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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 9 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NU NU HLDGS LTD Financial Services 600.0 $8K 0.00% +100.0 +20.0% $13.36 +7.0%
162 NAT NORDIC AMERICAN TANKERS LIMI Industrials 1,440.0 $8K 0.00% +48.0 +3.5% $5.54 +22.2%
163 IIM INVESCO VALUE MUN INCOME TR Financial Services 618.0 $8K 0.00% +6.0 +1.0% $12.73 +0.2%
164 DASH DOORDASH INC Communication Services 41.0 $8K 0.00% +34.0 +485.7% $184.54 +28.3%
165 BSX BOSTON SCIENTIFIC CORP Healthcare 174.0 $7K 0.00% +94.0 +117.5% $42.68 +9.8%
166 KGC KINROSS GOLD CORP Basic Materials 295.0 $7K 0.00% +180.0 +156.5% $23.62 +32.4%
167 USAR USA RARE EARTH INC Basic Materials 285.0 $6K 0.00% +10.0 +3.6% $21.61 -16.7%
168 VB VANGUARD INDEX FDS 20.0 $6K 0.00% +16.0 +400.0% $303.10 -0.8%
169 NOV NOV INC Energy 314.0 $6K 0.00% +3.0 +1.0% $18.53 +13.3%
170 RYN RAYONIER INC Real Estate 266.0 $6K 0.00% +3.0 +1.1% $21.27 -4.2%
171 PPL PPL CORP Utilities 155.0 $6K 0.00% +1.0 +0.7% $36.43 -6.1%
172 ABNB AIRBNB INC Consumer Cyclical 37.0 $5K 0.00% +30.0 +428.6% $143.11 +32.4%
173 MGK VANGUARD WORLD FD 60.0 $5K 0.00% +48.0 +400.0% $87.92 +2.5%
174 HODL VANECK BITCOIN ETF 296.0 $5K 0.00% +116.0 +64.4% $16.61 +31.9%
175 KHC KRAFT HEINZ CO Consumer Defensive 195.0 $5K 0.00% +2.0 +1.0% $23.65 +8.7%
176 VTEB VANGUARD MUN BD FDS 90.0 $5K 0.00% +15.0 +20.0% $50.58 -2.3%
177 BKNG BOOKING HOLDINGS INC Consumer Cyclical 25.0 $4K 0.00% +24.0 +2400.0% $178.24 +15.4%
178 SPYM SPDR SERIES TRUST 50.0 $4K 0.00% +23.0 +85.2% $87.88 +3.1%
179 SCHB SCHWAB STRATEGIC TR 141.0 $4K 0.00% +131.0 +1310.0% $29.04 +2.3%
180 OLN OLIN CORP Basic Materials 140.0 $3K 0.00% +100.0 +250.0% $19.82 -13.5%
Page 9 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%