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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 3 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SYM SYMBOTIC INC Industrials 6,177.0 $278K 0.15% +5K +307.7% $44.95 -11.3%
42 CSCO CISCO SYS INC Technology 2,266.0 $266K 0.14% +708.0 +45.4% $117.47 -6.4%
43 FLEX FLEX LTD Technology 1,554.0 $252K 0.14% +2K +9612.5% $162.07 -31.8%
44 GALAXY DIGITAL INC. 8,985.0 $246K 0.13% +2K +29.3% $27.34
45 THG HANOVER INS GROUP INC Financial Services 1,127.0 $241K 0.13% +439.0 +63.8% $214.12 +6.3%
46 GEV GE VERNOVA INC Utilities 188.0 $221K 0.12% +6.0 +3.3% $1175.14 -22.4%
47 GLW CORNING INC Technology 835.0 $213K 0.12% +19.0 +2.3% $255.40 -41.7%
48 CFG CITIZENS FINL GROUP INC Financial Services 2,846.0 $199K 0.11% +1K +58.9% $70.07 -0.5%
49 IWF ISHARES TR 1,454.0 $180K 0.10% +1K +263.5% $124.13 -1.1%
50 T AT&T INC Communication Services 8,225.0 $170K 0.09% +531.0 +6.9% $20.70 +25.6%
51 VRT VERTIV HOLDINGS CO Industrials 504.0 $169K 0.09% +455.0 +928.6% $335.07 -23.3%
52 SMCI SUPER MICRO COMPUTER INC Technology 5,651.0 $166K 0.09% +6K +10000.0% $29.33 +26.4%
53 BCS BARCLAYS PLC Financial Services 6,092.0 $164K 0.09% +1K +21.6% $26.86 +0.0%
54 MO ALTRIA GROUP INC Consumer Defensive 1,930.0 $139K 0.08% +172.0 +9.8% $71.96 -4.6%
55 PANW PALO ALTO NETWORKS INC Technology 403.0 $137K 0.07% +57.0 +16.5% $341.02 +9.0%
56 ITOT ISHARES TR 767.0 $126K 0.07% +4.0 +0.5% $164.27 +2.6%
57 SCHD SCHWAB STRATEGIC TR 3,834.0 $122K 0.07% +41.0 +1.1% $31.71 +10.1%
58 BIL SPDR SERIES TRUST 1,308.0 $120K 0.07% +1K +2941.9% $91.64 +0.0%
59 VZ VERIZON COMMUNICATIONS INC Communication Services 2,828.0 $120K 0.07% +165.0 +6.2% $42.34 +18.3%
60 VUG VANGUARD INDEX FDS 1,319.0 $114K 0.06% +1K +1259.8% $86.14 +2.8%
Page 3 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%