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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $183M AUM 915 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 134 New 199 Added 163 Reduced 87 Exited
Page 10 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 PSKY PARAMOUNT SKYDANCE CORP Communication Services 275.0 $3K 0.00% +2.0 +0.7% $9.85 +10.5%
182 HDV ISHARES TR 95.0 $3K 0.00% +76.0 +400.0% $27.41 +7.4%
183 VTRS VIATRIS INC Healthcare 164.0 $3K 0.00% +1.0 +0.6% $15.88 +2.9%
184 AGNC AGNC INVT CORP Real Estate 228.0 $2K 0.00% +4.0 +1.8% $10.92 -0.2%
185 BTU PEABODY ENGR CORP Energy 101.0 $2K 0.00% +1.0 +1.0% $23.07 +25.4%
186 IJR ISHARES TR 10.0 $1K 0.00% +1.0 +11.1% $148.30 -1.8%
187 CC CHEMOURS CO Basic Materials 72.0 $1K 0.00% +25.0 +53.2% $20.51 -23.9%
188 PLUG PLUG PWR INC Industrials 528.0 $1K 0.00% +170.0 +47.5% $2.71 -19.2%
189 JOBY JOBY AVIATION INC Industrials 115.0 $1K 0.00% +102.0 +784.6% $8.94 -21.9%
190 TSCO TRACTOR SUPPLY CO Consumer Cyclical 32.0 $1K 0.00% +27.0 +540.0% $31.62 +9.8%
191 QQQI NEOS ETF TRUST 16.0 $894.0 +1.0 +6.7% $55.88 -2.4%
192 BGR BLACKROCK ENERGY & RES TR Financial Services 50.0 $746.0 +1.0 +2.0% $14.92 +13.7%
193 MRNA MODERNA INC Healthcare 10.0 $700.0 +4.0 +66.7% $70.00 +97.1%
194 OGS ONE GAS INC Utilities 7.0 $541.0 +2.0 +40.0% $77.29 +2.8%
195 VWO VANGUARD INTL EQUITY INDEX F 8.0 $478.0 +7.0 +700.0% $59.75 +1.7%
196 SPYD SPDR SERIES TRUST 10.0 $477.0 +2.0 +25.0% $47.70 +4.8%
197 ACHR ARCHER AVIATION INC Industrials 49.0 $232.0 +34.0 +226.7% $4.73 +21.4%
198 LADR LADDER CAP CORP Real Estate 8.0 $75.0 +1.0 +14.3% $9.38 +4.7%
199 SD SANDRIDGE ENERGY INC Energy 5.0 $69.0 +2.0 +66.7% $13.80 +1.2%
Page 10 of 10  ·  199 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 47.4%
Financial Services 19.7%
Energy 7.2%
Consumer Cyclical 6.6%
Industrials 5.5%
Healthcare 3.5%
Communication Services 2.7%
Consumer Defensive 2.5%
Utilities 2.1%
Real Estate 1.5%