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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 6 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ANNALY CAPITAL MANAGEMENT IN 1,455.0 $33K 0.02% +43.0 +3.0% $22.36
102 SPMB SPDR SERIES TRUST 1,348.0 $30K 0.02% +840.0 +165.3% $22.31 -1.4%
103 WM WASTE MGMT INC DEL Industrials 134.0 $30K 0.02% +28.0 +26.4% $223.00 -1.5%
104 EFV ISHARES TR 390.0 $30K 0.02% +18.0 +4.8% $76.55 +6.8%
105 PWR QUANTA SVCS INC Industrials 41.0 $30K 0.02% +19.0 +86.4% $720.05 -16.3%
106 VTV VANGUARD INDEX FDS 133.0 $29K 0.02% +62.0 +87.3% $217.93 +3.4%
107 SCHM SCHWAB STRATEGIC TR 767.0 $28K 0.01% +640.0 +503.9% $36.87 -3.5%
108 NSC NORFOLK SOUTHN CORP Industrials 88.0 $28K 0.01% +82.0 +1366.7% $314.59 +10.8%
109 PRU PRUDENTIAL FINL INC Financial Services 251.0 $27K 0.01% +118.0 +88.7% $107.93 +11.0%
110 LUV SOUTHWEST AIRLS CO Industrials 510.0 $26K 0.01% +93.0 +22.3% $51.42 -22.9%
111 BA BOEING CO Industrials 119.0 $26K 0.01% +47.0 +65.3% $216.47 -3.1%
112 OKTA OKTA INC Technology 176.0 $24K 0.01% +70.0 +66.0% $136.45 +21.8%
113 GROY GOLD ROYALTY CORP Basic Materials 8,000.0 $22K 0.01% +500.0 +6.7% $2.76 +20.3%
114 ZTR VIRTUS TOTAL RETURN FD INC Financial Services 3,059.0 $21K 0.01% +68.0 +2.3% $6.83 +0.1%
115 RKLB ROCKET LAB CORP Industrials 202.0 $21K 0.01% +2.0 +1.0% $101.65 -36.7%
116 F FORD MTR CO Consumer Cyclical 1,345.0 $19K 0.01% +219.0 +19.4% $13.90 -0.2%
117 ECL ECOLAB INC Basic Materials 67.0 $19K 0.01% +39.0 +139.3% $278.61 +2.9%
118 MDLZ MONDELEZ INTL INC Consumer Defensive 317.0 $18K 0.01% +3.0 +1.0% $57.86 +7.8%
119 APH AMPHENOL CORP Technology 97.0 $17K 0.01% +44.0 +83.0% $176.32 -10.5%
120 NOW SERVICENOW INC Technology 172.0 $17K 0.01% +116.0 +207.1% $99.28 +45.8%
Page 6 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%