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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 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPDW SPDR INDEX SHS FDS 1,133.0 $57K 0.03% +812.0 +253.0% $50.39 +2.9%
82 ISRG INTUITIVE SURGICAL INC Healthcare 130.0 $52K 0.03% +28.0 +27.4% $397.68 -6.3%
83 NEE NEXTERA ENERGY INC Utilities 582.0 $51K 0.03% +291.0 +100.0% $87.77 -6.8%
84 ARKX ARK ETF TR 1,495.0 $51K 0.03% +27.0 +1.8% $34.12 -5.2%
85 IVV ISHARES TR 68.0 $51K 0.03% +45.0 +195.7% $748.90 +3.2%
86 SPYV SPDR SERIES TRUST 837.0 $51K 0.03% +571.0 +214.7% $60.79 +4.5%
87 IONQ IONQ INC Technology 915.0 $49K 0.03% +428.0 +87.9% $53.26 -26.4%
88 TJX TJX COS INC NEW Consumer Cyclical 309.0 $47K 0.03% +74.0 +31.5% $151.50 -10.8%
89 UNH UNITEDHEALTH GROUP INC Healthcare 113.0 $47K 0.03% +10.0 +9.7% $414.28 -5.1%
90 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 50.0 $47K 0.03% +15.0 +42.9% $935.48 +1.1%
91 QCOM QUALCOMM INC Technology 248.0 $46K 0.03% +120.0 +93.8% $184.66 -11.1%
92 AMAT APPLIED MATLS INC Technology 59.0 $43K 0.02% +44.0 +293.3% $723.00 -36.1%
93 ENB ENBRIDGE INC Energy 784.0 $43K 0.02% +328.0 +71.9% $54.21 -7.4%
94 HPE HEWLETT PACKARD ENTERPRISE C Technology 853.0 $38K 0.02% +806.0 +1714.9% $45.12 +15.9%
95 IGIB ISHARES TR 697.0 $37K 0.02% +489.0 +235.1% $53.17 -1.8%
96 SPYG SPDR SERIES TRUST 301.0 $36K 0.02% +183.0 +155.1% $118.99 +1.9%
97 LRCX LAM RESEARCH CORP Technology 82.0 $36K 0.02% +12.0 +17.1% $433.33 -30.3%
98 VO VANGUARD INDEX FDS 432.0 $35K 0.02% +399.0 +1209.1% $80.57 +2.4%
99 CCJ CAMECO CORP Energy 337.0 $34K 0.02% +81.0 +31.6% $101.86 -1.8%
100 VEA VANGUARD TAX-MANAGED FDS 478.0 $34K 0.02% +167.0 +53.7% $71.25 +2.5%
Page 5 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%