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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CRWD CROWDSTRIKE HLDGS INC Technology 22.0 $17K 0.01% +21.0 +2100.0% $190.78 +14.5%
122 ETN EATON CORP PLC Industrials 39.0 $17K 0.01% +17.0 +77.3% $426.13 -5.5%
123 MDT MEDTRONIC PLC Healthcare 201.0 $16K 0.01% +51.0 +34.0% $78.23 +16.6%
124 CEG CONSTELLATION ENERGY CORP Utilities 59.0 $15K 0.01% +22.0 +59.5% $248.37 +11.4%
125 XT ISHARES TR 176.0 $15K 0.01% +122.0 +225.9% $82.63 +0.0%
126 WAB WABTEC Industrials 53.0 $14K 0.01% +43.0 +430.0% $270.98 +7.8%
127 CASY CASEYS GEN STORES INC Consumer Cyclical 18.0 $14K 0.01% +15.0 +500.0% $796.50 -5.2%
128 BE BLOOM ENERGY CORP Industrials 47.0 $14K 0.01% +40.0 +571.4% $302.70 -30.4%
129 SE SEA LTD Consumer Cyclical 148.0 $14K 0.01% +47.0 +46.5% $95.83 +24.6%
130 IBDT ISHARES TR 560.0 $14K 0.01% +535.0 +2140.0% $25.25 -0.3%
131 SBUX STARBUCKS CORP Consumer Cyclical 136.0 $14K 0.01% +43.0 +46.2% $102.19 +5.5%
132 CHAT TIDAL TRUST II 141.0 $14K 0.01% +58.0 +69.9% $98.40 -11.5%
133 SPTL SPDR SERIES TRUST 511.0 $13K 0.01% +320.0 +167.5% $26.23 -3.6%
134 PYPL PAYPAL HLDGS INC Financial Services 298.0 $13K 0.01% +95.0 +46.8% $43.18 +24.3%
135 DAAQ DIGITAL ASSET ACQUISITION CO Financial Services 1,235.0 $13K 0.01% +600.0 +94.5% $10.38 +0.5%
136 MLM MARTIN MARIETTA MATLS INC Basic Materials 22.0 $13K 0.01% +9.0 +69.2% $576.68 -7.9%
137 SYK STRYKER CORPORATION Healthcare 40.0 $13K 0.01% +30.0 +300.0% $314.85 +5.0%
138 ARTY ISHARES TR 163.0 $12K 0.01% +46.0 +39.3% $76.04 -1.9%
139 NOBL PROSHARES TR 210.0 $12K 0.01% +105.0 +100.0% $56.16 +3.9%
140 IETC ISHARES U S ETF TR 103.0 $11K 0.01% +54.0 +110.2% $107.35 +1.4%
Page 7 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%