01/1988 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1988-02-01
GUIDESTONE ADVISORS MEMBER direct 2008-06-01
GUIDESTONE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2014-04-01
SBC FINANCIAL SERVICES, INC. MEMBER direct 1988-02-01 2014-04-01
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION SHAREHOLDER GUIDESTONE RESOURCE MANAGEMENT, INC. 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1988-02-01
GUIDESTONE ADVISORS MEMBER direct 2008-06-01
GUIDESTONE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2014-04-01
SBC FINANCIAL SERVICES, INC. MEMBER direct 1988-02-01 2014-04-01

GUIDESTONE CAPITAL MANAGEMENT, LLC

ownership team - last updated 2017-08-10
Name Title Start Date Direct/Indirect % Ownership
BUSBY, DOYLE, ODEAN DIRECTOR 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC DIRECTOR direct 2017-07-01
SPIKA, DAVID, SCOTT PRESIDENT 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC PRESIDENT direct 2016-12-01
WOLFE, MATTHEW, ALAN SECRETARY 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC SECRETARY direct 2016-08-01
GUIDESTONE ADVISORS SECRETARY direct 2016-08-01
HAMLET, MICHAEL, SIMON DIRECTOR 07/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC DIRECTOR direct 2015-07-01
PATTISON, PATRICK, ROYAL VICE PRESIDENT AND TREASURER 04/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC VICE PRESIDENT AND TREASURER direct 2015-04-01
PEDEN, MATT, LANDING VICE PRESIDENT AND CHIEF INVESTMENT OFFICER 03/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC VICE PRESIDENT AND CHIEF INVESTMENT OFFICER direct 2015-03-01
GUIDESTONE RESOURCE MANAGEMENT, INC. MEMBER 05/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT MEMBER direct 2014-05-01
GUIDESTONE INVESTMENT SERVICES MANAGER AND MEMBER 05/01/2014 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT MEMBER direct 2014-05-01
GUIDESTONE CAPITAL MANAGEMENT, LLC MANAGER AND MEMBER direct 2014-05-01
CHILDERS, MELANIE, RUTH VICE PRESIDENT FUND OPERATIONS 02/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT VICE PRESIDENT FUND OPERATIONS direct 2014-02-01
BASS, RONALD, WAYNE CHIEF COMPLIANCE OFFICER 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2013-09-01
SWS SECURITIES, INC. CROP & SROP, MSRB direct 2001-03-01 2003-02-03
SOUTHWEST SECURITIES, INC. CROP & SROP direct 2001-03-01 2003-10-20
GUIDESTONE ADVISORS CHIEF COMPLIANCE OFFICER direct 2008-07-01 2016-12-27
MORRIS, JOHN, RICHARD DIRECTOR 07/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT DIRECTOR direct 2013-07-01
MORLEY, DAVID, WAYNE DIRECTOR 07/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT DIRECTOR direct 2012-07-01
MCMILLAN, DAVID, BRIAN DIRECTOR, CHAIRMAN 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT DIRECTOR direct 2011-07-01
GUIDESTONE CAPITAL MANAGEMENT, LLC DIRECTOR, CHAIRMAN direct 2011-07-01
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION SHAREHOLDER GUIDESTONE RESOURCE MANAGEMENT, INC. 04/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1988-02-01
GUIDESTONE ADVISORS MEMBER direct 2008-06-01
GUIDESTONE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2014-04-01
SBC FINANCIAL SERVICES, INC. MEMBER direct 1988-02-01 2014-04-01
GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION MEMBER GUIDESTONE INVESTMENT SERVICES 02/01/1988 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1988-02-01
GUIDESTONE ADVISORS MEMBER direct 2008-06-01
GUIDESTONE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2014-04-01
SBC FINANCIAL SERVICES, INC. MEMBER direct 1988-02-01 2014-04-01
SOUTHERN BAPTIST CONVENTION MEMBER GUIDESTONE FINANCIAL RESOURCES OF THE SOUTHERN BAPTIST CONVENTION 08/01/1999 Indirect 75% or more
Fund Name Position direct/indirect start date end date
GUIDESTONE ADVISORS MEMBER indirect 1999-08-01
GUIDESTONE CAPITAL MANAGEMENT, LLC MEMBER indirect 1999-08-01
SBC FINANCIAL SERVICES, INC. MEMBER indirect 1999-08-01 2005-03-31

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