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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 2 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 4,215.0 $45K 0.02% NEW $10.57 -5.7%
22 AIR AAR CORP Industrials 279.0 $40K 0.02% NEW $142.93 -6.8%
23 MAIR MADISON AIR SOLUTIONS CORP Industrials 800.0 $31K 0.02% NEW $39.00 -32.5%
24 SCHK SCHWAB STRATEGIC TR 800.0 $29K 0.02% NEW $36.06 +2.9%
25 SPTI SPDR SERIES TRUST 885.0 $25K 0.01% NEW $28.39 -1.2%
26 DY DYCOM INDS INC Industrials 47.0 $24K 0.01% NEW $505.60 -41.8%
27 FTXL FIRST TR EXCHANGE TRADED FD 82.0 $23K 0.01% NEW $284.95 -22.7%
28 RGTI RIGETTI COMPUTING INC Technology 1,200.0 $23K 0.01% NEW $19.32 -19.3%
29 IBDU ISHARES TR 800.0 $19K 0.01% NEW $23.16 -0.5%
30 VOE VANGUARD INDEX FDS 86.0 $17K 0.01% NEW $197.60 +5.1%
31 AVDV AMERICAN CENTY ETF TR 162.0 $17K 0.01% NEW $103.05 +9.1%
32 IAGG ISHARES TR 284.0 $14K 0.01% NEW $50.60 -1.7%
33 IVW ISHARES TR 102.0 $14K 0.01% NEW $137.53 +1.8%
34 ELF E L F BEAUTY INC Consumer Defensive 179.0 $13K 0.01% NEW $74.00 +40.7%
35 DWSN DAWSON GEOPHYSICAL CO NEW Energy 2,000.0 $12K 0.01% NEW $5.94 -43.8%
36 OOMA OOMA INC Communication Services 585.0 $11K 0.01% NEW $19.22 +19.2%
37 AIS TIDAL TRUST III 124.0 $11K 0.01% NEW $85.31 -20.5%
38 IBDX ISHARES TR 390.0 $10K 0.01% NEW $25.19 -1.5%
39 CECO CECO ENVIRONMENTAL CORP Industrials 107.0 $10K 0.01% NEW $90.74 -23.2%
40 IBDV ISHARES TR 440.0 $10K 0.01% NEW $21.80 -1.0%
Page 2 of 7  ·  134 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%