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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 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 PY PRINCIPAL EXCHANGE TRADED FD 3 $154.0 SOLD
82 CIFR CIPHER DIGITAL INC Financial Services 10 $129.0 SOLD
83 CABO CABLE ONE INC Communication Services 1 $91.0 SOLD
84 EVTL VERTICAL AEROSPACE LTD Industrials 15 $33.0 SOLD
85 OFF THE HOOK YS INC 6 $12.0 SOLD
86 BORR DRILLING LTD 1 $6.0 SOLD
87 BBAI BIGBEAR AI HLDGS INC Technology 1 $4.0 SOLD
Page 5 of 5  ·  87 positions
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%