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Portfolio (Quarterly) Guide ↗

MCGUIRE CAPITAL ADVISORS INC

· CIK 0002112006
13F Portfolio $157M AUM Filed Feb 19, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 944 New
Page 17 of 48  ·  944 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VTV VANGUARD INDEX FDS 91.0 $17K 0.01% NEW $190.99 +8.8%
322 KINS KINGSTONE COS INC Financial Services 1,032.0 $17K 0.01% NEW $16.83 -4.4%
323 PPC PILGRIMS PRIDE CORP Consumer Defensive 441.0 $17K 0.01% NEW $38.99 -25.7%
324 USB US BANCORP DEL Financial Services 321.0 $17K 0.01% NEW $53.36 +1.1%
325 BOOT BOOT BARN HLDGS INC Consumer Cyclical 97.0 $17K 0.01% NEW $176.47 -18.5%
326 MET METLIFE INC Financial Services 215.0 $17K 0.01% NEW $78.93 +5.6%
327 STRT STRATTEC SEC CORP Consumer Cyclical 221.0 $17K 0.01% NEW $76.14 -5.2%
328 BLACKROCK ETF TRUST II 345.0 $17K 0.01% NEW $48.68
329 MDLZ MONDELEZ INTL INC Consumer Defensive 312.0 $17K 0.01% NEW $53.77 +14.2%
330 IWM ISHARES TR 68.0 $17K 0.01% NEW $246.16 +13.8%
331 RGA REINSURANCE GRP OF AMERICA I Financial Services 82.0 $17K 0.01% NEW $203.46 +5.3%
332 VTIP VANGUARD MALVERN FDS 337.0 $17K 0.01% NEW $49.46 +1.7%
333 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 450.0 $17K 0.01% NEW $37.00 -12.1%
334 MRSH MARSH & MCLENNAN COS INC Financial Services 89.0 $17K 0.01% NEW $185.52 -11.5%
335 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 500.0 $16K 0.01% NEW $32.65 +32.1%
336 CBRE CBRE GROUP INC Real Estate 101.0 $16K 0.01% NEW $160.79 -20.3%
337 WMB WILLIAMS COS INC Energy 269.0 $16K 0.01% NEW $60.13 +29.8%
338 CXT CRANE NXT CO Industrials 342.0 $16K 0.01% NEW $47.07 -17.7%
339 DC DAKOTA GOLD CORP Basic Materials 2,832.0 $16K 0.01% NEW $5.68 -5.8%
340 FMB FIRST TR EXCH TRADED FD III 314.0 $16K 0.01% NEW $51.13 -1.1%
Page 17 of 48  ·  944 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 41.7%
Financial Services 16.6%
Energy 10.2%
Consumer Cyclical 7.7%
Communication Services 7.3%
Industrials 5.1%
Healthcare 3.6%
Consumer Defensive 3.3%
Utilities 2.2%
Basic Materials 1.2%