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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 2 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LEIDOS HOLDINGS INC 10,095.0 $1.0M 0.57% +709.0 +7.5% $102.97
22 VOOG VANGUARD ADMIRAL FDS INC 11,869.0 $981K 0.54% +10K +486.1% $82.62 +1.9%
23 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 12,183.0 $850K 0.46% +785.0 +6.9% $69.74 -15.2%
24 AVGO BROADCOM INC Technology 2,046.0 $773K 0.42% +522.0 +34.2% $377.80 -2.4%
25 HST HOST HOTELS & RESORTS INC Real Estate 30,829.0 $731K 0.40% +2K +5.2% $23.71 -6.0%
26 XLP SELECT SECTOR SPDR TR 7,981.0 $663K 0.36% +551.0 +7.4% $83.07 +2.9%
27 NVDY TIDAL TRUST II 51,915.0 $646K 0.35% +3K +6.9% $12.44 +0.3%
28 INDV INDIVIOR PHARMACEUTICALS INC Healthcare 14,872.0 $610K 0.33% +15K +10000.0% $41.03 -15.0%
29 DRH DIAMONDROCK HOSPITALITY CO Real Estate 49,162.0 $599K 0.33% +13K +34.8% $12.18 +4.3%
30 SSRM SSR MINING IN Basic Materials 20,047.0 $567K 0.31% +5K +34.8% $28.28 +31.9%
31 VLYPN VALLEY NATL BANCORP 34,775.0 $509K 0.28% +11K +46.4% $14.65
32 IBM INTERNATIONAL BUSINESS MACHS Technology 1,698.0 $477K 0.26% +209.0 +14.0% $281.15 -16.2%
33 PARR PAR PAC HOLDINGS INC Energy 7,925.0 $444K 0.24% +6K +424.8% $56.08 +40.6%
34 GTY GETTY RLTY CORP NEW Real Estate 13,190.0 $440K 0.24% +11K +392.9% $33.36 -1.5%
35 EXEL EXELIXIS INC Healthcare 8,018.0 $436K 0.24% +6K +300.7% $54.41 +0.1%
36 SNDK SANDISK CORP Technology 184.0 $418K 0.23% +131.0 +247.2% $2273.73 -34.7%
37 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,889.0 $339K 0.18% +5K +392.8% $57.62 +15.6%
38 MTDR MATADOR RES CO Energy 6,733.0 $335K 0.18% +7K +10000.0% $49.78 +13.3%
39 CVX CHEVRON CORPORATION Energy 1,955.0 $324K 0.18% +43.0 +2.2% $165.77 +21.8%
40 JNJ JOHNSON & JOHNSON Healthcare 1,230.0 $312K 0.17% +39.0 +3.3% $253.92 +5.6%
Page 2 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%